Extra Space Storage Inc (EXR)vsRayonier Inc (RYN)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
RYN
Rayonier Inc
$20.97
-0.24%
REAL ESTATE · Cap: $6.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 413% more annual revenue ($3.48B vs $678.35M). RYN leads profitability with a 68.6% profit margin vs 27.1%. EXR appears more attractively valued with a PEG of 6.50. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
RYN
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Intrinsic value data unavailable for RYN.
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
Keeps 69 of every $100 in revenue as profit
Revenue surging 233.8% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 92.5%
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 : RYN
The strongest argument for RYN centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 68.6% and operating margin at 9.4%. Revenue growth of 233.8% demonstrates continued momentum.
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 Altman Z-Score, PEG Ratio, P/E Ratio. A P/E of 47.6x leaves little room for execution misses.
Key Dynamics to Monitor
EXR profiles as a value stock while RYN is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
RYN is growing revenue faster at 233.8% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 50/100), backed by strong 27.1% margins. Both earn "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 →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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