Extra Space Storage Inc (EXR)vsUniti Group Inc (UNIT)
EXR
Extra Space Storage Inc
$143.33
+1.99%
REAL ESTATE · Cap: $31.01B
UNIT
Uniti Group Inc
$11.83
+5.53%
REAL ESTATE · Cap: $2.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 54% more annual revenue ($3.45B vs $2.23B). UNIT leads profitability with a 58.4% profit margin vs 28.3%. UNIT appears more attractively valued with a PEG of 0.29. UNIT earns a higher WallStSmart Score of 74/100 (B).
EXR
Buy57
out of 100
Grade: C
UNIT
Strong Buy74
out of 100
Grade: B
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
+87.2%
Fair Value
$63.07
Current Price
$11.83
$51.24 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
Attractively priced relative to earnings
Keeps 58 of every $100 in revenue as profit
Revenue surging 212.7% year-over-year
Earnings expanding 6053.0% YoY
Strong operational efficiency at 22.9%
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
ROE of 0.0% — below average capital efficiency
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 28.3% and operating margin at 44.5%.
Bull Case : UNIT
The strongest argument for UNIT centers on PEG Ratio, P/E Ratio, Profit Margin. Profitability is solid with margins at 58.4% and operating margin at 22.9%. Revenue growth of 212.7% demonstrates continued momentum.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : UNIT
The primary concerns for UNIT are Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
EXR profiles as a value stock while UNIT is a growth play — different risk/reward profiles.
UNIT carries more volatility with a beta of 1.34 — expect wider price swings.
UNIT is growing revenue faster at 212.7% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
UNIT scores higher overall (74/100 vs 57/100), backed by strong 58.4% margins and 212.7% revenue growth. Both earn "Strong 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 →Uniti Group Inc
REAL ESTATE · REIT - SPECIALTY · USA
Uniti, an internally managed real estate investment trust, is dedicated to the acquisition and construction of mission-critical communications infrastructure and is a leading provider of wireless infrastructure solutions for the communications industry.
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