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SVC vs. PSA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SVC and PSA is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

SVC vs. PSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Service Properties Trust (SVC) and Public Storage (PSA). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SVC:

-0.95

PSA:

0.49

Sortino Ratio

SVC:

-1.55

PSA:

0.88

Omega Ratio

SVC:

0.81

PSA:

1.11

Calmar Ratio

SVC:

-0.66

PSA:

0.41

Martin Ratio

SVC:

-1.37

PSA:

1.03

Ulcer Index

SVC:

43.98%

PSA:

11.90%

Daily Std Dev

SVC:

62.93%

PSA:

23.72%

Max Drawdown

SVC:

-91.27%

PSA:

-55.80%

Current Drawdown

SVC:

-89.16%

PSA:

-14.30%

Fundamentals

Market Cap

SVC:

$369.93M

PSA:

$54.23B

EPS

SVC:

-$1.89

PSA:

$10.08

PS Ratio

SVC:

0.20

PSA:

11.44

PB Ratio

SVC:

0.50

PSA:

10.40

Total Revenue (TTM)

SVC:

$1.90B

PSA:

$4.72B

Gross Profit (TTM)

SVC:

$789.88M

PSA:

$3.45B

EBITDA (TTM)

SVC:

$509.68M

PSA:

$3.37B

Returns By Period

In the year-to-date period, SVC achieves a -12.19% return, which is significantly lower than PSA's 4.38% return. Over the past 10 years, SVC has underperformed PSA with an annualized return of -18.31%, while PSA has yielded a comparatively higher 8.88% annualized return.


SVC

YTD

-12.19%

1M

21.43%

6M

-16.15%

1Y

-59.61%

3Y*

-21.96%

5Y*

-15.00%

10Y*

-18.31%

PSA

YTD

4.38%

1M

4.54%

6M

-6.46%

1Y

11.43%

3Y*

4.77%

5Y*

15.77%

10Y*

8.88%

*Annualized

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Service Properties Trust

Public Storage

Risk-Adjusted Performance

SVC vs. PSA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SVC
The Risk-Adjusted Performance Rank of SVC is 77
Overall Rank
The Sharpe Ratio Rank of SVC is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of SVC is 55
Sortino Ratio Rank
The Omega Ratio Rank of SVC is 66
Omega Ratio Rank
The Calmar Ratio Rank of SVC is 1010
Calmar Ratio Rank
The Martin Ratio Rank of SVC is 1010
Martin Ratio Rank

PSA
The Risk-Adjusted Performance Rank of PSA is 6565
Overall Rank
The Sharpe Ratio Rank of PSA is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of PSA is 6262
Sortino Ratio Rank
The Omega Ratio Rank of PSA is 5959
Omega Ratio Rank
The Calmar Ratio Rank of PSA is 6969
Calmar Ratio Rank
The Martin Ratio Rank of PSA is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SVC vs. PSA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Service Properties Trust (SVC) and Public Storage (PSA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current SVC Sharpe Ratio is -0.95, which is lower than the PSA Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of SVC and PSA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

SVC vs. PSA - Dividend Comparison

SVC's dividend yield for the trailing twelve months is around 10.41%, more than PSA's 3.88% yield.


TTM20242023202220212020201920182017201620152014
SVC
Service Properties Trust
10.41%24.02%9.37%3.16%0.46%4.96%8.84%8.84%6.93%6.40%7.55%6.29%
PSA
Public Storage
3.88%4.01%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%3.03%

Drawdowns

SVC vs. PSA - Drawdown Comparison

The maximum SVC drawdown since its inception was -91.27%, which is greater than PSA's maximum drawdown of -55.80%. Use the drawdown chart below to compare losses from any high point for SVC and PSA. For additional features, visit the drawdowns tool.


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Volatility

SVC vs. PSA - Volatility Comparison

Service Properties Trust (SVC) has a higher volatility of 16.26% compared to Public Storage (PSA) at 6.26%. This indicates that SVC's price experiences larger fluctuations and is considered to be riskier than PSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SVC vs. PSA - Financials Comparison

This section allows you to compare key financial metrics between Service Properties Trust and Public Storage. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20B20212022202320242025
435.18M
1.18B
(SVC) Total Revenue
(PSA) Total Revenue
Values in USD except per share items

SVC vs. PSA - Profitability Comparison

The chart below illustrates the profitability comparison between Service Properties Trust and Public Storage over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
28.4%
72.0%
(SVC) Gross Margin
(PSA) Gross Margin
SVC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Service Properties Trust reported a gross profit of 123.71M and revenue of 435.18M. Therefore, the gross margin over that period was 28.4%.

PSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Public Storage reported a gross profit of 851.34M and revenue of 1.18B. Therefore, the gross margin over that period was 72.0%.

SVC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Service Properties Trust reported an operating income of 25.06M and revenue of 435.18M, resulting in an operating margin of 5.8%.

PSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Public Storage reported an operating income of 543.44M and revenue of 1.18B, resulting in an operating margin of 45.9%.

SVC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Service Properties Trust reported a net income of -116.44M and revenue of 435.18M, resulting in a net margin of -26.8%.

PSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Public Storage reported a net income of 407.79M and revenue of 1.18B, resulting in a net margin of 34.5%.