Public Storage (PSA)vsRithm Capital Corp. (RITM)
PSA
Public Storage
$302.45
+2.84%
REAL ESTATE · Cap: $53.09B
RITM
Rithm Capital Corp.
$9.66
-1.93%
REAL ESTATE · Cap: $5.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 20% more annual revenue ($4.87B vs $4.05B). PSA leads profitability with a 39.1% profit margin vs 17.8%. RITM trades at a lower P/E of 8.9x. RITM earns a higher WallStSmart Score of 71/100 (B).
PSA
Buy62
out of 100
Grade: C+
RITM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.9%
Fair Value
$315.77
Current Price
$302.45
$13.32 discount
Margin of Safety
+85.0%
Fair Value
$71.08
Current Price
$9.66
$61.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Earnings expanding 32.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 38.7% year-over-year
Earnings expanding 72.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.8x book value
3.2% revenue growth
Expensive relative to growth rate
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 17.8% and operating margin at 16.1%. Revenue growth of 38.7% 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, Free Cash Flow, Altman Z-Score.
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 1.19 — expect wider price swings.
RITM is growing revenue faster at 38.7% — sustainability is the question.
PSA generates stronger free cash flow (695M), providing more financial flexibility.
Bottom Line
RITM scores higher overall (71/100 vs 62/100), backed by strong 17.8% margins and 38.7% 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).
Visit Website →Rithm Capital Corp.
REAL ESTATE · REIT - MORTGAGE · USA
Rhythm Capital Corp. The company is headquartered in New York, New York.
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