Rexford Industrial Realty Inc (REXR)vsSila Realty Trust, Inc. (SILA)
REXR
Rexford Industrial Realty Inc
$36.84
-0.19%
REAL ESTATE · Cap: $8.42B
SILA
Sila Realty Trust, Inc.
$30.36
0.00%
REAL ESTATE · Cap: $1.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 391% more annual revenue ($991.92M vs $201.94M). SILA leads profitability with a 18.6% profit margin vs -39.2%. SILA earns a higher WallStSmart Score of 55/100 (C).
REXR
Hold49
out of 100
Grade: D+
SILA
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.6%
Fair Value
$127.68
Current Price
$36.84
$90.84 discount
Intrinsic value data unavailable for SILA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 41.2%
Earnings expanding 57.1% YoY
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Smaller company, higher risk/reward
ROE of 2.9% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : SILA
The strongest argument for SILA centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 18.6% and operating margin at 41.2%.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : SILA
The primary concerns for SILA are Market Cap, Return on Equity, P/E Ratio. A P/E of 44.6x leaves little room for execution misses.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while SILA is a mature play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
SILA is growing revenue faster at 9.1% — sustainability is the question.
REXR generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
SILA scores higher overall (55/100 vs 49/100), backed by strong 18.6% margins. REXR offers better value entry with a 70.6% 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.
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.
Sila Realty Trust, Inc.
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Sila Realty Trust, Inc. is a net lease real estate investment trust with a strategic focus on investing in the growing and resilient healthcare sector.
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