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EXR vs IR

Comparison between Extra Space Storage Inc (EXR, Company) and Ingersoll-Rand Inc (IR, Company).

EXR is from the Real Estate sector, while IR is from the Industrials sector.

5-Year PerformanceIR has outperformed EXR, delivering a return of +11.5% compared to +2.2%

EXR vs IR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EXR
$31B
IR
$30B
Max Drawdown
EXR
74.76%
Winner
IR
50.27%
Sharpe Ratio
Winner
EXR
0.09
IR
-0.04
5Y Beta
Winner
EXR
0.52
IR
1.25
Industry
EXR
Reit - Industrial
IR
Specialty Industrial Machinery
P/E Ratio
Winner
EXR
32.58
IR
60.77
Forward P/E
EXR
32.89
Winner
IR
22.27
PEG Ratio
EXR
8.89
IR
N/A
Dividend Yield
Winner
EXR
4.43%
IR
0.10%
5Y Dividends CAGR
EXR
16.34%
IR
N/A
5Y EPS CAGR
EXR
0.31%
Winner
IR
2.91%
Debt to Equity
Winner
EXR
0.00%
IR
0.01%
Free Cash Flow Yield
Winner
EXR
6.06%
IR
4.26%

EXR vs IR - Historical Returns

Returns include dividend reinvestment.

1M
EXR
+5.50%
Winner
IR
+11.35%
3M
Winner
EXR
+7.75%
IR
-5.00%
6M
Winner
EXR
+13.56%
IR
-1.14%
1Y
Winner
EXR
+3.89%
IR
-3.47%
5Y(CAGR)
EXR
+2.16%
Winner
IR
+11.48%
10Y(CAGR)
EXR
+9.30%
Winner
IR
+16.40%
Max(CAGR)
Winner
EXR
+16.65%
IR
+16.40%

EXR vs IR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearEXRIR
2026+13.49%-2.27%
2025-7.81%-12.40%
2024-5.19%+17.99%
2023+16.04%+46.11%
2022-30.51%-12.23%
2021+111.10%+39.68%
2020+14.54%+23.54%
2019+24.89%+87.32%
2018+9.48%-39.34%
2017+18.10%+60.81%
2016-8.78%N/A
2015+54.36%N/A
2014+45.13%N/A
2013+18.42%N/A
2012+53.26%N/A
2011+39.09%N/A
2010+50.31%N/A
2009+20.60%N/A
2008-20.08%N/A
2007-18.27%N/A
2006+26.37%N/A
2005+23.28%N/A
2004+9.28%N/A

EXR vs IR Drawdown Comparison

The maximum drawdown for EXR was -71.14%, occurring on Mar 9, 2009. Recovery took 881 trading sessions.

The maximum drawdown for IR was -50.27%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.

The current EXR drawdown is -22.75%. The current IR drawdown is -25.94%.

RankEXRIR
#1-71.14%
Mar 19, 2007 - Sep 15, 2010
-50.27%
Feb 20, 2020 - Nov 3, 2020
#2-51.37%
Dec 31, 2021 - Oct 25, 2023
-48.43%
Jan 23, 2018 - Dec 11, 2019
#3-38.02%
Sep 4, 2019 - Oct 23, 2020
-36.62%
Nov 25, 2024 - Apr 8, 2025
#4-26.38%
Jul 13, 2016 - Apr 17, 2018
-35.53%
Dec 31, 2021 - Jun 7, 2023
#5-19.60%
Jul 22, 2011 - Oct 27, 2011
-15.28%
Sep 6, 2023 - Nov 16, 2023
#6-19.48%
Jul 20, 2005 - Mar 15, 2006
-14.42%
Jun 16, 2017 - Aug 4, 2017
#7-16.20%
Oct 25, 2013 - Feb 26, 2014
-13.49%
Jul 31, 2024 - Oct 4, 2024
#8-15.39%
Jun 26, 2018 - Feb 7, 2019
-13.28%
Jan 12, 2021 - Feb 24, 2021
#9-14.07%
Mar 29, 2006 - Aug 21, 2006
-12.40%
Apr 28, 2021 - Aug 12, 2021
#10-13.97%
Jan 6, 2016 - Mar 17, 2016
-9.47%
Oct 27, 2017 - Nov 20, 2017
#11-12.74%
Sep 3, 2021 - Oct 28, 2021
-9.26%
Sep 15, 2021 - Nov 2, 2021
#12-11.02%
Aug 17, 2015 - Oct 5, 2015
-8.96%
Mar 27, 2024 - May 22, 2024
#13-10.33%
Nov 5, 2010 - Dec 10, 2010
-8.95%
Aug 8, 2017 - Sep 12, 2017
#14-9.89%
Oct 23, 2020 - Feb 9, 2021
-8.64%
May 22, 2024 - Jul 12, 2024
#15-9.82%
Feb 7, 2007 - Mar 12, 2007
-8.27%
Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between EXR and IR is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2004 - 2026)

EXR vs IR dividend yield comparison.

YearEXRIR
20262.23%0.05%
20254.98%0.10%
20244.33%0.09%
20234.04%0.10%
20224.08%0.15%
20211.98%0.03%
20203.11%0.00%
20193.37%5.78%
20183.71%0.00%
20173.57%0.00%
20163.79%0.00%
20152.54%0.00%
20143.09%0.00%
20133.44%0.00%
20122.34%0.00%
20112.31%0.00%
20102.30%0.00%
20093.29%0.00%
20089.69%0.00%
20076.53%0.00%
20064.98%0.00%
20055.91%0.00%
20042.54%0.00%

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