Head-To-Head Analysis: Angel Oak Mortgage REIT (NYSE:AOMR) & Mobile Infrastructure (NASDAQ:BEEP)

Angel Oak Mortgage REIT (NYSE:AOMR) and Mobile Infrastructure (NASDAQ:BEEP) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, valuation, dividends, profitability, risk, analyst recommendations and institutional ownership.

Institutional and Insider Ownership

80.2% of Angel Oak Mortgage REIT shares are held by institutional investors. Comparatively, 84.3% of Mobile Infrastructure shares are held by institutional investors. 2.5% of Angel Oak Mortgage REIT shares are held by company insiders. Comparatively, 46.2% of Mobile Infrastructure shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Risk and Volatility

Angel Oak Mortgage REIT has a beta of 1.48, meaning that its stock price is 48% more volatile than the S&P 500. Comparatively, Mobile Infrastructure has a beta of 0.58, meaning that its stock price is 42% less volatile than the S&P 500.

Profitability

This table compares Angel Oak Mortgage REIT and Mobile Infrastructure’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Angel Oak Mortgage REIT	70.22%	-4.51%	-0.52%
Mobile Infrastructure	-24.59%	-4.36%	-2.09%

Valuation & Earnings

This table compares Angel Oak Mortgage REIT and Mobile Infrastructure”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Angel Oak Mortgage REIT	$95.95 million	2.64	$33.71 million	$2.94	3.67
Mobile Infrastructure	$30.27 million	5.16	-$25.12 million	($0.90)	-4.14

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

Analyst Ratings

This is a summary of recent ratings and target prices for Angel Oak Mortgage REIT and Mobile Infrastructure, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Angel Oak Mortgage REIT	0	3	3	0	2.50
Mobile Infrastructure	0	0	2	0	3.00

Angel Oak Mortgage REIT currently has a consensus price target of $12.20, indicating a potential upside of 13.12%. Mobile Infrastructure has a consensus price target of $5.00, indicating a potential upside of 34.05%. Given Mobile Infrastructure’s stronger consensus rating and higher possible upside, analysts plainly believe Mobile Infrastructure is more favorable than Angel Oak Mortgage REIT.

Summary

Angel Oak Mortgage REIT beats Mobile Infrastructure on 8 of the 14 factors compared between the two stocks.

About Angel Oak Mortgage REIT

Angel Oak Mortgage REIT, Inc., a real estate finance company, focuses on acquiring and investing in first lien non- qualified mortgage loans and other mortgage-related assets in the United States mortgage market. It offers investment securities; residential mortgage loans; and commercial mortgage loans. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was incorporated in 2018 and is headquartered in Atlanta, Georgia.

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.