WallStSmart

Public Storage (PSA)vsSimon Property Group Inc (SPG)

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Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 38% more annual revenue ($6.94B vs $5.04B). SPG leads profitability with a 66.6% profit margin vs 37.7%. PSA appears more attractively valued with a PEG of 4.35. SPG earns a higher WallStSmart Score of 57/100 (C).

PSA

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 8.5Value: 3.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.00

SPG

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 4.0Quality: 3.5
Piotroski: 4/9Altman Z: 0.36
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSAOvervalued (-5.7%)

Margin of Safety

-5.7%

Fair Value

$277.92

Current Price

$337.46

$59.54 premium

UndervaluedFair: $277.92Overvalued
SPGSignificantly Overvalued (-19.9%)

Margin of Safety

-19.9%

Fair Value

$162.37

Current Price

$228.42

$66.05 premium

UndervaluedFair: $162.37Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PSA4 strengths · Avg: 9.5/10
Profit MarginProfitability
37.7%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
39.5%10/10

Strong operational efficiency at 39.5%

Market CapQuality
$60.68B9/10

Large-cap with strong market position

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

SPG6 strengths · Avg: 9.2/10
Return on EquityProfitability
103.9%10/10

Every $100 of equity generates 104 in profit

Profit MarginProfitability
66.6%10/10

Keeps 67 of every $100 in revenue as profit

Operating MarginProfitability
46.0%10/10

Strong operational efficiency at 46.0%

Market CapQuality
$82.66B9/10

Large-cap with strong market position

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
19.5%8/10

19.5% revenue growth

Areas to Watch

PSA4 concerns · Avg: 2.8/10
P/E RatioValuation
34.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.352/10

Expensive relative to growth rate

EPS GrowthGrowth
-35.4%2/10

Earnings declined 35.4%

SPG4 concerns · Avg: 2.5/10
Price/BookValuation
16.8x4/10

Trading at 16.8x book value

PEG RatioValuation
8.742/10

Expensive relative to growth rate

EPS GrowthGrowth
-12.5%2/10

Earnings declined 12.5%

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

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 37.7% and operating margin at 39.5%. Revenue growth of 10.8% demonstrates continued momentum.

Bull Case : SPG

The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 66.6% and operating margin at 46.0%. Revenue growth of 19.5% demonstrates continued momentum.

Bear Case : PSA

The primary concerns for PSA are P/E Ratio, Piotroski F-Score, PEG Ratio.

Bear Case : SPG

The primary concerns for SPG are Price/Book, PEG Ratio, EPS Growth. Debt-to-equity of 6.64 is elevated, increasing financial risk.

Key Dynamics to Monitor

PSA profiles as a mature stock while SPG is a growth play — different risk/reward profiles.

SPG carries more volatility with a beta of 1.33 — expect wider price swings.

SPG is growing revenue faster at 19.5% — sustainability is the question.

SPG generates stronger free cash flow (959M), providing more financial flexibility.

Bottom Line

SPG scores higher overall (57/100 vs 54/100), backed by strong 66.6% margins and 19.5% revenue growth. 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).

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Simon Property Group Inc

REAL ESTATE · REIT - RETAIL · USA

Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.

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