COMP <GO>
EXR vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Extra Space Storage Inc (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: EXR 7
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $151.32 (+0.95%) • MKT CAP: $31.67B
roic
5.70%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EXR VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EXR | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | -30.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.70% | 17.37% | -11.67 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.7x | 9.7x | +17.03 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 5.82% | -18.14% | +23.96 | EXR | /fcf-yield <GO> |
| Operating Margin | 75.00% | 42.07% | +32.93 | EXR | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 32.63% | +35.37 | EXR | /net-margins <GO> |
| Revenue Growth (YoY) | 7.10% | 13.53% | -6.43 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.34% | 1.96% | +2.38 | EXR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.61 | 0.37 | +1.24 | EXR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | EXR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 4.84% | +1.66 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 76.4 | 49.0 | +27.32 | EXR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.00 | -0.11 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.2x | 13.6x | +16.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.67B | $895.92B | -$864.25B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EXR REV | JPM REV | EXR GROSS % | JPM GROSS % | EXR FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $129.5M | $182.45B | -609.1% | — | $1.84B | -$147.78B |
| FY 2024 | $120.9M | $177.56B | -588.1% | — | $1.88B | -$42.01B |
| FY 2023 | $102.0M | $158.10B | 44.0% | — | $1.40B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EXR // BETA 0.89
JPM // BETA 1.00