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NSA vs RHP

NSA
National Storage Affiliates Trust
BEARISH
Price
$42.56
Market Cap
$6.26B
Sector
Real Estate
AI Confidence
85%
RHP
Ryman Hospitality Properties, Inc.
BEARISH
Price
$106.22
Market Cap
$6.7B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
NSA
61.68
RHP
28.18
Forward P/E
NSA
112.87
RHP
21.97
P/B Ratio
NSA
5.42
RHP
8.82
P/S Ratio
NSA
8.39
RHP
2.54
EV/EBITDA
NSA
13.19
RHP
13.82

Profitability

Gross Margin
NSA
75.92%
RHP
34.6%
Operating Margin
NSA
35.8%
RHP
20.73%
Profit Margin
NSA
9.9%
RHP
9.49%
ROE
NSA
7.05%
RHP
23.42%
ROA
NSA
3.17%
RHP
5.47%

Growth

Revenue Growth
NSA
18.0%
RHP
13.2%
Earnings Growth
NSA
236.6%
RHP
3.2%

Financial Health

Debt/Equity
NSA
1.27
RHP
3.43
Current Ratio
NSA
0.16
RHP
1.33
Quick Ratio
NSA
0.1
RHP
0.91

Dividends

Dividend Yield
NSA
5.36%
RHP
4.42%
Payout Ratio
NSA
330.43%
RHP
123.34%

AI Verdict

NSA BEARISH

NSA presents a high-risk profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a severe valuation disconnect. The stock is trading at $42.56, which is nearly 4x its Graham Number ($11.04) and double its Intrinsic Value ($20.35). Most critically, the dividend payout ratio of 330.43% indicates that the current yield is fundamentally unsustainable. While YoY growth metrics are strong, the combination of extreme valuation multiples and dangerously low liquidity (Current Ratio 0.16) outweighs the growth narrative.

Strengths
Strong YoY Revenue Growth of 18.00%
Exceptional YoY Earnings Growth of 236.60%
High Gross Margins (75.92%) and Operating Margins (35.80%)
Risks
Unsustainable Dividend Payout Ratio (330.43%)
Extreme Valuation (Forward P/E of 112.87)
Severe Liquidity Risk (Current Ratio 0.16, Quick Ratio 0.10)
RHP BEARISH

RHP exhibits severe fundamental divergence, characterized by a weak Piotroski F-Score of 2/9 and a current price ($106.22) that trades at a massive premium to both its Graham Number ($31.97) and Intrinsic Value ($44.49). While the company shows strong operational efficiency with an ROE of 23.42% and a consistent track record of earnings beats, these are overshadowed by a precarious financial health profile and an unsustainable dividend payout ratio of 123.34%. Despite a 'strong_buy' analyst consensus, the deterministic data suggests a high risk of price correction to align with fundamental value.

Strengths
Strong Return on Equity (ROE) of 23.42%
Consistent history of beating earnings estimates over 25 quarters
Solid top-line revenue growth of 13.20% YoY
Risks
Extreme overvaluation relative to Graham and Intrinsic value baselines
Weak financial health as indicated by a Piotroski F-Score of 2/9
Unsustainable dividend payout ratio (123.34%)

Compare Another Pair

NSA vs RHP: Head-to-Head Comparison

This page compares National Storage Affiliates Trust (NSA) and Ryman Hospitality Properties, Inc. (RHP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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