Empire State Realty Trust Inc (ESRT)vsGladstone Commercial Corporation (GOOD)
ESRT
Empire State Realty Trust Inc
$5.27
+0.19%
REAL ESTATE · Cap: $1.77B
GOOD
Gladstone Commercial Corporation
$12.38
-1.98%
REAL ESTATE · Cap: $622.53M
Smart Verdict
WallStSmart Research — data-driven comparison
Empire State Realty Trust Inc generates 369% more annual revenue ($776.71M vs $165.74M). GOOD leads profitability with a 12.7% profit margin vs 5.1%. ESRT appears more attractively valued with a PEG of 37.36. GOOD earns a higher WallStSmart Score of 59/100 (C).
ESRT
Hold46
out of 100
Grade: D+
GOOD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.9%
Fair Value
$13.25
Current Price
$5.27
$7.98 discount
Margin of Safety
+75.0%
Fair Value
$46.22
Current Price
$12.38
$33.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 39.8%
Earnings expanding 84.4% YoY
Areas to Watch
Moderate valuation
4.9% revenue growth
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESRT
The strongest argument for ESRT centers on Price/Book.
Bull Case : GOOD
The strongest argument for GOOD centers on Operating Margin, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : ESRT
The primary concerns for ESRT are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.21 is elevated, increasing financial risk.
Bear Case : GOOD
The primary concerns for GOOD are Market Cap, Piotroski F-Score, PEG Ratio. A P/E of 70.8x leaves little room for execution misses. Debt-to-equity of 5.16 is elevated, increasing financial risk.
Key Dynamics to Monitor
ESRT carries more volatility with a beta of 1.36 — expect wider price swings.
GOOD is growing revenue faster at 11.8% — sustainability is the question.
ESRT generates stronger free cash flow (51M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOD scores higher overall (59/100 vs 46/100) and 11.8% revenue growth. ESRT offers better value entry with a 51.9% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Empire State Realty Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
Empire State Realty Trust, Inc. (NYSE: ESRT), a major real estate investment trust (REIT), owns, manages, operates, acquires and repositions offices and retail properties in Manhattan and the New York metropolitan area, including the Empire State Building, the?
Visit Website →Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
Compare with Other REIT - DIVERSIFIED Stocks
Want to dig deeper into these stocks?