Extra Space Storage Inc (EXR)vsSTAG Industrial Inc (STAG)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
STAG
STAG Industrial Inc
$35.98
-0.88%
REAL ESTATE · Cap: $7.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 308% more annual revenue ($3.45B vs $845.18M). STAG leads profitability with a 32.4% profit margin vs 28.3%. STAG trades at a lower P/E of 24.8x. STAG earns a higher WallStSmart Score of 64/100 (C+).
EXR
Buy57
out of 100
Grade: C
STAG
Buy64
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
+42.2%
Fair Value
$67.86
Current Price
$35.98
$31.88 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
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 37.8%
Earnings expanding 57.9% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
ROE of 7.8% — below average capital efficiency
Distress zone — elevated risk
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 : STAG
The strongest argument for STAG centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.4% and operating margin at 37.8%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : STAG
The primary concerns for STAG are Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
EXR profiles as a value stock while STAG is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
STAG is growing revenue faster at 10.8% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
STAG scores higher overall (64/100 vs 57/100), backed by strong 32.4% margins and 10.8% revenue growth. 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 →STAG Industrial Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.
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