Extra Space Storage Inc (EXR)vsUDR Inc (UDR)
EXR
Extra Space Storage Inc
$145.31
-0.38%
REAL ESTATE · Cap: $33.24B
UDR
UDR Inc
$39.20
+0.77%
REAL ESTATE · Cap: $13.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 97% more annual revenue ($3.48B vs $1.77B). UDR leads profitability with a 27.8% profit margin vs 27.1%. EXR appears more attractively valued with a PEG of 6.50. UDR earns a higher WallStSmart Score of 61/100 (C+).
EXR
Buy51
out of 100
Grade: C-
UDR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$132.89
Current Price
$145.31
$12.42 premium
Margin of Safety
+30.4%
Fair Value
$57.15
Current Price
$39.20
$17.95 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
Earnings expanding 151.6% YoY
Keeps 28 of every $100 in revenue as profit
Strong operational efficiency at 22.0%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Moderate valuation
4.2% revenue growth
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 : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 22.0%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : UDR
The primary concerns for UDR are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.21 — expect wider price swings.
UDR is growing revenue faster at 4.2% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UDR scores higher overall (61/100 vs 51/100), backed by strong 27.8% margins. 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 →UDR Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.
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