Public Storage (PSA)
NYSEReal EstateReit - IndustrialSnapshot 2026-10-29
$324.77+2.43%
Close 2026-10-30 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-10-29
Research Workspace
Put PSA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — the market is pricing in about 35% growth a year, above the roughly 12% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskPSA’s integration of acquisitions through the PS Next platform must support growth despite weakening recent financial standing. Q3 2026 reported EPS of 1.69, but the desk provides no revenue growth figure for that quarter. PSA trades at 23× P/E versus a 12× peer median, and its 28× historical multiple. The market prices in more growth than our forecast. The specific risk is recent financial performance dropping into the bottom half of its industry. Our model puts the next-quarter miss probability near 20%. Peer multiples imply a price about 35% below where it trades; the thesis has broken, and this read is provisional.
Trailing returns as of 2026-10-30. PSA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering PSA (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for PSA in the last 4 months.
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Compare PSA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PSA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Real Estate (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put PSA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Integrate acquisitions through the PS Next operating platform
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $324.77
The last 12 months of price, then the range of analyst 12-month targets from today’s $324.77.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
FFO guidance alongside NSA and Canada integration supports the operating-platform objective and confirms growth execution.
Advances: Strengthen capital structure with new credit facilities and commercial paper pr…
Strengthens capital structure with new credit facilities.
Advances: Reaffirm Core FFO per share guidance for 2026
Raising guidance confirms growth expectations for 2026.
Advances: Reaffirm Core FFO per share guidance for 2026
Positive rent growth supports Core FFO per share guidance.
Advances: Reaffirm Core FFO per share guidance for 2026
Earnings call details align with growth expectations.
Advances: Complete acquisition of National Storage Affiliates Trust
Completion of NSAT acquisition aligns with growth objectives.
Advances: Strengthen capital structure with new credit facilities and commercial paper pr…
Strengthens capital structure with new credit facilities.
Loss of COO may disrupt management execution and strategy.