Granite Real Estate Investment Trust (GRTUF)vsRexford Industrial Realty Inc (REXR)
GRTUF
Granite Real Estate Investment Trust
$60.10
0.00%
REAL ESTATE · Cap: $4.04B
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 57% more annual revenue ($991.92M vs $629.87M). GRTUF leads profitability with a 61.9% profit margin vs -39.2%. GRTUF earns a higher WallStSmart Score of 63/100 (C+).
GRTUF
Buy63
out of 100
Grade: C+
REXR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GRTUF.
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 73.7%
Earnings expanding 112.1% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Areas to Watch
ROE of 6.9% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 61.9% and operating margin at 73.7%.
Bull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
GRTUF profiles as a mature stock while REXR is a turnaround play — different risk/reward profiles.
GRTUF is growing revenue faster at 7.8% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GRTUF scores higher overall (63/100 vs 49/100), backed by strong 61.9% margins. REXR offers better value entry with a 70.5% 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.
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.
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.
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