WallStSmart

Public Storage (PSA)vsRexford Industrial Realty Inc (REXR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Public Storage generates 389% more annual revenue ($4.87B vs $995.92M). PSA leads profitability with a 39.1% profit margin vs 23.3%. REXR appears more attractively valued with a PEG of 1.88. REXR earns a higher WallStSmart Score of 63/100 (C+).

PSA

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 3.3Quality: 3.5
Piotroski: 3/9Altman Z: 1.00

REXR

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 6.5Value: 6.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSAFair Value (-2.6%)

Margin of Safety

-2.6%

Fair Value

$286.49

Current Price

$309.68

$23.19 premium

UndervaluedFair: $286.49Overvalued
REXRUndervalued (+71.5%)

Margin of Safety

+71.5%

Fair Value

$131.72

Current Price

$34.07

$97.65 discount

UndervaluedFair: $131.72Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PSA5 strengths · Avg: 9.2/10
Profit MarginProfitability
39.1%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
46.0%10/10

Strong operational efficiency at 46.0%

Market CapQuality
$52.51B9/10

Large-cap with strong market position

Return on EquityProfitability
20.6%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

REXR4 strengths · Avg: 9.3/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.5%10/10

Strong operational efficiency at 41.5%

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

EPS GrowthGrowth
28.0%8/10

Earnings expanding 28.0% YoY

Areas to Watch

PSA4 concerns · Avg: 3.8/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.1x4/10

Trading at 11.1x book value

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Debt/EquityHealth
1.053/10

Elevated debt levels

REXR4 concerns · Avg: 3.8/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

P/E RatioValuation
37.3x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : PSA

The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.

Bull Case : REXR

The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 41.5%.

Bear Case : PSA

The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.

Bear Case : REXR

The primary concerns for REXR are PEG Ratio, P/E Ratio, Altman Z-Score.

Key Dynamics to Monitor

PSA profiles as a value stock while REXR is a declining play — different risk/reward profiles.

REXR carries more volatility with a beta of 1.22 — expect wider price swings.

PSA is growing revenue faster at 3.2% — sustainability is the question.

PSA generates stronger free cash flow (625M), providing more financial flexibility.

Bottom Line

REXR scores higher overall (63/100 vs 62/100), backed by strong 23.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Public Storage

REAL ESTATE · REIT - INDUSTRIAL · USA

Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).

Visit Website →

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.

Want to dig deeper into these stocks?