WallStSmart

Extra Space Storage Inc (EXR)vsWheeler Real Estate Investment Trust Inc Pref (WHLRP)

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

WHLRP

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 7.5Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: -0.20
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 WHLRP.

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

WHLRP1 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

WHLRP4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.18M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-13.9%2/10

Revenue declined 13.9%

Altman Z-ScoreHealth
-0.202/10

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 : WHLRP

The strongest argument for WHLRP 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 : WHLRP

The primary concerns for WHLRP are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.12 is elevated, increasing financial risk.

Key Dynamics to Monitor

EXR profiles as a value stock while WHLRP 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 52/100), backed by strong 27.3% 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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Wheeler Real Estate Investment Trust Inc Pref

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. Preferred (WHLRP) is a publicly traded real estate investment trust (REIT) that specializes in the acquisition and management of high-quality retail and community shopping centers across the United States. The company focuses on delivering strong risk-adjusted returns through strategic tenant partnerships and proactive property management, which enhances resilience and stability in volatile market conditions. With a dedication to sustainable growth and an adaptive approach to evolving retail trends, Wheeler REIT is strategically positioned to leverage new market opportunities, ultimately driving long-term shareholder value in the competitive commercial real estate sector.

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