Extra Space Storage Inc (EXR)vsLXP Industrial Trust (LXP)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
LXP
LXP Industrial Trust
$46.10
-1.28%
REAL ESTATE · Cap: $2.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 884% more annual revenue ($3.45B vs $350.23M). LXP leads profitability with a 32.3% profit margin vs 28.3%. LXP appears more attractively valued with a PEG of 3.15. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
LXP
Hold47
out of 100
Grade: D+
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
-316.5%
Fair Value
$12.38
Current Price
$46.10
$33.72 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
Reasonable price relative to book value
Keeps 32 of every $100 in revenue as profit
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Moderate valuation
ROE of 5.6% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 14.0%
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 : LXP
The strongest argument for LXP centers on Price/Book, Profit Margin. Profitability is solid with margins at 32.3% and operating margin at 14.1%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : LXP
The primary concerns for LXP are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
EXR profiles as a value stock while LXP is a declining play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.24 — 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.
Bottom Line
EXR scores higher overall (57/100 vs 47/100), 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 →LXP Industrial Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
LXP Industrial Trust (LXP) is a prominent real estate investment trust (REIT) that specializes in owning and managing a high-quality portfolio of industrial properties across the United States. The company strategically focuses on assets located in prime logistics centers, capitalizing on the increasing demand for industrial spaces driven by the rapid growth of e-commerce and supply chain innovations. LXP's disciplined capital allocation and commitment to enhancing tenant relationships underpin its strategy for sustainable income growth and operational excellence. With strong fundamentals and a proactive asset management approach, LXP is well-poised to deliver long-term value in the evolving industrial real estate landscape.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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