Rexford Industrial Realty Inc (REXR)vsCorporación Inmobiliaria Vesta, S.A.B de C.V. (VTMX)
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
VTMX
Corporación Inmobiliaria Vesta, S.A.B de C.V.
$36.45
-2.32%
REAL ESTATE · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 226% more annual revenue ($991.92M vs $304.25M). VTMX leads profitability with a 132.2% profit margin vs -39.2%. VTMX earns a higher WallStSmart Score of 63/100 (C+).
REXR
Hold49
out of 100
Grade: D+
VTMX
Buy63
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
-65.0%
Fair Value
$19.98
Current Price
$36.45
$16.46 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 132 of every $100 in revenue as profit
Strong operational efficiency at 74.7%
Earnings expanding 237.8% YoY
16.8% revenue growth
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
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 : VTMX
The strongest argument for VTMX centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 132.2% and operating margin at 74.7%. Revenue growth of 16.8% demonstrates continued momentum.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : VTMX
The primary concerns for VTMX are Altman Z-Score.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while VTMX is a growth play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
VTMX is growing revenue faster at 16.8% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VTMX scores higher overall (63/100 vs 49/100), backed by strong 132.2% margins and 16.8% revenue growth. 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.
Corporación Inmobiliaria Vesta, S.A.B de C.V.
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Corporacin Inmobiliaria Vesta, S.A.B. de C.V., acquires, develops, manages, operates, and leases industrial buildings and distribution centers in Mexico. The company is headquartered in Mexico City, Mexico.
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