Comparing FTAI Infrastructure (NASDAQ:FIP) & Mobile Infrastructure (NASDAQ:BEEP)

Mobile Infrastructure (NASDAQ:BEEP) and FTAI Infrastructure (NASDAQ:FIP) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, analyst recommendations, earnings, institutional ownership, valuation, profitability and risk.

Insider & Institutional Ownership

84.3% of Mobile Infrastructure shares are held by institutional investors. Comparatively, 87.4% of FTAI Infrastructure shares are held by institutional investors. 46.2% of Mobile Infrastructure shares are held by company insiders. Comparatively, 1.2% of FTAI Infrastructure shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of current recommendations for Mobile Infrastructure and FTAI Infrastructure, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Mobile Infrastructure	1	0	4	0	2.60
FTAI Infrastructure	1	0	2	0	2.33

Mobile Infrastructure presently has a consensus price target of $5.88, suggesting a potential upside of 107.60%. FTAI Infrastructure has a consensus price target of $11.00, suggesting a potential upside of 123.12%. Given FTAI Infrastructure’s higher possible upside, analysts clearly believe FTAI Infrastructure is more favorable than Mobile Infrastructure.

Profitability

This table compares Mobile Infrastructure and FTAI Infrastructure’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Mobile Infrastructure	-42.13%	-6.87%	-3.05%
FTAI Infrastructure	-41.09%	-75.13%	-3.02%

Risk & Volatility

Mobile Infrastructure has a beta of 0.55, suggesting that its stock price is 45% less volatile than the S&P 500. Comparatively, FTAI Infrastructure has a beta of 1.86, suggesting that its stock price is 86% more volatile than the S&P 500.

Valuation & Earnings

This table compares Mobile Infrastructure and FTAI Infrastructure”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Mobile Infrastructure	$37.01 million	3.23	-$5.76 million	($0.39)	-7.26
FTAI Infrastructure	$331.50 million	1.73	-$223.65 million	($2.46)	-2.00

Mobile Infrastructure has higher earnings, but lower revenue than FTAI Infrastructure. Mobile Infrastructure is trading at a lower price-to-earnings ratio than FTAI Infrastructure, indicating that it is currently the more affordable of the two stocks.

About Mobile Infrastructure

Mobile Infrastructure Corporation is a Maryland corporation. The Company owns a diversified portfolio of parking assets primarily located in the Midwest and Southwest. As of December 31, 2023, the Company owned 43 parking facilities in 21 separate markets throughout the United States, with a total of 15,700 parking spaces and approximately 5.4 million square feet. The Company also owns approximately 0.2 million square feet of retail/commercial space adjacent to its parking facilities.

About FTAI Infrastructure

FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. The company operates through five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant under construction. In addition, it operates six freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.