Rexford Industrial Realty Inc (REXR)vsUMH Properties Inc (UMH)
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
UMH
UMH Properties Inc
$14.98
-2.35%
REAL ESTATE · Cap: $1.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 266% more annual revenue ($991.92M vs $271.05M). UMH leads profitability with a 11.6% profit margin vs -39.2%. UMH appears more attractively valued with a PEG of 0.72. UMH earns a higher WallStSmart Score of 61/100 (C+).
REXR
Hold49
out of 100
Grade: D+
UMH
Buy61
out of 100
Grade: C+
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
+62.1%
Fair Value
$42.60
Current Price
$14.98
$27.62 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
Earnings expanding 66.7% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : UMH
The strongest argument for UMH centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 127.0x leaves little room for execution misses.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while UMH is a value play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
UMH is growing revenue faster at 7.7% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UMH scores higher overall (61/100 vs 49/100). REXR offers better value entry with a 70.5% 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.
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.
UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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