Extra Space Storage Inc (EXR)vsWelltower Inc (WELL)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
WELL
Welltower Inc
$214.63
+0.79%
REAL ESTATE · Cap: $150.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 238% more annual revenue ($11.77B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy51
out of 100
Grade: C-
WELL
Buy57
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
Margin of Safety
-57.2%
Fair Value
$132.26
Current Price
$214.63
$82.37 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
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 102.4x leaves little room for execution misses.
Key Dynamics to Monitor
EXR profiles as a value stock while WELL is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 51/100) and 38.3% 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 →Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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