WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 76% more annual revenue ($6.11B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 4.3%. VTR appears more attractively valued with a PEG of 1.74. VTR earns a higher WallStSmart Score of 51/100 (C-).

EXR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.83

VTR

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 4.5Value: 3.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXROvervalued (-7.2%)

Margin of Safety

-7.2%

Fair Value

$132.89

Current Price

$145.31

$12.42 premium

UndervaluedFair: $132.89Overvalued
VTROvervalued (-9.8%)

Margin of Safety

-9.8%

Fair Value

$77.07

Current Price

$79.09

$2.02 premium

UndervaluedFair: $77.07Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.0%10/10

Strong operational efficiency at 44.0%

Profit MarginProfitability
27.1%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

VTR2 strengths · Avg: 8.0/10
Price/BookValuation
2.9x8/10

Reasonable price relative to book value

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
33.9x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Return on EquityProfitability
7.1%3/10

ROE of 7.1% — below average capital efficiency

Debt/EquityHealth
1.053/10

Elevated debt levels

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

P/E RatioValuation
153.8x2/10

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 27.1% and operating margin at 44.0%.

Bull Case : VTR

The strongest argument for VTR centers on Price/Book, 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 153.8x 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 1.21 — expect wider price swings.

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

EXR generates stronger free cash flow (386M), providing more financial flexibility.

Bottom Line

EXR scores higher overall (51/100 vs 51/100), backed by strong 27.1% 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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