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 ?10.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.206
Beta (levered) ?1.689
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 · 2026-07-21

EXR · Extra Space Storage Inc.

$149.212026-07-21
Sector: Real Estate; Industry: REIT - Industrial; Sub-Industry: Self-Storage REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-346.5% vs market
Base · active
$0
-140.7% vs market
Bear
$0
-108.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-13
Base $-61
Bull $-368
Market $149
Median $153
Market Price $149
Mulya.ai Base $-61
Analysts Median $153
Mulya.ai IV range ($-13 · $-368)
Analysts Range ($145 · $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
2024.Q1$2.6B44.7%2.7%$1.1B−$706MM$432MM9.9%4.5%$25.4B$3.65
2024.Q4$2.6B0.0%44.7%3.6%$1.1B$534MM$1.7B10.4%4.4%$26.1B$3.65
2025.Q1$3.3B27.6%39.6%3.6%$1.3B$426MM$1.7B10.5%4.9%$26.3B$3.88
2025.Q4$3.3B0.0%39.6%3.9%$1.3B$710MM$2.0B11.4%4.7%$27.3B$3.88
2026.Q1$3.4B1.7%43.3%4.2%$1.4B$753MM$2.2B11.1%5.2%$26.4B$4.2922.4
italics below = DCF projection · 10yr Rev CAGR: 5.9%
2027.Q1$3.5B+3.1%44.2%5.8%$1.5B−$613MM$845MM10.7%$763MM5.5%$27.0B$6.6222.5
2028.Q1$3.6B+3.2%44.2%7.4%$1.5B−$726MM$754MM10.5%$617MM5.4%$27.7B$6.7222.2
2029.Q1$3.8B+4.0%44.2%8.9%$1.5B−$1.0B$495MM10.3%$367MM5.4%$28.7B$6.8721.7
2030.Q1$4.0B+6.6%44.2%10.5%$1.6B−$11.2B−$9.6B10.1%−$6.5B4.6%$39.9B$7.1920.8
2031.Q1$4.4B+10.0%44.2%12.1%$1.7B−$6.5B−$4.8B9.9%−$2.9B4.0%$46.4B$7.7819.2
Term. Yr+$6.3B4.1%36.0%20.0%$1.8B−$860MM$944MM8.6%$8.3B8.6%
Active scenario IV: $0 (-140.7% vs market)