Extra Space Storage Inc (EXR)vsCorporación Inmobiliaria Vesta, S.A.B de C.V. (VTMX)
EXR
Extra Space Storage Inc
$144.31
-1.03%
REAL ESTATE · Cap: $31.85B
VTMX
Corporación Inmobiliaria Vesta, S.A.B de C.V.
$34.95
+0.17%
REAL ESTATE · Cap: $3.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1088% more annual revenue ($3.48B vs $292.84M). VTMX leads profitability with a 112.0% profit margin vs 27.1%. VTMX trades at a lower P/E of 9.2x. VTMX earns a higher WallStSmart Score of 60/100 (C+).
EXR
Buy51
out of 100
Grade: C-
VTMX
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.91
Current Price
$144.31
$11.40 premium
Margin of Safety
-65.6%
Fair Value
$19.91
Current Price
$34.95
$15.04 premium
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
Keeps 112 of every $100 in revenue as profit
Strong operational efficiency at 77.6%
Earnings expanding 584.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Trading at 10.3x book value
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 : VTMX
The strongest argument for VTMX centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 112.0% and operating margin at 77.6%. Revenue growth of 14.3% 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.
Key Dynamics to Monitor
EXR profiles as a value stock while VTMX is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.23 — expect wider price swings.
VTMX is growing revenue faster at 14.3% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
VTMX scores higher overall (60/100 vs 51/100), backed by strong 112.0% margins and 14.3% revenue growth. 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 →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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