EQR vs. EXR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at EQR and EXR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both EQR and EXR are Real Estate Investment Trusts (REITs). These entities are required to distribute the majority of their taxable income to shareholders, often resulting in higher dividend yields.
| Symbol | EQR | EXR |
|---|---|---|
| Company Name | Equity Residential | Extra Space Storage Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry | Residential REITs | Specialized REITs |
| Market Capitalization | 25.18 billion USD | 30.63 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 12, 1993 | August 16, 2004 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of EQR and EXR by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | EQR | EXR |
|---|---|---|
| 5-Day Price Return | 0.16% | -0.06% |
| 13-Week Price Return | -9.75% | -7.17% |
| 26-Week Price Return | -11.27% | -11.43% |
| 52-Week Price Return | -9.68% | -15.78% |
| Month-to-Date Return | 1.25% | 2.87% |
| Year-to-Date Return | -10.83% | -7.61% |
| 10-Day Avg. Volume | 2.61M | 1.67M |
| 3-Month Avg. Volume | 2.11M | 1.12M |
| 3-Month Volatility | 21.25% | 28.89% |
| Beta | 0.92 | 1.13 |
Profitability
Return on Equity (TTM)
EQR
9.21%
Residential REITs Industry
- Max
- 12.21%
- Q3
- 9.45%
- Median
- 7.42%
- Q1
- 2.50%
- Min
- 0.37%
EQR’s Return on Equity of 9.21% is on par with the norm for the Residential REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
EXR
7.02%
Specialized REITs Industry
- Max
- 37.66%
- Q3
- 20.19%
- Median
- 8.96%
- Q1
- 6.32%
- Min
- -1.71%
EXR’s Return on Equity of 7.02% is on par with the norm for the Specialized REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
EQR
33.22%
Residential REITs Industry
- Max
- 67.49%
- Q3
- 38.86%
- Median
- 25.74%
- Q1
- 7.62%
- Min
- 0.15%
In the Residential REITs industry, Net Profit Margin is often not the primary profitability metric.
EXR
29.51%
Specialized REITs Industry
- Max
- 67.81%
- Q3
- 40.70%
- Median
- 25.91%
- Q1
- 11.01%
- Min
- 1.95%
In the Specialized REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
EQR
45.56%
Residential REITs Industry
- Max
- 54.06%
- Q3
- 45.82%
- Median
- 29.89%
- Q1
- 19.34%
- Min
- 5.28%
In the Residential REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
EXR
43.69%
Specialized REITs Industry
- Max
- 107.13%
- Q3
- 55.10%
- Median
- 41.03%
- Q1
- 17.97%
- Min
- 5.94%
In the Specialized REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | EQR | EXR |
|---|---|---|
| Return on Equity (TTM) | 9.21% | 7.02% |
| Return on Assets (TTM) | 4.85% | 3.39% |
| Net Profit Margin (TTM) | 33.22% | 29.51% |
| Operating Profit Margin (TTM) | 45.56% | 43.69% |
| Gross Profit Margin (TTM) | 63.05% | 71.25% |
Financial Strength
Current Ratio (MRQ)
EQR
0.02
Residential REITs Industry
- Max
- 1.28
- Q3
- 0.64
- Median
- 0.21
- Q1
- 0.12
- Min
- 0.00
EQR’s Current Ratio of 0.02 falls into the lower quartile for the Residential REITs industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
EXR
0.30
Specialized REITs Industry
- Max
- 1.74
- Q3
- 1.13
- Median
- 0.59
- Q1
- 0.35
- Min
- 0.09
EXR’s Current Ratio of 0.30 falls into the lower quartile for the Specialized REITs industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
EQR
0.76
Residential REITs Industry
- Max
- 1.62
- Q3
- 1.10
- Median
- 0.83
- Q1
- 0.69
- Min
- 0.28
EQR’s Debt-to-Equity Ratio of 0.76 is typical for the Residential REITs industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
EXR
0.94
Specialized REITs Industry
- Max
- 4.54
- Q3
- 3.26
- Median
- 1.09
- Q1
- 0.58
- Min
- 0.16
EXR’s Debt-to-Equity Ratio of 0.94 is typical for the Specialized REITs industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
EQR
5.11
Residential REITs Industry
- Max
- 5.11
- Q3
- 4.01
- Median
- 2.53
- Q1
- 1.52
- Min
- 0.52
EQR’s Interest Coverage Ratio of 5.11 is in the upper quartile for the Residential REITs industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.
