Extra Space Storage Inc (EXR)vsSmith Douglas Homes Corp. (SDHC)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
SDHC
Smith Douglas Homes Corp.
$14.18
+6.38%
REAL ESTATE · Cap: $114.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 255% more annual revenue ($3.45B vs $971.12M). EXR leads profitability with a 28.3% profit margin vs 1.1%. SDHC trades at a lower P/E of 11.6x. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
SDHC
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$143.33
$5.23 discount
Intrinsic value data unavailable for SDHC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
1.1% margin — thin
Revenue declined 9.4%
Earnings declined 59.4%
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 28.3% and operating margin at 44.5%.
Bull Case : SDHC
The strongest argument for SDHC centers on P/E Ratio, Price/Book.
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, Revenue Growth. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
SDHC carries more volatility with a beta of 1.30 — expect wider price swings.
EXR is growing revenue faster at 4.6% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (57/100 vs 43/100), backed by strong 28.3% 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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