WallStSmart

Public Storage (PSA)vsRithm Capital Corp. (RITM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Public Storage generates 15% more annual revenue ($4.87B vs $4.24B). PSA leads profitability with a 39.1% profit margin vs 17.0%. RITM trades at a lower P/E of 8.5x. RITM earns a higher WallStSmart Score of 69/100 (B-).

PSA

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 3.3Quality: 3.5
Piotroski: 3/9Altman Z: 1.00

RITM

Strong Buy

69

out of 100

Grade: B-

Growth: 10.0Profit: 6.0Value: 8.3Quality: 3.5
Piotroski: 2/9Altman Z: 0.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSAFair Value (-2.6%)

Margin of Safety

-2.6%

Fair Value

$286.49

Current Price

$309.68

$23.19 premium

UndervaluedFair: $286.49Overvalued
RITMUndervalued (+83.6%)

Margin of Safety

+83.6%

Fair Value

$65.11

Current Price

$9.13

$55.98 discount

UndervaluedFair: $65.11Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PSA5 strengths · Avg: 9.2/10
Profit MarginProfitability
39.1%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
46.0%10/10

Strong operational efficiency at 46.0%

Market CapQuality
$52.51B9/10

Large-cap with strong market position

Return on EquityProfitability
20.6%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

RITM4 strengths · Avg: 10.0/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
64.6%10/10

Revenue surging 64.6% year-over-year

EPS GrowthGrowth
72.2%10/10

Earnings expanding 72.2% YoY

Areas to Watch

PSA4 concerns · Avg: 3.8/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.1x4/10

Trading at 11.1x book value

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Debt/EquityHealth
1.053/10

Elevated debt levels

RITM3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.402/10

Distress zone — elevated risk

Debt/EquityHealth
4.621/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : PSA

The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.

Bull Case : RITM

The strongest argument for RITM centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.0% and operating margin at 13.2%. Revenue growth of 64.6% demonstrates continued momentum.

Bear Case : PSA

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

Bear Case : RITM

The primary concerns for RITM are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 4.62 is elevated, increasing financial risk.

Key Dynamics to Monitor

PSA profiles as a value stock while RITM is a growth play — different risk/reward profiles.

RITM carries more volatility with a beta of 1.13 — expect wider price swings.

RITM is growing revenue faster at 64.6% — sustainability is the question.

PSA generates stronger free cash flow (625M), providing more financial flexibility.

Bottom Line

RITM scores higher overall (69/100 vs 62/100), backed by strong 17.0% margins and 64.6% revenue growth. 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.

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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Rithm Capital Corp.

REAL ESTATE · REIT - MORTGAGE · USA

Rhythm Capital Corp. The company is headquartered in New York, New York.

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