Extra Space Storage Inc (EXR)vsVistra Energy Corp (VST)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
VST
Vistra Energy Corp
$151.51
-0.79%
UTILITIES · Cap: $51.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Vistra Energy Corp generates 415% more annual revenue ($17.74B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 5.3%. VST appears more attractively valued with a PEG of 1.27. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
VST
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.2%
Fair Value
$147.25
Current Price
$129.99
$17.26 discount
Margin of Safety
-980.6%
Fair Value
$14.82
Current Price
$151.51
$136.69 premium
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
Large-cap with strong market position
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Trading at 19.5x book value
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : VST
The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.27 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 : VST
The primary concerns for VST are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 70.1x leaves little room for execution misses. Debt-to-equity of 3.36 is elevated, increasing financial risk.
Key Dynamics to Monitor
VST carries more volatility with a beta of 1.45 — expect wider price swings.
VST is growing revenue faster at 13.6% — 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. 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 →Vistra Energy Corp
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Vistra Corp. The company is headquartered in Irving, Texas.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?