WallStSmart

Extra Space Storage Inc (EXR)vsSimon Property Group Inc (SPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 85% more annual revenue ($6.36B vs $3.45B). SPG leads profitability with a 72.7% profit margin vs 28.3%. EXR appears more attractively valued with a PEG of 3.30. SPG earns a higher WallStSmart Score of 67/100 (B-).

EXR

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 6.0Quality: 5.0
Piotroski: 3/9Altman Z: 0.90

SPG

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 9.0Value: 7.3Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXRUndervalued (+3.2%)

Margin of Safety

+3.2%

Fair Value

$147.25

Current Price

$129.99

$17.26 discount

UndervaluedFair: $147.25Overvalued
SPGUndervalued (+70.6%)

Margin of Safety

+70.6%

Fair Value

$663.16

Current Price

$181.57

$481.59 discount

UndervaluedFair: $663.16Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.5%10/10

Strong operational efficiency at 44.5%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SPG5 strengths · Avg: 9.4/10
Return on EquityProfitability
104.1%10/10

Every $100 of equity generates 104 in profit

Profit MarginProfitability
72.7%10/10

Keeps 73 of every $100 in revenue as profit

Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

Market CapQuality
$57.93B9/10

Large-cap with strong market position

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
28.3x4/10

Moderate valuation

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Debt/EquityHealth
1.003/10

Elevated debt levels

SPG3 concerns · Avg: 3.3/10
Price/BookValuation
11.4x4/10

Trading at 11.4x book value

EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

PEG RatioValuation
8.742/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 : SPG

The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 72.7% and operating margin at 49.7%. Revenue growth of 13.2% demonstrates continued momentum.

Bear Case : EXR

The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : SPG

The primary concerns for SPG are Price/Book, EPS Growth, PEG Ratio.

Key Dynamics to Monitor

EXR profiles as a value stock while SPG is a mature play — different risk/reward profiles.

SPG carries more volatility with a beta of 1.40 — expect wider price swings.

SPG is growing revenue faster at 13.2% — sustainability is the question.

SPG generates stronger free cash flow (982M), providing more financial flexibility.

Bottom Line

SPG scores higher overall (67/100 vs 57/100), backed by strong 72.7% margins and 13.2% revenue growth. Both earn "Strong 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.

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Simon Property Group Inc

REAL ESTATE · REIT - RETAIL · USA

Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.

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