EXR vs SMA
EXR: A leading real estate investment trust specializing in the ownership and management of self-storage facilities across the United States. SMA: A self-managed REIT specializing in the ownership and management of self-storage properties across North America.
Side-by-side fundamentals
| Metric | EXR | SMA | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $133.12 | $32.71 | |
| Market cap | $28.1B | $1.8B | |
| P/E as of 2026-10-08 | 30.27 | 140.21 | EXR lower |
| Net margin FY2025, SEC XBRL | +28.8% | -3.1% | EXR higher |
| Gross margin FY2025, SEC XBRL | n/a | +61.3% | |
| Operating margin FY2025, SEC XBRL | +41.8% | +21.0% | EXR higher |
| ROE FY2025, SEC XBRL | +6.8% | -0.7% | EXR higher |
| ROA FY2025, SEC XBRL | +3.3% | -0.4% | EXR higher |
| Debt / equity as of 2026-09-03 | 1.03 | 0.94 | SMA lower |
| Revenue growth (YoY) as of 2026-09-03 | +4.2% | n/a | |
| Revenue CAGR (3y) SEC XBRL | +20.6% | +9.8% | EXR higher |
| Dividend yield as of 2026-09-03 | +4.7% | +5.2% | SMA higher |
| Dividend streak (yrs) SEC XBRL | 17 | 3 | EXR higher |
| Beta as of 2026-09-03 | 0.49 | 0.33 | |
| 1-year return as of 2026-10-08 close | -6.5% | -8.6% | EXR higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.