Extra Space Storage Inc (EXR)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
EXR
Extra Space Storage Inc
$140.12
-0.69%
REAL ESTATE · Cap: $31.80B
TBB
AT&T Inc. 5.35% GLB NTS 66
$19.31
-0.41%
REAL ESTATE · Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
EXR leads profitability with a 27.3% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.08
Current Price
$140.12
$6.04 premium
Intrinsic value data unavailable for TBB.
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
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
EXR is growing revenue faster at 3.8% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (55/100 vs 25/100), backed by strong 27.3% margins. Both earn "Buy" and "Avoid" 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 →AT&T Inc. 5.35% GLB NTS 66
REAL ESTATE · REIT - RESIDENTIAL · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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