WallStSmart

Extra Space Storage Inc (EXR)vsSmartStop Self Storage REIT, Inc. (SMA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Extra Space Storage Inc generates 1187% more annual revenue ($3.45B vs $267.83M). EXR leads profitability with a 28.3% profit margin vs -58.0%. EXR earns a higher WallStSmart Score of 57/100 (C).

EXR

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 6.0Quality: 5.0
Piotroski: 3/9Altman Z: 0.90

SMA

Hold

43

out of 100

Grade: D

Growth: 6.7Profit: 4.5Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXRUndervalued (+3.2%)

Margin of Safety

+3.2%

Fair Value

$147.25

Current Price

$129.99

$17.26 discount

UndervaluedFair: $147.25Overvalued

Intrinsic value data unavailable for SMA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.5%10/10

Strong operational efficiency at 44.5%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SMA3 strengths · Avg: 8.7/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
26.2%8/10

Strong operational efficiency at 26.2%

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
28.3x4/10

Moderate valuation

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Debt/EquityHealth
1.003/10

Elevated debt levels

SMA4 concerns · Avg: 2.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-18.0%2/10

ROE of -18.0% — below average capital efficiency

Altman Z-ScoreHealth
0.132/10

Distress zone — elevated risk

Profit MarginProfitability
-58.0%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull 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 : SMA

The strongest argument for SMA centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum.

Bear Case : EXR

The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : SMA

The primary concerns for SMA are EPS Growth, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

EXR profiles as a value stock while SMA is a growth play — different risk/reward profiles.

EXR carries more volatility with a beta of 1.24 — expect wider price swings.

SMA is growing revenue faster at 24.0% — sustainability is the question.

EXR generates stronger free cash flow (362M), providing more financial flexibility.

Bottom Line

EXR scores higher overall (57/100 vs 43/100), backed by strong 28.3% 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.

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SmartStop Self Storage REIT, Inc.

REAL ESTATE · REIT - INDUSTRIAL · USA

SmartStop Self Storage REIT, Inc. is a leading real estate investment trust focused on the acquisition, development, and management of high-quality self-storage facilities across the United States and Canada. The company's robust operational strategy emphasizes cash flow generation, long-term value creation, and a commitment to operational excellence and superior customer service, thereby enhancing shareholder returns. As a publicly traded entity, SmartStop offers institutional investors the opportunity to gain exposure to the resilient self-storage sector, distinguished by consistent demand and stable rental income, positioning itself as an attractive investment vehicle within the evolving real estate landscape.

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