Extra Space Storage Inc (EXR)vsShell PLC ADR (SHEL)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
SHEL
Shell PLC ADR
$91.12
+0.45%
ENERGY · Cap: $254.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 7644% more annual revenue ($266.89B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 6.7%. SHEL appears more attractively valued with a PEG of 2.25. SHEL earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
SHEL
Buy57
out of 100
Grade: C
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
+71.2%
Fair Value
$280.80
Current Price
$91.12
$189.68 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
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 3.4B in free cash flow
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
3.8% earnings growth
6.7% margin — thin
Revenue declined 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 : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
EXR is growing revenue faster at 4.6% — sustainability is the question.
SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (57/100 vs 57/100), backed by strong 28.3% margins. SHEL offers better value entry with a 71.2% margin of safety. 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 →Shell PLC ADR
ENERGY · OIL & GAS INTEGRATED · USA
Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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