Extra Space Storage Inc (EXR)vsFirst Industrial Realty Trust Inc (FR)
EXR
Extra Space Storage Inc
$130.26
-4.21%
REAL ESTATE · Cap: $28.87B
FR
First Industrial Realty Trust Inc
$57.00
-3.11%
REAL ESTATE · Cap: $8.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 374% more annual revenue ($3.45B vs $727.56M). FR leads profitability with a 34.0% profit margin vs 28.3%. EXR appears more attractively valued with a PEG of 3.44. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
FR
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.9%
Fair Value
$141.15
Current Price
$130.26
$10.89 premium
Margin of Safety
-2.0%
Fair Value
$58.19
Current Price
$57.00
$1.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 42.1%
Reasonable price relative to book value
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
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 28.3% and operating margin at 44.5%.
Bull Case : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.0% and operating margin at 42.1%.
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 P/E Ratio, PEG Ratio, Free Cash Flow.
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 1.24 — expect wider price swings.
FR is growing revenue faster at 7.7% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 55/100), backed by strong 28.3% margins. Both earn "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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