Extra Space Storage Inc (EXR)vsTwo Harbors Investments Corp (TWO)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
TWO
Two Harbors Investments Corp
$12.55
+1.37%
REAL ESTATE · Cap: $1.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 604% more annual revenue ($3.48B vs $493.78M). EXR leads profitability with a 27.1% profit margin vs -69.5%. TWO appears more attractively valued with a PEG of 2.76. TWO earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
TWO
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.9%
Fair Value
$149.89
Current Price
$143.30
$6.59 discount
Intrinsic value data unavailable for TWO.
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
Revenue surging 1569.0% year-over-year
Strong operational efficiency at 27.6%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
ROE of -17.7% — below average capital efficiency
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 : TWO
The strongest argument for TWO centers on Price/Book, Revenue Growth, Operating Margin. Revenue growth of 1569.0% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TWO
The primary concerns for TWO are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
EXR profiles as a value stock while TWO is a hypergrowth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
TWO is growing revenue faster at 1569.0% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 51/100), backed by strong 27.1% margins. 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 →Two Harbors Investments Corp
REAL ESTATE · REIT - MORTGAGE · USA
Two Harbors Investment Corp. The company is headquartered in Minnetonka, Minnesota.
Compare with Other REIT - INDUSTRIAL Stocks
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