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EXR vs. LAMR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EXR vs. LAMR - Performance Comparison

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

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Returns By Period

In the year-to-date period, EXR achieves a 11.12% return, which is significantly lower than LAMR's 19.60% return. Over the past 10 years, EXR has underperformed LAMR with an annualized return of 8.35%, while LAMR has yielded a comparatively higher 14.00% annualized return.


EXR

1D
0.53%
1M
2.66%
YTD
11.12%
6M
10.76%
1Y
-0.14%
3Y*
3.76%
5Y*
2.43%
10Y*
8.35%

LAMR

1D
-0.59%
1M
7.21%
YTD
19.60%
6M
16.14%
1Y
29.87%
3Y*
22.94%
5Y*
13.14%
10Y*
14.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXR vs. LAMR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXR
Extra Space Storage Inc.
11.12%-8.92%-2.81%13.86%-32.82%100.98%13.64%20.71%7.29%17.83%
LAMR
Lamar Advertising Company (REIT)
19.60%9.73%19.98%18.56%-18.04%51.29%-3.19%35.32%-1.92%15.65%

Correlation

The correlation between EXR and LAMR is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.47

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (10Y)
Calculated over the trailing 10-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Aug 17, 2004

0.42

The correlation between EXR and LAMR shifts across timeframes, from 0.39 (1 year) to 0.49 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EXR:

$31.51B

LAMR:

$15.18B

EPS

EXR:

$4.36

LAMR:

$5.42

PE Ratio

EXR:

32.77

LAMR:

27.61

PS Ratio

EXR:

9.12

LAMR:

6.63

PB Ratio

EXR:

2.36

LAMR:

15.46

Total Revenue (TTM)

EXR:

$3.39B

LAMR:

$2.29B

Gross Profit (TTM)

EXR:

$345.79M

LAMR:

$541.09M

EBITDA (TTM)

EXR:

$2.91B

LAMR:

$1.02B

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Return for Risk

EXR vs. LAMR — Risk / Return Rank

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

EXR
EXR Risk / Return Rank: 3737
Overall Rank
EXR Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
EXR Sortino Ratio Rank: 3333
Sortino Ratio Rank
EXR Omega Ratio Rank: 3333
Omega Ratio Rank
EXR Calmar Ratio Rank: 3939
Calmar Ratio Rank
EXR Martin Ratio Rank: 3939
Martin Ratio Rank

LAMR
LAMR Risk / Return Rank: 7878
Overall Rank
LAMR Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
LAMR Sortino Ratio Rank: 7474
Sortino Ratio Rank
LAMR Omega Ratio Rank: 7474
Omega Ratio Rank
LAMR Calmar Ratio Rank: 8282
Calmar Ratio Rank
LAMR Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXR vs. LAMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and Lamar Advertising Company (REIT) (LAMR). 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.


EXRLAMRDifference

Sharpe ratio

Return per unit of total volatility

-0.01

1.35

-1.36

Sortino ratio

Return per unit of downside risk

0.16

1.98

-1.82

Omega ratio

Gain probability vs. loss probability

1.02

1.26

-0.24

Calmar ratio

Return relative to maximum drawdown

-0.01

2.99

-3.00

Martin ratio

Return relative to average drawdown

-0.02

8.17

-8.18

EXR vs. LAMR - Sharpe Ratio Comparison

The current EXR Sharpe Ratio is -0.01, which is lower than the LAMR Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of EXR and LAMR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EXRLAMRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

1.35

-1.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.49

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.41

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.21

+0.30

Drawdowns

EXR vs. LAMR - Drawdown Comparison

The maximum EXR drawdown since its inception was -71.22%, smaller than the maximum LAMR drawdown of -91.85%. Use the drawdown chart below to compare losses from any high point for EXR and LAMR.


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Drawdown Indicators


EXRLAMRDifference

Max Drawdown

Largest peak-to-trough decline

-71.22%

-91.85%

+20.63%

Max Drawdown (1Y)

Largest decline over 1 year

-16.70%

-10.04%

-6.66%

Max Drawdown (3Y)

Largest decline over 3 years

-33.78%

-23.86%

-9.92%

Max Drawdown (5Y)

Largest decline over 5 years

-51.36%

-30.09%

-21.27%

Max Drawdown (10Y)

Largest decline over 10 years

-51.36%

-65.79%

+14.43%

Current Drawdown

Current decline from peak

-24.76%

-5.28%

-19.48%

Average Drawdown

Average peak-to-trough decline

-13.37%

-26.41%

+13.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.16%

3.67%

+4.49%

Volatility

EXR vs. LAMR - Volatility Comparison

The current volatility for Extra Space Storage Inc. (EXR) is 6.90%, while Lamar Advertising Company (REIT) (LAMR) has a volatility of 10.47%. This indicates that EXR experiences smaller price fluctuations and is considered to be less risky than LAMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXRLAMRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.90%

10.47%

-3.57%

Volatility (6M)

Calculated over the trailing 6-month period

17.03%

15.40%

+1.63%

Volatility (1Y)

Calculated over the trailing 1-year period

24.71%

22.25%

+2.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.20%

26.74%

+1.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.94%

34.66%

-7.72%

Dividends

EXR vs. LAMR - Dividend Comparison

EXR's dividend yield for the trailing twelve months is around 4.53%, more than LAMR's 4.35% yield.


PositionTTM20252024202320222021202020192018201720162015
EXR
Extra Space Storage Inc.
4.53%4.98%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%
LAMR
Lamar Advertising Company (REIT)
4.35%5.10%4.64%4.70%5.30%3.30%3.00%4.30%5.28%4.47%4.49%4.58%

Financials

EXR vs. LAMR - Financials Comparison

This section allows you to compare key financial metrics between Extra Space Storage Inc. and Lamar Advertising Company (REIT). 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


400.00M500.00M600.00M700.00M800.00M900.00M20222023202420252026
856.03M
528.00M
(EXR) Total Revenue
(LAMR) Total Revenue
Values in USD except per share items

EXR vs. LAMR - Profitability Comparison

The chart below illustrates the profitability comparison between Extra Space Storage Inc. and Lamar Advertising Company (REIT) 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%0.0%50.0%100.0%2022202320242025202600
Portfolio components
EXR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported a gross profit of 0.00 and revenue of 856.03M. Therefore, the gross margin over that period was 0.0%.

LAMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lamar Advertising Company (REIT) reported a gross profit of 0.00 and revenue of 528.00M. Therefore, the gross margin over that period was 0.0%.

EXR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported an operating income of 367.55M and revenue of 856.03M, resulting in an operating margin of 42.9%.

LAMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lamar Advertising Company (REIT) reported an operating income of 146.06M and revenue of 528.00M, resulting in an operating margin of 27.7%.

EXR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported a net income of 240.98M and revenue of 856.03M, resulting in a net margin of 28.2%.

LAMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lamar Advertising Company (REIT) reported a net income of 101.29M and revenue of 528.00M, resulting in a net margin of 19.2%.


Frequently Asked Questions


EXR and LAMR have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LAMR has higher volatility (10.47%) compared to EXR (6.90%). In terms of maximum drawdown, EXR dropped -71.22% vs LAMR's -91.85%.

LAMR currently has the higher Sharpe Ratio (1.35 vs -0.01), 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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