STHO vs STRW vs PINE vs FCPT

For growth investors, Star Holdings (STHO) is the stronger pick with 23.

9% revenue growth year-over-year, versus 9. 7% for Four Corners Property Trust, Inc. (FCPT). 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.

On trailing P/E, Strawberry Fields REIT LLC (STRW) is the cheapest at 22.

7x versus Four Corners Property Trust, Inc. at 23. 4x. On forward P/E, Strawberry Fields REIT LLC is actually cheaper at 19. 4x.

Over the past 5 years, Strawberry Fields REIT LLC (STRW) delivered a total return of +47.

8%, compared to -55. 8% for Star Holdings (STHO). Over 10 years, the gap is even starker: FCPT returned +99. 1% versus STHO's -55. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Four Corners Property Trust, Inc.

(FCPT) is the lower-risk stock at 0. 14β versus Star Holdings's 1. 06β — meaning STHO is approximately 645% more volatile than FCPT relative to the S&P 500. On balance sheet safety, Four Corners Property Trust, Inc. (FCPT) carries a lower debt/equity ratio of 74% versus 8% for Strawberry Fields REIT LLC — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Star Holdings (STHO) is pulling ahead at 23.

9% versus 9. 7% for Four Corners Property Trust, Inc. (FCPT). On earnings-per-share growth, the picture is similar: Strawberry Fields REIT LLC grew EPS 46. 2% year-over-year, compared to -257. 1% for Alpine Income Property Trust, Inc.. Over a 3-year CAGR, STRW leads at 10. 4% 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.

Four Corners Property Trust, Inc.

(FCPT) is the more profitable company, earning 38. 2% net margin versus -58. 3% for Star Holdings — meaning it keeps 38. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FCPT leads at 55. 7% versus 11. 3% for STHO. At the gross margin level — before operating expenses — FCPT leads at 95. 4%, 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.

On forward earnings alone, Strawberry Fields REIT LLC (STRW) trades at 19.

4x forward P/E versus 59. 3x for Alpine Income Property Trust, Inc. — 39. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STRW: 18. 4% to $15. 33.

In this comparison, FCPT (5.

5% yield), STRW (4. 4% yield), PINE (0. 2% yield) pay a dividend. STHO does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Four Corners Property Trust, Inc.

(FCPT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 14), 5. 5% yield). Both have compounded well over 10 years (FCPT: +99. 1%, STHO: -55. 8%), 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.

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.

In terms of investment character: STHO is a small-cap high-growth stock; STRW is a small-cap high-growth stock; PINE is a small-cap high-growth stock; FCPT is a small-cap income-oriented stock. STRW, FCPT pay a dividend while STHO, PINE do 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.