WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 32% more annual revenue ($6.36B vs $4.83B). SPG leads profitability with a 72.7% profit margin vs 36.9%. SPG appears more attractively valued with a PEG of 8.74. SPG earns a higher WallStSmart Score of 67/100 (B-).

PSA

Buy

50

out of 100

Grade: C-

Growth: 3.3Profit: 8.5Value: 4.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.13

SPG

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 9.0Value: 7.3Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSASignificantly Overvalued (-380.1%)

Margin of Safety

-380.1%

Fair Value

$61.20

Current Price

$267.63

$206.43 premium

UndervaluedFair: $61.20Overvalued
SPGUndervalued (+70.6%)

Margin of Safety

+70.6%

Fair Value

$663.16

Current Price

$181.57

$481.59 discount

UndervaluedFair: $663.16Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PSA2 strengths · Avg: 10.0/10
Profit MarginProfitability
36.9%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
46.2%10/10

Strong operational efficiency at 46.2%

SPG5 strengths · Avg: 9.4/10
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%

Market CapQuality
$57.93B9/10

Large-cap with strong market position

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Areas to Watch

PSA4 concerns · Avg: 3.5/10
P/E RatioValuation
29.8x4/10

Moderate valuation

Price/BookValuation
9.6x4/10

Trading at 9.6x book value

Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

PEG RatioValuation
9.872/10

Expensive relative to growth rate

SPG3 concerns · Avg: 3.3/10
Price/BookValuation
11.4x4/10

Trading at 11.4x book value

EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

PEG RatioValuation
8.742/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : PSA

The strongest argument for PSA centers on Profit Margin, Operating Margin. Profitability is solid with margins at 36.9% and operating margin at 46.2%.

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, EPS Growth, 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 1.40 — 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 50/100), 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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