Extra Space Storage Inc (EXR)vsWeyerhaeuser Company (WY)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
WY
Weyerhaeuser Company
$24.48
-0.89%
REAL ESTATE · Cap: $17.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Weyerhaeuser Company generates 97% more annual revenue ($6.87B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 5.8%. WY appears more attractively valued with a PEG of 1.35. WY earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy51
out of 100
Grade: C-
WY
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Margin of Safety
-28.9%
Fair Value
$21.02
Current Price
$24.48
$3.46 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
Earnings expanding 96.6% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
ROE of 4.2% — below average capital efficiency
5.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : WY
The strongest argument for WY centers on EPS Growth, Price/Book. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : WY
The primary concerns for WY are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 44.4x leaves little room for execution misses.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WY scores higher overall (57/100 vs 51/100). 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 →Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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