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ADI vs. EXR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ADI and EXR is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

ADI vs. EXR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Analog Devices, Inc. (ADI) and Extra Space Storage Inc. (EXR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ADI:

0.25

EXR:

0.14

Sortino Ratio

ADI:

0.76

EXR:

0.43

Omega Ratio

ADI:

1.10

EXR:

1.05

Calmar Ratio

ADI:

0.39

EXR:

0.13

Martin Ratio

ADI:

1.10

EXR:

0.39

Ulcer Index

ADI:

11.44%

EXR:

12.24%

Daily Std Dev

ADI:

42.99%

EXR:

25.39%

Max Drawdown

ADI:

-82.88%

EXR:

-71.35%

Current Drawdown

ADI:

-6.63%

EXR:

-26.11%

Fundamentals

Market Cap

ADI:

$110.68B

EXR:

$32.99B

EPS

ADI:

$3.13

EXR:

$4.30

PE Ratio

ADI:

71.29

EXR:

34.63

PEG Ratio

ADI:

0.88

EXR:

3.77

PS Ratio

ADI:

11.85

EXR:

9.81

PB Ratio

ADI:

2.93

EXR:

2.27

Total Revenue (TTM)

ADI:

$7.18B

EXR:

$3.28B

Gross Profit (TTM)

ADI:

$3.97B

EXR:

$2.16B

EBITDA (TTM)

ADI:

$3.18B

EXR:

$2.38B

Returns By Period

In the year-to-date period, ADI achieves a 7.16% return, which is significantly higher than EXR's -0.61% return. Over the past 10 years, ADI has outperformed EXR with an annualized return of 16.05%, while EXR has yielded a comparatively lower 11.37% annualized return.


ADI

YTD

7.16%

1M

26.52%

6M

4.14%

1Y

10.62%

5Y*

18.74%

10Y*

16.05%

EXR

YTD

-0.61%

1M

9.82%

6M

-7.59%

1Y

3.57%

5Y*

16.03%

10Y*

11.37%

*Annualized

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Risk-Adjusted Performance

ADI vs. EXR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADI
The Risk-Adjusted Performance Rank of ADI is 6262
Overall Rank
The Sharpe Ratio Rank of ADI is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of ADI is 5858
Sortino Ratio Rank
The Omega Ratio Rank of ADI is 5757
Omega Ratio Rank
The Calmar Ratio Rank of ADI is 6868
Calmar Ratio Rank
The Martin Ratio Rank of ADI is 6565
Martin Ratio Rank

EXR
The Risk-Adjusted Performance Rank of EXR is 5353
Overall Rank
The Sharpe Ratio Rank of EXR is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of EXR is 4848
Sortino Ratio Rank
The Omega Ratio Rank of EXR is 4848
Omega Ratio Rank
The Calmar Ratio Rank of EXR is 5757
Calmar Ratio Rank
The Martin Ratio Rank of EXR is 5656
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.

ADI vs. EXR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Analog Devices, Inc. (ADI) and Extra Space Storage Inc. (EXR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current ADI Sharpe Ratio is 0.25, which is higher than the EXR Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of ADI and EXR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ADI vs. EXR - Dividend Comparison

ADI's dividend yield for the trailing twelve months is around 1.65%, less than EXR's 4.41% yield.


TTM20242023202220212020201920182017201620152014
ADI
Analog Devices, Inc.
1.65%1.73%1.73%1.85%1.57%1.68%1.82%2.24%2.02%2.31%2.89%2.67%
EXR
Extra Space Storage Inc.
4.41%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%

Drawdowns

ADI vs. EXR - Drawdown Comparison

The maximum ADI drawdown since its inception was -82.88%, which is greater than EXR's maximum drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for ADI and EXR. For additional features, visit the drawdowns tool.


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Volatility

ADI vs. EXR - Volatility Comparison

Analog Devices, Inc. (ADI) has a higher volatility of 10.62% compared to Extra Space Storage Inc. (EXR) at 6.45%. This indicates that ADI's price experiences larger fluctuations and is considered to be riskier than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ADI vs. EXR - Financials Comparison

This section allows you to compare key financial metrics between Analog Devices, Inc. and Extra Space Storage Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
2.42B
820.00M
(ADI) Total Revenue
(EXR) Total Revenue
Values in USD except per share items

ADI vs. EXR - Profitability Comparison

The chart below illustrates the profitability comparison between Analog Devices, Inc. and Extra Space Storage Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
59.0%
70.7%
(ADI) Gross Margin
(EXR) Gross Margin
ADI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Analog Devices, Inc. reported a gross profit of 1.43B and revenue of 2.42B. Therefore, the gross margin over that period was 59.0%.

EXR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported a gross profit of 579.30M and revenue of 820.00M. Therefore, the gross margin over that period was 70.7%.

ADI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Analog Devices, Inc. reported an operating income of 491.31M and revenue of 2.42B, resulting in an operating margin of 20.3%.

EXR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported an operating income of 388.73M and revenue of 820.00M, resulting in an operating margin of 47.4%.

ADI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Analog Devices, Inc. reported a net income of 391.32M and revenue of 2.42B, resulting in a net margin of 16.2%.

EXR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported a net income of 270.88M and revenue of 820.00M, resulting in a net margin of 33.0%.