WallStSmart

Extra Space Storage Inc (EXR)vsPPG Industries Inc (PPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PPG Industries Inc generates 363% more annual revenue ($16.12B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 9.8%. PPG appears more attractively valued with a PEG of 1.44. PPG earns a higher WallStSmart Score of 60/100 (C+).

EXR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 4.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.90

PPG

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 6.5Value: 7.3Quality: 5.5
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXRUndervalued (+4.9%)

Margin of Safety

+4.9%

Fair Value

$149.89

Current Price

$143.30

$6.59 discount

UndervaluedFair: $149.89Overvalued
PPGUndervalued (+16.0%)

Margin of Safety

+16.0%

Fair Value

$155.95

Current Price

$109.61

$46.34 discount

UndervaluedFair: $155.95Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.0%10/10

Strong operational efficiency at 44.0%

Profit MarginProfitability
27.1%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

PPG2 strengths · Avg: 8.5/10
Return on EquityProfitability
20.7%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Debt/EquityHealth
1.003/10

Elevated debt levels

PPG2 concerns · Avg: 3.0/10
EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Free Cash FlowQuality
$-163.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : PPG

The strongest argument for PPG centers on Return on Equity, P/E Ratio. PEG of 1.44 suggests the stock is reasonably priced for its growth.

Bear Case : EXR

The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : PPG

The primary concerns for PPG are EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

EXR carries more volatility with a beta of 1.27 — expect wider price swings.

PPG is growing revenue faster at 6.7% — 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

PPG scores higher overall (60/100 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.

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PPG Industries Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.

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