EXR vs SMA vs UMH Stock Comparison

Extra Space Storage, SmartStop Self Storage REIT and Umh Properties Prices as of Nov 4, 2026 Peers: Industry group
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EXR Extra Space Storage Inc.
$161.03 +21.2% 1M +22.5% 1Y
Market cap
$33.64B
P/E
32.7x
Revenue (TTM)
$3.48B
Div. yield
4.02%
Self-Storage REITs Real Estate
9 wins
UMH Umh Properties, Inc.
$15.45 +0.5% 1M +6.2% 1Y
Market cap
$1.32B
P/E
145.6x
Revenue (TTM)
$278.58M
Div. yield
5.92%
Residential REITs Real Estate
2 wins

Head to Head

12 decided of 12

Extra Space Storage leads on 9 of the 12 questions below (Extra Space Storage 9, Umh Properties 2, SmartStop Self Storage REIT 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEXRSMAUMHLeader
Larger companyMarket capitalisation $33.64B $2.11B $1.32B EXR
Cheaper on earningsLower P/E, profitable companies only 32.7x 73.1x 145.6x EXR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 33.4x 60.5x 96.6x EXR
Faster revenue growthRevenue growth, trailing twelve months +4.1% +21.1% +8.5% SMA
More profitableNet margin, trailing twelve months 29.9% 9.4% 3.3% EXR
Better return on capitalReturn on invested capital 5.3% 2.5% — EXR
Less leveragedLower net debt / EBITDA 5.8x 7.2x — EXR
Higher dividend yieldTrailing dividend yield 4.02% 4.25% 5.92% UMH
Better 1-year returnPrice return, last 12 months +22.5% +11.6% +6.2% EXR
Better 5-year returnAnnualised price return, 5 years -3.7%/yr — -8.8%/yr EXR
Less volatileAnnualised volatility, 1 year 22.7% 27.1% 20.8% UMH
Higher overall scoreMean of the five percentile scores vs peers 55/100 55/100 40/100 EXR

Percentile Scorecard

EXRSMAUMH

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEXRSMAUMH
Valuation 15 #124 of 146 19 #118 of 146 12 #129 of 146
Growth 61 #57 of 145 92 #12 of 145 37 #92 of 145
Profitability 86 #21 of 141 42 #82 of 141 40 #85 of 141
Financial Health 54 #68 of 146 53 #69 of 146 41 #87 of 146
Shareholder Returns 60 #55 of 136 69 #43 of 136 71 #40 of 136
Overall 55 55 40
  • EXR ranked among 149 companies in Property REITs
  • SMA ranked among 149 companies in Property REITs
  • UMH ranked among 149 companies in Property REITs

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEXRSMAUMHSPY
1 month +21.2%+17.4%+0.5% -1.0%
3 months +7.4%+12.7%+1.5% -0.4%
6 months +11.9%+18.8%-1.8% +4.5%
Year to date +23.7%+23.2%-2.9% +12.4%
1 year +22.5%+11.6%+6.2% +13.6%
3 years +50.5%—+3.6% +76.4%
3 years, per year +14.6%—+1.2% +20.8%
5 years -17.3%—-36.9% +63.7%
5 years, per year -3.7%—-8.8% +10.4%
10 years +124.7%—+31.5% +267.7%
10 years, per year +8.4%—+2.8% +13.9%

Risk

MeasureEXRSMAUMHSPY
Volatility, 1Y 22.7%27.1%20.8% 12.8%
Downside volatility, 1Y 22.0%26.0%21.0% 12.7%
Beta vs S&P 500, 1Y 0.300.480.09 1.00
Return / volatility, 1Y 0.990.430.30 1.06
Max drawdown, 5Y -54.5%-24.0%-50.9% -25.4%
From 52-week high 0.0%0.0%-7.3% -1.6%
52-week high $161.03$38.12$16.67 $779.14
52-week low $126.69$29.63$14.14 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEXRSMAUMH
P/E now vs peer median 32.7xmedian 26.6x 73.1xmedian 26.6x 145.6xmedian 26.6x
P/S now vs peer median 9.7xmedian 4.3x 6.9xmedian 4.3x 4.7xmedian 4.3x
EV/EBITDA now vs peer median 20.3xmedian 14.7x 21.5xmedian 14.7x —median 14.7x
P/FCF now vs peer median 29.3xmedian 22.1x -72.6xmedian 22.1x -8.2xmedian 22.1x
P/B now vs peer median 2.4xmedian 1.3x 1.7xmedian 1.3x 1.5xmedian 1.3x
PEG now vs peer median 6.28median 2.01 0.95median 2.01 4.18median 2.01

