Extra Space Storage Inc (EXR)vsSeaboard Corporation (SEB)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
SEB
Seaboard Corporation
$5,405.30
+3.78%
INDUSTRIALS · Cap: $3.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Seaboard Corporation generates 185% more annual revenue ($9.82B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 4.0%. SEB appears more attractively valued with a PEG of 0.65. SEB earns a higher WallStSmart Score of 65/100 (B-).
EXR
Buy57
out of 100
Grade: C
SEB
Strong Buy65
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
+71.0%
Fair Value
$19183.79
Current Price
$5405.30
$13778.49 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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 67.5% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
4.0% margin — thin
Operating margin of 3.3%
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 : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.65 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 : SEB
The primary concerns for SEB are Profit Margin, Operating Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
SEB is growing revenue faster at 14.5% — 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
SEB scores higher overall (65/100 vs 57/100) and 14.5% 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 →Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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