Extra Space Storage Inc (EXR)vsRafael Holdings, Inc. (RFL)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
RFL
Rafael Holdings, Inc.
$1.55
+11.51%
REAL ESTATE · Cap: $92.58M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 298991% more annual revenue ($3.48B vs $1.16M). EXR leads profitability with a 27.1% profit margin vs 0.0%. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
RFL
Avoid30
out of 100
Grade: F
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
+54.5%
Fair Value
$2.64
Current Price
$1.55
$1.09 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
Revenue surging 174.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
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 : RFL
The strongest argument for RFL centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 174.0% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RFL
The primary concerns for RFL are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
EXR profiles as a value stock while RFL is a hypergrowth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
RFL is growing revenue faster at 174.0% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 30/100), backed by strong 27.1% margins. RFL offers better value entry with a 54.5% margin of safety. Both earn "Buy" and "Avoid" 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 →Rafael Holdings, Inc.
REAL ESTATE · REAL ESTATE SERVICES · USA
Rafael Holdings, Inc. owns commercial real estate assets and interests in preclinical and clinical stage pharmaceutical companies. The company is headquartered in Newark, New Jersey.
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