Extra Space Storage Inc (EXR)vsBanco Santander SA ADR (SAN)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
SAN
Banco Santander SA ADR
$12.28
+0.82%
FINANCIAL SERVICES · Cap: $175.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Banco Santander SA ADR generates 1262% more annual revenue ($47.37B vs $3.48B). SAN leads profitability with a 34.1% profit margin vs 27.1%. SAN appears more attractively valued with a PEG of 2.79. SAN earns a higher WallStSmart Score of 67/100 (B-).
EXR
Buy51
out of 100
Grade: C-
SAN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.9%
Fair Value
$149.89
Current Price
$143.30
$6.59 discount
Intrinsic value data unavailable for SAN.
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
Attractively priced relative to earnings
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.3%
Earnings expanding 67.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
4.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
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 : SAN
The strongest argument for SAN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 34.1% and operating margin at 43.3%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SAN
The primary concerns for SAN are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
SAN is growing revenue faster at 4.6% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAN scores higher overall (67/100 vs 51/100), backed by strong 34.1% margins. 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 →Banco Santander SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.
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