EXR vs UWMC vs SMA Stock Comparison

Extra Space Storage, UWM Holdings and SmartStop Self Storage REIT Prices as of Oct 27, 2026 Peers: Industry group
EXR Extra Space Storage Inc.
$144.71 +8.5% 1M -3.2% 1Y
Market cap
$31.73B
P/E
30.5x
Revenue (TTM)
$3.48B
Div. yield
–
Self-Storage REITs Real Estate
5 wins
UWMC UWM Holdings Corp
$1.55 +26.0% 1M -73.5% 1Y
Market cap
$507.98M
P/E
–
Revenue (TTM)
$3.58B
Div. yield
–
Mortgage Lending Financial Services
3 wins

Head to Head

11 decided of 12

Extra Space Storage leads on 5 of the 12 questions below (Extra Space Storage 5, UWM Holdings 3, SmartStop Self Storage REIT 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEXRUWMCSMALeader
Larger companyMarket capitalisation $31.73B $507.98M $1.98B EXR
Cheaper on earningsLower P/E, profitable companies only 30.5x -13.7x 68.6x EXR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 30.0x 8.2x 56.0x UWMC
Faster revenue growthRevenue growth, trailing twelve months +4.1% +26.1% +21.1% UWMC
More profitableNet margin, trailing twelve months — -1.0% 9.4% SMA
Better return on capitalReturn on invested capital — 6.3% 2.5% UWMC
Less leveragedLower net debt / EBITDA — 10.6x 7.2x SMA
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.04% –
Better 1-year returnPrice return, last 12 months -3.2% -73.5% -5.9% EXR
Better 5-year returnAnnualised price return, 5 years -5.7%/yr -25.6%/yr — EXR
Less volatileAnnualised volatility, 1 year 23.1% 80.1% 27.1% EXR
Higher overall scoreMean of the five percentile scores vs peers 46/100 36/100 55/100 SMA

Percentile Scorecard

EXRUWMCSMA

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

AxisEXRUWMCSMA
Valuation 35 #95 of 145 20 #136 of 169 19 #118 of 145
Growth 59 #58 of 141 16 #135 of 160 92 #12 of 141
Profitability – 32 #102 of 149 41 #80 of 134
Financial Health – 18 #130 of 158 53 #66 of 138
Shareholder Returns 45 #72 of 131 95 #8 of 136 69 #41 of 131
Overall 46 36 55
  • EXR ranked among 149 companies in Property REITs
  • UWMC ranked among 174 companies in Lending and Credit
  • SMA ranked among 149 companies in Property REITs

Price Performance

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

Returns

PeriodEXRUWMCSMASPY
1 month +8.5%+26.0%+11.2% -0.2%
3 months -5.0%-17.1%-0.2% +3.9%
6 months +2.6%-57.5%+10.1% +8.2%
Year to date +11.1%-64.6%+14.1% +12.9%
1 year -3.2%-73.5%-5.9% +12.3%
3 years +38.6%-68.9%— +87.4%
3 years, per year +11.5%-32.3%— +23.3%
5 years -25.3%-77.1%— +67.9%
5 years, per year -5.7%-25.6%— +10.9%
10 years +105.0%—— +261.1%
10 years, per year +7.4%—— +13.7%

Risk

MeasureEXRUWMCSMASPY
Volatility, 1Y 23.1%80.1%27.1% 12.7%
Downside volatility, 1Y 23.6%89.8%26.5% 12.7%
Beta vs S&P 500, 1Y 0.341.480.51 1.00
Return / volatility, 1Y -0.14-0.92-0.22 0.97
Max drawdown, 5Y -54.5%-89.5%-24.0% -25.4%
From 52-week high -5.3%-74.6%-5.9% -1.2%
52-week high $152.75$6.10$37.51 $779.14
52-week low $126.69$1.00$29.63 $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.

MultipleEXRUWMCSMA
P/E now vs peer median 29.4xmedian 26.3x -14.1xmedian 11.1x 67.7xmedian 26.3x
P/S now vs peer median 8.8xmedian 4.0x 0.7xmedian 2.6x 6.4xmedian 4.0x
EV/EBITDA now vs peer median —median 14.4x 15.3xmedian 13.5x 20.4xmedian 14.4x
P/FCF now vs peer median 26.5xmedian 23.3x -0.5xmedian 7.0x -67.3xmedian 23.3x
P/B now vs peer median —median 1.3x 2.5xmedian 0.7x 1.6xmedian 1.3x
PEG now vs peer median 5.64median 1.91 0.28median 0.32 0.88median 1.91

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 monthsEXRUWMCSMA
Revenue $3.48B $3.58B $306.46M
Gross profit – – $183.40M
Operating income $1.52B – $65.70M
Net income $1.09B -$104.96M $30.62M
Free cash flow – -$4.92B -$29.06M
EPS (diluted) $4.72 $-0.11 $0.52
Cash & equivalents $114.82M $498.41M $44.19M
Total debt – $19.23B $1.12B
Shares (diluted) 220.36M 337.53M 55.45M
Enterprise value $31.73B -$1.79B $1.77B

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
MetricEXRUWMCSMA
P/E 29.4x -14.1x 67.7x
P/FCF 26.5x -0.5x -67.3x
P/Operating cash flow – -0.5x 17.7x
P/S 8.8x 0.7x 6.4x
P/B – 2.5x 1.6x
P/Tangible book – -0.6x 1.6x
EV/EBITDA – 15.3x 20.4x
EV/EBIT – 17.3x 46.1x
EV/Revenue 8.8x 2.2x 9.9x
EV/FCF – -1.6x -104.3x
EV/Operating cash flow – -1.6x 27.5x
PEG (3Y EPS CAGR) 5.64 0.28 0.88

