Public Storage (PSA)vsStarwood Property Trust Inc (STWD)
PSA
Public Storage
$289.71
-2.35%
REAL ESTATE · Cap: $55.40B
STWD
Starwood Property Trust Inc
$15.10
+0.67%
REAL ESTATE · Cap: $5.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 722% more annual revenue ($4.91B vs $597.28M). PSA leads profitability with a 41.6% profit margin vs 38.2%. STWD appears more attractively valued with a PEG of 1.74. PSA earns a higher WallStSmart Score of 62/100 (C+).
PSA
Buy62
out of 100
Grade: C+
STWD
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.4%
Fair Value
$270.94
Current Price
$289.71
$18.77 premium
Margin of Safety
+84.7%
Fair Value
$118.26
Current Price
$15.10
$103.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.7%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Earnings expanding 45.1% YoY
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Areas to Watch
Moderate valuation
Trading at 10.5x book value
3.3% revenue growth
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
ROE of 5.3% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 41.6% and operating margin at 45.7%.
Bull Case : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin. Profitability is solid with margins at 38.2% and operating margin at -5.9%. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, P/E Ratio, Return on Equity. Debt-to-equity of 3.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
PSA profiles as a value stock while STWD is a mature play — different risk/reward profiles.
STWD carries more volatility with a beta of 1.03 — expect wider price swings.
STWD is growing revenue faster at 13.4% — sustainability is the question.
PSA generates stronger free cash flow (799M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 49/100), backed by strong 41.6% margins. STWD offers better value entry with a 84.7% 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.
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 →Starwood Property Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.
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