Real Estate - Development
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OZ vs STRW
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Healthcare Facilities
OZ vs STRW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Real Estate - Development | REIT - Healthcare Facilities |
| Market Cap | $185M | $170M |
| Revenue (TTM) | $7M | $145M |
| Net Income (TTM) | $-37M | $7M |
| Gross Margin | -73.7% | 81.4% |
| Operating Margin | -201.6% | 54.3% |
| Forward P/E | — | 19.4x |
| Total Debt | $181M | $672M |
| Cash & Equiv. | $25M | $48M |
OZ vs STRW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 22 | May 26 | Return |
|---|---|---|---|
| Belpointe PREP, LLC (OZ) | 100 | 60.1 | -39.9% |
| Strawberry Fields R… (STRW) | 100 | 125.7 | +25.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OZ vs STRW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OZ is the clearest fit if your priority is income & stability and growth exposure.
- beta 0.31
- Rev growth 18.7%, EPS growth -62.6%, 3Y rev CAGR 39.0%
- Lower volatility, beta 0.31, Low D/E 59.5%, current ratio 0.70x
STRW carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 47.8% 10Y total return vs OZ's -49.2%
- 4.8% margin vs OZ's -5.1%
- 4.4% yield; 2-year raise streak; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% FFO/revenue growth vs STRW's 17.3% | |
| Quality / Margins | 4.8% margin vs OZ's -5.1% | |
| Stability / Safety | Beta 0.31 vs STRW's 0.69, lower leverage | |
| Dividends | 4.4% yield; 2-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +29.7% vs OZ's -19.5% | |
| Efficiency (ROA) | 0.8% ROA vs OZ's -6.4%, ROIC 7.2% vs -2.6% |
OZ vs STRW — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
STRW leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
STRW is the larger business by revenue, generating $145M annually — 20.1x OZ's $7M. STRW is the more profitable business, keeping 4.8% of every revenue dollar as net income compared to OZ's -5.1%. On growth, OZ holds the edge at +177.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $7M | $145M |
| EBITDAEarnings before interest/tax | -$6M | $123M |
| Net IncomeAfter-tax profit | -$37M | $7M |
| Free Cash FlowCash after capex | -$20M | $88M |
| Gross MarginGross profit ÷ Revenue | -73.7% | +81.4% |
| Operating MarginEBIT ÷ Revenue | -2.0% | +54.3% |
| Net MarginNet income ÷ Revenue | -5.1% | +4.8% |
| FCF MarginFCF ÷ Revenue | -2.8% | +60.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +177.0% | +34.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -72.6% | +6.7% |
Valuation Metrics
OZ leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $185M | $170M |
| Enterprise ValueMkt cap + debt − cash | $341M | $793M |
| Trailing P/EPrice ÷ TTM EPS | -7.73x | 22.72x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 19.44x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 8.31x |
| Price / SalesMarket cap ÷ Revenue | 69.05x | 1.45x |
| Price / BookPrice ÷ Book value/share | 0.61x | 1.10x |
| Price / FCFMarket cap ÷ FCF | — | 4.81x |
Profitability & Efficiency
STRW leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
STRW delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $-13 for OZ. OZ carries lower financial leverage with a 0.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to STRW's 8.04x. On the Piotroski fundamental quality scale (0–9), STRW scores 7/9 vs OZ's 2/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -12.9% | +11.2% |
| ROA (TTM)Return on assets | -6.4% | +0.8% |
| ROICReturn on invested capital | -2.6% | +7.2% |
| ROCEReturn on capital employed | -3.3% | +9.0% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 7 |
| Debt / EquityFinancial leverage | 0.59x | 8.04x |
| Net DebtTotal debt minus cash | $156M | $623M |
| Cash & Equiv.Liquid assets | $25M | $48M |
| Total DebtShort + long-term debt | $181M | $672M |
| Interest CoverageEBIT ÷ Interest expense | -1.35x | 1.82x |
Total Returns (Dividends Reinvested)
STRW leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in STRW five years ago would be worth $14,780 today (with dividends reinvested), compared to $5,074 for OZ. Over the past 12 months, STRW leads with a +29.7% total return vs OZ's -19.5%. The 3-year compound annual growth rate (CAGR) favors STRW at 27.9% vs OZ's -18.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -9.6% | +1.0% |
| 1-Year ReturnPast 12 months | -19.5% | +29.7% |
| 3-Year ReturnCumulative with dividends | -46.1% | +109.3% |
| 5-Year ReturnCumulative with dividends | -49.3% | +47.8% |
| 10-Year ReturnCumulative with dividends | -49.2% | +47.8% |
| CAGR (3Y)Annualised 3-year return | -18.6% | +27.9% |
Risk & Volatility
Evenly matched — OZ and STRW each lead in 1 of 2 comparable metrics.
