- ISIN
- US30225T1025
- CUSIP
- 30225T102
- Sector
- Real Estate
- Industry
- REIT - Specialty
- IPO Date
- Aug 12, 2004
Highlights
- Market Cap
- $31.63B
- Enterprise Value
- $30.94B
- EPS (TTM)
- $4.39
- PE Ratio
- 34.14
- Total Revenue (TTM)
- $3.43B
- Gross Profit (TTM)
- -$251.27M
- EBITDA (TTM)
- $2.60B
- Year Range
- $125.71 - $158.88
- Target Price
- $158.17
- ROA (TTM)
- 3.23%
- ROE (TTM)
- 7.22%
- Avg. Volume (1M)
- 1M
- Avg. Volume Value (1M)
- $188.08M
Share Price Chart
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Performance
EXR Performance Chart
Extra Space Storage Inc. (EXR) is up 17.6% since the beginning of the year. At $150 per share, EXR is trading 5.8% below its 52-week high of $159. Investors who bought $1,000 worth of EXR shares 5 years ago would now be looking at an investment worth $1,040.
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Returns By Period
Extra Space Storage Inc. (EXR) has returned 17.58% so far this year and 12.49% over the past 12 months. Over the last ten years, EXR has returned 10.25% per year, falling short of the S&P 500 Index benchmark, which averaged 13.29% annually.
Extra Space Storage Inc.
- 1D
- 1.14%
- 1M
- 0.26%
- 6M
- 13.25%
- YTD
- 17.58%
- 1Y
- 12.49%
- 3Y*
- 10.50%
- 5Y*
- 0.79%
- 10Y*
- 10.25%
- ALL TIME*
- 16.70%
Benchmark (S&P 500 Index)
- 1D
- 1.48%
- 1M
- 1.57%
- 6M
- 8.95%
- YTD
- 11.03%
- 1Y
- 21.84%
- 3Y*
- 19.28%
- 5Y*
- 11.54%
- 10Y*
- 13.29%
- ALL TIME*
- 8.11%
EXR Monthly Returns History
Based on dividend-adjusted daily data since Aug 16, 2004, EXR's average daily return is +0.08%, while the average monthly return is +1.60%. At this rate, an investment would double in approximately 3.6 years.
Historically, 59% of months were positive and 41% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.95% | 9.47% | -12.17% | 9.30% | 0.68% | 1.78% | 1.89% | 1.14% | 17.58% | ||||
| 2025 | 2.94% | -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% |
| 2023 | 7.24% | 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 10.46%, beta of 1.00, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since August 16, 2004.
- This stock captured 120.22% of S&P 500 Index gains but only 86.93% 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
- 10.46%
- Beta
- 1.00
- R²
- 0.34
- Upside Capture
- 120.22%
- Downside Capture
- 86.93%
Return for Risk
Risk / Return Rank
EXR ranks 60 for risk / return — above 60% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.31 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.41 | -1.66 |
| Martin ratioReturn relative to average drawdown | 1.67 | 10.22 | -8.55 |
Dividends
Dividend History
Extra Space Storage Inc. provided a 4.33% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 4.33% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $1.62 | $0.00 | $0.00 | $1.62 | $0.00 | $0.00 | $3.24 | ||||
| 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 4.33%, which is quite average when compared to the overall market.
Payout Ratio
Extra Space Storage Inc. has a payout ratio of 143.33%, 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 20.38%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-71.22%Mar 2009 | 1y 11mo | 1y 6mo | 3y 6moMar 2007 - Sep 2010 | Financial crisis2007–2009 |
-51.36%Oct 2023 | 1y 9mo | — | 4y 7moJan 2022 - now | — |
-38.01%Mar 2020 | 6mo 20d | 7mo 4d | 1y 1moSep 2019 - Oct 2020 | COVID crash2020 |
-26.39%Nov 2016 | 4mo 10d | 1y 4mo | 1y 9moJul 2016 - Apr 2018 | — |
-19.60%Aug 2011 | 14d | 2mo 20d | 3mo 4dJul 2011 - Oct 2011 | — |
Drawdown Indicators
| EXR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.22% | -56.78% | -14.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -9.10% | -7.60% |
Max Drawdown (3Y)Largest decline over 3 years | -29.36% | -18.90% | -10.46% |
Max Drawdown (5Y)Largest decline over 5 years | -51.36% | -25.43% | -25.93% |
Max Drawdown (10Y)Largest decline over 10 years | -51.36% | -33.92% | -17.44% |
Current DrawdownCurrent decline from peak | -20.38% | -0.12% | -20.26% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -10.70% | -2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.49% | 2.14% | +5.35% |
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.
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 - Specialty 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 - Specialty industry. Currently, EXR has a P/E ratio of 34.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EXR relative to other companies in the REIT - Specialty industry. Currently, EXR has a P/S ratio of 9.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EXR in comparison with other companies in the REIT - Specialty industry. Currently, EXR has a P/B value of 2.5. 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 | — |
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