WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Extra Space Storage Inc generates 15511% more annual revenue ($3.48B vs $22.28M). SUNS leads profitability with a 59.7% profit margin vs 27.1%. SUNS appears more attractively valued with a PEG of 0.67. SUNS earns a higher WallStSmart Score of 73/100 (B).

EXR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.83

SUNS

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 7.5Value: 7.7Quality: 4.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXROvervalued (-7.2%)

Margin of Safety

-7.2%

Fair Value

$132.89

Current Price

$145.31

$12.42 premium

UndervaluedFair: $132.89Overvalued

Intrinsic value data unavailable for SUNS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.0%10/10

Strong operational efficiency at 44.0%

Profit MarginProfitability
27.1%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

SUNS6 strengths · Avg: 9.7/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
59.7%10/10

Keeps 60 of every $100 in revenue as profit

Operating MarginProfitability
58.7%10/10

Strong operational efficiency at 58.7%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

PEG RatioValuation
0.678/10

Growing faster than its price suggests

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
33.9x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Return on EquityProfitability
7.1%3/10

ROE of 7.1% — below average capital efficiency

Debt/EquityHealth
1.053/10

Elevated debt levels

SUNS3 concerns · Avg: 3.0/10
Market CapQuality
$114.09M3/10

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 27.1% and operating margin at 44.0%.

Bull Case : SUNS

The strongest argument for SUNS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 59.7% and operating margin at 58.7%. Revenue growth of 60.8% demonstrates continued momentum.

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 Market Cap, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

EXR profiles as a value stock while SUNS is a growth play — different risk/reward profiles.

SUNS is growing revenue faster at 60.8% — 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

SUNS scores higher overall (73/100 vs 51/100), backed by strong 59.7% margins and 60.8% revenue growth. Both earn "Strong 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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