Extra Space Storage Inc (EXR)vsTranscontinental Realty Investors (TCI)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
TCI
Transcontinental Realty Investors
$39.10
-0.18%
REAL ESTATE · Cap: $330.69M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 6908% more annual revenue ($3.51B vs $50.10M). EXR leads profitability with a 27.3% profit margin vs 16.1%. EXR trades at a lower P/E of 30.7x. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
TCI
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.05
Current Price
$137.64
$3.59 premium
Intrinsic value data unavailable for TCI.
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 96.4%
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 : TCI
The strongest argument for TCI centers on Price/Book, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 16.1% and operating margin at -18.2%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TCI
The primary concerns for TCI are Market Cap, Return on Equity, P/E Ratio. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
EXR profiles as a value stock while TCI is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
TCI is growing revenue faster at 5.8% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (55/100 vs 36/100), backed by strong 27.3% margins. 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 →Transcontinental Realty Investors
REAL ESTATE · REAL ESTATE SERVICES · USA
Transcontinental Realty Investors, Inc., a Dallas-based real estate investment company, has a diverse portfolio of capital real estate located throughout the United States, including apartments, office buildings, shopping centers, and urbanized and undeveloped land.
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