Extra Space Storage Inc (EXR)vsU.S. Bancorp (USB)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
USB
U.S. Bancorp
$55.53
+0.40%
FINANCIAL SERVICES · Cap: $85.86B
Smart Verdict
WallStSmart Research — data-driven comparison
U.S. Bancorp generates 666% more annual revenue ($26.65B vs $3.48B). USB leads profitability with a 29.3% profit margin vs 27.1%. USB appears more attractively valued with a PEG of 1.92. USB earns a higher WallStSmart Score of 71/100 (B).
EXR
Buy51
out of 100
Grade: C-
USB
Strong Buy71
out of 100
Grade: B
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 USB.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 37.8%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
4.6% revenue growth
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 : USB
The strongest argument for USB centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.3% and operating margin at 37.8%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : USB
The primary concerns for USB are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
USB is growing revenue faster at 4.6% — sustainability is the question.
USB generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
USB scores higher overall (71/100 vs 51/100), backed by strong 29.3% margins. 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 →U.S. Bancorp
FINANCIAL SERVICES · BANKS - REGIONAL · USA
U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.
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