Extra Space Storage Inc (EXR)vsIndustrial Logistics Properties Trust (ILPT)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
ILPT
Industrial Logistics Properties Trust
$8.69
-2.25%
REAL ESTATE · Cap: $573.99M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 667% more annual revenue ($3.48B vs $453.36M). EXR leads profitability with a 27.1% profit margin vs -11.9%. ILPT earns a higher WallStSmart Score of 52/100 (C-).
EXR
Buy51
out of 100
Grade: C-
ILPT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Margin of Safety
+68.2%
Fair Value
$17.16
Current Price
$8.69
$8.47 discount
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
Reasonable price relative to book value
Strong operational efficiency at 34.4%
Earnings expanding 56.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
4.0% revenue growth
Smaller company, higher risk/reward
ROE of -11.3% — below average capital efficiency
Distress zone — elevated risk
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 : ILPT
The strongest argument for ILPT centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : ILPT
The primary concerns for ILPT are Revenue Growth, Market Cap, Return on Equity. Debt-to-equity of 8.76 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR profiles as a value stock while ILPT is a turnaround play — different risk/reward profiles.
ILPT carries more volatility with a beta of 2.51 — expect wider price swings.
ILPT is growing revenue faster at 4.0% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
ILPT scores higher overall (52/100 vs 51/100). 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 →Industrial Logistics Properties Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
ILPT is a real estate investment trust, or REIT, that owns and rents industrial and logistics properties throughout the United States. The company is headquartered in Newton, MA.
Compare with Other REIT - INDUSTRIAL Stocks
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