WallStSmart

Extra Space Storage Inc (EXR)vsSunrise Realty Trust, Inc. (SUNS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Extra Space Storage Inc generates 15615% more annual revenue ($3.51B vs $22.34M). SUNS leads profitability with a 58.3% profit margin vs 27.3%. SUNS appears more attractively valued with a PEG of 0.55. SUNS earns a higher WallStSmart Score of 58/100 (C).

EXR

Buy

55

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.83

SUNS

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 7.7Quality: 4.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXROvervalued (-6.3%)

Margin of Safety

-6.3%

Fair Value

$134.05

Current Price

$137.64

$3.59 premium

UndervaluedFair: $134.05Overvalued

Intrinsic value data unavailable for SUNS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

SUNS5 strengths · Avg: 9.6/10
P/E RatioValuation
7.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
58.3%10/10

Keeps 58 of every $100 in revenue as profit

Operating MarginProfitability
57.9%10/10

Strong operational efficiency at 57.9%

PEG RatioValuation
0.558/10

Growing faster than its price suggests

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
30.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Debt/EquityHealth
1.093/10

Elevated debt levels

SUNS4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Market CapQuality
$100.96M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : SUNS

The strongest argument for SUNS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 58.3% and operating margin at 57.9%. PEG of 0.55 suggests the stock is reasonably priced for its growth.

Bear Case : EXR

The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : SUNS

The primary concerns for SUNS are Revenue Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

EXR carries more volatility with a beta of 1.18 — 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.

Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SUNS scores higher overall (58/100 vs 55/100), backed by strong 58.3% 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.

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Sunrise Realty Trust, Inc.

REAL ESTATE · REIT - MORTGAGE · USA

Solar Senior Capital Ltd. is a business development company that specializes in investing in leveraged middle market companies in the United States.

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