COMP vs EXR
Compass, Inc. vs Extra Space Storage — AI-powered side-by-side comparison
COMP
Compass, Inc.
63
Buy
VS
EXR
Extra Space Storage
61
Buy
| Metric | COMP | EXR |
|---|
| AI Score |
63
|
61
|
| Price |
$13.02
|
$147.88
|
| P/E Ratio |
193.18×
|
32.65×
|
| ROE |
-7.5%
|
7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
12.7%
|
23.0%
|
| Debt / Equity |
1.38×
|
1.09×
|
| Dividend Yield |
0.0%
|
4.4%
|
| RSI (14) |
64.0
|
47.8
|
| Beta |
2.35
|
1.185
|
| Expected Upside |
+1.3%
|
+0.6%
|
AI Committee View
Current Innellis committee reasoning for COMP versus EXR.
COMP leads by 2 points.
COMP scores 63/100 (Buy) versus EXR at 61/100 (Buy).
COMP Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 67.8% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 153.4 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 67.8% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 153.4 is expensive by classic value standards — Value
- Price-to-book of 7.6x prices in significant intangible value — Value
- ROE of only 3.6% -- cheap may mean cheap for a reason — Value
EXR Committee View
67% agreement
6 analysts
Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- Dividend yield of 4.3% pays you to wait — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 32.7 is moderate-to-rich — Value
- EPS declining -3.9% YoY despite any revenue growth — Growth
- MACD histogram negative -- bearish momentum — Technical