Extra Space Storage Inc (EXR)vsSandisk Corp (SNDK)
EXR
Extra Space Storage Inc
$130.26
-4.21%
REAL ESTATE · Cap: $28.87B
SNDK
Sandisk Corp
$709.71
-8.08%
TECHNOLOGY · Cap: $104.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Sandisk Corp generates 159% more annual revenue ($8.93B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs -11.7%. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
SNDK
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.9%
Fair Value
$141.15
Current Price
$130.26
$10.89 premium
Intrinsic value data unavailable for SNDK.
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
Strong operational efficiency at 35.5%
Revenue surging 61.2% year-over-year
Earnings expanding 618.0% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Trading at 10.3x book value
Grey zone — moderate risk
ROE of -9.4% — below average capital efficiency
Currently unprofitable
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 : SNDK
The strongest argument for SNDK centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 61.2% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SNDK
The primary concerns for SNDK are Price/Book, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
EXR profiles as a value stock while SNDK is a hypergrowth play — different risk/reward profiles.
SNDK is growing revenue faster at 61.2% — sustainability is the question.
SNDK generates stronger free cash flow (980M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (57/100 vs 49/100), 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 →Sandisk Corp
TECHNOLOGY · COMPUTER HARDWARE · USA
Sandisk Corporation (Ticker: SNDK) is a U.S.-based technology company that develops, manufactures, and sells data storage products and solutions built on NAND flash memory technology, including solid-state drives (SSDs), embedded storage, memory cards, and USB flash drives for consumer, enterprise, and cloud computing markets.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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