Extra Space Storage, Inc. vs Iris Energy Limited — how do they compare? Extra Space Storage, Inc. trades at $146.41 (market cap $30.96B), while Iris Energy Limited trades at $43.53 (market cap $14.20B). The key difference: Extra Space Storage, Inc. is far larger — about 2.2× Iris Energy Limited's market cap, and Extra Space Storage, Inc. pays a 4.42% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| EXR | IREN | |
|---|---|---|
Market Cap | $30.96B | $14.20B |
Sector | Real Estate | Energy |
52-Week High | $152.85 | $76.41 |
52-Week Low | $126.67 | $17.73 |
Enterprise Value | $44.68B | $15.95B |
Dividend Yield | 4.42% | — |
Signals from Pluang's Aura AI — not financial advice
EXR trades at $146.77, up 0.08% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong Q2 2026 earnings, beating FFO estimates, and maintains robust fundamentals with a 27.79% net income margin. Recent news highlights a 52-week high of $155.80 reached in late July 2026, though the stock has since pulled back slightly.
The outlook is mixed; solid earnings growth and a secure 4.3% dividend yield support the bull case, but high valuation multiples (P/E of 32.35) and increasing debt levels pose risks. Analyst consensus is a 'Hold' with a $157.25 price target, suggesting limited near-term upside from current levels amid competitive pressures.
IREN trades at $43.67, up 12.73% in the last 24 hours, reflecting strong momentum amid recent AI contract wins. The technical picture is neutral with mixed signals, while fundamentals show robust revenue growth and high gross margins but negative returns on equity and assets. Recent news highlights the company's pivot to AI infrastructure, including a $2.8 billion contract boost and a raised revenue target above $4 billion, driving investor optimism despite recent earnings misses.
The outlook is cautiously optimistic, with significant growth potential from AI cloud expansion but tempered by execution risks and high valuation multiples. Analyst consensus is bullish with a $84.43 price target, though investors should monitor cash flow sustainability and competitive pressures in the rapidly evolving AI infrastructure space.
Trailing returns across standard periods
Latest headlines on both assets
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 →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →