Extra Space Storage Inc (EXR)vsUMH Properties Inc (UMH)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
UMH
UMH Properties Inc
$15.55
+0.84%
REAL ESTATE · Cap: $1.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1219% more annual revenue ($3.45B vs $261.31M). EXR leads profitability with a 28.3% profit margin vs 10.1%. UMH appears more attractively valued with a PEG of 0.72. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
UMH
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$143.33
$5.23 discount
Margin of Safety
+65.4%
Fair Value
$46.65
Current Price
$15.55
$31.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of 2.9% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 54.2%
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 28.3% and operating margin at 44.5%.
Bull Case : UMH
The strongest argument for UMH centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 220.3x leaves little room for execution misses.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
UMH is growing revenue faster at 8.2% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (57/100 vs 53/100), backed by strong 28.3% margins. UMH offers better value entry with a 65.4% margin of safety. 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 →UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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