Extra Space Storage, Inc. vs Johnson Controls International PLC — how do they compare? Extra Space Storage, Inc. trades at $147.65 (market cap $30.56B), while Johnson Controls International PLC trades at $141.48 (market cap $87.10B). The key difference: Johnson Controls International PLC is far larger — about 2.9× Extra Space Storage, Inc.'s market cap, and Extra Space Storage, Inc. pays the higher dividend (4.48%). Which is the better fit depends on your goals.
| EXR | JCI | |
|---|---|---|
Market Cap | $30.56B | $87.10B |
Sector | Real Estate | Industrials |
52-Week High | $152.75 | $148.21 |
52-Week Low | $126.67 | $103.24 |
Enterprise Value | $44.36B | $95.93B |
Dividend Yield | 4.48% | 1.12% |
Signals from Pluang's Aura AI — not financial advice
Extra Space Storage (EXR) trades at $145.50, showing modest daily gains of 0.12%. The stock exhibits neutral technical signals with support around $145 and resistance near $146. Fundamentally, the company maintains strong profitability with a 70.63% gross margin and has beaten earnings estimates for three consecutive quarters. Recent news highlights steady expansion and a new $550 million debt issuance at favorable rates, while analyst coverage shows a mixed consensus leaning toward Hold positions.
The outlook for EXR balances steady operational performance against valuation concerns. Investment opportunities include resilient self-storage demand, consistent dividend payments ($1.62 quarterly), and strategic acquisitions. Key risks involve elevated debt levels, new market supply pressures, and expense growth outpacing revenue. With a consensus price target of $155.88 suggesting 7% upside, the stock presents moderate growth potential tempered by sector headwinds.
Johnson Controls International (JCI) trades at $145.24, up 0.91% on the day, with a bullish technical signal and strong analyst consensus. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $1.19 surpassing the $1.12 estimate. The company maintains solid profitability with a net income margin of 14.45% and recently announced a $0.40 dividend payable in July 2026.
JCI presents a favorable outlook with earnings momentum and institutional support, though valuation multiples like a P/E of 43.66 suggest premium pricing. Risks include elevated debt levels and macroeconomic sensitivity. The consensus price target of $158.29 implies potential upside, supported by bullish technical trends and positive news flow around energy efficiency projects.
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 →Johnson Controls manufactures, installs, and services HVAC systems, building management systems and controls, industrial refrigeration systems, and fire and security solutions. Commercial HVAC accounts for about 40% of sales, fire and security also represents 40% of sales, and residential HVAC, industrial refrigeration, and other solutions account for the remaining 20% of revenue. In fiscal 2021, Johnson Controls generated over $23.5 billion in revenue.
Read more on JCI →