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EXR vs SMA
Which Stock Would AI Choose? Extra Space Storage Inc. (EXR) vs. SmartStop Self Storage REIT, Inc. (SMA) Stock Comparison
Key Takeaways
- Both EXR and SMA operate in the self-storage real estate investment trust (REIT) sector, providing exposure to similar economic drivers such as consumer storage demand and occupancy rates.
- EXR maintains a larger scale with broader geographic presence and higher market capitalization compared to the more concentrated operations of SMA.
- Recent market activity shows EXR exhibiting relative price stability amid sector-wide interest rate sensitivity, while SMA has displayed modest volatility tied to earnings metrics and dividend announcements.
- Growth drivers for both include lease rate adjustments and expansion potential, though EXR benefits from established scale advantages in operational efficiency.
- Risk factors such as interest rate fluctuations and regional economic conditions affect both, with SMA showing slightly higher sensitivity due to its smaller size.
- Market sentiment remains neutral to cautiously positive for the self-storage REIT group, supported by steady demand fundamentals in recent weeks.
Introduction
Extra Space Storage Inc. (EXR) and SmartStop Self Storage REIT, Inc. (SMA) represent two publicly traded self-storage real estate investment trusts (REITs) that offer investors exposure to the storage property sector. This comparison examines their business profiles, recent performance trends, and relative positioning to assist traders and investors evaluating sector peers. The analysis is relevant for those seeking diversified real estate holdings, income-oriented portfolios focused on REITs, or tactical exposure to consumer and small-business storage demand in the current market environment.
EXR Overview and Recent Performance
Extra Space Storage Inc. (EXR) is a self-administered and self-managed REIT that owns and operates self-storage facilities across the United States. The company focuses on providing secure storage solutions for individuals and businesses, with operations spanning multiple states and significant rentable square footage. In recent market activity, EXR shares have demonstrated resilience amid broader REIT sector dynamics influenced by interest rate expectations. Performance has been supported by steady occupancy trends and lease pricing power, contributing to consistent funds from operations (FFO) generation. Sentiment has remained balanced, reflecting the company’s scale and established market position within the self-storage industry.
SMA Overview and Recent Performance
SmartStop Self Storage REIT, Inc. (SMA) is a REIT specializing in self-storage properties, with a portfolio concentrated in select markets. The company manages storage facilities catering to personal and commercial needs, emphasizing operational metrics such as occupancy and rental rates. During recent market activity, SMA has experienced measured price movements aligned with earnings reports and dividend declarations. Performance reflects ongoing efforts to optimize its portfolio and respond to leasing conditions, with sentiment influenced by quarterly results and analyst commentary on growth strategies. The stock’s positioning highlights its role as a more focused player in the self-storage REIT space.
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Head-to-Head Comparison
In business model terms, EXR operates at greater scale with a larger number of facilities and broader national reach, supporting more diversified revenue streams than the regionally focused SMA. Growth drivers for both center on occupancy rates, rental pricing, and potential acquisitions, though EXR’s established infrastructure provides advantages in cost efficiencies. Recent momentum has favored stability at EXR, while SMA has shown sensitivity to individual earnings releases and sector sentiment shifts. Risk factors include interest rate impacts on borrowing costs and property valuations for both, with SMA carrying relatively higher concentration risk due to portfolio size. Sector exposure is identical—self-storage REITs—yet market positioning differs, with EXR offering greater liquidity and SMA presenting a smaller-capitalization alternative within the same industry.
Tickeron AI Verdict
Based on observable factors such as trend consistency, operational stability, and relative market positioning in recent activity, Tickeron’s AI would currently assign a probabilistic edge to EXR. Its larger scale and established presence appear to support more consistent performance patterns compared to SMA, though both remain subject to shared sector influences like interest rates and demand fundamentals. This assessment reflects data-driven evaluation rather than certainty and should be considered alongside individual portfolio objectives.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EXR is a StrongBuy and SMA is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EXR’s FA Score shows that 1 FA rating(s) are green whileSMA’s FA Score has 1 green FA rating(s).