Growth

14 metrics
MetricEXRUWMCSMA
Revenue growth (1Y) 4.1% 26.1% 21.1%
Revenue CAGR (3Y) 15.3% 27.3% 10.1%
Gross profit growth (1Y) – – 14.0%
Gross profit CAGR (3Y) – – 5.3%
Operating income growth (1Y) 7.1% – 4.2%
Operating income CAGR (3Y) 11.2% – 0.5%
Net income growth (1Y) 8.9% -175.0% 214.8%
Net income CAGR (3Y) 8.9% -31.9% 42.0%
EPS growth (1Y) 10.0% -287.6% 206.1%
EPS CAGR (3Y) 5.2% -51.2% 76.7%
Operating cash flow growth (1Y) – -103.1% 116.7%
Operating cash flow CAGR (3Y) – -18.2% 6.3%
Free cash flow growth (1Y) – -100.4% 90.0%
Free cash flow CAGR (3Y) – -18.4% -32.5%

Profitability

14 metrics
MetricEXRUWMCSMA
Gross margin – – 59.8%
EBITDA margin – 14.6% 48.4%
Operating margin – – 21.4%
Pretax margin – -3.2% 5.7%
Net margin – -1.0% 9.4%
FCF margin – -137.6% -9.5%
Operating cash flow margin – -135.9% 36.0%
Return on equity – -8.1% 2.4%
Return on assets 3.7% -0.6% 1.3%
Return on invested capital – 6.3% 2.5%
Return on capital employed – – –
Asset turnover 0.1x 0.2x 0.1x
Cash conversion (OCF / net income) – 46.3x 3.6x
Stock comp / revenue – 1.6% 4.8%

Financial Health

11 metrics
MetricEXRUWMCSMA
Debt / assets – 33.5% 45.9%
Debt / equity – 6.1x 0.9x
Net debt / EBITDA – 10.6x 7.2x
Debt / FCF – -1.2x -38.5x
Liabilities / assets 52.5% 94.5% 48.4%
Equity / assets – 5.5% 51.6%
Interest coverage – 0.8x 1.3x
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricEXRUWMCSMA
Dividend yield 4.5% 19.4% 4.6%
Net buyback yield – – –
Shareholder yield 4.5% 19.4% 4.6%
Payout ratio (earnings) – – 289.2%
Payout ratio (FCF) – – -304.8%
Dividend growth (1Y) – – 76.9%
Dividend CAGR (3Y) – – 18.9%

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.

ConsensusEXRUWMCSMA
Forward P/E 30.0xFY2026 8.2xFY2026 56.0xFY2026
EPS, next fiscal year $4.82FY2026 $0.19FY2026 $0.63FY2026
EPS growth, next FY +5.0%FY2026 +58.3%FY2026 –
EPS growth, the year after -2.1% +26.3% -3.2%
Revenue, next fiscal year $3.38BFY2026 $2.26BFY2026 $266.15MFY2026
Revenue growth, next FY +0.1%FY2026 -5.8%FY2026 +11.6%FY2026
Revenue growth, the year after +11.4% +37.3% -3.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEXRUWMCSMA
Held by institutions 97.5% 17.0% 92.8%
Institutions holding 795 290 262
Change in shares held, QoQ +2.2% +31.8% +1.3%
Institutions buying 386 213 142
Institutions selling 266 50 87
Buyers to sellers 1.45 4.26 1.63

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.

EXRUWMCSMA
EXR 1.00 0.20 0.71
UWMC 0.20 1.00 0.17
SMA 0.71 0.17 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EXR, UWMC and SMA?

Extra Space Storage (EXR) is the largest by market capitalisation: Extra Space Storage (EXR) $31.73B, UWM Holdings (UWMC) $507.98M, SmartStop Self Storage REIT (SMA) $1.98B.

Which stock is cheaper, EXR, UWMC and SMA?

Extra Space Storage (EXR) trades on the lowest price-to-earnings ratio (Extra Space Storage (EXR) 30.5x, UWM Holdings (UWMC) -13.7x, SmartStop Self Storage REIT (SMA) 68.6x). On next year's consensus earnings, UWM Holdings (UWMC) is cheapest (Extra Space Storage (EXR) 30.0x, UWM Holdings (UWMC) 8.2x, SmartStop Self Storage REIT (SMA) 56.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

UWM Holdings (UWMC) grew revenue fastest over the trailing twelve months: Extra Space Storage (EXR) +4.1%, UWM Holdings (UWMC) +26.1%, SmartStop Self Storage REIT (SMA) +21.1%.

Which company is more profitable?

SmartStop Self Storage REIT (SMA) has the highest net margin (UWM Holdings (UWMC) -1.0%, SmartStop Self Storage REIT (SMA) 9.4%). On return on invested capital, UWM Holdings (UWMC) leads (UWM Holdings (UWMC) 6.3%, 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) -3.2%, UWM Holdings (UWMC) -73.5%, SmartStop Self Storage REIT (SMA) -5.9%. Over five years, Extra Space Storage (EXR) compounded fastest (Extra Space Storage (EXR) -5.7%/yr, UWM Holdings (UWMC) -25.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Extra Space Storage (EXR) 0.00%, UWM Holdings (UWMC) 0.00%, SmartStop Self Storage REIT (SMA) 0.04%. Extra Space Storage (EXR) and UWM Holdings (UWMC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Extra Space Storage (EXR) has been the steadiest (Extra Space Storage (EXR) 23.1%, UWM Holdings (UWMC) 80.1%, SmartStop Self Storage REIT (SMA) 27.1%). Volatility measures how widely the price swings, not the risk of the business.

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

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 5. 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.