Extra Space Storage Inc (EXR)vsStrawberry Fields REIT LLC (STRW)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
STRW
Strawberry Fields REIT LLC
$12.82
-1.00%
REAL ESTATE · Cap: $714.85M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 2144% more annual revenue ($3.48B vs $155.00M). EXR leads profitability with a 27.1% profit margin vs 4.9%. STRW trades at a lower P/E of 20.0x. EXR earns a higher WallStSmart Score of 51/100 (C-).
EXR
Buy51
out of 100
Grade: C-
STRW
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.9%
Fair Value
$149.89
Current Price
$143.30
$6.59 discount
Margin of Safety
+75.1%
Fair Value
$51.40
Current Price
$12.82
$38.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.0%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Every $100 of equity generates 50 in profit
Strong operational efficiency at 52.4%
Revenue surging 31.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
Trading at 14.1x book value
Smaller company, higher risk/reward
4.9% margin — thin
Earnings declined 10.1%
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 27.1% and operating margin at 44.0%.
Bull Case : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 31.5% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXR profiles as a value stock while STRW is a hypergrowth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
STRW is growing revenue faster at 31.5% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (51/100 vs 46/100), backed by strong 27.1% margins. STRW offers better value entry with a 75.1% margin of safety. 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 →Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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