Extra Space Storage Inc (EXR)vsUMH Properties Inc (UMH)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
UMH
UMH Properties Inc
$15.51
-0.19%
REAL ESTATE · Cap: $1.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 1195% more annual revenue ($3.51B vs $271.05M). EXR leads profitability with a 27.3% profit margin vs 11.6%. UMH appears more attractively valued with a PEG of 0.72. UMH earns a higher WallStSmart Score of 61/100 (C+).
EXR
Buy55
out of 100
Grade: C
UMH
Buy61
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
+62.6%
Fair Value
$43.18
Current Price
$15.51
$27.67 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 66.7% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : UMH
The strongest argument for UMH centers on EPS Growth, PEG Ratio, Price/Book. 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 130.5x leaves little room for execution misses.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
UMH is growing revenue faster at 7.7% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UMH scores higher overall (61/100 vs 55/100). 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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