Extra Space Storage Inc (EXR)vsSpotify Technology SA (SPOT)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
SPOT
Spotify Technology SA
$473.21
-2.40%
COMMUNICATION SERVICES · Cap: $99.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Spotify Technology SA generates 399% more annual revenue ($17.19B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 12.9%. SPOT appears more attractively valued with a PEG of 1.99. SPOT earns a higher WallStSmart Score of 62/100 (C+).
EXR
Buy57
out of 100
Grade: C
SPOT
Buy62
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
+13.1%
Fair Value
$560.66
Current Price
$473.21
$87.45 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
Every $100 of equity generates 32 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
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
Trading at 10.1x book value
2.1% earnings growth
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 28.3% and operating margin at 44.5%.
Bull Case : SPOT
The strongest argument for SPOT centers on Return on Equity, Market Cap, Debt/Equity.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SPOT
The primary concerns for SPOT are PEG Ratio, Price/Book, EPS Growth. A P/E of 40.5x leaves little room for execution misses.
Key Dynamics to Monitor
SPOT carries more volatility with a beta of 1.72 — expect wider price swings.
SPOT is growing revenue faster at 6.8% — sustainability is the question.
SPOT generates stronger free cash flow (834M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPOT scores higher overall (62/100 vs 57/100). 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 →Spotify Technology SA
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Spotify Technology SA, provides audio streaming services worldwide. The company is headquartered in Luxembourg, Luxembourg.
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