COMPARE · Data as of August 27, 2026
PSA vs REXR
Verdict: Side-by-side breakdown using the Bull Rankings model. PSA scored 67.0, REXR scored 69.0 — REXR leads.
Compare another set
PSA
Public Storage
56.2Fin
$311.20 · $58.1B
fundamentals as of
Strength gap
11.9
REXR leads
REXR
Rexford Industrial Realty, Inc.
68.1Fin
$37.12 · $8.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthREXR+7.1%
- Strongest balance sheetREXR0.41
Side by side · every name on one set of axes
Fundamentals, head-to-head
PSA
REXR
3.8%B+
Yield
4.7%B+
+2.7%C
Rev
+7.1%B
1.10B
D/E
0.41A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
PSAPublic Storage
Why now
REIT - Industrial · market cap $58.1b. 7% off the 52-week high of $335.55. 17 sell-side analysts rate this a Hold with a mean 1-yr target of $337.18 (implying +8% upside).
Moat
Net margin 42% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $58.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
P/S 11.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
REXRRexford Industrial Realty, Inc.
Why now
REIT - Industrial · market cap $8.5b. 16% off the 52-week high of $44.38. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $40.25 (implying +8% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -39.2%) — path to GAAP profitability is the core thesis risk. Dividend payout 184% of earnings on a 4.7% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE -5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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