Extra Space Storage Inc. EXR
Real Estate · REIT - Industrial · United States · S&P 500
Based on the available data, Extra Space Storage Inc. gets an algorithmic score of 50/100. It trades at 133.49 $, with a sideways/transition technical trend (RSI 39.3) and 22.7% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (27.3%): pricing power / competitive advantage.
- Sustained revenue growth (20.6% compound annual).
- Attractive free-cash-flow yield (6.2%).
- Low beta (0.60): defensive profile.
- Meaningful dividend (4.85%).
Weaknesses
- —
Fundamentals
| P/E | 29.47 |
| Forward P/E | 27.74 |
| PEG | 5.32 |
| P/B | 2.13 |
| EV/EBITDA | 18.54 |
| P/S | 8.39 |
| ROE % | 6.95 |
| ROA % | 3.36 |
| Gross margin % | 74.92 |
| Operating margin % | 45.88 |
| Net margin % | 27.28 |
| Revenue growth % (y/y) | 3.80 |
| Earnings growth % (y/y) | 6.00 |
| Revenue CAGR % | 20.63 |
| Earnings CAGR % | 4.21 |
| Debt/Equity % | 101.67 |
| Current ratio | 0.89 |
| FCF yield % | 6.21 |
| Dividend yield % | 4.85 |
| Payout % | 143.05 |
Returns
| 1 month | -5.5 % |
| 3 months | -7.0 % |
| 6 months | +6.4 % |
| YTD | +5.5 % |
| 1 year | -0.0 % |
| 3 years | +22.7 % |
| 5 years | -8.9 % |
Risk
| 1-year volatility | 22.7 % |
| Beta | 0.60 |
| 5-year max drawdown | -51.4 % |
| Sharpe 1A | -0.06 |
Macroeconomic context
Highly sensitive to mortgage and funding rates. Falling rates revalue assets; occupancy is tied to employment and the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.