Public Storage (PSA)vsRLJ Lodging Trust (RLJ)
PSA
Public Storage
$309.68
+0.98%
REAL ESTATE · Cap: $56.36B
RLJ
RLJ Lodging Trust
$10.60
+0.57%
REAL ESTATE · Cap: $1.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 258% more annual revenue ($4.87B vs $1.36B). PSA leads profitability with a 39.1% profit margin vs 1.8%. RLJ appears more attractively valued with a PEG of 2.06. PSA earns a higher WallStSmart Score of 62/100 (C+).
PSA
Buy62
out of 100
Grade: C+
RLJ
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.6%
Fair Value
$286.36
Current Price
$309.68
$23.32 premium
Margin of Safety
+55.9%
Fair Value
$19.06
Current Price
$10.60
$8.46 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 21 in profit
Earnings expanding 32.8% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.1x book value
3.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
3.6% revenue growth
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
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 : RLJ
The strongest argument for RLJ centers on Price/Book.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : RLJ
The primary concerns for RLJ are PEG Ratio, Revenue Growth, Market Cap. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
RLJ carries more volatility with a beta of 1.15 — expect wider price swings.
RLJ is growing revenue faster at 3.6% — sustainability is the question.
PSA generates stronger free cash flow (625M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PSA scores higher overall (62/100 vs 45/100), backed by strong 39.1% margins. RLJ offers better value entry with a 55.9% 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.
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 →RLJ Lodging Trust
REAL ESTATE · REIT - HOTEL & MOTEL · USA
RLJ Lodging Trust is a publicly traded and publicly traded real estate investment trust primarily owning premium brand, high margin, focused service and compact full service hotels.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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