Extra Space Storage Inc (EXR)vsTalen Energy Corporation (TLN)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
TLN
Talen Energy Corporation
$328.29
+3.96%
UTILITIES · Cap: $14.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 31% more annual revenue ($3.45B vs $2.63B). EXR leads profitability with a 28.3% profit margin vs -8.3%. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
TLN
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.2%
Fair Value
$147.25
Current Price
$129.99
$17.26 discount
Intrinsic value data unavailable for TLN.
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
Revenue surging 58.0% year-over-year
Earnings expanding 34.5% YoY
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Trading at 13.7x book value
ROE of -17.7% — below average capital efficiency
Currently unprofitable
Operating margin of -36.1%
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 : TLN
The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 58.0% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TLN
The primary concerns for TLN are Price/Book, Return on Equity, Profit Margin.
Key Dynamics to Monitor
EXR profiles as a value stock while TLN is a hypergrowth play — different risk/reward profiles.
TLN carries more volatility with a beta of 1.61 — expect wider price swings.
TLN is growing revenue faster at 58.0% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 42/100), backed by strong 28.3% 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.
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