Aecon Group (ARE) Competitors

Bird Construction (TSE:BDT) and Aecon Group (TSE:ARE) are both small-cap industrials companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, media sentiment, risk, institutional ownership, analyst recommendations, earnings, valuation and profitability.

Do institutionals & insiders have more ownership in BDT or ARE?

34.0% of Bird Construction shares are held by institutional investors. Comparatively, 18.2% of Aecon Group shares are held by institutional investors. 3.0% of Bird Construction shares are held by company insiders. Comparatively, 0.8% of Aecon Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Is BDT or ARE more profitable?

Bird Construction has a net margin of 2.81% compared to Aecon Group's net margin of -1.56%. Bird Construction's return on equity of 26.11% beat Aecon Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Bird Construction	2.81%	26.11%	4.80%
Aecon Group	-1.56%	-6.40%	-3.46%

Do analysts rate BDT or ARE?

Bird Construction currently has a consensus target price of C$32.44, indicating a potential upside of 11.97%. Aecon Group has a consensus target price of C$22.90, indicating a potential upside of 11.87%. Given Bird Construction's stronger consensus rating and higher probable upside, equities analysts plainly believe Bird Construction is more favorable than Aecon Group.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Bird Construction	0 Sell rating(s)	1 Hold rating(s)	3 Buy rating(s)	2 Strong Buy rating(s)	3.17
Aecon Group	0 Sell rating(s)	1 Hold rating(s)	8 Buy rating(s)	2 Strong Buy rating(s)	3.09

Which has more volatility and risk, BDT or ARE?

Bird Construction has a beta of 1.05, indicating that its share price is 5% more volatile than the S&P 500. Comparatively, Aecon Group has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500.

Is BDT or ARE a better dividend stock?

Bird Construction pays an annual dividend of C$0.84 per share and has a dividend yield of 2.9%. Aecon Group pays an annual dividend of C$0.76 per share and has a dividend yield of 3.7%. Bird Construction pays out 50.9% of its earnings in the form of a dividend. Aecon Group pays out -74.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Aecon Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

Does the media prefer BDT or ARE?

In the previous week, Bird Construction had 2 more articles in the media than Aecon Group. MarketBeat recorded 3 mentions for Bird Construction and 1 mentions for Aecon Group. Bird Construction's average media sentiment score of 0.70 beat Aecon Group's score of 0.67 indicating that Bird Construction is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Bird Construction	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Aecon Group	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has higher valuation and earnings, BDT or ARE?

Bird Construction has higher earnings, but lower revenue than Aecon Group. Aecon Group is trading at a lower price-to-earnings ratio than Bird Construction, 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
Bird Construction	C$3.31B	0.49	C$93.17M	C$1.65	17.54
Aecon Group	C$4.16B	0.31	-C$64.67M	-C$1.02	-20.14

Summary

Bird Construction beats Aecon Group on 13 of the 18 factors compared between the two stocks.