Extra Space Storage Inc (EXR)vsUrban Edge Properties (UE)
EXR
Extra Space Storage Inc
$143.30
+0.02%
REAL ESTATE · Cap: $31.33B
UE
Urban Edge Properties
$21.61
-1.91%
REAL ESTATE · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 627% more annual revenue ($3.48B vs $478.29M). EXR leads profitability with a 27.1% profit margin vs 22.6%. EXR appears more attractively valued with a PEG of 6.13. UE earns a higher WallStSmart Score of 64/100 (C+).
EXR
Buy51
out of 100
Grade: C-
UE
Buy64
out of 100
Grade: C+
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
+20.4%
Fair Value
$26.00
Current Price
$21.61
$4.39 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
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 of every $100 in revenue as profit
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
Moderate valuation
Expensive relative to growth rate
Distress zone — elevated risk
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 : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : UE
The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
EXR profiles as a value stock while UE is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
UE is growing revenue faster at 5.4% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Bottom Line
UE scores higher overall (64/100 vs 51/100), backed by strong 22.6% 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 →Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?