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEXRSMAUMH
Revenue $3.48B $306.46M $278.58M
Gross profit $2.54B $183.40M –
Operating income $1.52B $65.70M –
Net income $1.09B $30.62M -$1.41M
Free cash flow $1.15B -$29.06M -$161.58M
EPS (diluted) $4.72 $0.52 $0.11
Cash & equivalents $114.82M $44.19M $38.21M
Total debt $13.41B $1.12B $1.22B
Shares (diluted) 220.36M 55.45M 85.94M
Enterprise value $33.42B $2.01B $1.15B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEXRSMAUMH
P/E 32.7x 73.1x 145.6x
P/FCF 29.3x -72.6x -8.2x
P/Operating cash flow 17.6x 19.1x 15.5x
P/S 9.7x 6.9x 4.7x
P/B 2.4x 1.7x 1.5x
P/Tangible book 2.4x 1.7x 1.5x
EV/EBITDA 20.3x 21.5x –
EV/EBIT 30.8x 48.5x –
EV/Revenue 13.5x 10.4x 9.0x
EV/FCF 40.9x -109.7x -15.5x
EV/Operating cash flow 24.6x 28.9x 29.3x
PEG (3Y EPS CAGR) 6.28 0.95 4.18

Growth

14 metrics
MetricEXRSMAUMH
Revenue growth (1Y) 4.1% 21.1% 8.5%
Revenue CAGR (3Y) 15.3% 10.1% 9.4%
Gross profit growth (1Y) 4.2% 14.0% –
Gross profit CAGR (3Y) 13.4% 5.3% –
Operating income growth (1Y) 7.1% 4.2% –
Operating income CAGR (3Y) 11.2% 0.5% –
Net income growth (1Y) 8.9% 214.8% -105.3%
Net income CAGR (3Y) 8.9% 42.0% -95.9%
EPS growth (1Y) 10.0% 206.1% 38.7%
EPS CAGR (3Y) 5.2% 76.7% 34.8%
Operating cash flow growth (1Y) 1.1% 116.7% -2.7%
Operating cash flow CAGR (3Y) 12.9% 6.3% 2.8%
Free cash flow growth (1Y) 34.3% 90.0% -34.9%
Free cash flow CAGR (3Y) 10.3% -32.5% -11.5%

Profitability

14 metrics
MetricEXRSMAUMH
Gross margin 73.0% 59.8% –
EBITDA margin 66.5% 48.4% –
Operating margin 43.8% 21.4% –
Pretax margin 29.8% 5.7% –
Net margin 29.9% 9.4% 3.3%
FCF margin 33.0% -9.5% -58.0%
Operating cash flow margin 55.0% 36.0% 30.7%
Return on equity 7.8% 2.4% 3.3%
Return on assets 3.7% 1.3% 1.7%
Return on invested capital 5.3% 2.5% –
Return on capital employed – – –
Asset turnover 0.1x 0.1x 0.2x
Cash conversion (OCF / net income) 1.8x 3.6x -60.5x
Stock comp / revenue 1.1% 4.8% 1.7%

