Extra Space Storage Inc (EXR)vsXenia Hotels & Resorts Inc (XHR)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
XHR
Xenia Hotels & Resorts Inc
$16.27
+1.24%
REAL ESTATE · Cap: $1.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 220% more annual revenue ($3.45B vs $1.08B). EXR leads profitability with a 28.3% profit margin vs 5.8%. XHR trades at a lower P/E of 25.1x. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
XHR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$143.33
$5.23 discount
Margin of Safety
+59.7%
Fair Value
$39.60
Current Price
$16.27
$23.33 discount
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
Reasonable price relative to book value
Earnings expanding 274.8% YoY
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Moderate valuation
1.4% revenue growth
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
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 : XHR
The strongest argument for XHR centers on Price/Book, EPS Growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : XHR
The primary concerns for XHR are P/E Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
EXR is growing revenue faster at 4.6% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (57/100 vs 52/100), backed by strong 28.3% margins. XHR offers better value entry with a 59.7% margin of safety. 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 →Xenia Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Xenia Hotels & Resorts, Inc. is a self-managed, self-managed REIT investing in upscale and luxury hotels and resorts in a unique position, with a focus on the top 25 US lodging markets, as well as destinations. key leisure in the United States. .
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