Extra Space Storage Inc (EXR)vsRithm Capital Corp. (RITM)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
RITM
Rithm Capital Corp.
$9.79
+0.05%
REAL ESTATE · Cap: $5.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Rithm Capital Corp. generates 17% more annual revenue ($4.05B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 17.8%. RITM trades at a lower P/E of 8.9x. RITM earns a higher WallStSmart Score of 71/100 (B).
EXR
Buy57
out of 100
Grade: C
RITM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$143.33
$5.23 discount
Margin of Safety
+85.0%
Fair Value
$71.08
Current Price
$9.79
$61.30 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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 38.7% year-over-year
Earnings expanding 72.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Negative free cash flow — burning cash
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 28.3% and operating margin at 44.5%.
Bull Case : RITM
The strongest argument for RITM centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.8% and operating margin at 16.1%. Revenue growth of 38.7% demonstrates continued momentum.
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, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
EXR profiles as a value stock while RITM is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
RITM is growing revenue faster at 38.7% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
RITM scores higher overall (71/100 vs 57/100), backed by strong 17.8% margins and 38.7% revenue growth. Both earn "Strong 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 →Rithm Capital Corp.
REAL ESTATE · REIT - MORTGAGE · USA
Rhythm Capital Corp. The company is headquartered in New York, New York.
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