Extra Space Storage Inc (EXR)vsRafael Holdings, Inc. (RFL)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
RFL
Rafael Holdings, Inc.
$1.24
-3.88%
REAL ESTATE · Cap: $67.10M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 296233% more annual revenue ($3.45B vs $1.16M). EXR leads profitability with a 28.3% profit margin vs 0.0%. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
RFL
Avoid33
out of 100
Grade: F
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
+56.2%
Fair Value
$2.74
Current Price
$1.24
$1.50 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
Revenue surging 174.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 : RFL
The strongest argument for RFL centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 174.0% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RFL
The primary concerns for RFL are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
EXR profiles as a value stock while RFL is a hypergrowth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
RFL is growing revenue faster at 174.0% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 33/100), backed by strong 28.3% margins. RFL offers better value entry with a 56.2% margin of safety. Both earn "Buy" and "Avoid" 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 →Rafael Holdings, Inc.
REAL ESTATE · REAL ESTATE SERVICES · USA
Rafael Holdings, Inc. owns commercial real estate assets and interests in preclinical and clinical stage pharmaceutical companies. The company is headquartered in Newark, New Jersey.
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