Extra Space Storage Inc (EXR)vsStar Holdings (STHO)
EXR
Extra Space Storage Inc
$140.53
-0.35%
REAL ESTATE · Cap: $31.01B
STHO
Star Holdings
$8.57
+3.13%
REAL ESTATE · Cap: $101.42M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 2817% more annual revenue ($3.45B vs $118.14M). EXR leads profitability with a 28.3% profit margin vs -54.4%. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
STHO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$140.53
$8.03 discount
Margin of Safety
+79.7%
Fair Value
$39.50
Current Price
$8.57
$30.93 discount
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
Reasonable price relative to book value
Strong operational efficiency at 45.1%
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
1.8% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
ROE of -23.2% — below average capital efficiency
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 : STHO
The strongest argument for STHO centers on Price/Book, Operating Margin.
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 Revenue Growth, Market Cap, Debt/Equity.
Key Dynamics to Monitor
EXR profiles as a value stock while STHO is a turnaround play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
EXR is growing revenue faster at 4.6% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 47/100), backed by strong 28.3% margins. STHO offers better value entry with a 79.7% margin of safety. 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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