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Extra Space Storage Inc. (EXR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US30225T1025
CUSIP
30225T102
IPO Date
Aug 12, 2004

Highlights

Market Cap
$28.99B
Enterprise Value
$28.85B
EPS (TTM)
$4.55
PE Ratio
28.82
Total Revenue (TTM)
$3.32B
Gross Profit (TTM)
$1.52B
EBITDA (TTM)
$2.52B
Year Range
$121.03 - $155.19
Target Price
$149.63
ROA (TTM)
3.34%
ROE (TTM)
7.28%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Extra Space Storage Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Extra Space Storage Inc. (EXR) has returned 1.87% so far this year and -7.57% over the past 12 months. Over the last ten years, EXR has returned 7.42% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Extra Space Storage Inc.

1D
2.22%
1M
-12.17%
YTD
1.87%
6M
-4.73%
1Y
-7.57%
3Y*
-2.81%
5Y*
3.31%
10Y*
7.42%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 16, 2004, EXR's average daily return is +0.08%, while the average monthly return is +1.57%. At this rate, your investment would double in approximately 3.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2009 with a return of +29.0%, while the worst month was Oct 2008 at -25.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EXR closed higher 52% of trading days. The best single day was Nov 24, 2008 with a return of +24.5%, while the worst single day was Mar 16, 2020 at -15.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.95%9.47%-12.17%1.87%
20252.94%-0.94%-1.56%-1.33%3.16%-1.39%-8.87%6.86%-0.75%-5.25%-0.28%-1.02%-8.92%
2024-9.91%-2.40%5.43%-8.65%7.81%8.46%2.71%10.89%2.74%-9.37%4.69%-11.59%-2.81%
20237.24%4.32%-0.02%-6.68%-5.11%4.33%-5.61%-7.80%-5.05%-14.80%25.66%24.55%13.86%
2022-12.59%-5.07%10.12%-7.59%-6.21%-3.63%11.40%4.86%-12.42%2.74%-9.44%-7.53%-32.82%
2021-1.79%10.47%6.27%12.18%0.75%10.04%6.30%7.33%-9.52%17.49%1.33%14.03%100.98%

Benchmark Metrics

Extra Space Storage Inc. has an annualized alpha of 10.65%, beta of 1.01, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since August 17, 2004.

  • This stock captured 122.59% of S&P 500 Index gains but only 88.13% of its losses — a favorable profile for investors.
  • R² of 0.34 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
10.65%
Beta
1.01
0.34
Upside Capture
122.59%
Downside Capture
88.13%

Return for Risk

Risk / Return Rank

EXR ranks 27 for risk / return — below 27% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


EXR Risk / Return Rank: 2727
Overall Rank
EXR Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
EXR Sortino Ratio Rank: 2424
Sortino Ratio Rank
EXR Omega Ratio Rank: 2424
Omega Ratio Rank
EXR Calmar Ratio Rank: 3030
Calmar Ratio Rank
EXR Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and compare them to a chosen benchmark (S&P 500 Index).


EXRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.28

0.90

-1.18

Sortino ratio

Return per unit of downside risk

-0.21

1.39

-1.60

Omega ratio

Gain probability vs. loss probability

0.97

1.21

-0.24

Calmar ratio

Return relative to maximum drawdown

-0.34

1.40

-1.74

Martin ratio

Return relative to average drawdown

-0.71

6.61

-7.32

Explore EXR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Extra Space Storage Inc. provided a 4.94% dividend yield over the last twelve months, with an annual payout of $6.48 per share. The company has been increasing its dividends for 16 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$6.48$6.48$6.48$6.48$6.00$4.50$3.60$3.56$3.36$3.12$2.93$2.24

Dividend yield

4.94%4.98%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%

Monthly Dividends

The table displays the monthly dividend distributions for Extra Space Storage Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$1.62$1.62
2025$0.00$0.00$1.62$0.00$0.00$1.62$0.00$0.00$1.62$0.00$0.00$1.62$6.48
2024$0.00$0.00$1.62$0.00$0.00$1.62$0.00$0.00$1.62$0.00$0.00$1.62$6.48
2023$0.00$0.00$1.62$0.00$0.00$1.62$1.01$0.00$0.61$0.00$0.00$1.62$6.48
2022$0.00$0.00$1.50$0.00$0.00$1.50$0.00$0.00$1.50$0.00$0.00$1.50$6.00
2021$0.00$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.25$0.00$0.00$1.25$4.50

Dividend Yield & Payout


Dividend Yield

Extra Space Storage Inc. has a dividend yield of 4.94%, which is quite average when compared to the overall market.

Payout Ratio

Extra Space Storage Inc. has a payout ratio of 140.69%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Extra Space Storage Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Extra Space Storage Inc. was 71.22%, occurring on Mar 9, 2009. Recovery took 384 trading sessions.

The current Extra Space Storage Inc. drawdown is 31.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.22%Mar 20, 2007497Mar 9, 2009384Sep 15, 2010881
-51.36%Jan 3, 2022456Oct 25, 2023
-38.01%Sep 5, 2019138Mar 23, 2020150Oct 23, 2020288
-26.39%Jul 14, 201692Nov 21, 2016351Apr 17, 2018443
-19.6%Jul 25, 201111Aug 8, 201157Oct 27, 201168

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Extra Space Storage Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Extra Space Storage Inc. is priced in the market compared to other companies in the REIT - Industrial industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for EXR, comparing it with other companies in the REIT - Industrial industry. Currently, EXR has a P/E ratio of 28.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for EXR relative to other companies in the REIT - Industrial industry. Currently, EXR has a P/S ratio of 8.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for EXR in comparison with other companies in the REIT - Industrial industry. Currently, EXR has a P/B value of 2.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items