Extra Space Storage Inc (EXR)vsStar Holdings (STHO)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
STHO
Star Holdings
$9.31
-2.31%
REAL ESTATE · Cap: $117.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 3473% more annual revenue ($3.51B vs $98.27M). EXR leads profitability with a 27.3% profit margin vs 14.1%. STHO trades at a lower P/E of 8.1x. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
STHO
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.05
Current Price
$137.64
$3.59 premium
Margin of Safety
-66.2%
Fair Value
$4.82
Current Price
$9.31
$4.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
Operating margin of 3.1%
ROE of -28.0% — below average capital efficiency
Revenue declined 59.9%
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 27.3% and operating margin at 45.9%.
Bull Case : STHO
The strongest argument for STHO centers on P/E Ratio, Price/Book.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : STHO
The primary concerns for STHO are Market Cap, Operating Margin, Return on Equity.
Key Dynamics to Monitor
EXR profiles as a value stock while STHO is a declining play — different risk/reward profiles.
STHO carries more volatility with a beta of 1.21 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (55/100 vs 39/100), backed by strong 27.3% 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 →Star Holdings
REAL ESTATE · REAL ESTATE SERVICES · USA
Star Holdings engages in the non-ground lease related commercial real estate businesses in the United States. The company is headquartered in New York, New York.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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