Extra Space Storage Inc (EXR)vsService Properties Trust (SVC)
EXR
Extra Space Storage Inc
$140.53
-0.35%
REAL ESTATE · Cap: $31.01B
SVC
Service Properties Trust
$1.55
+3.33%
REAL ESTATE · Cap: $994.19M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 90% more annual revenue ($3.45B vs $1.81B). EXR leads profitability with a 28.3% profit margin vs -11.2%. SVC appears more attractively valued with a PEG of 2.27. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
SVC
Hold37
out of 100
Grade: F
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
+77.8%
Fair Value
$10.36
Current Price
$1.55
$8.81 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
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -27.0% — below average capital efficiency
Revenue declined 12.9%
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 : SVC
The strongest argument for SVC centers on Price/Book.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SVC
The primary concerns for SVC are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
EXR profiles as a value stock while SVC is a turnaround play — different risk/reward profiles.
SVC carries more volatility with a beta of 1.58 — 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 37/100), backed by strong 28.3% margins. SVC offers better value entry with a 77.8% 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 →Service Properties Trust
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Service Properties Trust is a real estate investment trust, or REIT, that owns a diverse portfolio of hotel and net-leasing services and need-based retail properties in the United States and in Puerto Rico and Canada with 149 different brands across 23 industries. The company is headquartered in Newton, Massachusetts.
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