Financial Health

11 metrics
MetricEXRSMAUMH
Debt / assets 46.3% 45.9% 69.1%
Debt / equity 1.0x 0.9x 1.4x
Net debt / EBITDA 5.8x 7.2x –
Debt / FCF 11.7x -38.5x -7.6x
Liabilities / assets 52.5% 48.4% 50.1%
Equity / assets 47.5% 51.6% 49.9%
Interest coverage – 1.3x –
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricEXRSMAUMH
Dividend yield 4.0% 4.2% 5.9%
Net buyback yield 1.4% – -1.0%
Shareholder yield 5.4% 4.2% 4.9%
Payout ratio (earnings) 125.6% 289.2% -5,143%
Payout ratio (FCF) 119.3% -304.8% -45.0%
Dividend growth (1Y) -0.6% 76.9% 4.9%
Dividend CAGR (3Y) 14.8% 18.9% 15.9%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEXRSMAUMH
Forward P/E 33.4xFY2026 60.5xFY2026 96.6xFY2026
EPS, next fiscal year $4.82FY2026 $0.63FY2026 $0.16FY2026
EPS growth, next FY +5.0%FY2026 – +128.6%FY2026
EPS growth, the year after -2.1% -3.2% +12.5%
Revenue, next fiscal year $3.38BFY2026 $266.15MFY2026 $260.25MFY2026
Revenue growth, next FY +0.1%FY2026 +11.6%FY2026 +14.8%FY2026
Revenue growth, the year after +11.4% -3.5% -1.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEXRSMAUMH
Held by institutions 97.5% 92.8% 75.8%
Institutions holding 798 264 258
Change in shares held, QoQ +2.2% +1.3% -3.4%
Institutions buying 388 142 131
Institutions selling 267 89 79
Buyers to sellers 1.45 1.60 1.66

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EXRSMAUMH
EXR 1.00 0.71 0.52
SMA 0.71 1.00 0.50
UMH 0.52 0.50 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EXR, SMA and UMH?

Extra Space Storage (EXR) is the largest by market capitalisation: Extra Space Storage (EXR) $33.64B, SmartStop Self Storage REIT (SMA) $2.11B, Umh Properties (UMH) $1.32B.

Which stock is cheaper, EXR, SMA and UMH?

Extra Space Storage (EXR) trades on the lowest price-to-earnings ratio (Extra Space Storage (EXR) 32.7x, SmartStop Self Storage REIT (SMA) 73.1x, Umh Properties (UMH) 145.6x). On next year's consensus earnings, Extra Space Storage (EXR) is cheapest (Extra Space Storage (EXR) 33.4x, SmartStop Self Storage REIT (SMA) 60.5x, Umh Properties (UMH) 96.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

SmartStop Self Storage REIT (SMA) grew revenue fastest over the trailing twelve months: Extra Space Storage (EXR) +4.1%, SmartStop Self Storage REIT (SMA) +21.1%, Umh Properties (UMH) +8.5%.

Which company is more profitable?

Extra Space Storage (EXR) has the highest net margin (Extra Space Storage (EXR) 29.9%, SmartStop Self Storage REIT (SMA) 9.4%, Umh Properties (UMH) 3.3%). On return on invested capital, Extra Space Storage (EXR) leads (Extra Space Storage (EXR) 5.3%, SmartStop Self Storage REIT (SMA) 2.5%).

Which stock has performed better?

Over the past year Extra Space Storage (EXR) returned the most: Extra Space Storage (EXR) +22.5%, SmartStop Self Storage REIT (SMA) +11.6%, Umh Properties (UMH) +6.2%. Over five years, Extra Space Storage (EXR) compounded fastest (Extra Space Storage (EXR) -3.7%/yr, Umh Properties (UMH) -8.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Umh Properties (UMH) has the highest dividend yield: Extra Space Storage (EXR) 4.02%, SmartStop Self Storage REIT (SMA) 4.25%, Umh Properties (UMH) 5.92%.

Which stock is riskier?

By one-year price volatility, Umh Properties (UMH) has been the steadiest (Extra Space Storage (EXR) 22.7%, SmartStop Self Storage REIT (SMA) 27.1%, Umh Properties (UMH) 20.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EXR, SMA and UMH?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Extra Space Storage (EXR) leads on 9. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.