WallStSmart

Extra Space Storage Inc (EXR)vsWheeler Real Estate Investment Trust, Inc. (WHLRD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Extra Space Storage Inc generates 3579% more annual revenue ($3.51B vs $95.44M). EXR leads profitability with a 27.3% profit margin vs 17.8%. EXR earns a higher WallStSmart Score of 55/100 (C).

EXR

Buy

55

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.83

WHLRD

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 7.5Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: -0.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXROvervalued (-6.3%)

Margin of Safety

-6.3%

Fair Value

$134.05

Current Price

$137.64

$3.59 premium

UndervaluedFair: $134.05Overvalued

Intrinsic value data unavailable for WHLRD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

WHLRD1 strengths · Avg: 10.0/10
Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

Areas to Watch

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

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Debt/EquityHealth
1.093/10

Elevated debt levels

WHLRD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$33.60M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-13.9%2/10

Revenue declined 13.9%

Altman Z-ScoreHealth
-0.172/10

Distress zone — elevated risk

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 27.3% and operating margin at 45.9%.

Bull Case : WHLRD

The strongest argument for WHLRD centers on Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 32.1%.

Bear Case : EXR

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

Bear Case : WHLRD

The primary concerns for WHLRD are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.14 is elevated, increasing financial risk.

Key Dynamics to Monitor

EXR profiles as a value stock while WHLRD is a declining play — different risk/reward profiles.

EXR carries more volatility with a beta of 1.18 — expect wider price swings.

EXR is growing revenue faster at 3.8% — sustainability is the question.

EXR generates stronger free cash flow (549M), providing more financial flexibility.

Bottom Line

EXR scores higher overall (55/100 vs 49/100), backed by strong 27.3% margins. Both earn "Buy" and "Hold" 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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Wheeler Real Estate Investment Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust, Inc. (WHLRD) is a specialized real estate investment trust (REIT) dedicated to the acquisition, ownership, and management of income-generating retail and mixed-use properties throughout the United States. The company strategically targets markets with favorable demographic trends, ensuring robust portfolio performance and stability through precise asset management and selective property investments. Committed to delivering sustainable income alongside long-term capital appreciation, Wheeler aims to maximize shareholder value while effectively adapting to the dynamic retail environment.

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