Empire State Realty Trust Inc (ESRT)vsGladstone Commercial Corporation (GOOD)
ESRT
Empire State Realty Trust Inc
$5.01
-1.38%
REAL ESTATE · Cap: $1.51B
GOOD
Gladstone Commercial Corporation
$11.27
+0.27%
REAL ESTATE · Cap: $566.47M
Smart Verdict
WallStSmart Research — data-driven comparison
Empire State Realty Trust Inc generates 376% more annual revenue ($767.81M vs $161.34M). GOOD leads profitability with a 11.9% profit margin vs 6.2%. ESRT appears more attractively valued with a PEG of 37.36. ESRT earns a higher WallStSmart Score of 59/100 (C).
ESRT
Buy59
out of 100
Grade: C
GOOD
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.5%
Fair Value
$11.70
Current Price
$5.01
$6.69 discount
Margin of Safety
-1119.0%
Fair Value
$0.95
Current Price
$11.27
$10.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 75.4% YoY
Strong operational efficiency at 40.0%
16.3% revenue growth
Areas to Watch
0.8% revenue growth
Smaller company, higher risk/reward
ROE of 4.0% — below average capital efficiency
6.2% margin — thin
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESRT
The strongest argument for ESRT centers on Price/Book, EPS Growth.
Bull Case : GOOD
The strongest argument for GOOD centers on Operating Margin, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : ESRT
The primary concerns for ESRT are Revenue Growth, Market Cap, Return on Equity.
Bear Case : GOOD
The primary concerns for GOOD are Market Cap, Return on Equity, PEG Ratio. A P/E of 82.9x leaves little room for execution misses.
Key Dynamics to Monitor
ESRT profiles as a value stock while GOOD is a growth play — different risk/reward profiles.
ESRT carries more volatility with a beta of 1.38 — expect wider price swings.
GOOD is growing revenue faster at 16.3% — sustainability is the question.
GOOD generates stronger free cash flow (-2M), providing more financial flexibility.
Bottom Line
ESRT scores higher overall (59/100 vs 49/100). 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.
Empire State Realty Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
Empire State Realty Trust, Inc. (NYSE: ESRT), a major real estate investment trust (REIT), owns, manages, operates, acquires and repositions offices and retail properties in Manhattan and the New York metropolitan area, including the Empire State Building, the?
Visit Website →Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
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