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Big Yellow Group vs Kimco Realty: Which Stock Looks Stronger in 2026?

Big Yellow holds the cleaner structural position, with profitability as the main driver and growth adding further support. Kimco Realty still leads on growth and stability, which keeps the comparison from looking entirely one-sided. The market setup is currently leaning toward Kimco Realty, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Big Yellow, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (BYG.L: STOXX 600, KIM: S&P 500).

Updated 2026-05-17

Profitability still does most of the heavy lifting in this comparison. The overall score gap is 16 points in favour of Big Yellow Group Plc.

Trajectory Similarity
0.79
Similar
Peer-set rank: #18
within Big Yellow Group Plc's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

Most of the shared profile comes through investment intensity and margin consistency.

Similarity drivers
investment intensitymargin consistency
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
BYG.L
Big Yellow Group Plc
57
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
KIM
Kimco Realty Corporation
41
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: BYG.L vs KIM Profitability 83 17 Stability 22 44 Valuation 86 64 Growth 9 37 BYG.L KIM
Gap Ranking
#1 Profitability +66
#2 Growth +28
#3 Valuation +22
#4 Stability +22
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BYG.L and KIM Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BYG.LKIM Relative valuation Structural strength

Structure stays fairly close here, while current pricing still looks more supportive for Big Yellow Group Plc.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Big Yellow Group Plc ranks near the top of the group; Kimco Realty Corporation sits in the weaker half.
Growth
Both sit in the weaker half on growth, with Kimco Realty Corporation still coming out ahead.
Profitability — Dominant Gap
BYG.L
83
KIM
17
Gap+66in favour of BYG.L

The profitability lead is mainly driven by a 28-point operating margin advantage.

What keeps the gap from being one-sided

Earnings growth also leans toward KIM, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

The profitability edge is decisive, even though current pricing and growth still lean somewhat toward Kimco Realty Corporation.

Explore full peer positioning in AssetNext

Break down the BYG.L vs KIM comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how BYG.L and KIM each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.