Extra Space Storage Inc (EXR)vsRLJ Lodging Trust (RLJ)
EXR
Extra Space Storage Inc
$140.53
-0.35%
REAL ESTATE · Cap: $31.01B
RLJ
RLJ Lodging Trust
$8.24
-0.36%
REAL ESTATE · Cap: $1.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 155% more annual revenue ($3.45B vs $1.35B). EXR leads profitability with a 28.3% profit margin vs 2.1%. RLJ appears more attractively valued with a PEG of 2.06. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
RLJ
Hold45
out of 100
Grade: D+
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
+70.3%
Fair Value
$28.34
Current Price
$8.24
$20.10 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
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
2.1% margin — thin
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 : RLJ
The strongest argument for RLJ centers on Price/Book.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RLJ
The primary concerns for RLJ are PEG Ratio, Market Cap, Return on Equity. A P/E of 827.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
EXR is growing revenue faster at 4.6% — 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 45/100), backed by strong 28.3% margins. RLJ offers better value entry with a 70.3% 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 →RLJ Lodging Trust
REAL ESTATE · REIT - HOTEL & MOTEL · USA
RLJ Lodging Trust is a publicly traded and publicly traded real estate investment trust primarily owning premium brand, high margin, focused service and compact full service hotels.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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