Extra Space Storage Inc (EXR)vsWarner Bros Discovery Inc (WBD)
EXR
Extra Space Storage Inc
$129.99
+0.15%
REAL ESTATE · Cap: $28.76B
WBD
Warner Bros Discovery Inc
$27.22
-0.22%
COMMUNICATION SERVICES · Cap: $67.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Warner Bros Discovery Inc generates 982% more annual revenue ($37.30B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 1.9%. EXR appears more attractively valued with a PEG of 3.30. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
WBD
Buy51
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
-106.3%
Fair Value
$13.57
Current Price
$27.22
$13.65 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
Reasonable price relative to book value
Generating 1.4B in free cash flow
Areas to Watch
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
2.3% earnings growth
ROE of 2.1% — below average capital efficiency
1.9% margin — thin
Expensive relative to growth rate
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 : WBD
The strongest argument for WBD centers on Market Cap, Price/Book, Free Cash Flow.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : WBD
The primary concerns for WBD are EPS Growth, Return on Equity, Profit Margin. A P/E of 94.1x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
WBD carries more volatility with a beta of 1.68 — expect wider price swings.
EXR is growing revenue faster at 4.6% — sustainability is the question.
WBD generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
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.
Visit Website →Warner Bros Discovery Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Warner Bros. The company is headquartered in New York, New York.
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