Extra Space Storage Inc (EXR)vsRithm Property Trust Inc. (RPT)
EXR
Extra Space Storage Inc
$144.75
+0.14%
REAL ESTATE · Cap: $30.81B
RPT
Rithm Property Trust Inc.
$10.98
-1.08%
REAL ESTATE · Cap: $89.38M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 13804% more annual revenue ($3.51B vs $25.25M). EXR leads profitability with a 27.3% profit margin vs 25.2%. EXR trades at a lower P/E of 30.8x. RPT earns a higher WallStSmart Score of 67/100 (B-).
EXR
Buy55
out of 100
Grade: C
RPT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.4%
Fair Value
$133.86
Current Price
$144.75
$10.89 premium
Intrinsic value data unavailable for RPT.
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
Strong operational efficiency at 37.9%
Revenue surging 105.6% year-over-year
Keeps 25 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of 1.0% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : RPT
The strongest argument for RPT centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 25.2% and operating margin at 37.9%. Revenue growth of 105.6% 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, P/E Ratio. A P/E of 86.9x leaves little room for execution misses. Debt-to-equity of 2.33 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.
RPT carries more volatility with a beta of 1.24 — expect wider price swings.
RPT is growing revenue faster at 105.6% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
RPT scores higher overall (67/100 vs 55/100), backed by strong 25.2% margins and 105.6% 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 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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