Extra Space Storage Inc (EXR)vsUDR Inc (UDR)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
UDR
UDR Inc
$35.12
-0.06%
REAL ESTATE · Cap: $13.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 99% more annual revenue ($3.51B vs $1.77B). UDR leads profitability with a 29.6% profit margin vs 27.3%. EXR appears more attractively valued with a PEG of 5.72. UDR earns a higher WallStSmart Score of 59/100 (C).
EXR
Buy55
out of 100
Grade: C
UDR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.05
Current Price
$137.64
$3.59 premium
Margin of Safety
+29.6%
Fair Value
$56.50
Current Price
$35.12
$21.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 90.9% YoY
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 20.2%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Revenue declined 0.1%
Distress zone — elevated risk
Elevated debt levels
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 27.3% and operating margin at 45.9%.
Bull Case : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 29.6% and operating margin at 20.2%.
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 PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.04 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXR profiles as a value stock while UDR is a declining play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
UDR scores higher overall (59/100 vs 55/100), backed by strong 29.6% 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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