KKR Real Estate Finance Trust (KREF) Competitors

Four Corners Property Trust (NYSE:FCPT) and KKR Real Estate Finance Trust (NYSE:KREF) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their dividends, community ranking, risk, earnings, institutional ownership, media sentiment, profitability, valuation and analyst recommendations.

Which has more volatility & risk, FCPT or KREF?

Four Corners Property Trust has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500. Comparatively, KKR Real Estate Finance Trust has a beta of 1, meaning that its stock price has a similar volatility profile to the S&P 500.

Do analysts rate FCPT or KREF?

Four Corners Property Trust currently has a consensus target price of $30.60, indicating a potential upside of 11.05%. KKR Real Estate Finance Trust has a consensus target price of $12.63, indicating a potential upside of 19.06%. Given KKR Real Estate Finance Trust's stronger consensus rating and higher possible upside, analysts plainly believe KKR Real Estate Finance Trust is more favorable than Four Corners Property Trust.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Four Corners Property Trust	0 Sell rating(s)	3 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.50
KKR Real Estate Finance Trust	0 Sell rating(s)	0 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	3.00

Is FCPT or KREF more profitable?

Four Corners Property Trust has a net margin of 37.27% compared to KKR Real Estate Finance Trust's net margin of 0.40%. KKR Real Estate Finance Trust's return on equity of 9.46% beat Four Corners Property Trust's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Four Corners Property Trust	37.27%	7.68%	3.96%
KKR Real Estate Finance Trust	0.40%	9.46%	1.86%

Is FCPT or KREF a better dividend stock?

Four Corners Property Trust pays an annual dividend of $1.42 per share and has a dividend yield of 5.2%. KKR Real Estate Finance Trust pays an annual dividend of $1.00 per share and has a dividend yield of 9.4%. Four Corners Property Trust pays out 132.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. KKR Real Estate Finance Trust pays out -333.3% of its earnings in the form of a dividend. KKR Real Estate Finance Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Do institutionals & insiders hold more shares of FCPT or KREF?

98.7% of Four Corners Property Trust shares are owned by institutional investors. Comparatively, 70.2% of KKR Real Estate Finance Trust shares are owned by institutional investors. 1.2% of Four Corners Property Trust shares are owned by company insiders. Comparatively, 1.6% of KKR Real Estate Finance Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Which has stronger earnings & valuation, FCPT or KREF?

Four Corners Property Trust has higher earnings, but lower revenue than KKR Real Estate Finance Trust. KKR Real Estate Finance Trust is trading at a lower price-to-earnings ratio than Four Corners Property Trust, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Four Corners Property Trust	$250.61M	10.64	$95.34M	$1.07	25.75
KKR Real Estate Finance Trust	$640.41M	1.15	-$30.85M	-$0.30	-35.35

Does the media favor FCPT or KREF?

In the previous week, KKR Real Estate Finance Trust had 5 more articles in the media than Four Corners Property Trust. MarketBeat recorded 7 mentions for KKR Real Estate Finance Trust and 2 mentions for Four Corners Property Trust. KKR Real Estate Finance Trust's average media sentiment score of 0.73 beat Four Corners Property Trust's score of 0.42 indicating that KKR Real Estate Finance Trust is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Four Corners Property Trust	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
KKR Real Estate Finance Trust	4 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community prefer FCPT or KREF?

KKR Real Estate Finance Trust received 3 more outperform votes than Four Corners Property Trust when rated by MarketBeat users. Likewise, 59.95% of users gave KKR Real Estate Finance Trust an outperform vote while only 50.69% of users gave Four Corners Property Trust an outperform vote.

Company	Underperform	Outperform
Four Corners Property Trust	Outperform Votes 256 50.69%	Underperform Votes 249 49.31%
KKR Real Estate Finance Trust	Outperform Votes 259 59.95%	Underperform Votes 173 40.05%

Summary

KKR Real Estate Finance Trust beats Four Corners Property Trust on 12 of the 20 factors compared between the two stocks.