Extra Space Storage Inc (EXR)vsRithm Property Trust Inc. (RPT)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
RPT
Rithm Property Trust Inc.
$14.55
+1.82%
REAL ESTATE · Cap: $110.71M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 15554% more annual revenue ($3.45B vs $22.02M). EXR leads profitability with a 28.3% profit margin vs 13.1%. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
RPT
Hold44
out of 100
Grade: D
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
+24.0%
Fair Value
$19.68
Current Price
$14.55
$5.13 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
Revenue surging 108.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of 1.0% — below average capital efficiency
Earnings declined 27.1%
Operating margin of -69.9%
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 : RPT
The strongest argument for RPT centers on Price/Book, Revenue Growth. Revenue growth of 108.0% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RPT
The primary concerns for RPT are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 2.54 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR profiles as a value stock while RPT is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
RPT is growing revenue faster at 108.0% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 44/100), backed by strong 28.3% margins. RPT offers better value entry with a 24.0% 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 Property Trust Inc.
REAL ESTATE · REIT - MORTGAGE · USA
RPT Realty owns and operates a national portfolio of outdoor shopping destinations located primarily in major US markets.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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