COMPARE · Data as of August 27, 2026
PSA vs SMA
Verdict: Side-by-side breakdown using the Bull Rankings model. PSA scored 67.0, SMA scored 78.0 — SMA leads.
Compare another set
Different reporting periods. PSA's fundamentals are as of June 2026, but SMA's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
PSA
Public Storage
56.2Fin
$311.20 · $58.1B
fundamentals as of
Strength gap
10.1
SMA leads
SMA
SmartStop Self Storage REIT, Inc.
66.3Fin
$33.39 · $1.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSMA+18.6%
- Strongest balance sheetSMA0.89
Side by side · every name on one set of axes
Fundamentals, head-to-head
PSA
SMA
3.8%B+
Yield
4.7%B+
+2.7%C
Rev
+18.6%B+
1.10B
D/E
0.89B+
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.
SMASmartStop Self Storage REIT, Inc.
Why now
REIT - Industrial · market cap $1.8b. 16% off the 52-week high of $39.77. Revenue growing +19%, comfortably above the S&P median. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $36.89 (implying +10% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Dividend payout 267% of earnings on a 4.7% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 2% 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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