Extra Space Storage Inc (EXR)vsShell PLC ADR (SHEL)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
SHEL
Shell PLC ADR
$83.97
-0.32%
ENERGY · Cap: $243.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 7573% more annual revenue ($266.89B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 6.7%. SHEL appears more attractively valued with a PEG of 1.32. SHEL earns a higher WallStSmart Score of 61/100 (C+).
EXR
Buy51
out of 100
Grade: C-
SHEL
Buy61
out of 100
Grade: C+
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
+4.5%
Fair Value
$84.58
Current Price
$83.97
$0.61 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
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 376.2% YoY
Attractively priced relative to earnings
Generating 1.6B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
6.7% margin — thin
Weak financial health signals
Revenue declined 3.3%
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 : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SHEL
The primary concerns for SHEL are Profit Margin, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (61/100 vs 51/100). Both earn "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 →Shell PLC ADR
ENERGY · OIL & GAS INTEGRATED · USA
Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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