Extra Space Storage Inc (EXR)vsRyman Hospitality Properties Inc (RHP)
EXR
Extra Space Storage Inc
$140.53
-0.35%
REAL ESTATE · Cap: $31.01B
RHP
Ryman Hospitality Properties Inc
$103.62
-0.13%
REAL ESTATE · Cap: $6.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 34% more annual revenue ($3.45B vs $2.57B). EXR leads profitability with a 28.3% profit margin vs 9.5%. RHP appears more attractively valued with a PEG of 1.08. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
RHP
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$140.53
$8.03 discount
Margin of Safety
+26.3%
Fair Value
$139.34
Current Price
$103.62
$35.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Every $100 of equity generates 23 in profit
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Moderate valuation
Trading at 8.6x book value
Weak financial health signals
Earnings declined 1.7%
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 28.3% and operating margin at 44.5%.
Bull Case : RHP
The strongest argument for RHP centers on Return on Equity. Revenue growth of 12.4% demonstrates continued momentum. PEG of 1.08 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 : RHP
The primary concerns for RHP are P/E Ratio, Price/Book, Piotroski F-Score.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
RHP is growing revenue faster at 12.4% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (57/100 vs 56/100), backed by strong 28.3% margins. RHP offers better value entry with a 26.3% margin of safety. 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 →Ryman Hospitality Properties Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Ryman Hospitality Properties, Inc. (NYSE: RHP) is a leading hospitality and hospitality real estate investment trust specializing in exclusive convention centers and country music entertainment experiences.
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