WallStSmart

Extra Space Storage Inc (EXR)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 264% more annual revenue ($12.76B vs $3.51B). EXR leads profitability with a 27.3% profit margin vs 12.1%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).

EXR

Buy

55

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.83

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXROvervalued (-6.3%)

Margin of Safety

-6.3%

Fair Value

$134.10

Current Price

$149.54

$15.44 premium

UndervaluedFair: $134.10Overvalued
WELLSignificantly Overvalued (-89.9%)

Margin of Safety

-89.9%

Fair Value

$124.92

Current Price

$236.92

$112.00 premium

UndervaluedFair: $124.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

WELL4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Market CapQuality
$166.86B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
32.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Debt/EquityHealth
1.093/10

Elevated debt levels

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
103.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : WELL

The strongest argument for WELL centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 39.1% 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 103.4x 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 1.20 — expect wider price swings.

WELL is growing revenue faster at 39.1% — sustainability is the question.

Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WELL scores higher overall (57/100 vs 55/100) and 39.1% 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 →

Want to dig deeper into these stocks?