Rexford Industrial Realty Inc (REXR)vsUniti Group Inc (UNIT)
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
UNIT
Uniti Group Inc
$4.86
-4.33%
REAL ESTATE · Cap: $1.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Uniti Group Inc generates 257% more annual revenue ($3.54B vs $991.92M). UNIT leads profitability with a 30.4% profit margin vs -39.2%. UNIT appears more attractively valued with a PEG of 0.29. UNIT earns a higher WallStSmart Score of 68/100 (B-).
REXR
Hold49
out of 100
Grade: D+
UNIT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 discount
Intrinsic value data unavailable for UNIT.
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
Growing faster than its price suggests
Attractively priced relative to earnings
Keeps 30 of every $100 in revenue as profit
Revenue surging 202.5% year-over-year
Earnings expanding 6053.0% 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 0.0% — below average capital efficiency
Operating margin of 4.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : UNIT
The strongest argument for UNIT centers on PEG Ratio, P/E Ratio, Profit Margin. Profitability is solid with margins at 30.4% and operating margin at 4.6%. Revenue growth of 202.5% demonstrates continued momentum.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : UNIT
The primary concerns for UNIT are Market Cap, Return on Equity, Operating Margin. Debt-to-equity of 68.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while UNIT is a growth play — different risk/reward profiles.
UNIT carries more volatility with a beta of 1.43 — expect wider price swings.
UNIT is growing revenue faster at 202.5% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UNIT scores higher overall (68/100 vs 49/100), backed by strong 30.4% margins and 202.5% revenue growth. REXR offers better value entry with a 70.5% margin of safety. Both earn "Strong 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.
Uniti Group Inc
REAL ESTATE · REIT - SPECIALTY · USA
Uniti, an internally managed real estate investment trust, is dedicated to the acquisition and construction of mission-critical communications infrastructure and is a leading provider of wireless infrastructure solutions for the communications industry.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?