Extra Space Storage Inc (EXR)vsWelltower Inc (WELL)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
WELL
Welltower Inc
$196.73
+0.06%
REAL ESTATE · Cap: $137.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 214% more annual revenue ($10.84B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 8.6%. EXR appears more attractively valued with a PEG of 3.30. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
WELL
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.2%
Fair Value
$147.25
Current Price
$129.99
$17.26 discount
Margin of Safety
-2052.0%
Fair Value
$9.66
Current Price
$196.73
$187.07 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
Revenue surging 41.3% year-over-year
Large-cap with strong market position
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
ROE of 2.5% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 26.3%
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 : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% 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 138.5x leaves little room for execution misses.
Key Dynamics to Monitor
EXR profiles as a value stock while WELL is a hypergrowth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
WELL is growing revenue faster at 41.3% — sustainability is the question.
WELL generates stronger free cash flow (647M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 39/100), 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 →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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