Extra Space Storage (EXR) is a self-storage reits company in the Real Estate sector. Listed on the NASDAQ, Extra Space Storage is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $149.60.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $149.60 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 6.63% |
| Risk / Std Dev (Annualized) | 28.23% |
| Sharpe Ratio (rf=4.5%) | 0.08 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Self-Storage REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 6.63% with an annualized volatility of 28.23%. The Sharpe ratio of 0.08 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 33.02B |
| Enterprise Value | 46.28B |
| Trailing P/E | 33.69 |
| Forward P/E | 31.2 |
| Price to Book | 2.37 |
| Price to Sales | 9.49 |
| EV/Revenue | 13.31 |
| EV/EBITDA | 20.26 |
| Profitability | | | Profit Margin | 27.14% | | Operating Margin | 43.98% | | ROE | 6.83% | | ROA | 3.38% |
| Growth | | | Revenue Growth | 3.8% | | Earnings Growth | -10.6% |
| Dividend | | | Dividend Yield | 433.0% | | Payout Ratio | 145.62% | | 5Y Avg Yield | 365.0% |
| Financial Health | | | Total Revenue | 3.48B | | Total Debt | 13.94B | | Total Cash | 0.14B | | Free Cash Flow | 1.34B | | Operating Cash Flow | 1.86B |
| Price & Technical | | | 52W High | $155.19$ | | 52W Low | $125.71$ | | 50-Day Avg | $141.18$ | | 200-Day Avg | $139.85$ | | Beta | 1.21 | | Shares Outstanding | 0.21B | | Float Shares | 0.21B | | Insider Holdings | 0.94% | | Institutional Holdings | 102.14% | | Short Ratio | 4.71 | | Short % of Float | 3.29% |
| Analyst Targets | | | Target High | $178.0$ | | Target Low | $140.0$ | | Target Mean | $153.7$ | | Target Median | $153.5$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.