Capital One Financial Corp. vs Extra Space Storage, Inc. — how do they compare? Capital One Financial Corp. trades at $205.98 (market cap $126.46B), while Extra Space Storage, Inc. trades at $145.35 (market cap $30.74B). The key difference: Capital One Financial Corp. is far larger — about 4.1× Extra Space Storage, Inc.'s market cap, and Extra Space Storage, Inc. pays the higher dividend (4.45%). Which is the better fit depends on your goals.
| COF | EXR | |
|---|---|---|
Market Cap | $126.46B | $30.74B |
Sector | Financials | Real Estate |
52-Week High | $257.94 | $152.75 |
52-Week Low | $176.10 | $126.67 |
Dividend Yield | 1.56% | 4.45% |
Enterprise Value | — | $44.54B |
Signals from Pluang's Aura AI — not financial advice
Capital One Financial (COF) trades at $203.02, up 0.74% with a bullish technical signal from moving averages. The stock shows mixed earnings performance with recent misses but strong revenue growth to $53.43B in 2025. Analyst consensus remains positive with a $252.40 price target and 62.5% buy ratings, while the Discover integration presents significant expansion opportunities amid credit risk concerns.
COF offers potential upside from current levels with Wall Street optimism around the Discover acquisition, though investors face headwinds from rising delinquencies and margin compression. The stock's valuation at 62.44 P/E appears elevated relative to modest ROE of 3.34%, requiring careful monitoring of integration execution and credit quality trends.
EXR trades at $145.32, up 0.94% with neutral technical signals. The company shows strong fundamentals with Q1 2026 EPS beating estimates at $1.14 versus $1.12 expected, maintaining a three-quarter beat streak. Revenue grew to $3.38B in 2025 with robust 70.63% gross margins. Analyst consensus is mixed with 12 Buy and 16 Hold ratings, targeting $155.88 average price. Recent $550 million debt issuance supports expansion amid steady operational cash flow of $1.85B.
Outlook remains stable with resilient self-storage demand offset by debt concerns. The 6.92% ROE and 32.66 P/E suggest fair valuation. Key risks include rising expenses and competitive supply pressures. Institutional sentiment leans cautious despite consistent dividend payments, with technical resistance near $146 limiting near-term upside potential.
Trailing returns across standard periods
Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial's credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.
Read more on COF →Extra Space Storage is a fully integrated real estate investment trust that owns, operates, and manages almost 2,100 self-storage properties in 41 states, with over 160 million net rentable square feet of storage space. Of these properties, approximately one half is wholly owned, while some facilities are owned through joint ventures and others are owned by third parties and managed by Extra Space Storage in exchange for a management fee.
Read more on EXR →