Extra Space Storage Inc (EXR)vsSmartStop Self Storage REIT, Inc. (SMA)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
SMA
SmartStop Self Storage REIT, Inc.
$30.58
-0.39%
REAL ESTATE · Cap: $2.44B
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
Buy57
out of 100
Grade: C
SMA
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.2%
Fair Value
$147.25
Current Price
$129.99
$17.26 discount
Intrinsic value data unavailable for SMA.
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
Strong operational efficiency at 26.2%
Revenue surging 24.0% year-over-year
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
0.0% earnings growth
ROE of -18.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : 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.
Visit Website →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.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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