Extra Space Storage Inc (EXR)vsCorporación Inmobiliaria Vesta, S.A.B de C.V. (VTMX)
EXR
Extra Space Storage Inc
$145.36
+2.63%
REAL ESTATE · Cap: $32.07B
VTMX
Corporación Inmobiliaria Vesta, S.A.B de C.V.
$35.85
-1.40%
REAL ESTATE · Cap: $3.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1117% more annual revenue ($3.45B vs $283.24M). VTMX leads profitability with a 85.4% profit margin vs 28.3%. VTMX trades at a lower P/E of 12.8x. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
VTMX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.7%
Fair Value
$151.10
Current Price
$145.36
$5.74 discount
Margin of Safety
-72.5%
Fair Value
$19.11
Current Price
$35.85
$16.74 premium
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
Keeps 85 of every $100 in revenue as profit
Strong operational efficiency at 74.4%
Attractively priced relative to earnings
17.6% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Trading at 10.5x book value
Grey zone — moderate risk
Weak financial health signals
Earnings declined 74.8%
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 : VTMX
The strongest argument for VTMX centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 85.4% and operating margin at 74.4%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : VTMX
The primary concerns for VTMX are Price/Book, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
EXR profiles as a value stock while VTMX is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
VTMX is growing revenue faster at 17.6% — 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. 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 →Corporación Inmobiliaria Vesta, S.A.B de C.V.
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Corporacin Inmobiliaria Vesta, S.A.B. de C.V., acquires, develops, manages, operates, and leases industrial buildings and distribution centers in Mexico. The company is headquartered in Mexico City, Mexico.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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