Extra Space Storage Inc (EXR)vsStarwood Property Trust Inc (STWD)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
STWD
Starwood Property Trust Inc
$15.62
0.00%
REAL ESTATE · Cap: $6.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 488% more annual revenue ($3.51B vs $597.28M). STWD leads profitability with a 38.2% profit margin vs 27.3%. STWD appears more attractively valued with a PEG of 1.74. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
STWD
Hold49
out of 100
Grade: D+
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
+84.8%
Fair Value
$118.70
Current Price
$15.62
$103.08 discount
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
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
ROE of 5.3% — below average capital efficiency
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 27.3% and operating margin at 45.9%.
Bull Case : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin. Profitability is solid with margins at 38.2% and operating margin at -5.9%. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, P/E Ratio, Return on Equity. Debt-to-equity of 3.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR profiles as a value stock while STWD is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
STWD is growing revenue faster at 13.4% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (55/100 vs 49/100), backed by strong 27.3% margins. STWD offers better value entry with a 84.8% 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 →Starwood Property Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.
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