EastGroup Properties Inc (EGP)vsS&P Global Inc (SPGI)
EGP
EastGroup Properties Inc
$183.60
+0.38%
REAL ESTATE · Cap: $9.77B
SPGI
S&P Global Inc
$408.48
-0.66%
FINANCIAL SERVICES · Cap: $124.51B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 2031% more annual revenue ($15.34B vs $719.57M). EGP leads profitability with a 35.8% profit margin vs 29.1%. SPGI appears more attractively valued with a PEG of 1.50. SPGI earns a higher WallStSmart Score of 67/100 (B-).
EGP
Buy58
out of 100
Grade: C
SPGI
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
+40.5%
Fair Value
$687.02
Current Price
$408.48
$278.54 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
Strong operational efficiency at 38.3%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Earnings expanding 32.0% YoY
Generating 1.7B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
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 : SPGI
The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.
Bear Case : EGP
The primary concerns for EGP are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
SPGI carries more volatility with a beta of 1.22 — expect wider price swings.
EGP is growing revenue faster at 14.3% — sustainability is the question.
SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPGI scores higher overall (67/100 vs 58/100), backed by strong 29.1% 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.
S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
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