WallStSmart

PennyMac Mortgage Investment Trust (PMT)vsPublic Storage (PSA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Public Storage generates 617% more annual revenue ($4.91B vs $684.41M). PSA leads profitability with a 41.6% profit margin vs 24.3%. PMT appears more attractively valued with a PEG of 0.76. PMT earns a higher WallStSmart Score of 66/100 (B-).

PMT

Strong Buy

66

out of 100

Grade: B-

Growth: 6.3Profit: 6.0Value: 9.3Quality: 3.3
Piotroski: 3/9

PSA

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 4.0Quality: 3.5
Piotroski: 3/9Altman Z: 1.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PMTUndervalued (+77.6%)

Margin of Safety

+77.6%

Fair Value

$55.24

Current Price

$8.88

$46.36 discount

UndervaluedFair: $55.24Overvalued
PSAOvervalued (-8.4%)

Margin of Safety

-8.4%

Fair Value

$270.94

Current Price

$289.71

$18.77 premium

UndervaluedFair: $270.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PMT4 strengths · Avg: 9.3/10
P/E RatioValuation
6.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
24.3%9/10

Keeps 24 of every $100 in revenue as profit

PEG RatioValuation
0.768/10

Growing faster than its price suggests

PSA5 strengths · Avg: 9.2/10
Profit MarginProfitability
41.6%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
45.7%10/10

Strong operational efficiency at 45.7%

Market CapQuality
$55.40B9/10

Large-cap with strong market position

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

EPS GrowthGrowth
45.1%8/10

Earnings expanding 45.1% YoY

Areas to Watch

PMT4 concerns · Avg: 2.3/10
Market CapQuality
$812.73M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-2.94B2/10

Negative free cash flow — burning cash

Debt/EquityHealth
12.371/10

Elevated debt levels

PSA4 concerns · Avg: 3.8/10
P/E RatioValuation
28.1x4/10

Moderate valuation

Price/BookValuation
10.5x4/10

Trading at 10.5x book value

Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

Debt/EquityHealth
1.113/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : PMT

The strongest argument for PMT centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 24.3% and operating margin at 10.9%. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bull Case : PSA

The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 41.6% and operating margin at 45.7%.

Bear Case : PMT

The primary concerns for PMT are Market Cap, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 12.37 is elevated, increasing financial risk.

Bear Case : PSA

The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.

Key Dynamics to Monitor

PMT profiles as a mature stock while PSA is a value play — different risk/reward profiles.

PMT carries more volatility with a beta of 1.11 — expect wider price swings.

PMT is growing revenue faster at 6.1% — sustainability is the question.

PSA generates stronger free cash flow (799M), providing more financial flexibility.

Bottom Line

PMT scores higher overall (66/100 vs 62/100), backed by strong 24.3% 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.

PennyMac Mortgage Investment Trust

REAL ESTATE · REIT - MORTGAGE · USA

PennyMac Mortgage Investment Trust, a specialty finance company, invests primarily in mortgage-related assets in the United States. The company is headquartered in Westlake Village, California.

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Public Storage

REAL ESTATE · REIT - INDUSTRIAL · USA

Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).

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