Extra Space Storage Inc (EXR)vsSmartStop Self Storage REIT, Inc. (SMA)
EXR
Extra Space Storage Inc
$133.84
-0.85%
REAL ESTATE · Cap: $30.17B
SMA
SmartStop Self Storage REIT, Inc.
$31.68
-2.34%
REAL ESTATE · Cap: $1.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1139% more annual revenue ($3.51B vs $283.43M). EXR leads profitability with a 27.3% profit margin vs 10.2%. EXR trades at a lower P/E of 30.2x. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
SMA
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.01
Current Price
$133.84
$0.17 premium
Intrinsic value data unavailable for SMA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 23.9%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Premium valuation, high expectations priced in
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 27.3% and operating margin at 45.9%.
Bull Case : SMA
The strongest argument for SMA centers on Price/Book, Operating Margin. Revenue growth of 11.4% 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, Market Cap, Return on Equity. A P/E of 54.1x leaves little room for execution misses.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
SMA is growing revenue faster at 11.4% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (55/100 vs 49/100), backed by strong 27.3% 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 specializing in the acquisition, development, and management of premium self-storage facilities across the United States and Canada. The company focuses on operational excellence and superior customer service to optimize cash flow generation and maximize long-term shareholder value. By providing institutional investors access to the robust self-storage sector—known for its stability and consistent rental income—SmartStop positions itself as a compelling investment opportunity within the ever-evolving real estate landscape.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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