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

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%JuneJulyAugustSeptemberOctoberNovember
1,315.60%
2,918.29%
PSA
EXR

Returns By Period

In the year-to-date period, PSA achieves a 12.99% return, which is significantly higher than EXR's 5.81% return. Over the past 10 years, PSA has underperformed EXR with an annualized return of 10.27%, while EXR has yielded a comparatively higher 15.25% annualized return.


PSA

YTD

12.99%

1M

-3.21%

6M

19.30%

1Y

35.19%

5Y (annualized)

14.19%

10Y (annualized)

10.27%

EXR

YTD

5.81%

1M

-3.92%

6M

10.47%

1Y

33.75%

5Y (annualized)

13.07%

10Y (annualized)

15.25%

Fundamentals


PSAEXR
Market Cap$58.99B$35.85B
EPS$9.64$3.76
PE Ratio34.9543.23
PEG Ratio10.305.16
Total Revenue (TTM)$4.68B$3.23B
Gross Profit (TTM)$3.44B$3.22B
EBITDA (TTM)$3.35B$1.95B

Key characteristics


PSAEXR
Sharpe Ratio1.511.22
Sortino Ratio2.091.78
Omega Ratio1.261.22
Calmar Ratio1.020.79
Martin Ratio4.583.65
Ulcer Index7.48%8.76%
Daily Std Dev22.76%26.25%
Max Drawdown-55.80%-71.35%
Current Drawdown-9.13%-19.06%

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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.

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.


Sharpe ratio
The chart of Sharpe ratio for PSA, currently valued at 1.51, compared to the broader market-4.00-2.000.002.004.001.511.21
The chart of Sortino ratio for PSA, currently valued at 2.09, compared to the broader market-4.00-2.000.002.004.002.091.77
The chart of Omega ratio for PSA, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.22
The chart of Calmar ratio for PSA, currently valued at 1.02, compared to the broader market0.002.004.006.001.020.79
The chart of Martin ratio for PSA, currently valued at 4.58, compared to the broader market0.0010.0020.0030.004.583.63
PSA
EXR

The current PSA Sharpe Ratio is 1.51, which is comparable to the EXR Sharpe Ratio of 1.22. 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 Ratio0.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
1.51
1.21
PSA
EXR

Dividends

PSA vs. EXR - Dividend Comparison

PSA's dividend yield for the trailing twelve months is around 3.59%, less than EXR's 3.94% yield.


TTM20232022202120202019201820172016201520142013
PSA
Public Storage
3.59%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.
3.94%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 -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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-9.13%
-19.06%
PSA
EXR

Volatility

PSA vs. EXR - Volatility Comparison

Public Storage (PSA) has a higher volatility of 9.31% compared to Extra Space Storage Inc. (EXR) at 8.60%. This indicates that PSA's price experiences larger fluctuations and is considered to be riskier than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%JuneJulyAugustSeptemberOctoberNovember
9.31%
8.60%
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