EXR
NEUTRAL
$142.09
Live
Extra Space Storage Inc. · NYSE
Target $151.75
(+6.8%)
$125.71
52W Range
$155.19
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 27, 2026
Market cap
$30.01B
P/E
30.96
ROE
7.0%
Profit margin
28.3%
Debt/Equity
0.99
Dividend yield
4.56%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
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.
Key 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
Strong analyst support with a target price of $151.75
Positive 5-year price performance (+17.8%)
Key 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)
Bearish technical trend (0/100) and negative insider sentiment
Slow top-line revenue growth (4.60% YoY)
AI Fair Value Estimate
Based on comprehensive analysis
$130.5
-8.2% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
47
Moderate
35
55
65
50
30
AI Verdict
Overvalued Stable
Key drivers: Dividend sustainability, PEG ratio, Piotroski F-Score, Price vs Intrinsic Value
Confidence
90%
Value
35/100
Ref P/E 30.96, PEG 6.13, Graham $81.06
Positives
- P/E is lower than the sector average of 44.63
Watchpoints
- Price is 75% above Graham Number
- PEG ratio of 6.13 indicates extreme overvaluation relative to growth
Future
55/100
Ref Growth rates
Positives
- Earnings growth (15.8%) outpaces revenue growth
Watchpoints
- Revenue growth is sluggish at 4.6%
Past
65/100
Ref Historical trends
Positives
- Positive 5Y and 3Y returns
- Long history of earnings beats (though recent 4 quarters are mixed)
Watchpoints
- Recent 6-month trend is negative (-3.2%)
Health
50/100
Ref Piotroski F-Score 4/9
Positives
- Debt/Equity is well below sector average (0.99 vs 2.62)
Watchpoints
- Piotroski F-Score of 4/9 is only 'Stable'
- Current ratio below 1.0
Dividend
30/100
Ref Yield 4.56%, Payout 141.18%
Positives
- Attractive yield of 4.56%
Watchpoints
- Payout ratio of 141.18% is a major red flag for sustainability
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$142.09
Analyst Target
$151.75
Upside/Downside
+6.8%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for EXR and closest competitors.
Updated 2026-04-24
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
EXR
Extra Space Storage Inc.
Primary
|
+17.8% | +7.8% | +4.8% | -3.2% | +9.3% | -2.2% |
|
VICI
VICI Properties Inc.
Peer
|
+49.9% | +11.9% | +2.5% | -2.8% | -3.0% | +0.1% |
|
AVB
AvalonBay Communities, Inc.
Peer
|
+27.0% | +14.8% | -13.4% | -9.7% | -1.4% | -2.0% |
|
SBAC
SBA Communications Corporation
Peer
|
-16.6% | -10.2% | -0.4% | +15.1% | +21.9% | -0.3% |
|
EQR
Equity Residential
Peer
|
+1.1% | +16.5% | -6.1% | +0.5% | +7.8% | -0.7% |
EXR
Extra Space Storage Inc.
Primary
5Y
+17.8%
3Y
+7.8%
1Y
+4.8%
6M
-3.2%
1M
+9.3%
1W
-2.2%
VIC
VICI Properties Inc.
Peer
5Y
+49.9%
3Y
+11.9%
1Y
+2.5%
6M
-2.8%
1M
-3.0%
1W
+0.1%
AVB
AvalonBay Communities, Inc.
Peer
5Y
+27.0%
3Y
+14.8%
1Y
-13.4%
6M
-9.7%
1M
-1.4%
1W
-2.0%
SBA
SBA Communications Corporation
Peer
5Y
-16.6%
3Y
-10.2%
1Y
-0.4%
6M
+15.1%
1M
+21.9%
1W
-0.3%
EQR
Equity Residential
Peer
5Y
+1.1%
3Y
+16.5%
1Y
-6.1%
6M
+0.5%
1M
+7.8%
1W
-0.7%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
30.96
Forward P/E
29.64
PEG Ratio
6.13
P/B Ratio
2.23
P/S Ratio
8.71
EV/Revenue
13.02
EV/EBITDA
19.78
Market Cap
$30.01B
Profitability
Profit margins and return metrics
Profit Margin
28.26%
Operating Margin
44.45%
Gross Margin
75.03%
ROE
7.01%
ROA
3.35%
Growth
Revenue and earnings growth rates
Revenue Growth
+4.6%
Earnings Growth
+15.8%
Q/Q Revenue Growth
+4.33%
Q/Q Earnings Growth
+9.5%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.99
Moderate
Current Ratio
0.76
Weak
Quick Ratio
0.12
Poor
Cash/Share
$0.67
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.9B
Gross Margin
71.0%
Op. Margin
44.0%
Net Margin
33.5%
Total Assets
$29.3B
Liabilities
$14.9B
Equity
$13.4B
Debt/Equity
1.11x
Operating CF
$0.4B
CapEx
$-0.0B
Free Cash Flow
$0.4B
FCF Yield
99%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-28
$N/A
2026-02-19
$1.36
+17.9% surprise
2025-10-29
$0.78
-34.2% surprise
2025-07-30
$1.18
-0.2% surprise
Real Estate Sector Comparison
Comparing EXR against 158 companies in the Real Estate sector
(6 bullish, 31 neutral, 121 bearish)
P/E Ratio
30.96
This Stock
vs
42.45
Sector Avg
-27.1%
(Discount)
Return on Equity (ROE)
7.01%
This Stock
vs
-35.03%
Sector Avg
-120.0%
(Below Avg)
Profit Margin
28.26%
This Stock
vs
11.41%
Sector Avg
+147.8%
(Superior)
Debt to Equity
0.99
This Stock
vs
2.5
Sector Avg
-60.6%
(Less Debt)
Revenue Growth
4.6%
This Stock
vs
17600.73%
Sector Avg
-100.0%
(Slower)
Current Ratio
0.76
This Stock
vs
8.23
Sector Avg
-90.8%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
EXR
Extra Space Storage Inc.
