WallStSmart

Public Storage (PSA)vsSimon Property Group Inc (SPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 31% more annual revenue ($6.36B vs $4.87B). SPG leads profitability with a 72.7% profit margin vs 39.1%. PSA appears more attractively valued with a PEG of 4.50. SPG earns a higher WallStSmart Score of 67/100 (B-).

PSA

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 4.0Quality: 4.3
Piotroski: 4/9Altman Z: 1.13

SPG

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 4.0Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSAUndervalued (+6.8%)

Margin of Safety

+6.8%

Fair Value

$315.45

Current Price

$311.04

$4.41 discount

UndervaluedFair: $315.45Overvalued
SPGSignificantly Overvalued (-18.2%)

Margin of Safety

-18.2%

Fair Value

$164.74

Current Price

$202.12

$37.38 premium

UndervaluedFair: $164.74Overvalued

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
$54.30B9/10

Large-cap with strong market position

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

SPG6 strengths · Avg: 9.5/10
Return on EquityProfitability
104.1%10/10

Every $100 of equity generates 104 in profit

Profit MarginProfitability
72.7%10/10

Keeps 73 of every $100 in revenue as profit

Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

EPS GrowthGrowth
358.1%10/10

Earnings expanding 358.1% YoY

Market CapQuality
$76.66B9/10

Large-cap with strong market position

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Areas to Watch

PSA4 concerns · Avg: 3.5/10
P/E RatioValuation
32.0x4/10

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

PEG RatioValuation
4.502/10

Expensive relative to growth rate

SPG2 concerns · Avg: 3.0/10
Price/BookValuation
12.7x4/10

Trading at 12.7x book value

PEG RatioValuation
4.582/10

Expensive relative to growth rate

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 : SPG

The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 72.7% and operating margin at 49.7%. Revenue growth of 13.2% demonstrates continued momentum.

Bear Case : PSA

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

Bear Case : SPG

The primary concerns for SPG are Price/Book, PEG Ratio.

Key Dynamics to Monitor

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

SPG carries more volatility with a beta of 1.36 — expect wider price swings.

SPG is growing revenue faster at 13.2% — sustainability is the question.

SPG generates stronger free cash flow (982M), providing more financial flexibility.

Bottom Line

SPG scores higher overall (67/100 vs 62/100), backed by strong 72.7% margins and 13.2% 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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Simon Property Group Inc

REAL ESTATE · REIT - RETAIL · USA

Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.

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