- EXR’s FA Score: 1 green, 4 red.
- SMA’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EXR’s TA Score shows that 4 TA indicator(s) are bullish while SMA’s TA Score has 2 bullish TA indicator(s).
- EXR’s TA Score: 4 bullish, 4 bearish.
- SMA’s TA Score: 2 bullish, 6 bearish.
Price Growth
EXR (@Miscellaneous Manufacturing) experienced а +0.22% price change this week, while SMA (@Miscellaneous Manufacturing) price change was -3.06% for the same time period.
The average weekly price growth across all stocks in the @Miscellaneous Manufacturing industry was -1.93%. For the same industry, the average monthly price growth was +1.35%, and the average quarterly price growth was +19.63%.
Reported Earning Dates
EXR is expected to report earnings on Nov 03, 2026.
SMA is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Miscellaneous Manufacturing (-1.93% weekly)Miscellaneous manufacturing refers to a diverse range of products that cannot readily be categorized into other specific sectors of manufacturing. Major U.S. players in this industry include AMETEK, Inc.( analytical instruments, precision components and specialty materials), Dover Corporation (solutions for efficiency and safety of extracting oil and gas, e.g. rod lifts, progressing cavity pumps, gas lifts etc.; solutions for the transportation/transformation of solid waste; products for safe handling of critical fluids for various industries; systems for commercial-refrigeration, heating and cooling, and food and beverage packaging), and Carlisle Companies Incorporated (niche markets including commercial roofing, energy, lawn and garden, mining and construction equipment, aerospace and electronics, dining and food delivery, and healthcare), among others.
| EXR | SMA | EXR / SMA | |
| Capitalization | 31.3B | 1.86B | 1,686% |
| EBITDA | 2.42B | 143M | 1,692% |
| Gain YTD | 16.253 | 11.614 | 140% |
| P/E Ratio | 32.68 | 104.81 | 31% |
| Revenue | 3.45B | 294M | 1,172% |
| Total Cash | 695M | N/A | - |
| Total Debt | 14.4B | 1.09B | 1,317% |
EXR | ||
|---|---|---|
OUTLOOK RATING 1..100 | 91 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 91 | |
SMR RATING 1..100 | 81 | |
PRICE GROWTH RATING 1..100 | 35 | |
P/E GROWTH RATING 1..100 | 37 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| EXR | SMA | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 71% |
| Stochastic ODDS (%) | 3 days ago 65% | 3 days ago 47% |
| Momentum ODDS (%) | 3 days ago 51% | 3 days ago 59% |
| MACD ODDS (%) | 3 days ago 73% | 3 days ago 80% |
| TrendWeek ODDS (%) | 3 days ago 65% | 3 days ago 58% |
| TrendMonth ODDS (%) | 3 days ago 62% | 3 days ago 58% |
| Advances ODDS (%) | 5 days ago 63% | 6 days ago 56% |
| Declines ODDS (%) | 3 days ago 62% | 4 days ago 50% |
| BollingerBands ODDS (%) | 3 days ago 58% | 3 days ago 56% |
| Aroon ODDS (%) | 3 days ago 51% | 3 days ago 64% |
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SMA and
Correlation & Price change
A.I.dvisor indicates that over the last year, SMA has been closely correlated with CUBE. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMA jumps, then CUBE could also see price increases.
| Ticker / NAME | Correlation To SMA | 1D Price Change % | ||
|---|---|---|---|---|
| SMA | 100% | +0.35% | ||
| CUBE - SMA | 72% Closely correlated | +0.53% | ||
| PSA - SMA | 70% Closely correlated | +2.12% | ||
| EXR - SMA | 69% Closely correlated | -0.11% | ||
| NSA - SMA | 55% Loosely correlated | N/A | ||
| REXR - SMA | 53% Loosely correlated | -1.59% | ||
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