Extra Space Storage Inc (EXR)vsSTAG Industrial Inc (STAG)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
STAG
STAG Industrial Inc
$37.26
+0.68%
REAL ESTATE · Cap: $7.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 303% more annual revenue ($3.48B vs $863.82M). STAG leads profitability with a 28.3% profit margin vs 27.1%. EXR appears more attractively valued with a PEG of 6.50. STAG earns a higher WallStSmart Score of 52/100 (C-).
EXR
Buy51
out of 100
Grade: C-
STAG
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Margin of Safety
+54.8%
Fair Value
$86.85
Current Price
$37.26
$49.59 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
Strong operational efficiency at 37.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
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 : STAG
The strongest argument for STAG centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 37.5%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : STAG
The primary concerns for STAG are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
EXR profiles as a value stock while STAG is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
STAG is growing revenue faster at 9.1% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
STAG scores higher overall (52/100 vs 51/100), backed by strong 28.3% margins. Both earn "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.
Visit Website →STAG Industrial Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.
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