Rexford Industrial Realty Inc (REXR)vsRithm Capital Corp. (RITM)
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
RITM
Rithm Capital Corp.
$9.27
-1.28%
REAL ESTATE · Cap: $4.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Rithm Capital Corp. generates 335% more annual revenue ($4.32B vs $991.92M). RITM leads profitability with a 10.8% profit margin vs -39.2%. RITM earns a higher WallStSmart Score of 49/100 (D+).
REXR
Hold49
out of 100
Grade: D+
RITM
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 discount
Margin of Safety
+83.1%
Fair Value
$63.34
Current Price
$9.27
$54.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Weak financial health signals
Earnings declined 93.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : RITM
The strongest argument for RITM centers on Price/Book, P/E Ratio.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : RITM
The primary concerns for RITM are Piotroski F-Score, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while RITM is a value play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
RITM is growing revenue faster at 9.7% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
REXR scores higher overall (49/100 vs 49/100). RITM offers better value entry with a 83.1% margin of safety. Both earn "Hold" 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.
Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
Rithm Capital Corp.
REAL ESTATE · REIT - MORTGAGE · USA
Rhythm Capital Corp. The company is headquartered in New York, New York.
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