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VTR compared with EXR: revenue, margins and what each company keeps, and the suppliers and customers both name
VTR
Ventas, Inc.
Change
Mkt cap
Revenue
Revenue
EXR
Extra Space Storage Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
VTR
Ventas, Inc.
vs
EXR
Extra Space Storage Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
VTR: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only VTR
6
BKD
Brookdale Senior Living
customer
—
Ardent
unlisted
customer
—
Atria
unlisted
customer
—
Kindred
unlisted
customer
2 more · VTR chain
›
Shared
0
No disclosed counterparties: EXR.
Only EXR
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
VTR
Ventas, Inc.
Change
87.04
· pre 88.40
· delayed
Mkt cap
$46.0B
Revenue
$1.8B
Q3 FY26
Revenue
$5.8B
FY25
EXR
Extra Space Storage Inc.
Change
156.03
· pre 154.70
· delayed
Pre-market
Nov 4 '26
delayed
Mkt cap
$32.6B
Revenue
$890M
Q3 FY26
Revenue
$3.4B
FY25
vs
Compare
Pre-market
Nov 4 '26
delayed
VTR
Ventas, Inc.
vs
EXR
Extra Space Storage Inc.
87.04
pre 88.40
delayed
Price
156.03
pre 154.70
delayed
$46.0B
Mkt cap
$32.6B
Q3 FY26
$1.8B
Revenue
$890M
Q3 FY26
FY25
$5.8B
Revenue
$3.4B
FY25
Change
Change
VTR
87.04
vs
EXR
156.03
Pre-market
Nov 4 '26
delayed
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
VTR, solid
EXR, dashed