Extra Space Storage Inc (EXR)vsStrawberry Fields REIT LLC (STRW)
EXR
Extra Space Storage Inc
$158.20
-0.63%
REAL ESTATE · Cap: $34.68B
STRW
Strawberry Fields REIT LLC
$12.30
-1.99%
REAL ESTATE · Cap: $702.54M
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 2103% more annual revenue ($3.52B vs $159.84M). EXR leads profitability with a 29.5% profit margin vs 5.3%. STRW trades at a lower P/E of 19.1x. EXR earns a higher WallStSmart Score of 61/100 (C+).
EXR
Buy61
out of 100
Grade: C+
STRW
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.9%
Fair Value
$135.84
Current Price
$158.20
$22.36 premium
Margin of Safety
-3.9%
Fair Value
$12.32
Current Price
$12.30
$0.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Earnings expanding 50.3% YoY
Keeps 30 of every $100 in revenue as profit
Reasonable price relative to book value
Every $100 of equity generates 103 in profit
Strong operational efficiency at 53.7%
Areas to Watch
Premium valuation, high expectations priced in
1.1% revenue growth
Elevated debt levels
Weak financial health signals
2.1% earnings growth
Smaller company, higher risk/reward
5.3% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : EXR
The strongest argument for EXR centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 29.5% and operating margin at 44.9%.
Bull Case : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : STRW
The primary concerns for STRW are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 97.30 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.09 — expect wider price swings.
STRW is growing revenue faster at 5.8% — sustainability is the question.
EXR generates stronger free cash flow (426M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (61/100 vs 44/100), backed by strong 29.5% 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 →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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