Extra Space Storage Inc (EXR)vsLXP Industrial Trust (LXP)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
LXP
LXP Industrial Trust
$52.21
+1.01%
REAL ESTATE · Cap: $3.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 902% more annual revenue ($3.48B vs $347.31M). LXP leads profitability with a 27.1% profit margin vs 27.1%. LXP appears more attractively valued with a PEG of 3.15. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
LXP
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Intrinsic value data unavailable for LXP.
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 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
ROE of 4.7% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 3.3%
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 : LXP
The strongest argument for LXP centers on Profit Margin, Price/Book. Profitability is solid with margins at 27.1% and operating margin at 13.9%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : LXP
The primary concerns for LXP are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
EXR profiles as a value stock while LXP is a declining play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 42/100), backed by strong 27.1% margins. Both earn "Buy" and "Hold" 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 →LXP Industrial Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
LXP Industrial Trust (LXP) is a leading real estate investment trust (REIT) specializing in the acquisition, ownership, and management of a diverse portfolio of industrial properties strategically located in key U.S. logistics markets. Capitalizing on the booming e-commerce sector and the increasing need for supply chain efficiency, LXP is well-positioned for consistent income generation and long-term capital appreciation. The company employs a disciplined approach to capital allocation while fostering strong relationships with tenants and executing proactive asset management. With a commitment to operational excellence and adapting to industry trends, LXP is focused on enhancing shareholder value and driving growth in the industrial real estate sector.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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