EastGroup Properties Inc (EGP)vsGranite Real Estate Investment Trust (GRTUF)
EGP
EastGroup Properties Inc
$183.60
+0.38%
REAL ESTATE · Cap: $9.77B
GRTUF
Granite Real Estate Investment Trust
$59.87
0.00%
REAL ESTATE · Cap: $3.79B
Smart Verdict
WallStSmart Research — data-driven comparison
EastGroup Properties Inc generates 16% more annual revenue ($719.57M vs $617.89M). GRTUF leads profitability with a 55.4% profit margin vs 35.8%. GRTUF trades at a lower P/E of 15.2x. GRTUF earns a higher WallStSmart Score of 67/100 (B-).
EGP
Buy58
out of 100
Grade: C
GRTUF
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.2%
Fair Value
$100.91
Current Price
$183.60
$82.69 premium
Margin of Safety
+66.5%
Fair Value
$192.35
Current Price
$59.87
$132.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.5%
Reasonable price relative to book value
Reasonable price relative to book value
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 74.0%
Earnings expanding 67.4% YoY
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Expensive relative to growth rate
ROE of 6.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : EGP
The strongest argument for EGP centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.8% and operating margin at 40.5%. Revenue growth of 14.3% demonstrates continued momentum.
Bull Case : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 55.4% and operating margin at 74.0%.
Bear Case : EGP
The primary concerns for EGP are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Key Dynamics to Monitor
EGP is growing revenue faster at 14.3% — sustainability is the question.
GRTUF generates stronger free cash flow (84M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GRTUF scores higher overall (67/100 vs 58/100), backed by strong 55.4% margins. Both earn "Strong 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.
EastGroup Properties Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
EastGroup Properties, Inc. (NYSE: EGP), an S&P MidCap 400 company, is a self-managed capital real estate investment trust focused on the development, acquisition and operation of industrial properties in Sunbelt's major markets in the United States. with an emphasis on the states of Florida, Texas, Arizona, California and North Carolina.
Granite Real Estate Investment Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
Granite is a Canadian-based real estate investment trust (REIT) focused on acquiring, the development, ownership and management of buildings, mainly logistics facilities, warehouses and industrial buildings in North America and Europe.
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