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Extra Space Storage Inc. (EXR) Stock Fundamental Analysis & AI Rating 2026

EXR NYSE Real Estate Investment Trusts MD CIK: 0001289490
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 28, 2026 (in 12 days) • After-hours ET • EPS est. $2.01 (vs $2.00 prior year) • All earnings →
Combined AI Rating
BUY
76% Confidence
STRONG AGREEMENT
BUY
75% Conf
BUY
77% Conf

📊 EXR Key Takeaways

Revenue: $3.4B
Net Margin: 28.8%
Free Cash Flow: $1.3B
Current Ratio: N/A
Debt/Equity: 0.04x
EPS: $4.59
AI Rating: BUY with 75% confidence
Extra Space Storage Inc. (EXR) receives a BUY rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.4B, net profit margin of 28.8%, and return on equity (ROE) of 7.3%, Extra Space Storage Inc. demonstrates strong fundamentals in the Real Estate sector. Below is our complete EXR stock analysis for 2026.

Is Extra Space Storage Inc. (EXR) a Good Investment?

Claude

Extra Space Storage demonstrates strong operational performance with robust profitability metrics (41.8% operating margin, 28.8% net margin) and healthy free cash flow generation ($1.3B annually with 38.1% FCF margin). The company maintains conservative leverage (0.04x debt/equity ratio) and solid interest coverage (10.6x), providing financial flexibility and stability in the REIT sector.

ChatGPT

Extra Space Storage shows strong underlying fundamentals with high operating and free cash flow generation, solid operating margins, and good interest coverage. The main caution is that reported revenue growth appears acquisition-driven rather than purely organic, so the quality and durability of post-merger earnings and cash flow should be monitored closely.

Why Buy Extra Space Storage Inc. Stock? EXR Key Strengths

Claude
  • + Exceptional operating efficiency with 41.8% operating margin and strong net profitability at 28.8%
  • + Robust free cash flow generation of $1.3B with healthy 38.1% FCF margin supports dividend sustainability
  • + Conservative capital structure with 0.04x debt/equity ratio and 10.6x interest coverage indicates low financial risk
  • + Substantial operating cash flow of $1.9B demonstrates consistent cash generation capability
  • + Large asset base of $29.3B with reasonable leverage profile for REITs
ChatGPT
  • + Strong operating profitability with a 41.8% operating margin and 28.8% net margin
  • + Robust cash generation with $1.85B in operating cash flow and $1.29B in free cash flow
  • + Manageable financial burden indicated by 10.6x interest coverage and a large equity base relative to assets

EXR Stock Risks: Extra Space Storage Inc. Investment Risks

Claude
  • ! Extraordinary revenue growth of +2508.6% YoY appears anomalous and warrants investigation for accounting changes or acquisition activity
  • ! Modest ROE of 7.3% and ROA of 3.3% indicate capital efficiency challenges typical of capital-intensive real estate operations
  • ! Low cash position of $138.9M relative to $29.3B total assets limits financial flexibility for opportunistic investments
  • ! Real estate sector sensitivity to economic cycles, occupancy rates, and rental market conditions not fully reflected in current metrics
  • ! Significant long-term debt of $560.6M requires ongoing service and refinancing monitoring
ChatGPT
  • ! Revenue growth of +2508.6% suggests a major acquisition or reporting step-change, which may reduce comparability and mask weaker organic trends
  • ! Cash on hand is relatively modest at $138.92M compared with the size of the balance sheet
  • ! Returns on assets and equity are only moderate for a REIT, which may signal limited incremental profitability from the larger asset base

Key Metrics to Watch

Claude
  • * Same-store NOI growth and occupancy rates for core portfolio
  • * Operating cash flow trend sustainability and FCF conversion quality
  • * Debt levels and leverage ratios as interest rate environment evolves
  • * Capital allocation strategy between dividends, debt reduction, and property acquisitions
ChatGPT
  • * Same-store or organic revenue growth versus acquisition-driven growth
  • * Free cash flow after capital expenditures and interest coverage trend

Extra Space Storage Inc. (EXR) Financial Metrics & Key Ratios

Revenue
$3.4B
Net Income
$974.0M
EPS (Diluted)
$4.59
Free Cash Flow
$1.3B
Total Assets
$29.3B
Cash Position
$138.9M

💡 AI Analyst Insight

The 38.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

EXR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 41.8%
Net Margin 28.8%
ROE 7.3%
ROA 3.3%
FCF Margin 38.1%

EXR vs Real Estate Sector: How Extra Space Storage Inc. Compares

How Extra Space Storage Inc. compares to Real Estate sector averages

Net Margin
EXR 28.8%
vs
Sector Avg 20.0%
EXR Sector
ROE
EXR 7.3%
vs
Sector Avg 8.0%
EXR Sector
Current Ratio
EXR 0.0x
vs
Sector Avg 1.5x
EXR Sector
Debt/Equity
EXR 0.0x
vs
Sector Avg 1.5x
EXR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Extra Space Storage Inc. Stock Overvalued? EXR Valuation Analysis 2026

Based on fundamental analysis, Extra Space Storage Inc. appears fundamentally strong relative to the Real Estate sector in 2026.

