Yamato (OTCMKTS:YATRY – Free Report) and Mullen Group (OTCMKTS:MLLGF – Free Report) are both industrials companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, valuation, analyst recommendations, profitability and earnings.
Dividends
Yamato pays an annual dividend of $12.06 per share and has a dividend yield of 65.7%. Mullen Group pays an annual dividend of $1.20 per share and has a dividend yield of 11.5%. Yamato pays out 14.7% of its earnings in the form of a dividend. Mullen Group pays out 120.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Yamato is clearly the better dividend stock, given its higher yield and lower payout ratio.
Analyst Recommendations
This is a summary of recent recommendations and price targets for Yamato and Mullen Group, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Yamato | 0 | 0 | 0 | 0 | N/A |
| Mullen Group | 0 | 3 | 1 | 1 | 2.60 |
Mullen Group has a consensus target price of $17.07, suggesting a potential upside of 63.83%. Given Mullen Group’s higher possible upside, analysts clearly believe Mullen Group is more favorable than Yamato.
Profitability
This table compares Yamato and Mullen Group’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Yamato | N/A | N/A | N/A |
| Mullen Group | N/A | N/A | N/A |
Institutional & Insider Ownership
0.0% of Yamato shares are held by institutional investors. Comparatively, 55.0% of Mullen Group shares are held by institutional investors. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Earnings & Valuation
This table compares Yamato and Mullen Group’s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Yamato | N/A | N/A | N/A | $82.14 | 0.22 |
| Mullen Group | N/A | N/A | N/A | $1.00 | 10.47 |
Yamato is trading at a lower price-to-earnings ratio than Mullen Group, indicating that it is currently the more affordable of the two stocks.
Summary
Mullen Group beats Yamato on 5 of the 8 factors compared between the two stocks.
About Yamato
Yamato Holdings Co., Ltd. provides delivery, logistics, home convenience, e-business, financial, auto works, and other related services in Japan, North America, and internationally. The company’s Delivery segment offers small parcel delivery services, such as door-to-door parcel delivery and posting services. Its BIZ-Logistics segment provides intercompany logistics services to B2B supply-chain management market. The company’s Home Convenience segment offers lifestyle support services, including moving and household effects delivery services. Its e-Business segment provides information services comprising ASP services and information systems development for business markets. The company’s Financial segment offers settlement and collection services to customers and business customers. Its Autoworks segment provides vehicle maintenance and fuel supply services for transport companies. The company was founded in 1919 and is headquartered in Tokyo, Japan.
About Mullen Group
Mullen Group Ltd. provides a range of trucking and logistics services in Canada and the United States. The Less-Than-Truckload segment delivers general freight consisting of smaller shipments, packages, and parcels; and pharmaceutical and package products. The Logistics & Warehousing segment offers full truckload, specialized transportation, warehousing, and fulfillment centers that handle ecommerce transactions and transload facilities for intermodal and bulk shipments; technology solutions, including transportation management, inventory management, and warehouse management systems; and warehousing and distribution services. The Specialized & Industrial Services segment provides production services, well servicing, production fluid transportation, transportation of fluids for disposal, frac support, hydrovac excavation, and industrial cleaning and turnaround services; and specialized services comprising dredging and dewatering services, large diameter pipe stockpiling and stringing services, water management, environmental services, civil construction, municipal development and emergency services, hydrostatic testing services to the pipeline industry and midstream sector, and transporting of oversize and overweight shipments, as well as deals in original equipment manufacturer parts and services. This segment also offers drilling and drilling related services, consisting of transportation, handling, and storage of oilfield fluids, tubulars, and drilling mud; drilling rig relocation; general oilfield hauling; well disposal facility; core drilling; setting surface casing; and conductor pipe setting services. The U.S. & International Logistics segment provides logistics services through professional representatives and station agents. This segment also owns SilverExpress, a proprietary integrated transportation management platform. The company was founded in 1949 and is headquartered in Okotoks, Canada.
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