Extra Space Storage Inc (EXR)vsSmartStop Self Storage REIT, Inc. (SMA)
EXR
Extra Space Storage Inc
$158.20
-0.63%
REAL ESTATE · Cap: $34.68B
SMA
SmartStop Self Storage REIT, Inc.
$39.33
+1.08%
REAL ESTATE · Cap: $2.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1115% more annual revenue ($3.52B vs $289.81M). EXR leads profitability with a 29.5% profit margin vs 11.3%. EXR trades at a lower P/E of 32.6x. EXR earns a higher WallStSmart Score of 61/100 (C+).
EXR
Buy61
out of 100
Grade: C+
SMA
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.9%
Fair Value
$135.84
Current Price
$158.20
$22.36 premium
Intrinsic value data unavailable for SMA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Earnings expanding 50.3% YoY
Keeps 30 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 77.2% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Areas to Watch
Premium valuation, high expectations priced in
1.1% revenue growth
Elevated debt levels
Weak financial health signals
ROE of 1.1% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EXR
The strongest argument for EXR centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 29.5% and operating margin at 44.9%.
Bull Case : SMA
The strongest argument for SMA centers on EPS Growth, Price/Book, Operating Margin.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : SMA
The primary concerns for SMA are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 64.8x leaves little room for execution misses.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.09 — expect wider price swings.
SMA is growing revenue faster at 9.4% — sustainability is the question.
EXR generates stronger free cash flow (426M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (61/100 vs 57/100), backed by strong 29.5% margins. 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 →SmartStop Self Storage REIT, Inc.
REAL ESTATE · REIT - INDUSTRIAL · USA
SmartStop Self Storage REIT, Inc. is a leading real estate investment trust specializing in the acquisition, development, and management of premium self-storage facilities across the United States and Canada. The company focuses on operational excellence and superior customer service to optimize cash flow generation and maximize long-term shareholder value. By providing institutional investors access to the robust self-storage sector—known for its stability and consistent rental income—SmartStop positions itself as a compelling investment opportunity within the ever-evolving real estate landscape.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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