Eastgroup Properties Inc vs Extra Space Storage Inc

Eastgroup Properties Inc (EGP) is overvalued and Extra Space Storage Inc (EXR) is slightly undervalued.

Against our estimates of intrinsic value, EXR trades at the wider discount: a margin of safety of +19%, against -110% for EGP.

Values as of the 22 Sept 2026 close.

Eastgroup Properties Inc (EGP)

Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $96.81; the price of $203.44 is 110% above that value, and 75% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

Extra Space Storage Inc (EXR)

Discounting its cash flows at 9.1% (average of 3 methods) values the shares at $167.23; the price of $134.99 is 19% below that value, and 77% of that value comes from beyond year five.

Leak Score 57/100 on 8 of 12 signals

MetricEGPEXR
VerdictOvervaluedSlightly undervalued
Price$203.44$134.99
Intrinsic value$96.81$167.23
Margin of safety-110%+19%
Leak Score0/100 (2/12)57/100 (8/12)
Market cap$10.9B$29.8B
Revenue growth, 5 years14.5%20.0%
Operating margin40.5%26.1%
Net margin40.5%27.7%
Return on equity8.7%7.1%
Debt to equity0.471.09
P/E35.7x30.2x
Forward P/E34.9x28.0x
P/B3.1x2.1x
Dividend yield3.1%4.8%

All stocks in REIT - Industrial