Comparing Sabra Healthcare REIT (NASDAQ:SBRA) & Brookfield Infrastructure Partners (NYSE:BIP)

Brookfield Infrastructure Partners (NYSE:BIP) and Sabra Healthcare REIT (NASDAQ:SBRA) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, earnings, analyst recommendations, risk and valuation.

Earnings & Valuation

This table compares Brookfield Infrastructure Partners and Sabra Healthcare REIT”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Brookfield Infrastructure Partners	$23.10 billion	0.74	$771.00 million	$0.66	55.97
Sabra Healthcare REIT	$774.63 million	6.56	$155.61 million	$0.63	32.00

Brookfield Infrastructure Partners has higher revenue and earnings than Sabra Healthcare REIT. Sabra Healthcare REIT is trading at a lower price-to-earnings ratio than Brookfield Infrastructure Partners, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

Brookfield Infrastructure Partners has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500. Comparatively, Sabra Healthcare REIT has a beta of 0.65, meaning that its stock price is 35% less volatile than the S&P 500.

Insider and Institutional Ownership

57.9% of Brookfield Infrastructure Partners shares are owned by institutional investors. Comparatively, 99.4% of Sabra Healthcare REIT shares are owned by institutional investors. 1.1% of Sabra Healthcare REIT shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Dividends

Brookfield Infrastructure Partners pays an annual dividend of $1.82 per share and has a dividend yield of 4.9%. Sabra Healthcare REIT pays an annual dividend of $1.20 per share and has a dividend yield of 6.0%. Brookfield Infrastructure Partners pays out 275.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Sabra Healthcare REIT pays out 190.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield Infrastructure Partners has raised its dividend for 18 consecutive years. Sabra Healthcare REIT is clearly the better dividend stock, given its higher yield and lower payout ratio.

Profitability

This table compares Brookfield Infrastructure Partners and Sabra Healthcare REIT’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Brookfield Infrastructure Partners	3.46%	2.54%	0.68%
Sabra Healthcare REIT	19.22%	5.60%	2.84%

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Brookfield Infrastructure Partners and Sabra Healthcare REIT, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Brookfield Infrastructure Partners	0	2	8	0	2.80
Sabra Healthcare REIT	1	6	4	0	2.27

Brookfield Infrastructure Partners presently has a consensus target price of $44.62, indicating a potential upside of 20.79%. Sabra Healthcare REIT has a consensus target price of $21.30, indicating a potential upside of 5.65%. Given Brookfield Infrastructure Partners’ stronger consensus rating and higher possible upside, analysts plainly believe Brookfield Infrastructure Partners is more favorable than Sabra Healthcare REIT.

Summary

Brookfield Infrastructure Partners beats Sabra Healthcare REIT on 9 of the 17 factors compared between the two stocks.

About Brookfield Infrastructure Partners

Brookfield Infrastructure Partners L.P. owns and operates utilities, transport, midstream, and data businesses in North and South America, Europe, and the Asia Pacific. The company's Utilities segment operates approximately 2,900 km of electricity transmission lines; 4,200 km of natural gas pipelines; 8.1 million electricity and natural gas connections; and 0.6 million long-term contracted sub-metering services. This segment also offers heating, cooling, and energy solutions; gas distribution; water heaters; and heating, ventilation, and air conditioner rental, as well as other home services. Its Transport segment offers transportation, storage, and handling services for merchandise goods, commodities, and passengers through a network of approximately 22,000 km of track; 5,500 km of track network; 9,800 km of rail; and 3,300 km of motorways. The company's Midstream segment offers natural gas transmission, gathering and processing, and storage services through approximately 15,000 km of natural gas transmission pipelines; 570 billion cubic feet of natural gas storage; 17 natural gas processing plants; and 10,600 km of gas gathering pipelines, as well as 525,000 tonnes polypropylene production capacity. Its Data segment operates approximately 228,000 operational telecom towers; approximately 54,000 kilometers of fiber optic cables; approximately 1 million fiber-to-the-premise connections; two semiconductor manufacturing facilities; and 70 distributed antenna systems, as well as 135 data centers and 750 megawatts of critical load capacity and an additional approximate 670 megawatts of contracted capacity. The company was incorporated in 2007 and is based in Hamilton, Bermuda. Brookfield Infrastructure Partners L.P. operates as a subsidiary of Brookfield Corporation.

About Sabra Healthcare REIT

Sabra Health Care REIT, Inc. engages in the business of acquiring, financing, and owning real estate property. The company was founded on May 10, 2010 and is headquartered in Tustin, CA.