Extra Space Storage Inc (EXR)vsRedwood Trust Inc (RWT)
EXR
Extra Space Storage Inc
$152.85
+0.42%
REAL ESTATE · Cap: $32.70B
RWT
Redwood Trust Inc
$4.68
+0.21%
REAL ESTATE · Cap: $641.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1977% more annual revenue ($3.48B vs $167.46M). EXR leads profitability with a 27.1% profit margin vs -54.7%. RWT appears more attractively valued with a PEG of 1.47. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
RWT
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.86
Current Price
$152.85
$19.99 premium
Margin of Safety
+36.8%
Fair Value
$10.60
Current Price
$4.68
$5.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.0%
Keeps 27 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
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of -9.6% — below average capital efficiency
Revenue declined 13.4%
Earnings declined 52.6%
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 27.1% and operating margin at 44.0%.
Bull Case : RWT
The strongest argument for RWT centers on Price/Book. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RWT
The primary concerns for RWT are Market Cap, Return on Equity, Revenue Growth. Debt-to-equity of 26.42 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR profiles as a value stock while RWT is a turnaround play — different risk/reward profiles.
RWT carries more volatility with a beta of 1.43 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 39/100), backed by strong 27.1% margins. RWT offers better value entry with a 36.8% 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 →Redwood Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Redwood Trust, Inc., is a specialized finance company in the United States. The company is headquartered in Mill Valley, California.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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