Davita Inc vs Extra Space Storage, Inc. — how do they compare? Davita Inc trades at $230.51 (market cap $14.92B), while Extra Space Storage, Inc. trades at $145.35 (market cap $30.74B). The key difference: Extra Space Storage, Inc. is far larger — about 2.1× Davita Inc's market cap, and Extra Space Storage, Inc. pays a 4.45% dividend while Davita Inc pays none. Which is the better fit depends on your goals.
| DVA | EXR | |
|---|---|---|
Market Cap | $14.92B | $30.74B |
Sector | Health | Real Estate |
52-Week High | $235.71 | $152.75 |
52-Week Low | $103.87 | $126.67 |
Enterprise Value | $27.47B | $44.54B |
Dividend Yield | — | 4.45% |
Signals from Pluang's Aura AI — not financial advice
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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
DaVita is the largest provider of dialysis services in the United States, boasting market share that eclipses 35% when measured by both patients and clinics. The firm operates over 3,100 facilities worldwide, mostly in the U.S., and treats over 240,000 patients globally each year. Government payers dominate U.S. dialysis reimbursement. DaVita receives approximately 69% of U.S. sales at government (primarily Medicare) reimbursement rates, with the remaining 31% coming from commercial insurers. However, while commercial insurers represented only about 10% of the U.S. patients treated, they represent nearly all of the profits generated by DaVita in the U.S. dialysis business.
Read more on DVA →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 →