WallStSmart

Extra Space Storage Inc (EXR)vsStarwood Property Trust Inc (STWD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Extra Space Storage Inc generates 529% more annual revenue ($3.45B vs $547.93M). STWD leads profitability with a 75.1% profit margin vs 28.3%. STWD appears more attractively valued with a PEG of 1.74. STWD earns a higher WallStSmart Score of 67/100 (B-).

EXR

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 4.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.90

STWD

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 7.3Quality: 4.5
Piotroski: 4/9Altman Z: 0.21
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXRUndervalued (+4.1%)

Margin of Safety

+4.1%

Fair Value

$148.56

Current Price

$143.33

$5.23 discount

UndervaluedFair: $148.56Overvalued
STWDUndervalued (+84.3%)

Margin of Safety

+84.3%

Fair Value

$115.31

Current Price

$18.05

$97.26 discount

UndervaluedFair: $115.31Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.5%10/10

Strong operational efficiency at 44.5%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

STWD5 strengths · Avg: 9.6/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
75.1%10/10

Keeps 75 of every $100 in revenue as profit

Revenue GrowthGrowth
62.6%10/10

Revenue surging 62.6% year-over-year

EPS GrowthGrowth
78.0%10/10

Earnings expanding 78.0% YoY

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
30.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Debt/EquityHealth
1.003/10

Elevated debt levels

STWD3 concerns · Avg: 3.0/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Altman Z-ScoreHealth
0.212/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : STWD

The strongest argument for STWD centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 75.1% and operating margin at 11.2%. Revenue growth of 62.6% demonstrates continued momentum.

Bear Case : EXR

The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : STWD

The primary concerns for STWD are PEG Ratio, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

EXR profiles as a value stock while STWD is a growth play — different risk/reward profiles.

EXR carries more volatility with a beta of 1.27 — expect wider price swings.

STWD is growing revenue faster at 62.6% — sustainability is the question.

EXR generates stronger free cash flow (362M), providing more financial flexibility.

Bottom Line

STWD scores higher overall (67/100 vs 57/100), backed by strong 75.1% margins and 62.6% revenue growth. Both earn "Strong 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.

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Starwood Property Trust Inc

REAL ESTATE · REIT - MORTGAGE · USA

Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.

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