Extra Space Storage Inc.(EXR)Stock Analysis
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Rank #505 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
EXR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Extra Space Storage Inc. (EXR), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores EXR at 66.7/100 on a 32-signal composite quality model, placing it at rank #505 of 2,879 stocks — the top 25% of the AI-ranked universe. EXR scores in the top quartile across free cash flow (99.1), profitability (98.8). Areas of concern include institutional flow (13.2) and revenue scale (20.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Extra Space Storage Inc. reports quarterly revenue of $856.0M, net income of $241.0M, an operating margin of 42.9%. EXR trades on the NYSE exchange and files with the SEC under CIK 1289490. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EXR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Extra Space Storage Inc. directly from SEC EDGAR. Extra Space Storage Inc.'s 13F Pro composite quality score has ranged between 8 and 90 since 2021, currently 66.7 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$856.0M
Net Income
Q1 2026
$241.0M
Free Cash Flow
Q1 2026
$477.5M
Operating Margin
Q1 2026
42.9%
ROIC
Q1 2026
2.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+3.7% YoYNet Income
+14.0% YoYOperating Income
+6.8% YoYEPS (Diluted)
+13.9% YoYTotal Assets
+1.4% YoYOp. Cash Flow
-2.0% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $3.38B +3.7% | $3.26B +69.3% | $1.92B +22.0% | $1.58B +16.3% | $1.36B +13.3% | $1.20B |
| Net Income | $974.0M +14.0% | $854.7M -0.7% | $860.7M +4.0% | $827.6M +71.8% | $481.8M +16.0% | $415.3M |
| Operating Income | $1.41B +6.8% | $1.32B +26.0% | $1.05B +7.6% | $976.0M +46.5% | $666.1M +7.5% | $619.7M |
| EPS (Diluted) | $4.59 +13.9% | $4.03 -37.1% | $6.41 +3.6% | $6.19 +66.8% | $3.71 +13.5% | $3.27 |
| Total Assets | $29.26B +1.4% | $28.85B +137.1% | $12.17B +16.2% | $10.47B +11.5% | $9.40B +19.7% | $7.85B |
| Operating Cash Flow | $1.85B -2.0% | $1.89B +52.4% | $1.24B +30.0% | $952.4M +23.5% | $771.2M +13.8% | $677.8M |
AI Insight: EXR Financial Trends
Revenue edged up 5.5% year-over-year to $856M in Q1 2026, but operating income has yet to recover to Q1 2025's $389M peak, signaling margin pressure.
• Revenue grew from $811M in Q2 2024 to $856M in Q1 2026, a modest but steady upward trajectory over eight quarters.
• Operating income fell from $389M in Q1 2025 to $368M in Q1 2026, a year-over-year decline of roughly 5.4%.
• Equity has eroded consistently from $14,173M in Q2 2024 to $13,332M in Q1 2026, a cumulative decline of $841M.
• Operating cash flow of $490M in Q1 2026 is broadly in line with $481M in Q1 2025, suggesting stable cash conversion.
⚠ Net income dropped sharply to $166M in Q3 2025 — the weakest quarter in the dataset — before partially recovering to $241M in Q1 2026.
⚠ Equity has declined every single quarter for eight consecutive periods; continued erosion could pressure balance sheet flexibility.
⚠ Total debt data is absent across all periods, making leverage and interest-coverage assessment impossible without additional disclosure.
AI Insight: EXR Ratio Trends
EXR's ROIC has recovered to 11.0% in Q1 2026 after a sharp Q3 2025 dip, but remains below the Q1 2025 peak of 11.2%.
• ROIC troughed at 8.2% in Q3 2025 but rebounded to 11.0% in both Q4 2025 and Q1 2026, near cycle highs.
• Operating margin dropped sharply from 47.4% in Q1 2025 to 32.5% in Q3 2025, then partially recovered to 42.9% in Q1 2026.
• ROE improved from 5.2% in Q2 2024 to 8.6% in Q4 2025, with Q1 2026 settling at 7.2%.
⚠ Q3 2025 saw OpMargin collapse to 32.5% and ROIC fall to 8.2% — monitor whether seasonal weakness repeats in Q3 2026.
⚠ NPM in Q1 2026 at 28.1% trails Q4 2025's 33.5%, suggesting quarterly earnings quality remains uneven.
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Popular Research
Is EXR a good stock to buy?
13F Pro's AI-powered analysis of Extra Space Storage Inc. (EXR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EXR are available on the EXR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own EXR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EXR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Extra Space Storage Inc.'s investment landscape.