Extra Space Storage Inc (EXR)vsRithm Capital Corp. (RITM)
EXR
Extra Space Storage Inc
$144.75
+0.14%
REAL ESTATE · Cap: $30.81B
RITM
Rithm Capital Corp.
$9.27
-1.28%
REAL ESTATE · Cap: $4.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Rithm Capital Corp. generates 23% more annual revenue ($4.32B vs $3.51B). EXR leads profitability with a 27.3% profit margin vs 10.8%. RITM trades at a lower P/E of 14.4x. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
RITM
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.4%
Fair Value
$133.86
Current Price
$144.75
$10.89 premium
Margin of Safety
+83.1%
Fair Value
$63.34
Current Price
$9.27
$54.07 discount
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
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Earnings declined 93.2%
Distress zone — elevated risk
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 : RITM
The strongest argument for RITM centers on Price/Book, P/E Ratio.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RITM
The primary concerns for RITM are Piotroski F-Score, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.17 — expect wider price swings.
RITM is growing revenue faster at 9.7% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (55/100 vs 49/100), backed by strong 27.3% margins. RITM offers better value entry with a 83.1% margin of safety. 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 →Rithm Capital Corp.
REAL ESTATE · REIT - MORTGAGE · USA
Rhythm Capital Corp. The company is headquartered in New York, New York.
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