Extra Space Storage Inc (EXR)vsRayonier Inc (RYN)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
RYN
Rayonier Inc
$21.22
-1.16%
REAL ESTATE · Cap: $6.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 611% more annual revenue ($3.45B vs $484.49M). RYN leads profitability with a 97.9% profit margin vs 28.3%. EXR appears more attractively valued with a PEG of 6.09. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
RYN
Hold42
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
Intrinsic value data unavailable for RYN.
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
Keeps 98 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 28.3%
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
ROE of 3.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : RYN
The strongest argument for RYN centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 97.9% and operating margin at 28.3%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RYN
The primary concerns for RYN are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 45.1x leaves little room for execution misses.
Key Dynamics to Monitor
EXR profiles as a value stock while RYN is a declining play — different risk/reward profiles.
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.
Bottom Line
EXR scores higher overall (57/100 vs 42/100), backed by strong 28.3% margins. 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 →Rayonier Inc
REAL ESTATE · REIT - SPECIALTY · USA
Rayonier is a leading timber real estate investment trust with assets located in some of the most productive softwood producing regions in the United States and New Zealand.
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