Extra Space Storage Inc (EXR)vsTerreno Realty Corporation (TRNO)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
TRNO
Terreno Realty Corporation
$66.21
-0.50%
REAL ESTATE · Cap: $7.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 630% more annual revenue ($3.48B vs $476.38M). TRNO leads profitability with a 84.6% profit margin vs 27.1%. EXR appears more attractively valued with a PEG of 6.13. TRNO earns a higher WallStSmart Score of 72/100 (B).
EXR
Buy51
out of 100
Grade: C-
TRNO
Strong Buy72
out of 100
Grade: B
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
+69.4%
Fair Value
$214.06
Current Price
$66.21
$147.85 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
Keeps 85 of every $100 in revenue as profit
Strong operational efficiency at 42.0%
Revenue surging 32.6% year-over-year
Earnings expanding 99.6% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 6.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 84.6% and operating margin at 42.0%. Revenue growth of 32.6% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
EXR profiles as a value stock while TRNO is a growth play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
TRNO is growing revenue faster at 32.6% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (72/100 vs 51/100), backed by strong 84.6% margins and 32.6% 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.
Visit Website →Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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