Risk & Volatility
OZ is the less volatile stock with a 0.31 beta — it tends to amplify market swings less than STRW's 0.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. STRW currently trades 92.5% from its 52-week high vs OZ's 73.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.31x | 0.69x |
| 52-Week HighHighest price in past year | $69.00 | $14.00 |
| 52-Week LowLowest price in past year | $48.50 | $9.46 |
| % of 52W HighCurrent price vs 52-week peak | +73.6% | +92.5% |
| RSI (14)Momentum oscillator 0–100 | 47.1 | 51.6 |
| Avg Volume (50D)Average daily shares traded | 17K | 23K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
STRW is the only dividend payer here at 4.37% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $15.33 |
| # AnalystsCovering analysts | — | 2 |
| Dividend YieldAnnual dividend ÷ price | — | +4.4% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $0.57 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.5% |
STRW leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). OZ leads in 1 (Valuation Metrics). 1 tied.
OZ vs STRW: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is OZ or STRW a better buy right now?
For growth investors, Belpointe PREP, LLC (OZ) is the stronger pick with 18.
7% revenue growth year-over-year, versus 17. 3% for Strawberry Fields REIT LLC (STRW). Strawberry Fields REIT LLC (STRW) offers the better valuation at 22. 7x trailing P/E (19. 4x forward), making it the more compelling value choice. Analysts rate Strawberry Fields REIT LLC (STRW) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — OZ or STRW?
Over the past 5 years, Strawberry Fields REIT LLC (STRW) delivered a total return of +47.
8%, compared to -49. 3% for Belpointe PREP, LLC (OZ). Over 10 years, the gap is even starker: STRW returned +47. 8% versus OZ's -49. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — OZ or STRW?
By beta (market sensitivity over 5 years), Belpointe PREP, LLC (OZ) is the lower-risk stock at 0.
31β versus Strawberry Fields REIT LLC's 0. 69β — meaning STRW is approximately 121% more volatile than OZ relative to the S&P 500. On balance sheet safety, Belpointe PREP, LLC (OZ) carries a lower debt/equity ratio of 59% versus 8% for Strawberry Fields REIT LLC — giving it more financial flexibility in a downturn.
04Which is growing faster — OZ or STRW?
By revenue growth (latest reported year), Belpointe PREP, LLC (OZ) is pulling ahead at 18.
7% versus 17. 3% for Strawberry Fields REIT LLC (STRW). On earnings-per-share growth, the picture is similar: Strawberry Fields REIT LLC grew EPS 46. 2% year-over-year, compared to -62. 6% for Belpointe PREP, LLC. Over a 3-year CAGR, OZ leads at 39. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — OZ or STRW?
Strawberry Fields REIT LLC (STRW) is the more profitable company, earning 3.
5% net margin versus -891. 8% for Belpointe PREP, LLC — meaning it keeps 3. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STRW leads at 52. 4% versus -504. 3% for OZ. At the gross margin level — before operating expenses — STRW leads at 87. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — OZ or STRW?
In this comparison, STRW (4.
4% yield) pays a dividend. OZ does not pay a meaningful dividend and should not be held primarily for income.
07Is OZ or STRW better for a retirement portfolio?
For long-horizon retirement investors, Strawberry Fields REIT LLC (STRW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
69), 4. 4% yield). Both have compounded well over 10 years (STRW: +47. 8%, OZ: -49. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between OZ and STRW?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
STRW pays a dividend while OZ does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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