Extra Space Storage Inc (EXR)vsTerreno Realty Corporation (TRNO)
EXR
Extra Space Storage Inc
$134.99
-1.80%
REAL ESTATE · Cap: $30.17B
TRNO
Terreno Realty Corporation
$66.38
+0.96%
REAL ESTATE · Cap: $7.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 598% more annual revenue ($3.51B vs $502.88M). TRNO leads profitability with a 77.3% profit margin vs 27.3%. EXR appears more attractively valued with a PEG of 5.43. TRNO earns a higher WallStSmart Score of 56/100 (C).
EXR
Buy55
out of 100
Grade: C
TRNO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.01
Current Price
$134.99
$0.98 premium
Margin of Safety
+68.6%
Fair Value
$208.21
Current Price
$66.38
$141.83 discount
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
Keeps 77 of every $100 in revenue as profit
Strong operational efficiency at 41.8%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Earnings declined 40.2%
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 77.3% and operating margin at 41.8%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
EXR profiles as a value stock while TRNO is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
TRNO is growing revenue faster at 11.1% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (56/100 vs 55/100), backed by strong 77.3% margins and 11.1% revenue growth. Both earn "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 →Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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