Extra Space Storage Inc (EXR)vsTPG RE Finance Trust Inc (TRTX)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
TRTX
TPG RE Finance Trust Inc
$8.45
+0.84%
REAL ESTATE · Cap: $657.12M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 2453% more annual revenue ($3.48B vs $136.23M). TRTX leads profitability with a 48.1% profit margin vs 27.1%. TRTX trades at a lower P/E of 13.3x. TRTX earns a higher WallStSmart Score of 68/100 (B-).
EXR
Buy51
out of 100
Grade: C-
TRTX
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Intrinsic value data unavailable for TRTX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.0%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Reasonable price relative to book value
Keeps 48 of every $100 in revenue as profit
Strong operational efficiency at 50.7%
Earnings expanding 58.3% YoY
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
Weak financial health signals
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 27.1% and operating margin at 44.0%.
Bull Case : TRTX
The strongest argument for TRTX centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 48.1% and operating margin at 50.7%. Revenue growth of 11.9% demonstrates continued momentum.
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, Piotroski F-Score. Debt-to-equity of 3.17 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR profiles as a value stock while TRTX is a mature play — different risk/reward profiles.
TRTX carries more volatility with a beta of 1.47 — expect wider price swings.
TRTX is growing revenue faster at 11.9% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
TRTX scores higher overall (68/100 vs 51/100), backed by strong 48.1% margins and 11.9% revenue growth. Both earn "Strong 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 →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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