Extra Space Storage Inc (EXR)vsStrawberry Fields REIT LLC (STRW)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
STRW
Strawberry Fields REIT LLC
$13.21
-2.69%
REAL ESTATE · Cap: $179.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 2106% more annual revenue ($3.48B vs $157.65M). EXR leads profitability with a 27.1% profit margin vs 5.3%. STRW trades at a lower P/E of 20.8x. STRW earns a higher WallStSmart Score of 56/100 (C).
EXR
Buy51
out of 100
Grade: C-
STRW
Buy56
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
-6.6%
Fair Value
$12.01
Current Price
$13.21
$1.20 premium
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
Every $100 of equity generates 185 in profit
Strong operational efficiency at 55.4%
Earnings expanding 31.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Trading at 14.5x book value
Smaller company, higher risk/reward
5.3% margin — thin
Weak financial health signals
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 : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, EPS Growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Debt-to-equity of 64.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
STRW is growing revenue faster at 7.1% — 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
STRW scores higher overall (56/100 vs 51/100). 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 →Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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