Extra Space Storage Inc (EXR)vsWelltower Inc (WELL)
EXR
Extra Space Storage Inc
$149.54
0.00%
REAL ESTATE · Cap: $32.67B
WELL
Welltower Inc
$236.92
+0.39%
REAL ESTATE · Cap: $166.86B
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
Buy55
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.10
Current Price
$149.54
$15.44 premium
Margin of Safety
-89.9%
Fair Value
$124.92
Current Price
$236.92
$112.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 39.1% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
ROE of 3.3% — 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 27.3% 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 →Compare with Other REIT - INDUSTRIAL Stocks
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