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Side-by-side financial comparison of National Storage Affiliates Trust (NSA) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $187.0M, roughly 1.1× National Storage Affiliates Trust). National Storage Affiliates Trust runs the higher net margin — 12.2% vs 2.2%, a 10.0% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $1.1M). Over the past eight quarters, National Storage Affiliates Trust's revenue compounded faster (-2.4% CAGR vs -3.3%).
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
NSA vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $187.0M | $200.5M |
| Net Profit | $22.9M | $4.5M |
| Gross Margin | 72.5% | 32.2% |
| Operating Margin | 20.2% | — |
| Net Margin | 12.2% | 2.2% |
| Revenue YoY | -1.6% | 5.2% |
| Net Profit YoY | 36.8% | 421.4% |
| EPS (diluted) | $0.23 | $0.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $187.0M | $201.5M | ||
| Q3 25 | $188.7M | $216.0M | ||
| Q2 25 | $188.8M | $202.8M | ||
| Q1 25 | $188.4M | $190.5M | ||
| Q4 24 | $190.1M | $192.2M | ||
| Q3 24 | $193.6M | $210.3M | ||
| Q2 24 | $190.4M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $22.9M | $4.6M | ||
| Q3 25 | $18.4M | $8.6M | ||
| Q2 25 | $19.5M | $-73.6M | ||
| Q1 25 | $13.0M | $-1.4M | ||
| Q4 24 | $16.7M | $-500.0K | ||
| Q3 24 | $18.7M | $10.7M | ||
| Q2 24 | $17.1M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 72.5% | 31.5% | ||
| Q3 25 | 70.7% | 33.5% | ||
| Q2 25 | 70.5% | 31.6% | ||
| Q1 25 | 70.7% | 29.9% | ||
| Q4 24 | 72.5% | 32.1% | ||
| Q3 24 | 72.8% | 35.2% | ||
| Q2 24 | 72.6% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | 3.5% | ||
| Q3 25 | 15.8% | 7.3% | ||
| Q2 25 | 16.5% | -33.3% | ||
| Q1 25 | 11.0% | -0.2% | ||
| Q4 24 | 14.5% | -6.6% | ||
| Q3 24 | 15.8% | 6.9% | ||
| Q2 24 | 17.2% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 12.2% | 2.3% | ||
| Q3 25 | 9.8% | 4.0% | ||
| Q2 25 | 10.3% | -36.3% | ||
| Q1 25 | 6.9% | -0.7% | ||
| Q4 24 | 8.8% | -0.3% | ||
| Q3 24 | 9.7% | 5.1% | ||
| Q2 24 | 9.0% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.23 | $0.20 | ||
| Q3 25 | $0.17 | $0.48 | ||
| Q2 25 | $0.19 | $-4.00 | ||
| Q1 25 | $0.10 | $-0.08 | ||
| Q4 24 | $0.19 | $-0.04 | ||
| Q3 24 | $0.18 | $0.58 | ||
| Q2 24 | $0.16 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $23.3M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $946.0M | $1.2B |
| Total Assets | $5.1B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $23.3M | $197.0M | ||
| Q3 25 | $26.3M | $167.8M | ||
| Q2 25 | $26.1M | $157.2M | ||
| Q1 25 | $19.3M | $175.6M | ||
| Q4 24 | $50.4M | $159.8M | ||
| Q3 24 | $69.9M | $146.4M | ||
| Q2 24 | $59.0M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $946.0M | $1.2B | ||
| Q3 25 | $973.1M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $986.9M | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $5.1B | $1.4B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $5.3B | $1.5B | ||
| Q4 24 | $5.4B | $1.5B | ||
| Q3 24 | $5.4B | $1.5B | ||
| Q2 24 | $5.3B | $1.5B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $338.5M | $5.8M |
| Free Cash FlowOCF − Capex | $299.8M | $1.1M |
| FCF MarginFCF / Revenue | 160.3% | 0.5% |
| Capex IntensityCapex / Revenue | 20.7% | 2.3% |
| Cash ConversionOCF / Net Profit | 14.79× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $541.5M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $338.5M | $46.9M | ||
| Q3 25 | $100.2M | $28.9M | ||
| Q2 25 | $79.9M | $13.7M | ||
| Q1 25 | $85.6M | $11.7M | ||
| Q4 24 | $363.1M | $33.7M | ||
| Q3 24 | $105.7M | $42.4M | ||
| Q2 24 | $83.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $299.8M | $42.2M | ||
| Q3 25 | $88.0M | $21.2M | ||
| Q2 25 | $73.8M | $5.6M | ||
| Q1 25 | $79.9M | $2.1M | ||
| Q4 24 | $344.4M | $18.3M | ||
| Q3 24 | $101.8M | $25.2M | ||
| Q2 24 | $79.5M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 160.3% | 20.9% | ||
| Q3 25 | 46.6% | 9.8% | ||
| Q2 25 | 39.1% | 2.8% | ||
| Q1 25 | 42.4% | 1.1% | ||
| Q4 24 | 181.2% | 9.5% | ||
| Q3 24 | 52.6% | 12.0% | ||
| Q2 24 | 41.7% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 20.7% | 2.3% | ||
| Q3 25 | 6.5% | 3.6% | ||
| Q2 25 | 3.2% | 4.0% | ||
| Q1 25 | 3.0% | 5.0% | ||
| Q4 24 | 9.8% | 8.0% | ||
| Q3 24 | 2.0% | 8.2% | ||
| Q2 24 | 1.9% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 14.79× | 10.20× | ||
| Q3 25 | 5.44× | 3.36× | ||
| Q2 25 | 4.10× | — | ||
| Q1 25 | 6.59× | — | ||
| Q4 24 | 21.70× | — | ||
| Q3 24 | 5.65× | 3.96× | ||
| Q2 24 | 4.88× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
