Rexford Industrial Realty Inc (REXR)vsVeris Residential Inc (VRE)
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
VRE
Veris Residential Inc
$18.99
-0.05%
REAL ESTATE · Cap: $1.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 240% more annual revenue ($991.92M vs $292.15M). VRE leads profitability with a 24.6% profit margin vs -39.2%. REXR appears more attractively valued with a PEG of 1.88. VRE earns a higher WallStSmart Score of 57/100 (C).
REXR
Hold49
out of 100
Grade: D+
VRE
Buy57
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
-43.9%
Fair Value
$11.37
Current Price
$18.99
$7.62 premium
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 269.4% YoY
Keeps 25 of every $100 in revenue as profit
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%
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : VRE
The strongest argument for VRE centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 24.6% and operating margin at 18.5%.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : VRE
The primary concerns for VRE are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while VRE is a declining play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
VRE is growing revenue faster at -1.6% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VRE scores higher overall (57/100 vs 49/100), backed by strong 24.6% margins. 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.
Veris Residential Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Veris Residential Inc. (VRE) is a leading real estate investment trust (REIT) that specializes in the acquisition, development, and management of high-quality residential properties situated in prime urban locations across the United States. The company is committed to sustainability and enhancing community living, which underpins its diversified portfolio tailored to meet the evolving needs of various demographic groups. By leveraging its extensive industry knowledge and strategically focusing on modern living spaces, Veris Residential is well-positioned to benefit from the increasing demand in the housing sector, aiming to deliver consistent rental income and long-term capital appreciation, thus enhancing shareholder value and ensuring robust returns for its investors.
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