EXR
3.40
Specialized REITs Industry
- Max
- 5.24
- Q3
- 4.05
- Median
- 2.99
- Q1
- 2.10
- Min
- 1.28
EXR’s Interest Coverage Ratio of 3.40 is positioned comfortably within the norm for the Specialized REITs industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | EQR | EXR |
|---|---|---|
| Current Ratio (MRQ) | 0.02 | 0.30 |
| Quick Ratio (MRQ) | 0.02 | 0.22 |
| Debt-to-Equity Ratio (MRQ) | 0.76 | 0.94 |
| Interest Coverage Ratio (TTM) | 5.11 | 3.40 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
EQR
4.31%
Residential REITs Industry
- Max
- 4.21%
- Q3
- 3.83%
- Median
- 3.40%
- Q1
- 3.27%
- Min
- 2.80%
EQR’s Dividend Yield of 4.31% is exceptionally high, placing it well above the typical range for the Residential REITs industry. While this may seem attractive, an unusually high yield can sometimes be a warning sign, reflecting a falling stock price or market concerns about the dividend’s sustainability.
EXR
4.78%
Specialized REITs Industry
- Max
- 7.06%
- Q3
- 5.09%
- Median
- 4.51%
- Q1
- 3.18%
- Min
- 1.78%
EXR’s Dividend Yield of 4.78% is consistent with its peers in the Specialized REITs industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
EQR
102.14%
Residential REITs Industry
- Max
- 210.87%
- Q3
- 145.45%
- Median
- 102.94%
- Q1
- 84.58%
- Min
- 17.15%
EQR’s Dividend Payout Ratio of 102.14% is within the typical range for the Residential REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
EXR
140.88%
Specialized REITs Industry
- Max
- 295.93%
- Q3
- 182.11%
- Median
- 119.31%
- Q1
- 65.42%
- Min
- 43.86%
EXR’s Dividend Payout Ratio of 140.88% is within the typical range for the Specialized REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | EQR | EXR |
|---|---|---|
| Dividend Yield (TTM) | 4.31% | 4.78% |
| Dividend Payout Ratio (TTM) | 102.14% | 140.88% |
Valuation
Price-to-Earnings Ratio (TTM)
EQR
23.67
Residential REITs Industry
- Max
- 177.01
- Q3
- 109.22
- Median
- 31.26
- Q1
- 25.84
- Min
- 8.46
The P/E Ratio is often not the primary metric for valuation in the Residential REITs industry.
EXR
29.47
Specialized REITs Industry
- Max
- 85.59
- Q3
- 64.69
- Median
- 29.09
- Q1
- 18.22
- Min
- 8.79
The P/E Ratio is often not the primary metric for valuation in the Specialized REITs industry.
Price-to-Sales Ratio (TTM)
EQR
7.86
Residential REITs Industry
- Max
- 12.50
- Q3
- 10.33
- Median
- 8.01
- Q1
- 6.55
- Min
- 5.06
EQR’s P/S Ratio of 7.86 aligns with the market consensus for the Residential REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
EXR
8.70
Specialized REITs Industry
- Max
- 14.35
- Q3
- 9.60
- Median
- 8.74
- Q1
- 5.61
- Min
- 1.63
EXR’s P/S Ratio of 8.70 aligns with the market consensus for the Specialized REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
EQR
2.33
Residential REITs Industry
- Max
- 4.49
- Q3
- 2.83
- Median
- 2.20
- Q1
- 1.42
- Min
- 0.67
EQR’s P/B Ratio of 2.33 is within the conventional range for the Residential REITs industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
EXR
2.27
Specialized REITs Industry
- Max
- 11.33
- Q3
- 5.68
- Median
- 2.69
- Q1
- 1.81
- Min
- 0.71
EXR’s P/B Ratio of 2.27 is within the conventional range for the Specialized REITs industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | EQR | EXR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 23.67 | 29.47 |
| Price-to-Sales Ratio (TTM) | 7.86 | 8.70 |
| Price-to-Book Ratio (MRQ) | 2.33 | 2.27 |
| Price-to-Free Cash Flow Ratio (TTM) | 43.07 | 36.60 |