WallStSmart

Extra Space Storage Inc (EXR)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 77% more annual revenue ($6.11B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 4.3%. VTR appears more attractively valued with a PEG of 1.72. EXR earns a higher WallStSmart Score of 57/100 (C).

EXR

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 4.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.90

VTR

Buy

51

out of 100

Grade: C-

Growth: 8.0Profit: 4.5Value: 4.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXRUndervalued (+4.1%)

Margin of Safety

+4.1%

Fair Value

$148.56

Current Price

$143.33

$5.23 discount

UndervaluedFair: $148.56Overvalued
VTRUndervalued (+4.9%)

Margin of Safety

+4.9%

Fair Value

$90.07

Current Price

$87.86

$2.21 discount

UndervaluedFair: $90.07Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.5%10/10

Strong operational efficiency at 44.5%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

Areas to Watch

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
30.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Debt/EquityHealth
1.003/10

Elevated debt levels

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

P/E RatioValuation
158.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : EXR

The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 158.8x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

EXR profiles as a value stock while VTR is a growth play — different risk/reward profiles.

EXR carries more volatility with a beta of 1.27 — expect wider price swings.

VTR is growing revenue faster at 21.9% — sustainability is the question.

EXR generates stronger free cash flow (362M), providing more financial flexibility.

Bottom Line

EXR scores higher overall (57/100 vs 51/100), 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.

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Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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