Extra Space Storage Inc (EXR)vsTwo Harbors Investments Corp (TWO)
EXR
Extra Space Storage Inc
$149.54
0.00%
REAL ESTATE · Cap: $32.67B
TWO
Two Harbors Investments Corp
$12.12
+0.75%
REAL ESTATE · Cap: $1.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 448% more annual revenue ($3.51B vs $640.21M). EXR leads profitability with a 27.3% profit margin vs -3.4%. TWO appears more attractively valued with a PEG of 2.76. TWO earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
TWO
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.10
Current Price
$149.54
$15.44 premium
Intrinsic value data unavailable for TWO.
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
Reasonable price relative to book value
Strong operational efficiency at 48.1%
Revenue surging 620.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
ROE of -19.8% — 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 27.3% and operating margin at 45.9%.
Bull Case : TWO
The strongest argument for TWO centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 620.0% 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. Debt-to-equity of 4.79 is elevated, increasing financial risk.
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 1.20 — expect wider price swings.
TWO is growing revenue faster at 620.0% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (55/100 vs 55/100), backed by strong 27.3% 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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