Extra Space Storage Inc (EXR)vsSmartStop Self Storage REIT, Inc. (SMA)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
SMA
SmartStop Self Storage REIT, Inc.
$32.56
-2.75%
REAL ESTATE · Cap: $1.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1139% more annual revenue ($3.48B vs $280.69M). EXR leads profitability with a 27.1% profit margin vs 4.6%. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
SMA
Hold47
out of 100
Grade: D+
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
+6.3%
Fair Value
$34.80
Current Price
$32.56
$2.24 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
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Revenue surging 24.6% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.5% — below average capital efficiency
4.6% margin — thin
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 : SMA
The strongest argument for SMA centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SMA
The primary concerns for SMA are EPS Growth, Market Cap, Return on Equity. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXR profiles as a value stock while SMA is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
SMA is growing revenue faster at 24.6% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 47/100), backed by strong 27.1% 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 →SmartStop Self Storage REIT, Inc.
REAL ESTATE · REIT - INDUSTRIAL · USA
SmartStop Self Storage REIT, Inc. is a premier real estate investment trust specializing in the acquisition, development, and management of high-quality self-storage facilities throughout the United States and Canada. With a strategic focus on cash flow generation and long-term value creation, SmartStop is committed to operational excellence and superior customer service, which collectively enhance shareholder returns. As a publicly traded company, it provides institutional investors with a compelling opportunity to invest in the resilient self-storage sector, characterized by steady demand and reliable rental income, positioning SmartStop as a noteworthy asset in the dynamic real estate market.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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