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

Performance

EXR vs. NSA - Performance Comparison

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

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EXR vs. NSA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXR
Extra Space Storage Inc.
1.87%-8.92%-2.81%13.86%-32.82%100.98%13.64%20.71%7.29%17.83%
NSA
National Storage Affiliates Trust
36.29%-20.19%-3.53%21.94%-45.37%98.04%11.67%32.41%1.21%29.01%

Fundamentals

Market Cap

EXR:

$28.99B

NSA:

$2.90B

EPS

EXR:

$4.55

NSA:

$1.17

PE Ratio

EXR:

28.82

NSA:

32.30

PS Ratio

EXR:

8.50

NSA:

3.85

PB Ratio

EXR:

2.16

NSA:

3.07

Total Revenue (TTM)

EXR:

$3.32B

NSA:

$752.93M

Gross Profit (TTM)

EXR:

$1.52B

NSA:

$399.82M

EBITDA (TTM)

EXR:

$2.52B

NSA:

$390.84M

Returns By Period

In the year-to-date period, EXR achieves a 1.87% return, which is significantly lower than NSA's 36.29% return. Over the past 10 years, EXR has underperformed NSA with an annualized return of 7.42%, while NSA has yielded a comparatively higher 11.23% annualized return.


EXR

1D
2.22%
1M
-12.17%
YTD
1.87%
6M
-4.73%
1Y
-7.57%
3Y*
-2.81%
5Y*
3.31%
10Y*
7.42%

NSA

1D
2.00%
1M
9.79%
YTD
36.29%
6M
29.71%
1Y
3.03%
3Y*
2.96%
5Y*
4.13%
10Y*
11.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

EXR vs. NSA — Risk / Return Rank

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

EXR
EXR Risk / Return Rank: 2929
Overall Rank
EXR Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
EXR Sortino Ratio Rank: 2626
Sortino Ratio Rank
EXR Omega Ratio Rank: 2626
Omega Ratio Rank
EXR Calmar Ratio Rank: 3232
Calmar Ratio Rank
EXR Martin Ratio Rank: 3131
Martin Ratio Rank

NSA
NSA Risk / Return Rank: 4444
Overall Rank
NSA Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
NSA Sortino Ratio Rank: 4343
Sortino Ratio Rank
NSA Omega Ratio Rank: 4141
Omega Ratio Rank
NSA Calmar Ratio Rank: 4747
Calmar Ratio Rank
NSA Martin Ratio Rank: 4545
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. NSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) and National Storage Affiliates Trust (NSA). 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.


EXRNSADifference

Sharpe ratio

Return per unit of total volatility

-0.28

0.07

-0.36

Sortino ratio

Return per unit of downside risk

-0.21

0.51

-0.72

Omega ratio

Gain probability vs. loss probability

0.97

1.06

-0.09

Calmar ratio

Return relative to maximum drawdown

-0.34

0.19

-0.52

Martin ratio

Return relative to average drawdown

-0.71

0.29

-1.00

EXR vs. NSA - Sharpe Ratio Comparison

The current EXR Sharpe Ratio is -0.28, which is lower than the NSA Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of EXR and NSA, 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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Sharpe Ratios by Period


EXRNSADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.28

0.07

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

0.13

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

0.36

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.51

-0.01

Correlation

The correlation between EXR and NSA is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EXR vs. NSA - Dividend Comparison

EXR's dividend yield for the trailing twelve months is around 4.94%, less than NSA's 6.04% yield.


TTM20252024202320222021202020192018201720162015
EXR
Extra Space Storage Inc.
4.94%4.98%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%
NSA
National Storage Affiliates Trust
6.04%8.08%5.94%5.38%5.95%2.30%3.75%3.78%4.38%3.82%3.99%3.15%

Drawdowns

EXR vs. NSA - Drawdown Comparison

The maximum EXR drawdown since its inception was -71.22%, which is greater than NSA's maximum drawdown of -55.05%. Use the drawdown chart below to compare losses from any high point for EXR and NSA.


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Drawdown Indicators


EXRNSADifference

Max Drawdown

Largest peak-to-trough decline

-71.22%

-55.05%

-16.17%

Max Drawdown (1Y)

Largest decline over 1 year

-16.70%

-25.55%

+8.85%

Max Drawdown (5Y)

Largest decline over 5 years

-51.36%

-55.05%

+3.69%

Max Drawdown (10Y)

Largest decline over 10 years

-51.36%

-55.05%

+3.69%

Current Drawdown

Current decline from peak

-31.02%

-30.10%

-0.92%

Average Drawdown

Average peak-to-trough decline

-13.27%

-17.96%

+4.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.96%

16.84%

-8.88%

Volatility

EXR vs. NSA - Volatility Comparison

The current volatility for Extra Space Storage Inc. (EXR) is 6.87%, while National Storage Affiliates Trust (NSA) has a volatility of 28.42%. This indicates that EXR experiences smaller price fluctuations and is considered to be less risky than NSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXRNSADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.87%

28.42%

-21.55%

Volatility (6M)

Calculated over the trailing 6-month period

17.09%

32.40%

-15.31%

Volatility (1Y)

Calculated over the trailing 1-year period

26.87%

41.59%

-14.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.07%

31.43%

-3.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.90%

31.12%

-4.22%

Financials

EXR vs. NSA - Financials Comparison

This section allows you to compare key financial metrics between Extra Space Storage Inc. and National Storage Affiliates Trust. 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


200.00M400.00M600.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
857.47M
187.03M
(EXR) Total Revenue
(NSA) Total Revenue
Values in USD except per share items

EXR vs. NSA - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober00
Portfolio components
EXR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Extra Space Storage Inc. reported a gross profit of 0.00 and revenue of 857.47M. Therefore, the gross margin over that period was 0.0%.

NSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, National Storage Affiliates Trust reported a gross profit of 0.00 and revenue of 187.03M. 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 Apr 2026, Extra Space Storage Inc. reported an operating income of 370.87M and revenue of 857.47M, resulting in an operating margin of 43.3%.

NSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, National Storage Affiliates Trust reported an operating income of 0.00 and revenue of 187.03M, resulting in an operating margin of 0.0%.

EXR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Extra Space Storage Inc. reported a net income of 287.40M and revenue of 857.47M, resulting in a net margin of 33.5%.

NSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, National Storage Affiliates Trust reported a net income of 38.76M and revenue of 187.03M, resulting in a net margin of 20.7%.