Extra Space Storage Inc (EXR)vsRyman Hospitality Properties Inc (RHP)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
RHP
Ryman Hospitality Properties Inc
$119.03
+1.68%
REAL ESTATE · Cap: $7.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 32% more annual revenue ($3.48B vs $2.64B). EXR leads profitability with a 27.1% profit margin vs 9.5%. RHP appears more attractively valued with a PEG of 1.08. RHP earns a higher WallStSmart Score of 60/100 (C).
EXR
Buy51
out of 100
Grade: C-
RHP
Buy60
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
-2.4%
Fair Value
$100.29
Current Price
$119.03
$18.74 premium
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
Every $100 of equity generates 34 in profit
Strong operational efficiency at 20.7%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 10.1x book value
3.5% earnings growth
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 27.1% and operating margin at 44.0%.
Bull Case : RHP
The strongest argument for RHP centers on Return on Equity, Operating Margin. Revenue growth of 13.2% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RHP
The primary concerns for RHP are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 5.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
RHP carries more volatility with a beta of 1.23 — expect wider price swings.
RHP is growing revenue faster at 13.2% — 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
RHP scores higher overall (60/100 vs 51/100) and 13.2% revenue growth. 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 →Ryman Hospitality Properties Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Ryman Hospitality Properties, Inc. (NYSE: RHP) is a leading hospitality and hospitality real estate investment trust specializing in exclusive convention centers and country music entertainment experiences.
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