Extra Space Storage Inc (EXR)vsGranite Real Estate Investment Trust (GRTUF)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
GRTUF
Granite Real Estate Investment Trust
$68.60
0.00%
REAL ESTATE · Cap: $4.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 452% more annual revenue ($3.48B vs $629.87M). GRTUF leads profitability with a 61.9% profit margin vs 27.1%. GRTUF trades at a lower P/E of 14.2x. GRTUF earns a higher WallStSmart Score of 63/100 (C+).
EXR
Buy51
out of 100
Grade: C-
GRTUF
Buy63
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
Intrinsic value data unavailable for GRTUF.
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
Reasonable price relative to book value
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 73.7%
Earnings expanding 112.1% YoY
Attractively priced relative to earnings
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 6.9% — 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 27.1% and operating margin at 44.0%.
Bull Case : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 61.9% and operating margin at 73.7%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Key Dynamics to Monitor
EXR profiles as a value stock while GRTUF is a mature play — different risk/reward profiles.
GRTUF is growing revenue faster at 7.8% — 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
GRTUF scores higher overall (63/100 vs 51/100), backed by strong 61.9% margins. 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 →Granite Real Estate Investment Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
Granite is a Canadian-based real estate investment trust (REIT) focused on acquiring, the development, ownership and management of buildings, mainly logistics facilities, warehouses and industrial buildings in North America and Europe.
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