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

Key characteristics


ELSEXR
YTD Return-9.34%-4.56%
1Y Return-1.30%6.10%
3Y Return (Ann)-0.60%5.04%
5Y Return (Ann)3.75%11.26%
10Y Return (Ann)14.12%15.29%
Sharpe Ratio-0.080.20
Daily Std Dev20.87%30.97%
Max Drawdown-58.96%-71.35%
Current Drawdown-23.25%-26.99%

Fundamentals


ELSEXR
Market Cap$12.28B$32.33B
EPS$1.84$4.28
PE Ratio34.1334.27
PEG Ratio4.604.43
Revenue (TTM)$1.51B$2.92B
Gross Profit (TTM)$720.05M$1.52B
EBITDA (TTM)$682.12M$1.99B

Correlation

-0.50.00.51.00.6

The correlation between ELS and EXR is 0.62, 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

ELS vs. EXR - Performance Comparison

In the year-to-date period, ELS achieves a -9.34% return, which is significantly lower than EXR's -4.56% return. Over the past 10 years, ELS has underperformed EXR with an annualized return of 14.12%, while EXR has yielded a comparatively higher 15.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2024FebruaryMarchAprilMay
1,106.31%
2,622.61%
ELS
EXR

Compare stocks, funds, or ETFs

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


Equity LifeStyle Properties, Inc.

Extra Space Storage Inc.

Risk-Adjusted Performance

ELS vs. EXR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Equity LifeStyle Properties, Inc. (ELS) 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.


ELS
Sharpe ratio
The chart of Sharpe ratio for ELS, currently valued at -0.08, compared to the broader market-2.00-1.000.001.002.003.004.00-0.08
Sortino ratio
The chart of Sortino ratio for ELS, currently valued at 0.03, compared to the broader market-4.00-2.000.002.004.006.000.03
Omega ratio
The chart of Omega ratio for ELS, currently valued at 1.00, compared to the broader market0.501.001.502.001.00
Calmar ratio
The chart of Calmar ratio for ELS, currently valued at -0.06, compared to the broader market0.002.004.006.00-0.06
Martin ratio
The chart of Martin ratio for ELS, currently valued at -0.22, compared to the broader market-10.000.0010.0020.0030.00-0.22
EXR
Sharpe ratio
The chart of Sharpe ratio for EXR, currently valued at 0.20, compared to the broader market-2.00-1.000.001.002.003.004.000.20
Sortino ratio
The chart of Sortino ratio for EXR, currently valued at 0.54, compared to the broader market-4.00-2.000.002.004.006.000.54
Omega ratio
The chart of Omega ratio for EXR, currently valued at 1.07, compared to the broader market0.501.001.502.001.07
Calmar ratio
The chart of Calmar ratio for EXR, currently valued at 0.12, compared to the broader market0.002.004.006.000.12
Martin ratio
The chart of Martin ratio for EXR, currently valued at 0.40, compared to the broader market-10.000.0010.0020.0030.000.40

ELS vs. EXR - Sharpe Ratio Comparison

The current ELS Sharpe Ratio is -0.08, which is lower than the EXR Sharpe Ratio of 0.20. The chart below compares the 12-month rolling Sharpe Ratio of ELS and EXR.


Rolling 12-month Sharpe Ratio-0.60-0.40-0.200.000.200.400.60December2024FebruaryMarchAprilMay
-0.08
0.20
ELS
EXR

Dividends

ELS vs. EXR - Dividend Comparison

ELS's dividend yield for the trailing twelve months is around 2.87%, less than EXR's 4.28% yield.


TTM20232022202120202019201820172016201520142013
ELS
Equity LifeStyle Properties, Inc.
2.87%2.54%2.54%1.65%2.17%1.74%2.27%2.19%2.36%2.25%2.52%2.76%
EXR
Extra Space Storage Inc.
4.28%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%3.44%

Drawdowns

ELS vs. EXR - Drawdown Comparison

The maximum ELS drawdown since its inception was -58.96%, smaller than the maximum EXR drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for ELS and EXR. For additional features, visit the drawdowns tool.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%December2024FebruaryMarchAprilMay
-23.25%
-26.99%
ELS
EXR

Volatility

ELS vs. EXR - Volatility Comparison

The current volatility for Equity LifeStyle Properties, Inc. (ELS) is 4.91%, while Extra Space Storage Inc. (EXR) has a volatility of 7.25%. This indicates that ELS experiences smaller price fluctuations and is considered to be less risky than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2024FebruaryMarchAprilMay
4.91%
7.25%
ELS
EXR

Financials

ELS vs. EXR - Financials Comparison

This section allows you to compare key financial metrics between Equity LifeStyle Properties, 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



Values in USD except per share items