Extra Space Storage Inc (EXR)vsRexford Industrial Realty Inc (REXR)
EXR
Extra Space Storage Inc
$130.26
-4.21%
REAL ESTATE · Cap: $28.87B
REXR
Rexford Industrial Realty Inc
$34.60
+1.85%
REAL ESTATE · Cap: $8.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 244% more annual revenue ($3.45B vs $1.00B). EXR leads profitability with a 28.3% profit margin vs 21.1%. EXR appears more attractively valued with a PEG of 3.44. REXR earns a higher WallStSmart Score of 61/100 (C+).
EXR
Buy57
out of 100
Grade: C
REXR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.9%
Fair Value
$141.15
Current Price
$130.26
$10.89 premium
Margin of Safety
+4.9%
Fair Value
$39.42
Current Price
$34.60
$4.82 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
Strong operational efficiency at 37.5%
Keeps 21 of every $100 in revenue as profit
Earnings expanding 24.4% YoY
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
2.1% revenue growth
ROE of 2.5% — below average capital efficiency
Weak financial health signals
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 : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 21.1% and operating margin at 37.5%.
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 P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
REXR carries more volatility with a beta of 1.25 — 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
REXR scores higher overall (61/100 vs 57/100), backed by strong 21.1% 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.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?