Extra Space Storage Inc (EXR)vsLXP Industrial Trust (LXP)
EXR
Extra Space Storage Inc
$149.86
+0.09%
REAL ESTATE · Cap: $32.67B
LXP
LXP Industrial Trust
$60.55
+0.20%
REAL ESTATE · Cap: $3.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 910% more annual revenue ($3.51B vs $347.70M). EXR leads profitability with a 27.3% profit margin vs 18.7%. LXP appears more attractively valued with a PEG of 3.15. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
LXP
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.10
Current Price
$149.86
$15.76 premium
Intrinsic value data unavailable for LXP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
0.4% revenue growth
ROE of 4.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 27.3% and operating margin at 45.9%.
Bull Case : LXP
The strongest argument for LXP centers on Price/Book. Profitability is solid with margins at 18.7% and operating margin at 16.1%.
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 Revenue Growth, Return on Equity, PEG Ratio. A P/E of 61.1x leaves little room for execution misses.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.20 — 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.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (55/100 vs 44/100), backed by strong 27.3% 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 prominent real estate investment trust (REIT) dedicated to the acquisition and management of industrial properties across key U.S. logistics markets. With the e-commerce sector's growth driving demand for efficient supply chains, LXP is strategically positioned to generate sustainable income and achieve capital appreciation. The company emphasizes a disciplined capital allocation strategy and maintains strong tenant relationships, supported by proactive asset management. By prioritizing operational excellence and staying attuned to market trends, LXP aims to enhance shareholder value and capitalize on growth opportunities within the industrial real estate sector.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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