Extra Space Storage Inc (EXR)vsRexford Industrial Realty Inc (REXR)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
REXR
Rexford Industrial Realty Inc
$34.07
-0.44%
REAL ESTATE · Cap: $8.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 249% more annual revenue ($3.48B vs $995.92M). EXR leads profitability with a 27.1% profit margin vs 23.3%. REXR appears more attractively valued with a PEG of 1.88. REXR earns a higher WallStSmart Score of 63/100 (C+).
EXR
Buy51
out of 100
Grade: C-
REXR
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
Margin of Safety
+71.5%
Fair Value
$131.72
Current Price
$34.07
$97.65 discount
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
Strong operational efficiency at 41.5%
Keeps 23 of every $100 in revenue as profit
Earnings expanding 28.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 2.8% — 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 : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 41.5%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
EXR profiles as a value stock while REXR is a declining play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.22 — 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.
Bottom Line
REXR scores higher overall (63/100 vs 51/100), backed by strong 23.3% 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 →Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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