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

Correlation

The correlation between EXR and NSA is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


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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Key characteristics

Sharpe Ratio

EXR:

0.14

NSA:

0.06

Sortino Ratio

EXR:

0.43

NSA:

0.27

Omega Ratio

EXR:

1.05

NSA:

1.03

Calmar Ratio

EXR:

0.13

NSA:

0.03

Martin Ratio

EXR:

0.39

NSA:

0.09

Ulcer Index

EXR:

12.24%

NSA:

15.47%

Daily Std Dev

EXR:

25.39%

NSA:

28.14%

Max Drawdown

EXR:

-71.35%

NSA:

-55.05%

Current Drawdown

EXR:

-26.11%

NSA:

-39.04%

Fundamentals

Market Cap

EXR:

$32.99B

NSA:

$5.34B

EPS

EXR:

$4.30

NSA:

$0.61

PE Ratio

EXR:

34.63

NSA:

59.49

PEG Ratio

EXR:

3.77

NSA:

3.14

PS Ratio

EXR:

9.81

NSA:

7.20

PB Ratio

EXR:

2.27

NSA:

3.98

Total Revenue (TTM)

EXR:

$3.28B

NSA:

$762.54M

Gross Profit (TTM)

EXR:

$2.16B

NSA:

$558.67M

EBITDA (TTM)

EXR:

$2.38B

NSA:

$393.00M

Returns By Period

In the year-to-date period, EXR achieves a -0.61% return, which is significantly higher than NSA's -5.15% return. Over the past 10 years, EXR has underperformed NSA with an annualized return of 11.37%, while NSA has yielded a comparatively higher 15.52% annualized return.


EXR

YTD

-0.61%

1M

9.82%

6M

-7.59%

1Y

3.57%

5Y*

16.03%

10Y*

11.37%

NSA

YTD

-5.15%

1M

2.52%

6M

-14.11%

1Y

1.58%

5Y*

12.42%

10Y*

15.52%

*Annualized

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Risk-Adjusted Performance

EXR vs. NSA — Risk-Adjusted Performance Rank

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

EXR
The Risk-Adjusted Performance Rank of EXR is 5353
Overall Rank
The Sharpe Ratio Rank of EXR is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of EXR is 4848
Sortino Ratio Rank
The Omega Ratio Rank of EXR is 4848
Omega Ratio Rank
The Calmar Ratio Rank of EXR is 5757
Calmar Ratio Rank
The Martin Ratio Rank of EXR is 5656
Martin Ratio Rank

NSA
The Risk-Adjusted Performance Rank of NSA is 4949
Overall Rank
The Sharpe Ratio Rank of NSA is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of NSA is 4444
Sortino Ratio Rank
The Omega Ratio Rank of NSA is 4343
Omega Ratio Rank
The Calmar Ratio Rank of NSA is 5252
Calmar Ratio Rank
The Martin Ratio Rank of NSA is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EXR vs. NSA - Risk-Adjusted Performance 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.


The current EXR Sharpe Ratio is 0.14, which is higher than the NSA Sharpe Ratio of 0.06. 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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Dividends

EXR vs. NSA - Dividend Comparison

EXR's dividend yield for the trailing twelve months is around 4.41%, less than NSA's 6.38% yield.


TTM20242023202220212020201920182017201620152014
EXR
Extra Space Storage Inc.
4.41%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%
NSA
National Storage Affiliates Trust
6.38%5.94%5.38%5.95%2.30%3.75%3.78%4.38%3.82%3.99%3.15%0.00%

Drawdowns

EXR vs. NSA - Drawdown Comparison

The maximum EXR drawdown since its inception was -71.35%, 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. For additional features, visit the drawdowns tool.


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Volatility

EXR vs. NSA - Volatility Comparison

The current volatility for Extra Space Storage Inc. (EXR) is 6.45%, while National Storage Affiliates Trust (NSA) has a volatility of 9.34%. 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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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


200.00M400.00M600.00M800.00M20212022202320242025
820.00M
188.35M
(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

50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
70.7%
100.0%
(EXR) Gross Margin
(NSA) Gross Margin
EXR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported a gross profit of 579.30M and revenue of 820.00M. Therefore, the gross margin over that period was 70.7%.

NSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, National Storage Affiliates Trust reported a gross profit of 188.35M and revenue of 188.35M. Therefore, the gross margin over that period was 100.0%.

EXR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported an operating income of 388.73M and revenue of 820.00M, resulting in an operating margin of 47.4%.

NSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, National Storage Affiliates Trust reported an operating income of 360.00K and revenue of 188.35M, resulting in an operating margin of 0.2%.

EXR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported a net income of 270.88M and revenue of 820.00M, resulting in a net margin of 33.0%.

NSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, National Storage Affiliates Trust reported a net income of 21.76M and revenue of 188.35M, resulting in a net margin of 11.6%.