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EXR vs WELL

EXR
Extra Space Storage Inc.
NEUTRAL
Price
$142.09
Market Cap
$30.01B
Sector
Real Estate
AI Confidence
85%
WELL
Welltower Inc.
NEUTRAL
Price
$199.96
Market Cap
$139.52B
Sector
Real Estate
AI Confidence
90%

Valuation

P/E Ratio
EXR
30.96
WELL
140.82
Forward P/E
EXR
29.64
WELL
60.78
P/B Ratio
EXR
2.23
WELL
3.31
P/S Ratio
EXR
8.71
WELL
12.87
EV/EBITDA
EXR
19.78
WELL
58.31

Profitability

Gross Margin
EXR
75.03%
WELL
40.22%
Operating Margin
EXR
44.45%
WELL
-28.2%
Profit Margin
EXR
28.26%
WELL
8.64%
ROE
EXR
7.01%
WELL
2.54%
ROA
EXR
3.35%
WELL
0.56%

Growth

Revenue Growth
EXR
4.6%
WELL
41.3%
Earnings Growth
EXR
15.8%
WELL
-26.3%

Financial Health

Debt/Equity
EXR
0.99
WELL
0.49
Current Ratio
EXR
0.76
WELL
1.7
Quick Ratio
EXR
0.12
WELL
1.14

Dividends

Dividend Yield
EXR
4.56%
WELL
1.5%
Payout Ratio
EXR
141.18%
WELL
198.59%

AI Verdict

EXR NEUTRAL

EXR presents a stable but overvalued profile, characterized by a Piotroski F-Score of 4/9 and a current price ($142.09) that exceeds both its Graham Number ($81.06) and estimated Intrinsic Value ($135.41). While the company maintains strong operating margins and a 'Buy' analyst consensus, the financial health is hampered by a critical dividend payout ratio of 141.18%, suggesting the current yield is unsustainable. Technical trends are bearish and insider sentiment is low, offsetting the moderate earnings growth.

Strengths
Strong operating margins (44.45%) and gross margins (75.03%)
Consistent long-term earnings growth (15.80% YoY)
Manageable Debt/Equity ratio (0.99) relative to REIT sector averages
Risks
Unsustainable dividend payout ratio (141.18%)
Significant overvaluation relative to growth (PEG Ratio of 6.13)
Weak short-term liquidity (Current Ratio 0.76, Quick Ratio 0.12)
WELL NEUTRAL

WELL shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 41.3%
Low debt with D/E ratio of 0.49
Risks
High valuation with P/E of 140.8
Premium vs Graham Number ($43.96)
Weak ROE of 2.5%

Compare Another Pair

EXR vs WELL: Head-to-Head Comparison

This page compares Extra Space Storage Inc. (EXR) and Welltower Inc. (WELL) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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