Extra Space Storage Inc (EXR)vsSBA Communications Corp (SBAC)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
SBAC
SBA Communications Corp
$218.17
-0.21%
REAL ESTATE · Cap: $23.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 22% more annual revenue ($3.48B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 27.1%. EXR appears more attractively valued with a PEG of 6.13. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.9%
Fair Value
$149.89
Current Price
$143.30
$6.59 discount
Margin of Safety
+13.3%
Fair Value
$220.22
Current Price
$218.17
$2.05 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
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
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 : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
EXR profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 46/100), backed by strong 27.1% 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 →SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?