PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
PSA vs. EXR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PSA and EXR is 0.74, 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.


-0.50.00.51.00.7

Performance

PSA vs. EXR - Performance Comparison

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

1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%AugustSeptemberOctoberNovemberDecember2025
1,164.68%
2,691.84%
PSA
EXR

Key characteristics

Sharpe Ratio

PSA:

0.20

EXR:

0.24

Sortino Ratio

PSA:

0.43

EXR:

0.49

Omega Ratio

PSA:

1.05

EXR:

1.06

Calmar Ratio

PSA:

0.15

EXR:

0.16

Martin Ratio

PSA:

0.61

EXR:

0.76

Ulcer Index

PSA:

7.40%

EXR:

7.76%

Daily Std Dev

PSA:

23.28%

EXR:

24.77%

Max Drawdown

PSA:

-55.80%

EXR:

-71.35%

Current Drawdown

PSA:

-18.82%

EXR:

-25.16%

Fundamentals

Market Cap

PSA:

$52.15B

EXR:

$33.44B

EPS

PSA:

$9.59

EXR:

$3.72

PE Ratio

PSA:

30.87

EXR:

40.48

PEG Ratio

PSA:

9.37

EXR:

4.73

Total Revenue (TTM)

PSA:

$3.52B

EXR:

$2.44B

Gross Profit (TTM)

PSA:

$2.56B

EXR:

$1.38B

EBITDA (TTM)

PSA:

$2.45B

EXR:

$1.65B

Returns By Period

In the year-to-date period, PSA achieves a -1.13% return, which is significantly lower than EXR's 0.67% return. Over the past 10 years, PSA has underperformed EXR with an annualized return of 7.98%, while EXR has yielded a comparatively higher 12.58% annualized return.


PSA

YTD

-1.13%

1M

-1.27%

6M

-0.09%

1Y

5.81%

5Y*

10.66%

10Y*

7.98%

EXR

YTD

0.67%

1M

5.80%

6M

-6.43%

1Y

6.88%

5Y*

10.13%

10Y*

12.58%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PSA vs. EXR — Risk-Adjusted Performance Rank

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

PSA
The Risk-Adjusted Performance Rank of PSA is 4949
Overall Rank
The Sharpe Ratio Rank of PSA is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of PSA is 4444
Sortino Ratio Rank
The Omega Ratio Rank of PSA is 4343
Omega Ratio Rank
The Calmar Ratio Rank of PSA is 5353
Calmar Ratio Rank
The Martin Ratio Rank of PSA is 5454
Martin Ratio Rank

EXR
The Risk-Adjusted Performance Rank of EXR is 5151
Overall Rank
The Sharpe Ratio Rank of EXR is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of EXR is 4646
Sortino Ratio Rank
The Omega Ratio Rank of EXR is 4444
Omega Ratio Rank
The Calmar Ratio Rank of EXR is 5353
Calmar Ratio Rank
The Martin Ratio Rank of EXR is 5555
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.

PSA vs. EXR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Public Storage (PSA) 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.


Sharpe ratio
The chart of Sharpe ratio for PSA, currently valued at 0.20, compared to the broader market-2.000.002.004.000.200.24
The chart of Sortino ratio for PSA, currently valued at 0.43, compared to the broader market-4.00-2.000.002.004.000.430.49
The chart of Omega ratio for PSA, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.06
The chart of Calmar ratio for PSA, currently valued at 0.14, compared to the broader market0.002.004.006.000.150.16
The chart of Martin ratio for PSA, currently valued at 0.61, compared to the broader market-10.000.0010.0020.000.610.76
PSA
EXR

The current PSA Sharpe Ratio is 0.20, which is comparable to the EXR Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of PSA and EXR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.20
0.24
PSA
EXR

Dividends

PSA vs. EXR - Dividend Comparison

PSA's dividend yield for the trailing twelve months is around 4.05%, less than EXR's 4.30% yield.


TTM20242023202220212020201920182017201620152014
PSA
Public Storage
4.05%4.01%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%3.03%
EXR
Extra Space Storage Inc.
4.30%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%

Drawdowns

PSA vs. EXR - Drawdown Comparison

The maximum PSA drawdown since its inception was -55.80%, smaller than the maximum EXR drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for PSA and EXR. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-18.82%
-25.16%
PSA
EXR

Volatility

PSA vs. EXR - Volatility Comparison

Public Storage (PSA) and Extra Space Storage Inc. (EXR) have volatilities of 7.95% and 8.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
7.95%
8.14%
PSA
EXR

Financials

PSA vs. EXR - Financials Comparison

This section allows you to compare key financial metrics between Public Storage 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab