Extra Space Storage Inc (EXR)vsTPG RE Finance Trust Inc (TRTX)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
TRTX
TPG RE Finance Trust Inc
$8.46
+1.81%
REAL ESTATE · Cap: $661.31M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 2506% more annual revenue ($3.45B vs $132.24M). TRTX leads profitability with a 45.6% profit margin vs 28.3%. TRTX trades at a lower P/E of 14.8x. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
TRTX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$143.33
$5.23 discount
Margin of Safety
+23.0%
Fair Value
$11.69
Current Price
$8.46
$3.23 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
Reasonable price relative to book value
Keeps 46 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of 5.5% — below average capital efficiency
Revenue declined 21.1%
Earnings declined 97.2%
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 28.3% and operating margin at 44.5%.
Bull Case : TRTX
The strongest argument for TRTX centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 45.6% and operating margin at 17.1%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TRTX
The primary concerns for TRTX are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
EXR profiles as a value stock while TRTX is a declining play — different risk/reward profiles.
TRTX carries more volatility with a beta of 1.55 — expect wider price swings.
EXR is growing revenue faster at 4.6% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 48/100), backed by strong 28.3% margins. TRTX offers better value entry with a 23.0% margin of safety. 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 →TPG RE Finance Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
TPG RE Finance Trust, Inc., a commercial real estate finance company, originates, acquires and manages commercial mortgage loans and other commercial real estate-related debt instruments in North America. The company is headquartered in New York, New York.
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