Extra Space Storage Inc (EXR)vsSmith Douglas Homes Corp. (SDHC)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
SDHC
Smith Douglas Homes Corp.
$10.58
+1.54%
REAL ESTATE · Cap: $94.08M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 250% more annual revenue ($3.51B vs $1.00B). EXR leads profitability with a 27.3% profit margin vs 0.6%. SDHC trades at a lower P/E of 15.6x. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
SDHC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.05
Current Price
$137.64
$3.59 premium
Margin of Safety
-46.1%
Fair Value
$12.34
Current Price
$10.58
$1.76 premium
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Revenue surging 21.9% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
0.6% margin — thin
Operating margin of 2.2%
Weak financial health signals
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 : SDHC
The strongest argument for SDHC centers on Price/Book, Altman Z-Score, P/E Ratio. Revenue growth of 21.9% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SDHC
The primary concerns for SDHC are Market Cap, Profit Margin, Operating Margin. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXR profiles as a value stock while SDHC is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
SDHC is growing revenue faster at 21.9% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (55/100 vs 46/100), 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 →Smith Douglas Homes Corp.
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Smith Douglas Homes Corp. The company is headquartered in Woodstock, Georgia.
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