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Extra Space Storage Inc. (EXR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US30225T1025

CUSIP

30225T102

Sector

Real Estate

IPO Date

Aug 12, 2004

Highlights

Market Cap

$34.07B

EPS (TTM)

$3.75

PE Ratio

41.20

PEG Ratio

4.82

Total Revenue (TTM)

$3.23B

Gross Profit (TTM)

$2.16B

EBITDA (TTM)

$2.20B

Year Range

$126.94 - $182.98

Target Price

$173.89

Short %

2.34%

Short Ratio

3.71

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
EXR vs. PSA EXR vs. CUBE EXR vs. ADI EXR vs. PLD EXR vs. NNN EXR vs. LAND EXR vs. NSA EXR vs. VOO EXR vs. STAG EXR vs. TJX
Popular comparisons:
EXR vs. PSA EXR vs. CUBE EXR vs. ADI EXR vs. PLD EXR vs. NNN EXR vs. LAND EXR vs. NSA EXR vs. VOO EXR vs. STAG EXR vs. TJX

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.


-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
-4.71%
7.29%
EXR (Extra Space Storage Inc.)
Benchmark (^GSPC)

Returns By Period

Extra Space Storage Inc. had a return of -4.07% year-to-date (YTD) and 0.14% in the last 12 months. Over the past 10 years, Extra Space Storage Inc. had an annualized return of 13.67%, outperforming the S&P 500 benchmark which had an annualized return of 11.01%.


EXR

YTD

-4.07%

1M

-9.53%

6M

-5.48%

1Y

0.14%

5Y*

11.16%

10Y*

13.67%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of EXR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.91%-2.40%5.43%-8.65%7.81%8.46%2.71%10.89%2.74%-9.37%4.69%-4.07%
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%
20204.79%-9.32%-3.68%-7.85%9.64%-3.61%11.88%3.11%1.23%8.37%-2.78%3.62%13.64%
20198.99%-2.71%7.14%1.75%3.35%-0.16%5.93%8.48%-3.44%-3.89%-5.54%0.48%20.71%
2018-4.54%1.88%3.64%2.55%7.43%4.63%-5.85%-1.87%-5.14%3.95%6.57%-4.89%7.29%
2017-6.72%9.91%-5.07%1.53%2.57%1.74%1.92%-2.35%3.99%2.09%4.62%3.37%17.83%
20162.81%-9.42%14.56%-9.11%9.44%0.42%-7.05%-6.36%-0.43%-7.88%-4.09%11.27%-9.18%
201512.55%-0.33%3.48%-2.43%6.22%-6.04%12.73%-0.05%5.88%2.70%5.69%6.06%55.24%
20148.38%7.53%-0.39%7.87%0.04%2.62%-2.85%1.88%-1.27%12.78%1.91%-0.27%43.97%
20139.48%-6.02%5.57%10.98%-3.88%1.06%0.29%-1.95%11.98%0.52%-8.85%1.47%19.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EXR is 45, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EXR is 4545
Overall Rank
The Sharpe Ratio Rank of EXR is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of EXR is 4040
Sortino Ratio Rank
The Omega Ratio Rank of EXR is 3939
Omega Ratio Rank
The Calmar Ratio Rank of EXR is 4848
Calmar Ratio Rank
The Martin Ratio Rank of EXR is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EXR, currently valued at 0.06, compared to the broader market-4.00-2.000.002.000.061.90
The chart of Sortino ratio for EXR, currently valued at 0.25, compared to the broader market-4.00-2.000.002.004.000.252.54
The chart of Omega ratio for EXR, currently valued at 1.03, compared to the broader market0.501.001.502.001.031.35
The chart of Calmar ratio for EXR, currently valued at 0.04, compared to the broader market0.002.004.006.000.042.81
The chart of Martin ratio for EXR, currently valued at 0.15, compared to the broader market0.0010.0020.000.1512.39
EXR
^GSPC

The current Extra Space Storage Inc. Sharpe ratio is 0.06. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Extra Space Storage Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.06
1.90
EXR (Extra Space Storage Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Extra Space Storage Inc. provided a 4.39% dividend yield over the last twelve months, with an annual payout of $6.48 per share. The company has been increasing its dividends for 14 consecutive years.


2.00%2.50%3.00%3.50%4.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$6.48$6.48$6.00$4.50$3.60$3.56$3.36$3.12$2.93$2.24$1.81$1.45

Dividend yield

4.39%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%3.44%

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
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
2020$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$3.60
2019$0.00$0.00$0.86$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$3.56
2018$0.00$0.00$0.78$0.00$0.00$0.86$0.00$0.00$0.86$0.00$0.00$0.86$3.36
2017$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.78$3.12
2016$0.00$0.00$0.59$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.78$2.93
2015$0.00$0.00$0.47$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59$2.24
2014$0.00$0.00$0.40$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$1.81
2013$0.25$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$1.45

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.4%
Extra Space Storage Inc. has a dividend yield of 4.39%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1.6%
Extra Space Storage Inc. has a payout ratio of 1.57%, which is below the market average. This means Extra Space Storage Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-26.62%
-3.58%
EXR (Extra Space Storage Inc.)
Benchmark (^GSPC)

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 71.35%, occurring on Mar 9, 2009. Recovery took 384 trading sessions.

The current Extra Space Storage Inc. drawdown is 26.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.35%Mar 13, 2007502Mar 9, 2009384Sep 15, 2010886
-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 current Extra Space Storage Inc. volatility is 6.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.27%
3.64%
EXR (Extra Space Storage Inc.)
Benchmark (^GSPC)

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 assessment of the market value of Extra Space Storage Inc. compared to its peers in the REIT - Industrial industry.


PE Ratio
200.0400.0600.041.2
The chart displays the price to earnings (P/E) ratio for EXR in comparison to other companies of the REIT - Industrial industry. Currently, EXR has a PE value of 41.2. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-400.0-300.0-200.0-100.00.04.8
The chart displays the price to earnings to growth (PEG) ratio for EXR in comparison to other companies of the REIT - Industrial industry. Currently, EXR has a PEG value of 4.8. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Extra Space Storage Inc..


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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