ELS vs. EXR
Compare and contrast key facts about Equity LifeStyle Properties, Inc. (ELS) and Extra Space Storage Inc. (EXR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ELS or EXR.
Key characteristics
| ELS | EXR | |
|---|---|---|
| YTD Return | 3.48% | 7.83% |
| 1Y Return | 13.02% | 48.03% |
| 3Y Return (Ann) | -2.99% | -1.65% |
| 5Y Return (Ann) | 3.81% | 13.58% |
| 10Y Return (Ann) | 14.07% | 15.19% |
| Sharpe Ratio | 0.60 | 1.69 |
| Sortino Ratio | 0.98 | 2.45 |
| Omega Ratio | 1.11 | 1.31 |
| Calmar Ratio | 0.43 | 1.07 |
| Martin Ratio | 1.39 | 5.50 |
| Ulcer Index | 8.31% | 8.64% |
| Daily Std Dev | 19.32% | 28.04% |
| Max Drawdown | -58.96% | -71.35% |
| Current Drawdown | -12.40% | -17.52% |
Fundamentals
| ELS | EXR | |
|---|---|---|
| Market Cap | $14.30B | $36.99B |
| EPS | $1.95 | $3.82 |
| PE Ratio | 36.63 | 43.90 |
| PEG Ratio | 4.64 | 5.04 |
| Total Revenue (TTM) | $1.50B | $3.23B |
| Gross Profit (TTM) | $677.88M | $3.22B |
| EBITDA (TTM) | $647.87M | $1.95B |
Correlation
The correlation between ELS and EXR is 0.61, 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 3.48% return, which is significantly lower than EXR's 7.83% return. Over the past 10 years, ELS has underperformed EXR with an annualized return of 14.07%, while EXR has yielded a comparatively higher 15.19% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Dividends
ELS vs. EXR - Dividend Comparison
ELS's dividend yield for the trailing twelve months is around 2.63%, less than EXR's 3.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELS Equity LifeStyle Properties, Inc. | 2.63% | 2.54% | 2.54% | 1.66% | 2.17% | 1.74% | 2.27% | 2.19% | 2.36% | 2.25% | 2.52% | 2.76% |
EXR Extra Space Storage Inc. | 3.86% | 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.
Volatility
ELS vs. EXR - Volatility Comparison
The current volatility for Equity LifeStyle Properties, Inc. (ELS) is 6.34%, while Extra Space Storage Inc. (EXR) has a volatility of 8.41%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities