Comprehensive Stock Comparison
Compare STAG Industrial, Inc. (STAG) vs Extra Space Storage Inc. (EXR) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | EXR | 27.6% revenue growth vs STAG's 10.1% |
| Value | EXR | Lower P/E (31.7x vs 38.5x), PEG 7.10 vs 18.92 |
| Quality / Margins | STAG | 29.3% net margin vs EXR's 28.9% |
| Stability / Safety | EXR | Beta 0.56 vs STAG's 0.66 |
| Dividends | EXR | 4.3% yield, 15-year raise streak, vs STAG's 3.9% |
| Momentum (1Y) | STAG | +12.8% vs EXR's +3.2% |
| Efficiency (ROA) | STAG | 3.5% ROA vs EXR's 3.3%, ROIC 0.1% vs 3.7% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Valuation efficiency (growth/$)
Defensive / Recession hedge
Business Model
What each company does and how it makes money
STAG Industrial is a real estate investment trust that acquires and operates single-tenant industrial properties across the United States. It generates revenue primarily through rental income from its portfolio of warehouses and distribution centers — with nearly all properties leased to single tenants on long-term, triple-net agreements. The company's competitive advantage lies in its specialized focus on secondary markets where it faces less competition and can achieve higher yields than in primary logistics hubs.
Extra Space Storage is a real estate investment trust that owns and operates self-storage facilities across the United States. It generates revenue primarily through rental income from storage units — including boat, RV, and business storage — with property management fees contributing additional income. The company benefits from economies of scale as the second-largest self-storage operator in the U.S., leveraging its national brand recognition and sophisticated revenue management systems.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
STAG leads in 4 of 6 categories (Financial Metrics, Valuation Metrics). EXR leads in 1 (Analyst Outlook). 1 tied.
Financial Metrics (TTM)
EXR is the larger business by revenue, generating $3.3B annually — 4.0x STAG's $824M. Profitability is closely matched — net margins range from 29.3% (STAG) to 28.9% (EXR). On growth, STAG holds the edge at +10.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | STAGSTAG Industrial, … | EXRExtra Space Stora… |
|---|---|---|
| RevenueTrailing 12 months | $824M | $3.3B |
| EBITDAEarnings before interest/tax | $606M | $2.1B |
| Net IncomeAfter-tax profit | $241M | $953M |
| Free Cash FlowCash after capex | $425M | $1.9B |
| Gross MarginGross profit ÷ Revenue | +79.8% | +67.7% |
| Operating MarginEBIT ÷ Revenue | +37.3% | +43.1% |
| Net MarginNet income ÷ Revenue | +29.3% | +28.9% |
| FCF MarginFCF ÷ Revenue | +51.6% | +57.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.7% | -9.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +13.0% | -14.3% |
Valuation Metrics
At 26.9x trailing earnings, STAG trades at a 28% valuation discount to EXR's 37.5x P/E. Adjusting for growth (PEG ratio), EXR offers better value at 8.40x vs STAG's 13.19x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | STAGSTAG Industrial, … | EXRExtra Space Stora… |
|---|---|---|
| Market CapShares × price | $7.3B | $32.1B |
| Enterprise ValueMkt cap + debt − cash | $7.3B | $44.9B |
| Trailing P/EPrice ÷ TTM EPS | 26.86x | 37.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 38.53x | 31.65x |
| PEG RatioP/E ÷ EPS growth rate | 13.19x | 8.40x |
| EV / EBITDAEnterprise value multiple | 23.77x | 21.39x |
| Price / SalesMarket cap ÷ Revenue | 8.67x | 9.60x |
| Price / BookPrice ÷ Book value/share | 2.00x | 2.15x |
| Price / FCFMarket cap ÷ FCF | 15.81x | 17.17x |
Profitability & Efficiency
STAG delivers a 6.9% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $7 for EXR.
| Metric | STAGSTAG Industrial, … | EXRExtra Space Stora… |
|---|---|---|
| ROE (TTM)Return on equity | +6.9% | +6.6% |
| ROA (TTM)Return on assets | +3.5% | +3.3% |
| ROICReturn on invested capital | +0.1% | +3.7% |
| ROCEReturn on capital employed | +0.1% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | — | 0.88x |
| Net DebtTotal debt minus cash | -$15M | $12.9B |
| Cash & Equiv.Liquid assets | $15M | $138M |
| Total DebtShort + long-term debt | $0 | $13.0B |
| Interest CoverageEBIT ÷ Interest expense | — | 2.22x |
Total Returns (with DRIP)
A $10,000 investment in EXR five years ago would be worth $14,619 today (with dividends reinvested), compared to $14,464 for STAG. Over the past 12 months, STAG leads with a +12.8% total return vs EXR's +3.2%. The 3-year compound annual growth rate (CAGR) favors STAG at 8.9% vs EXR's 1.2% — a key indicator of consistent wealth creation.
| Metric | STAGSTAG Industrial, … | EXRExtra Space Stora… |
|---|---|---|
| YTD ReturnYear-to-date | +6.2% | +15.3% |
| 1-Year ReturnPast 12 months | +12.8% | +3.2% |
| 3-Year ReturnCumulative with dividends | +29.1% | +3.5% |
| 5-Year ReturnCumulative with dividends | +44.6% | +46.2% |
| 10-Year ReturnCumulative with dividends | +204.2% | +140.5% |
| CAGR (3Y)Annualised 3-year return | +8.9% | +1.2% |
Risk & Volatility
EXR is the less volatile stock with a 0.56 beta — it tends to amplify market swings less than STAG's 0.66 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. STAG currently trades 98.1% from its 52-week high vs EXR's 94.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | STAGSTAG Industrial, … | EXRExtra Space Stora… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.66x | 0.56x |
| 52-Week HighHighest price in past year | $39.97 | $160.58 |
| 52-Week LowLowest price in past year | $28.61 | $121.03 |
| % of 52W HighCurrent price vs 52-week peak | +98.1% | +94.1% |
| RSI (14)Momentum oscillator 0–100 | 57.7 | 58.2 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 1.1M |
Analyst Outlook
Wall Street rates STAG as "Buy" and EXR as "Hold". Consensus price targets imply 14.7% upside for STAG (target: $45) vs -0.7% for EXR (target: $150). For income investors, EXR offers the higher dividend yield at 4.30% vs STAG's 3.87%.
| Metric | STAGSTAG Industrial, … | EXRExtra Space Stora… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $45.00 | $150.00 |
| # AnalystsCovering analysts | 21 | 28 |
| Dividend YieldAnnual dividend ÷ price | +3.9% | +4.3% |
| Dividend StreakConsecutive years of raises | 2 | 15 |
| Dividend / ShareAnnual DPS | $1.52 | $6.50 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| STAG Industrial, In… (STAG) | 100 | 130.14 | +30.1% |
| Extra Space Storage… (EXR) | 100 | 128.27 | +28.3% |
Extra Space Storage… (EXR) returned +46% over 5 years vs STAG Industrial, In… (STAG)'s +45%. A $10,000 investment in EXR 5 years ago would be worth $14,619 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| STAG Industrial, In… (STAG) | $250M | $845M | +237.7% |
| Extra Space Storage… (EXR) | $1.0B | $3.3B | +232.2% |
STAG Industrial, Inc.'s revenue grew from $250M (2016) to $845M (2025) — a 14.5% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| STAG Industrial, In… (STAG) | 13.8% | 32.3% | +134.5% |
| Extra Space Storage… (EXR) | 36.4% | 25.6% | -29.7% |
STAG Industrial, Inc.'s net margin went from 14% (2016) to 32% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| STAG Industrial, In… (STAG) | 118.8 | 25.2 | -78.8% |
| Extra Space Storage… (EXR) | 23.3 | 37.1 | +59.2% |
STAG Industrial, Inc. has traded in a 24x–119x P/E range over 8 years; current trailing P/E is ~27x. Extra Space Storage Inc. has traded in a 23x–37x P/E range over 8 years; current trailing P/E is ~37x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| STAG Industrial, In… (STAG) | 0.29 | 1.46 | +403.4% |
| Extra Space Storage… (EXR) | 2.91 | 4.03 | +38.5% |
STAG Industrial, Inc.'s EPS grew from $0.29 (2016) to $1.46 (2025) — a 20% CAGR.
Chart 6Free Cash Flow — 5 Years
STAG Industrial, Inc. generated $463M FCF in 2025 (+164% vs 2021). Extra Space Storage Inc. generated $2B FCF in 2024 (+97% vs 2021).
STAG vs EXR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is STAG or EXR a better buy right now?
STAG Industrial, Inc. (STAG) offers the better valuation at 26.9x trailing P/E (38.5x forward), making it the more compelling value choice. Analysts rate STAG Industrial, Inc. (STAG) a "Buy" — based on 21 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — STAG or EXR?
On trailing P/E, STAG Industrial, Inc. (STAG) is the cheapest at 26.9x versus Extra Space Storage Inc. at 37.5x. On forward P/E, Extra Space Storage Inc. is actually cheaper at 31.7x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Extra Space Storage Inc. wins at 7.10x versus STAG Industrial, Inc.'s 18.92x.
03Which is the better long-term investment — STAG or EXR?
Over the past 5 years, Extra Space Storage Inc. (EXR) delivered a total return of +46.2%, compared to +44.6% for STAG Industrial, Inc. (STAG). A $10,000 investment in EXR five years ago would be worth approximately $15K today (assuming dividends reinvested). Over 10 years, the gap is even starker: STAG returned +204.2% versus EXR's +140.5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — STAG or EXR?
By beta (market sensitivity over 5 years), Extra Space Storage Inc. (EXR) is the lower-risk stock at 0.56β versus STAG Industrial, Inc.'s 0.66β — meaning STAG is approximately 19% more volatile than EXR relative to the S&P 500.
05Which has better profit margins — STAG or EXR?
STAG Industrial, Inc. (STAG) is the more profitable company, earning 32.3% net margin versus 25.6% for Extra Space Storage Inc. — meaning it keeps 32.3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EXR leads at 39.6% versus 0.7% for STAG. At the gross margin level — before operating expenses — STAG leads at 79.8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is STAG or EXR more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential. By this metric, Extra Space Storage Inc. (EXR) is the more undervalued stock at a PEG of 7.10x versus STAG Industrial, Inc.'s 18.92x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Extra Space Storage Inc. (EXR) trades at 31.7x forward P/E versus 38.5x for STAG Industrial, Inc. — 6.9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STAG: 14.7% to $45.00.
07Which pays a better dividend — STAG or EXR?
All stocks in this comparison pay dividends. Extra Space Storage Inc. (EXR) offers the highest yield at 4.3%, versus 3.9% for STAG Industrial, Inc. (STAG).
08Is STAG or EXR better for a retirement portfolio?
For long-horizon retirement investors, Extra Space Storage Inc. (EXR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.56), 4.3% yield, +140.5% 10Y return). Both have compounded well over 10 years (EXR: +140.5%, STAG: +204.2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between STAG and EXR?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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