Extra Space Storage Inc (EXR)vsRLX Technology Inc (RLX)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
RLX
RLX Technology Inc
$2.21
+2.31%
CONSUMER DEFENSIVE · Cap: $2.75B
Smart Verdict
WallStSmart Research — data-driven comparison
RLX Technology Inc generates 5% more annual revenue ($3.62B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 25.5%. RLX trades at a lower P/E of 21.6x. RLX earns a higher WallStSmart Score of 68/100 (B-).
EXR
Buy57
out of 100
Grade: C
RLX
Strong Buy68
out of 100
Grade: B-
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
+47.9%
Fair Value
$4.68
Current Price
$2.21
$2.47 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 46.8% year-over-year
Earnings expanding 81.9% YoY
Conservative balance sheet, low leverage
Keeps 26 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
ROE of 5.9% — 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 28.3% and operating margin at 44.5%.
Bull Case : RLX
The strongest argument for RLX centers on Price/Book, Revenue Growth, EPS Growth. Profitability is solid with margins at 25.5% and operating margin at 11.0%. Revenue growth of 46.8% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RLX
The primary concerns for RLX are Return on Equity.
Key Dynamics to Monitor
EXR profiles as a value stock while RLX is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
RLX is growing revenue faster at 46.8% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
RLX scores higher overall (68/100 vs 57/100), backed by strong 25.5% margins and 46.8% revenue growth. Both earn "Strong 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 →RLX Technology Inc
CONSUMER DEFENSIVE · TOBACCO · China
RLX Technology Inc., researches, develops, manufactures, distributes and sells e-vapor products in the People's Republic of China. The company is headquartered in Beijing, China.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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