COMPARE · Data as of August 27, 2026
PSA vs STAG
Verdict: Side-by-side breakdown using the Bull Rankings model. PSA scored 67.0, STAG scored 70.0 — STAG leads.
Compare another set
PSA
Public Storage
56.2Fin
$311.20 · $58.1B
fundamentals as of
Strength gap
11.7
STAG leads
STAG
STAG Industrial, Inc.
67.9Fin
$37.07 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSTAG+10.1%
- Strongest balance sheetSTAG0.94
Side by side · every name on one set of axes
Fundamentals, head-to-head
PSA
STAG
3.8%B+
Yield
4.2%B+
+2.7%C
Rev
+10.1%B
1.10B
D/E
0.94B
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.
STAGSTAG Industrial, Inc.
Why now
REIT - Industrial · market cap $7.3b. 13% off the 52-week high of $42.61. Revenue growing +10%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $42.08 (implying +14% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Dividend payout 117% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 7% 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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