COMPARE · Data as of August 27, 2026
EXR vs STAG
Verdict: Side-by-side breakdown using the Bull Rankings model. EXR scored 70.0, STAG scored 70.0 — tied at the top.
Compare another set
Different reporting periods. STAG's fundamentals are as of June 2026, but EXR's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EXR
Extra Space Storage Inc.
65.5Fin
$142.79 · $31.5B
fundamentals as of
Strength gap
2.4
STAG leads
STAG
STAG Industrial, Inc.
67.9Fin
$37.07 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSTAG+10.1%
- Strongest balance sheetSTAG0.94
Side by side · every name on one set of axes
Fundamentals, head-to-head
EXR
STAG
4.5%B+
Yield
4.2%B+
+3.7%C+
Rev
+10.1%B
1.02B
D/E
0.94B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
EXRExtra Space Storage Inc.
Why now
REIT - Industrial · market cap $31.5b. 10% off the 52-week high of $158.88. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $158.20 (implying +11% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Dividend payout 143% of earnings on a 4.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
STAGSTAG Industrial, Inc.
Why now
REIT - Industrial · market cap $7.3b. 13% off the 52-week high of $42.61. Revenue growing +10%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $42.08 (implying +14% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Dividend payout 117% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.