Loading stock…

Extra Space Storage Inc. (EXR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Extra Space Storage Inc.

EXRMarket cap $28BPrice $131.7

Country🇺🇸United States

SectorReal Estate

IndustrySpecialty REITs

Rents out storage units across thousands of self-storage facilities nationwide, turning America's clutter problem into steady cash flow. It's now the second-largest storage operator in the country, profiting every time life gets messy enough to need extra space.

In Bastion Portfolios?

52W Return-11%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+21%9

Revenue Forecast

Rev CAGR (1y)-14%1

Rev CAGR (3y)-2%1

Rev CAGR (5y)+1%1

Earnings Forecast

EPS Growth Y+1+6%6

EPS Growth Y+2+6%6

EPS Growth Y+3+6%5

Quality

Margins

EBIT Margin45%10

Net Income Margin27%9

Free Cash Flow Margin54%10

Debt

Net Debt/EBITDA5.71

Efficiency

ROE7%3

ROA3%5

Earnings Stability55

GEAR+AVERAGE35

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)273

P/E Ratio (Forward 3y)242

P/BV2.26

EV Multiples

EV/EBITDA Fwd173

EV/EBIT Fwd263

Yield

Free Cash Flow Yield6.5%7

Dividend Yield4.9%9

Momentum

Short term

1 month return-4%6

3 month return-7%4

YTD return+5%6

Mid term

Price vs 52wHigh84%6

1 year return-3%4

Long term

3 year return+27%4

5 year return-6%3

Risk Shield

Price Risk

Beta0.57

Volatility23%9

Free Cash Flow

Free Cash Flow Margin54%10

Free Cash Flow Yield6.5%7

Quality

ROCE6%4

Earnings Stability55

Net Debt/EBITDA5.71

02Growth

Is it actually growing, and how fast?

EXRExtra Space Storage

Revenue FY25$3.4B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+21%9

Revenue, next 1Y-14%1

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+6%6

EPS growth, FY27E+6%6

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 21%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 6%/yr vs revenue -2%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 21%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

Over five years revenue is set to grow 0.7%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK33 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-7%4

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return-3%4

3-year return+27%4

5-year return-6%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 3% over the past year, now 16% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-4%), over three months (-7%) and so far this year (+5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+27% over three years and -5.5% over five), behind 60% of the market.

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Extra Space Storage Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

EXRExtra Space Storage

Revenue FY25$3.4B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+21%9

Revenue, next 1Y-14%1

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+6%6

EPS growth, FY27E+6%6

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 21%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 6%/yr vs revenue -2%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 21%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

Over five years revenue is set to grow 0.7%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK33 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-7%4

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return-3%4

3-year return+27%4

5-year return-6%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 3% over the past year, now 16% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-4%), over three months (-7%) and so far this year (+5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+27% over three years and -5.5% over five), behind 60% of the market.

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Extra Space Storage Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community