COMPARE · Data as of August 27, 2026
SMA vs TRNO
Verdict: Side-by-side breakdown using the Bull Rankings model. SMA scored 78.0, TRNO scored 74.0 — SMA leads.
Compare another set
Different reporting periods. TRNO'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.
SMA
SmartStop Self Storage REIT, Inc.
66.3Fin
$33.39 · $1.8B
fundamentals as of
Strength gap
6.3
TRNO leads
TRNO
Terreno Realty Corporation
72.6Fin
$67.11 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthTRNO+24.5%
- Strongest balance sheetTRNO0.21
Side by side · every name on one set of axes
Fundamentals, head-to-head
SMA
TRNO
4.7%B+
Yield
3.4%B
+18.6%B+
Rev
+24.5%A-
0.89B+
D/E
0.21A
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
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.
TRNOTerreno Realty Corporation
Why now
REIT - Industrial · market cap $7.3b. 15% off the 52-week high of $78.94. Revenue growing +25%, comfortably above the S&P median. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $73.76 (implying +10% upside).
Moat
Net margin 77% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
P/S 14.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.