Extra Space Storage Inc (EXR)vsSky Harbour Group Corporation (SKYH)
EXR
Extra Space Storage Inc
$145.36
+2.63%
REAL ESTATE · Cap: $32.07B
SKYH
Sky Harbour Group Corporation
$10.95
+1.86%
REAL ESTATE · Cap: $818.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 12414% more annual revenue ($3.45B vs $27.54M). SKYH leads profitability with a 68.3% profit margin vs 28.3%. EXR trades at a lower P/E of 30.9x. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
SKYH
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.7%
Fair Value
$151.10
Current Price
$145.36
$5.74 discount
Margin of Safety
-100.0%
Fair Value
$4.21
Current Price
$10.95
$6.74 premium
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
Keeps 68 of every $100 in revenue as profit
Revenue surging 73.6% year-over-year
Earnings expanding 198.2% YoY
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
ROE of 4.4% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : SKYH
The strongest argument for SKYH centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 68.3% and operating margin at -74.4%. Revenue growth of 73.6% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SKYH
The primary concerns for SKYH are Market Cap, Return on Equity, P/E Ratio. A P/E of 119.4x leaves little room for execution misses.
Key Dynamics to Monitor
EXR profiles as a value stock while SKYH is a growth play — different risk/reward profiles.
SKYH carries more volatility with a beta of 1.40 — expect wider price swings.
SKYH is growing revenue faster at 73.6% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 48/100), 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 →Sky Harbour Group Corporation
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Sky Harbor Group Corporation, an aviation infrastructure company, develops, leases and manages commercial aviation hangars at airports for commercial and private aircraft owners in the United States. The company is headquartered in White Plains, New York.
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