|
NEUTRAL | $30.01B | 30.96 | 7.0% | 28.3% | $142.09 | |
|
VICI
VICI Properties Inc.
|
BULLISH | $32.55B | 11.54 | 10.4% | 70.2% | $30.36 | Compare |
|
AVB
AvalonBay Communities, Inc.
|
BEARISH | $25.45B | 21.41 | 9.8% | 38.1% | $178.77 | Compare |
|
SBAC
SBA Communications Corporation
|
BULLISH | $23.67B | 22.77 | -% | 37.4% | $223.14 | Compare |
|
EQR
Equity Residential
|
BEARISH | $23.33B | 21.18 | 10.0% | 36.2% | $62.26 | Compare |
EXR
Extra Space Storage Inc.
NEUTRAL
Mkt Cap
$30.0B
P/E
31.0
ROE
7.0%
Price
$142.09
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-13 | MARGOLIS JOSEPH D | Chief Executive Officer | Sale | 7,500 | $1,065,600 |
| 2026-03-06 | MARGOLIS JOSEPH D | Chief Executive Officer | Gift | 14,452 | - |
| 2026-02-27 | SONDHI SAMRAT | Officer | Stock Award | 9,080 | $1,371,352 |
| 2026-02-27 | DICKENS ZACHARY T | Officer | Stock Award | 8,938 | $1,349,906 |
| 2026-02-27 | SPRINGER WILLIAM NOAH | President | Stock Award | 9,744 | $1,471,636 |
| 2026-02-27 | HERRINGTON MATTHEW T | Chief Operating Officer | Stock Award | 7,753 | $1,170,936 |
| 2026-02-27 | NORMAN JEFFREY JAY | Chief Financial Officer | Stock Award | 3,443 | $519,996 |
| 2026-02-27 | KUNDE GRACE H | Officer | Stock Award | 1,292 | $195,131 |
| 2026-02-27 | MCNEAL GWYN GOODSON | Officer | Stock Award | 4,848 | $732,193 |
| 2026-02-27 | MARGOLIS JOSEPH D | Chief Executive Officer | Stock Award | 24,279 | $3,666,857 |
| 2025-12-02 | KIRK SPENCER F | Director | Gift | 70,000 | - |
| 2025-11-06 | MARGOLIS JOSEPH D | Chief Executive Officer | Gift | 7,692 | - |
MARGOLIS JOSEPH D
Chief Executive Officer
2026-03-13
7,500 shares
·
$1,065,600
MARGOLIS JOSEPH D
Chief Executive Officer
2026-03-06
14,452 shares
SONDHI SAMRAT
Officer
2026-02-27
9,080 shares
·
$1,371,352
DICKENS ZACHARY T
Officer
2026-02-27
8,938 shares
·
$1,349,906
SPRINGER WILLIAM NOAH
President
2026-02-27
9,744 shares
·
$1,471,636
HERRINGTON MATTHEW T
Chief Operating Officer
2026-02-27
7,753 shares
·
$1,170,936
NORMAN JEFFREY JAY
Chief Financial Officer
2026-02-27
3,443 shares
·
$519,996
KUNDE GRACE H
Officer
2026-02-27
1,292 shares
·
$195,131
MCNEAL GWYN GOODSON
Officer
2026-02-27
4,848 shares
·
$732,193
MARGOLIS JOSEPH D
Chief Executive Officer
2026-02-27
24,279 shares
·
$3,666,857
KIRK SPENCER F
Director
2025-12-02
70,000 shares
MARGOLIS JOSEPH D
Chief Executive Officer
2025-11-06
7,692 shares
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
DEF 14A
10-K
8-K
10-Q
8-K
8-K
8-K
8-K
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
20 analysts
Wells Fargo
2026-04-16
Overweight
Overweight
JP Morgan
2026-03-23
Neutral
Neutral
Barclays
2026-03-05
Overweight
Overweight
Scotiabank
2026-03-02
Sector Perform
Sector Perform
RBC Capital
2026-02-23
Sector Perform
Sector Perform
Evercore ISI Group
2026-02-23
In-Line
In-Line
Wells Fargo
2026-02-05
Overweight
Overweight
Truist Securities
2026-01-20
Hold
Hold
Mizuho
2026-01-12
Outperform
Outperform
UBS
2026-01-08
Buy
Buy
Past News Coverage
Recent headlines mentioning EXR from our newsroom.
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