Extra Space Storage Inc (EXR)vsSpace Exploration Technologies Corp. Class A Common Stock (SPCX)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
SPCX
Space Exploration Technologies Corp. Class A Common Stock
$160.95
+19.22%
INDUSTRIALS · Cap: $1.77T
Smart Verdict
WallStSmart Research — data-driven comparison
Space Exploration Technologies Corp. Class A Common Stock generates 455% more annual revenue ($19.30B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs -45.0%. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
SPCX
Avoid23
out of 100
Grade: F
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 SPCX.
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
Mega-cap, among the largest globally
15.4% revenue growth
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
Trading at 27.0x book value
ROE of -11.9% — below average capital efficiency
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 27.1% and operating margin at 44.0%.
Bull Case : SPCX
The strongest argument for SPCX centers on Market Cap, Revenue Growth. Revenue growth of 15.4% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SPCX
The primary concerns for SPCX are EPS Growth, Price/Book, Return on Equity.
Key Dynamics to Monitor
EXR profiles as a value stock while SPCX is a growth play — different risk/reward profiles.
SPCX is growing revenue faster at 15.4% — 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 23/100), backed by strong 27.1% margins. Both earn "Buy" and "Avoid" 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 →Space Exploration Technologies Corp. Class A Common Stock
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Space Exploration Technologies Corp. The company is headquartered in Starbase, Texas.
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