Extra Space Storage Inc (EXR)vsFirst Industrial Realty Trust Inc (FR)
EXR
Extra Space Storage Inc
$139.75
+0.30%
REAL ESTATE · Cap: $31.33B
FR
First Industrial Realty Trust Inc
$61.06
-1.74%
REAL ESTATE · Cap: $8.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 367% more annual revenue ($3.48B vs $745.20M). FR leads profitability with a 46.0% profit margin vs 27.1%. FR appears more attractively valued with a PEG of 3.74. FR earns a higher WallStSmart Score of 66/100 (B-).
EXR
Buy51
out of 100
Grade: C-
FR
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.0%
Fair Value
$149.92
Current Price
$139.75
$10.17 discount
Margin of Safety
-25.3%
Fair Value
$47.41
Current Price
$61.06
$13.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.0%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 46 of every $100 in revenue as profit
Strong operational efficiency at 35.0%
Earnings expanding 199.7% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 27.1% and operating margin at 44.0%.
Bull Case : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 46.0% and operating margin at 35.0%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : FR
The primary concerns for FR are PEG Ratio.
Key Dynamics to Monitor
EXR profiles as a value stock while FR is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
FR is growing revenue faster at 10.0% — sustainability is the question.
EXR generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
FR scores higher overall (66/100 vs 51/100), backed by strong 46.0% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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