First Industrial Realty Trust Inc (FR)vsRexford Industrial Realty Inc (REXR)
FR
First Industrial Realty Trust Inc
$54.34
-1.50%
REAL ESTATE · Cap: $8.05B
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 30% more annual revenue ($991.92M vs $760.37M). FR leads profitability with a 47.9% profit margin vs -39.2%. REXR appears more attractively valued with a PEG of 1.88. FR earns a higher WallStSmart Score of 64/100 (C+).
FR
Buy64
out of 100
Grade: C+
REXR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.7%
Fair Value
$43.43
Current Price
$54.34
$10.91 premium
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 48 of every $100 in revenue as profit
Strong operational efficiency at 45.1%
Reasonable price relative to book value
Earnings expanding 39.3% YoY
Reasonable price relative to book value
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 47.9% and operating margin at 45.1%.
Bull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : FR
The primary concerns for FR are Piotroski F-Score, PEG Ratio, Altman Z-Score.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
FR profiles as a mature stock while REXR is a turnaround play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
FR is growing revenue faster at 8.4% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FR scores higher overall (64/100 vs 49/100), backed by strong 47.9% margins. REXR offers better value entry with a 70.5% 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.
First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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