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Stock Comparison · Structural lead, mixed market

Extra Space Storage vs Realty Income: Which Stock Looks Stronger in 2026?

Extra Space Storage holds the cleaner structural position, with the lead spread across profitability and stability. Realty ome still has the edge on stability, which keeps the comparison from looking entirely one-sided. The market setup is currently leaning toward Realty ome, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Extra Space Storage, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Profitability drives the lead, while growth keeps the result from looking one-sided. The overall score gap is 12 points in favour of Extra Space Storage Inc..

Trajectory Similarity
0.78
Similar
Peer-set rank: #4
within Extra Space Storage Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

Most of the shared profile comes through investment intensity and revenue growth trajectory.

Similarity drivers
investment intensityrevenue growth trajectory
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
EXR
Extra Space Storage Inc.
58
Peer-Score
Signal qualityMedium
vs
O
Realty Income Corporation
46
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: EXR vs O Profitability 62 22 Stability 38 74 Valuation 63 34 Growth 62 69 EXR O
Gap Ranking
#1 Profitability +40
#2 Stability +36
#3 Valuation +29
#4 Growth +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for EXR and O Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer EXRO Relative valuation Structural strength

The two profiles are relatively close, but the price setup still leans toward Extra Space Storage Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
Extra Space Storage Inc. sits in the stronger part of the group on profitability, while Realty Income Corporation is closer to mid-pack.
Stability
Realty Income Corporation ranks near the top of the group on stability; Extra Space Storage Inc. sits in the weaker half.
Profitability — Dominant Gap
EXR
62
O
22
Gap+40in favour of EXR

Return on equity adds support too, with a 4.3-point advantage.

What keeps the gap from being one-sided

There is still a strong counterforce in stability, so the lead stays clear without becoming a sweep.

What this means for the comparison

The profitability edge is decisive, even though current pricing and stability still lean somewhat toward Realty Income Corporation.

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Break down the EXR vs O comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how EXR and O each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.