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

Key characteristics


PSAEXR
YTD Return-11.96%-10.53%
1Y Return-4.47%-1.59%
3Y Return (Ann)2.93%2.18%
5Y Return (Ann)7.64%9.76%
10Y Return (Ann)8.60%14.70%
Sharpe Ratio-0.080.02
Daily Std Dev22.61%31.03%
Max Drawdown-61.39%-71.35%
Current Drawdown-29.20%-31.56%

Fundamentals


PSAEXR
Market Cap$45.41B$29.21B
EPS$11.06$4.74
PE Ratio23.3028.16
PEG Ratio8.914.43
Revenue (TTM)$4.55B$2.62B
Gross Profit (TTM)$3.19B$1.52B
EBITDA (TTM)$3.30B$1.79B

Correlation

-0.50.00.51.00.7

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.

Performance

PSA vs. EXR - Performance Comparison

In the year-to-date period, PSA achieves a -11.96% return, which is significantly lower than EXR's -10.53% return. Over the past 10 years, PSA has underperformed EXR with an annualized return of 8.60%, while EXR has yielded a comparatively higher 14.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2024FebruaryMarchAprilMay
1,003.02%
2,452.08%
PSA
EXR

Compare stocks, funds, or ETFs

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


Public Storage

Extra Space Storage Inc.

Risk-Adjusted Performance

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.


PSA
Sharpe ratio
The chart of Sharpe ratio for PSA, currently valued at -0.08, compared to the broader market-2.00-1.000.001.002.003.004.00-0.08
Sortino ratio
The chart of Sortino ratio for PSA, currently valued at 0.05, compared to the broader market-4.00-2.000.002.004.006.000.05
Omega ratio
The chart of Omega ratio for PSA, currently valued at 1.01, compared to the broader market0.501.001.501.01
Calmar ratio
The chart of Calmar ratio for PSA, currently valued at -0.05, compared to the broader market0.002.004.006.00-0.05
Martin ratio
The chart of Martin ratio for PSA, currently valued at -0.19, compared to the broader market-10.000.0010.0020.0030.00-0.19
EXR
Sharpe ratio
The chart of Sharpe ratio for EXR, currently valued at 0.02, compared to the broader market-2.00-1.000.001.002.003.004.000.02
Sortino ratio
The chart of Sortino ratio for EXR, currently valued at 0.27, compared to the broader market-4.00-2.000.002.004.006.000.27
Omega ratio
The chart of Omega ratio for EXR, currently valued at 1.03, compared to the broader market0.501.001.501.03
Calmar ratio
The chart of Calmar ratio for EXR, currently valued at 0.01, compared to the broader market0.002.004.006.000.01
Martin ratio
The chart of Martin ratio for EXR, currently valued at 0.05, compared to the broader market-10.000.0010.0020.0030.000.05

PSA vs. EXR - Sharpe Ratio Comparison

The current PSA Sharpe Ratio is -0.08, which is lower than the EXR Sharpe Ratio of 0.02. The chart below compares the 12-month rolling Sharpe Ratio of PSA and EXR.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50December2024FebruaryMarchAprilMay
-0.08
0.02
PSA
EXR

Dividends

PSA vs. EXR - Dividend Comparison

PSA's dividend yield for the trailing twelve months is around 4.52%, less than EXR's 4.57% yield.


TTM20232022202120202019201820172016201520142013
PSA
Public Storage
4.52%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%3.03%3.42%
EXR
Extra Space Storage Inc.
4.57%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%3.44%

Drawdowns

PSA vs. EXR - Drawdown Comparison

The maximum PSA drawdown since its inception was -61.39%, 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.


-50.00%-40.00%-30.00%-20.00%December2024FebruaryMarchAprilMay
-29.20%
-31.56%
PSA
EXR

Volatility

PSA vs. EXR - Volatility Comparison

The current volatility for Public Storage (PSA) is 8.17%, while Extra Space Storage Inc. (EXR) has a volatility of 10.08%. This indicates that PSA experiences smaller price fluctuations and is considered to be less risky than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2024FebruaryMarchAprilMay
8.17%
10.08%
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