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v0.1
EXR$140.32-2.76%
Fair $140.32+0.0%

EXR

Extra Space Storage Inc.

Real Estate / REIT - IndustrialNYSE

$140.32

-3.99 (-2.76%)

Fairly Valued+0.0%Fair Value $140.32Fund rank 38/100 · Data gapSEC 18/18 yrs|
SA 30/D
F-Score: 6/9
Margin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 29.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 96/100Data QA 35/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

30/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 18Warnings: 1sec-companyfacts: 18
Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 4 consecutive years
Thesis & Journal · EXRLocal privado en este navegador · Extra Space Storage Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$31.0B

P/E

31.2x

↑

EV/EBITDA

18.0x

↑

ROE

7.3%

↑

Gross Margin

70.8%

↑

Debt/Equity

1.04

↑
52-Week Range$140
$126$155

TradingView lightweight chart

EXR price, volumen y niveles de valoración

Último $140.32Periodo +1022.6%
Fair value: $140.32

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

1412.7%

FCF / Net income

1.88x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $129.5M · net income $974.0M · FCF $1.83B

2008-FY → 2025-FY

Gross margin

70.8%— pts

Operating margin

1091.1%— pts

Net margin

752.3%— pts

FCF margin

1412.7%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
Income Statement
Revenue$129.5M$129.5M$120.9M$102.0M$83.9M$66.3M$52.1M$49.9M$41.8M$39.4M$39.8M————————
Net Income$974.0M$974.0M$854.7M$803.2M$860.7M$827.6M$481.8M$420.0M$415.3M$479.0M$366.1M$189.5M$178.4M$172.1M$117.3M$50.4M$26.3M$32.0M$35.8M
EBITDA$2.41B$2.41B$2.31B$1.82B$1.45B$1.22B—$854.8M$828.8M$847.7M$640.9M$428.1M$393.5M$308.7M$231.7M$173.5M$141.2M$124.3M$142.0M
EPS4.594.594.034.746.416.193.713.243.273.762.911.561.531.531.140.540.300.370.46
Gross Margin70.8%70.8%72.2%73.8%75.6%——————————————
Operating Margin1091.1%1091.1%1095.0%1147.4%1251.9%1472.8%1277.9%1272.7%1484.1%1661.8%1150.3%————————
Net Margin752.3%752.3%707.2%787.6%1025.8%1249.0%924.2%841.8%994.5%1216.4%918.9%————————
Balance Sheet
Debt/Equity1.041.040.930.782.32——————————————
Current Ratio0.690.69—————————————————
Cash Flow
Free Cash Flow$1.83B$1.83B$1.87B$1.39B$1.22B——————————————
Returns
ROE7.3%7.3%6.1%5.6%26.4%26.6%18.9%16.5%17.2%20.4%16.3%9.1%10.3%9.8%7.9%5.0%3.0%3.6%3.8%
Valuation
P/E31.2231.2235.5630.2322.3623.1538.6344.2343.8238.1149.2491.8693.6693.66125.70265.37477.67387.30311.52
EV/EBITDA18.0518.0519.4020.8719.23——————————————
P/B2.262.262.171.696.236.447.297.707.918.188.048.7110.029.229.9713.1714.9714.7612.46
Growth & Yield
Revenue Growth7.1%7.1%18.5%21.6%26.6%27.1%4.5%19.5%6.0%-1.2%—————————
EPS Growth13.9%13.9%-15.0%-26.1%3.6%66.8%14.5%-0.9%-13.0%29.2%86.5%2.0%0.0%34.2%111.1%80.0%-18.9%-19.6%—
Dividend Yield4.5%4.5%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

39.5%

muy exigente

EPS terminal req.

$12.45

Spread vs growth

-25.6%

5Y implied EPS CAGR

26.8%

muy exigente

EPS terminal req.

$15.07

Spread vs growth

-12.9%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$24.26

Spread vs growth

-4.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -2.7%

Total return

-2.7%

Start / end P/E

37.5x → 30.6x

EPS bridge

4.03 → 4.59

Residual

-2.6%

EPS growth+13.9%
Multiple rerating-18.5%
Dividend+4.5%
Residual / FX / buybacks / cross-term-2.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.