Extra Space Storage Inc (EXR)vsSmartStop Self Storage REIT, Inc. (SMA)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
SMA
SmartStop Self Storage REIT, Inc.
$32.38
+0.49%
REAL ESTATE · Cap: $1.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1160% more annual revenue ($3.48B vs $276.09M). EXR leads profitability with a 27.1% profit margin vs 4.7%. EXR trades at a lower P/E of 33.9x. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
SMA
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Intrinsic value data unavailable for SMA.
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 21.5%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
4.7% 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 of 13.1% 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. A P/E of 100.8x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
SMA is growing revenue faster at 13.1% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (51/100 vs 45/100), 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 prominent real estate investment trust focused on acquiring, developing, and managing high-quality self-storage facilities throughout the United States and Canada. With a strong emphasis on operational efficiency and exemplary customer service, SmartStop is committed to enhancing cash flow generation and delivering long-term value for its shareholders. As a publicly traded entity, it provides institutional investors with a strategic opportunity to access the resilient self-storage sector, characterized by stable demand and reliable rental income, making SmartStop a significant contender in the dynamic real estate market.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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