Extra Space Storage Inc (EXR)vsSunstone Hotel Investors Inc (SHO)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
SHO
Sunstone Hotel Investors Inc
$10.98
+0.09%
REAL ESTATE · Cap: $2.04B
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 5.3%. SHO appears more attractively valued with a PEG of 3.00. SHO earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
SHO
Buy55
out of 100
Grade: C
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
+35.7%
Fair Value
$14.44
Current Price
$10.98
$3.46 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
Reasonable price relative to book value
Earnings expanding 365.2% YoY
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 2.0% — below average capital efficiency
5.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 : SHO
The strongest argument for SHO centers on Price/Book, EPS Growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SHO
The primary concerns for SHO are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.0x leaves little room for execution misses.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
SHO is growing revenue faster at 6.2% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (55/100 vs 55/100), backed by strong 27.3% margins. SHO offers better value entry with a 35.7% margin of safety. 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 →Sunstone Hotel Investors Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Sunstone Hotel Investors, Inc. is a lodging real estate investment trust (REIT) that, as of the date of this release, has interests in 19 hotels with 9,997 rooms.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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