Return on Equity
7.3%
Sector avg: 8%
Net Profit Margin
28.8%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.04x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Extra Space Storage Inc. Balance Sheet: EXR Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.04x
Debt/Assets
51.1%
Interest Coverage
10.63x
Long-term Debt
$560.6M

EXR Revenue & Earnings Growth: 5-Year Financial Trend

EXR 5-year financial data: Year 2021: Revenue $66.3M, Net Income $420.0M, EPS $3.24. Year 2022: Revenue $83.9M, Net Income $481.8M, EPS $3.71. Year 2023: Revenue $102.0M, Net Income $827.6M, EPS $6.19. Year 2024: Revenue $120.9M, Net Income $860.7M, EPS $6.41. Year 2025: Revenue $129.5M, Net Income $803.2M, EPS $4.74.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Extra Space Storage Inc.'s revenue has grown significantly by 95% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.74 reflects profitable operations.

EXR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
38.1%
Free cash flow / Revenue

EXR Quarterly Earnings & Performance

Quarterly financial performance data for Extra Space Storage Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $29.9M $166.0M $0.78
Q2 2025 $29.9M $185.9M $0.88
Q1 2025 $30.1M $213.1M $1.01
Q3 2024 $28.0M $188.4M $0.91
Q2 2024 $22.2M $185.9M $0.88
Q1 2024 $21.4M $196.3M $1.01
Q3 2023 $22.2M $188.4M $0.96
Q2 2023 $20.5M $202.4M $1.50

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Extra Space Storage Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.9B
Cash generated from operations
Stock Buybacks
$149.5M
Shares repurchased (TTM)
Capital Expenditures
$561.7M
Investment in assets
Dividends Paid
$1.4B
Returned to shareholders

EXR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Extra Space Storage Inc. (CIK: 0001289490)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/wk-form4_1775240828.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775240621.xml View →
Apr 1, 2026 DEF 14A exr-20260330.htm View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773696400.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772590769.xml View →

Frequently Asked Questions about EXR

What is the AI rating for EXR?

Extra Space Storage Inc. (EXR) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EXR's key strengths?

Claude: Exceptional operating efficiency with 41.8% operating margin and strong net profitability at 28.8%. Robust free cash flow generation of $1.3B with healthy 38.1% FCF margin supports dividend sustainability. ChatGPT: Strong operating profitability with a 41.8% operating margin and 28.8% net margin. Robust cash generation with $1.85B in operating cash flow and $1.29B in free cash flow.

What are the risks of investing in EXR?

Claude: Extraordinary revenue growth of +2508.6% YoY appears anomalous and warrants investigation for accounting changes or acquisition activity. Modest ROE of 7.3% and ROA of 3.3% indicate capital efficiency challenges typical of capital-intensive real estate operations. ChatGPT: Revenue growth of +2508.6% suggests a major acquisition or reporting step-change, which may reduce comparability and mask weaker organic trends. Cash on hand is relatively modest at $138.92M compared with the size of the balance sheet.

What is EXR's revenue and growth?

Extra Space Storage Inc. reported revenue of $3.4B.

Does EXR pay dividends?

Extra Space Storage Inc. pays dividends, with $1,374.3M distributed to shareholders in the trailing twelve months.

Where can I find EXR SEC filings?

Official SEC filings for Extra Space Storage Inc. (CIK: 0001289490) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EXR's EPS?

Extra Space Storage Inc. has a diluted EPS of $4.59.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EXR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Extra Space Storage Inc. has a BUY rating with 76% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is EXR stock overvalued or undervalued?

Valuation metrics for EXR: ROE of 7.3% (sector avg: 8%), net margin of 28.8% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy EXR stock in 2026?

Our dual AI analysis gives Extra Space Storage Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is EXR's free cash flow?

Extra Space Storage Inc.'s operating cash flow is $1.9B, with capital expenditures of $561.7M. FCF margin is 38.1%.

How does EXR compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 28.8% (avg: 20%), ROE 7.3% (avg: 8%), current ratio N/A (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI