Extra Space Storage Inc (EXR)vsTrip.com Group Ltd ADR (TCOM)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
TCOM
Trip.com Group Ltd ADR
$51.34
+0.31%
CONSUMER CYCLICAL · Cap: $33.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 1711% more annual revenue ($62.41B vs $3.45B). TCOM leads profitability with a 53.3% profit margin vs 28.3%. TCOM appears more attractively valued with a PEG of 1.91. TCOM earns a higher WallStSmart Score of 81/100 (A-).
EXR
Buy57
out of 100
Grade: C
TCOM
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.2%
Fair Value
$147.25
Current Price
$129.99
$17.26 discount
Margin of Safety
+82.1%
Fair Value
$323.86
Current Price
$51.34
$272.52 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 53 of every $100 in revenue as profit
Earnings expanding 97.8% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
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 : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 53.3% and operating margin at 16.5%. Revenue growth of 20.8% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TCOM
The primary concerns for TCOM are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
EXR profiles as a value stock while TCOM is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
TCOM is growing revenue faster at 20.8% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TCOM scores higher overall (81/100 vs 57/100), backed by strong 53.3% margins and 20.8% revenue growth. Both earn "Exceptional 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.
Visit Website →Trip.com Group Ltd ADR
CONSUMER CYCLICAL · TRAVEL SERVICES · China
Trip.com Group Limited is a travel service provider for accommodation booking, transportation ticketing, destination and package tours, corporate travel management and other travel-related services in China and internationally. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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