Extra Space Storage Inc (EXR)vsSBA Communications Corp (SBAC)
EXR
Extra Space Storage Inc
$149.54
0.00%
REAL ESTATE · Cap: $32.67B
SBAC
SBA Communications Corp
$184.03
+0.78%
REAL ESTATE · Cap: $19.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 23% more annual revenue ($3.51B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 27.3%. EXR appears more attractively valued with a PEG of 6.39. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.10
Current Price
$149.54
$15.44 premium
Margin of Safety
+0.4%
Fair Value
$191.80
Current Price
$184.03
$7.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
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%
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — 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 27.3% and operating margin at 45.9%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. 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 1.20 — 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 (55/100 vs 49/100), backed by strong 27.3% 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 →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.
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