Extra Space Storage Inc (EXR)vsSmith Douglas Homes Corp. (SDHC)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
SDHC
Smith Douglas Homes Corp.
$12.99
+2.20%
REAL ESTATE · Cap: $108.26M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 265% more annual revenue ($3.48B vs $952.84M). EXR leads profitability with a 27.1% profit margin vs 0.9%. SDHC trades at a lower P/E of 13.7x. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
SDHC
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Intrinsic value data unavailable for SDHC.
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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
0.9% margin — thin
Operating margin of 2.7%
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 : SDHC
The strongest argument for SDHC centers on Price/Book, Altman Z-Score, P/E Ratio.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SDHC
The primary concerns for SDHC are Market Cap, Profit Margin, Operating Margin. Thin 0.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.21 — 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.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (51/100 vs 40/100), backed by strong 27.1% margins. Both earn "Buy" and "Hold" 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 →Smith Douglas Homes Corp.
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Smith Douglas Homes Corp. The company is headquartered in Woodstock, Georgia.
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