Mulya.ai
Ticker
EXR
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?11.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.242
Beta (levered) ?1.833
Terminal OM% ?36.0%
Segment conc. ?89% dominant
Terminal growth ?4.1%
Bond rating ?B- · 5.00%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

EXR · Extra Space Storage Inc.

$133.862026-05-17
Sector: Real Estate; Industry: REIT - Industrial; Sub-Industry: Self-Storage REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$38
-71.9% vs market
Base · active
$0
-117.6% vs market
Bear
$0
-114.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-19
Base $-24
Bull $38
Market $134
Median $149
Market Price $134
Mulya.ai Base $-24
Analysts Median $149
Mulya.ai IV range ($-19 · $38)
Analysts Range ($143 · $164)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$1.6B60.6%2.3%$954MM$193MM$1.1B9.0%10.6%$9.0B$3.74
2022.Q4$2.0B22.1%53.4%2.2%$1.0B$26MM$1.1B9.8%10.5%$10.5B$3.89
2023.Q4$2.6B33.0%44.7%2.5%$1.1B−$873MM$268MM9.6%6.4%$25.3B$3.63
2024.Q4$3.3B27.6%39.6%3.6%$1.3B$534MM$1.8B10.4%5.0%$26.1B$3.87
2025.Q4$3.4B1.2%44.1%3.9%$1.4B$710MM$2.1B11.4%5.4%$27.3B$4.4119.9
italics below = DCF projection · 10yr Rev CAGR: 4.5%
2026.Q4$3.5B+2.4%44.2%5.5%$1.4B−$247MM$1.2B11.0%$1.1B5.3%$27.5B$6.5420.5
2027.Q4$3.6B+3.0%44.2%7.1%$1.5B−$401MM$1.1B10.8%$865MM5.3%$27.9B$6.6220.2
2028.Q4$3.7B+4.7%44.2%8.7%$1.5B−$871MM$636MM10.5%$468MM5.3%$28.8B$6.8219.6
2029.Q4$4.1B+9.2%44.2%10.3%$1.6B$0MM$1.6B10.3%$1.1B5.6%$28.8B$7.3118.3
2030.Q4$4.3B+4.5%44.2%11.9%$1.7B−$5.5B−$3.8B10.0%−$2.3B5.3%$34.3B$7.5117.8
Term. Yr+$5.5B4.1%36.0%20.0%$1.6B−$750MM$824MM8.6%$7.1B8.6%
Active scenario IV: $0 (-117.6% vs market)