EXR vs. ADI
EXR (Extra Space Storage Inc.) and ADI (Analog Devices, Inc.) are both stocks. EXR operates in REIT - Specialty (Real Estate), while ADI operates in Semiconductors (Technology). Over the past 10 years, EXR returned 9.77%/yr vs 21.58%/yr for ADI. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
EXR vs. ADI - Performance Comparison
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Returns By Period
In the year-to-date period, EXR achieves a 16.25% return, which is significantly lower than ADI's 36.27% return. Over the past 10 years, EXR has underperformed ADI with an annualized return of 9.77%, while ADI has yielded a comparatively higher 21.58% annualized return.
EXR
- 1D
- -0.11%
- 1M
- -0.87%
- 6M
- 9.72%
- YTD
- 16.25%
- 1Y
- 11.22%
- 3Y*
- 6.82%
- 5Y*
- 0.75%
- 10Y*
- 9.77%
- ALL TIME*
- 16.64%
ADI
- 1D
- 0.20%
- 1M
- -2.59%
- 6M
- 18.88%
- YTD
- 36.27%
- 1Y
- 67.94%
- 3Y*
- 24.58%
- 5Y*
- 19.02%
- 10Y*
- 21.58%
- ALL TIME*
- 14.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.63B | $1.52B | $1.94B | |
| $243.08M | $182.35M | $171.76M |
EXR vs. ADI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXR Extra Space Storage Inc. | 16.25% | -8.92% | -2.81% | 13.86% | -32.82% | 100.98% | 13.64% | 20.71% | 7.29% | 17.83% |
ADI Analog Devices, Inc. | 36.27% | 29.75% | 8.82% | 23.36% | -4.91% | 20.96% | 26.87% | 41.31% | -1.64% | 25.30% |
Correlation
The correlation between EXR and ADI is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Aug 16, 2004 | 0.31 |
Over the past year, the correlation between EXR and ADI has dropped to 0.09 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
Fundamentals
EXR:
$31.28B
ADI:
$178.96B
EXR:
$4.39
ADI:
$6.72
EXR:
33.76
ADI:
54.67
EXR:
9.44
ADI:
14.22
EXR:
2.46
ADI:
5.34
EXR:
$3.43B
ADI:
$12.74B
EXR:
-$251.27M
ADI:
$8.22B
EXR:
$2.60B
ADI:
$6.19B
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Return for Risk
EXR vs. ADI — Risk / Return Rank
EXR
ADI
EXR vs. ADI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and Analog Devices, Inc. (ADI). 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.
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 | ADI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.32 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 3.20 | -2.28 |
| Martin ratioReturn relative to average drawdown | 2.05 | 9.33 | -7.28 |
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Drawdowns
EXR vs. ADI - Drawdown Comparison
The maximum EXR drawdown since its inception was -71.22%, smaller than the maximum ADI drawdown of -82.88%. Use the drawdown chart below to compare losses from any high point for EXR and ADI.
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Drawdown Indicators
| EXR | ADI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.22% | -82.88% | +11.66% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -20.68% | +3.98% |
Max Drawdown (3Y)Largest decline over 3 years | -29.36% | -32.20% | +2.84% |
Max Drawdown (5Y)Largest decline over 5 years | -51.36% | -32.20% | -19.16% |
Max Drawdown (10Y)Largest decline over 10 years | -51.36% | -33.62% | -17.74% |
Current DrawdownCurrent decline from peak | -21.28% | -17.52% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -33.84% | +20.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.49% | 7.07% | +0.42% |
Volatility
EXR vs. ADI - Volatility Comparison
The current volatility for Extra Space Storage Inc. (EXR) is 7.62%, while Analog Devices, Inc. (ADI) has a volatility of 9.99%. This indicates that EXR experiences smaller price fluctuations and is considered to be less risky than ADI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXR | ADI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 9.99% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 17.27% | 29.09% | -11.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.31% | 35.36% | -10.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.32% | 33.83% | -5.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.95% | 33.04% | -6.09% |
Dividends
EXR vs. ADI - Dividend Comparison
EXR's dividend yield for the trailing twelve months is around 4.38%, more than ADI's 1.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADI Analog Devices, Inc. | 1.14% | 1.46% | 1.73% | 1.73% | 1.85% | 1.57% | 1.68% | 1.82% | 2.24% | 2.02% | 2.31% | 2.89% |
EXR Extra Space Storage Inc. | 4.38% | 4.98% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% |
Financials
EXR vs. ADI - Financials Comparison
This section allows you to compare key financial metrics between Extra Space Storage Inc. and Analog Devices, 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
EXR vs. ADI - Profitability Comparison
EXR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Extra Space Storage Inc. reported a gross profit of -599.86M and revenue of 874.15M. Therefore, the gross margin over that period was -68.6%.
ADI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Analog Devices, Inc. reported a gross profit of 2.44B and revenue of 3.62B. Therefore, the gross margin over that period was 67.3%.
EXR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Extra Space Storage Inc. reported an operating income of 392.18M and revenue of 874.15M, resulting in an operating margin of 44.9%.
ADI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Analog Devices, Inc. reported an operating income of 1.38B and revenue of 3.62B, resulting in an operating margin of 38.1%.
EXR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Extra Space Storage Inc. reported a net income of 263.47M and revenue of 874.15M, resulting in a net margin of 30.1%.
ADI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Analog Devices, Inc. reported a net income of 1.18B and revenue of 3.62B, resulting in a net margin of 32.5%.
Frequently Asked Questions
EXR and ADI have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADI has higher volatility (9.99%) compared to EXR (7.62%). In terms of maximum drawdown, EXR dropped -71.22% vs ADI's -82.88%.
ADI currently has the higher Sharpe Ratio (1.88 vs 0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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