Extra Space Storage, Inc. vs Old Dominion Freight Line Inc — how do they compare? Extra Space Storage, Inc. trades at $148.83 (market cap $30.56B), while Old Dominion Freight Line Inc trades at $235.33 (market cap $46.84B). The key difference: Old Dominion Freight Line Inc is the larger of the two by market cap, and Extra Space Storage, Inc. pays the higher dividend (4.48%). Which is the better fit depends on your goals.
| EXR | ODFL | |
|---|---|---|
Market Cap | $30.56B | $46.84B |
Sector | Real Estate | Industrials |
52-Week High | $152.75 | $248.73 |
52-Week Low | $126.67 | $126.29 |
Enterprise Value | $44.36B | $46.59B |
Dividend Yield | 4.48% | 0.52% |
Signals from Pluang's Aura AI — not financial advice
EXR trades at $148.89, up 2.33% over 24 hours, with a neutral technical signal and bullish moving averages. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $1.14 exceeding expectations. Revenue reached $3.38B in 2025, with a net income margin of 27.66%, though ROE remains modest at 6.92%. Recent news highlights steady expansion and a $550 million senior notes issuance, while analyst consensus is a $155.88 price target with a mix of Buy and Hold ratings.
Outlook is cautiously optimistic given consistent earnings performance and resilient demand, but risks include high debt levels, competitive pressures, and expense growth outpacing revenue. The stock's valuation metrics like P/E of 32.5 suggest it is priced for growth, yet investor sentiment is divided, with technical indicators showing neutral momentum near key support at $144.
Old Dominion Freight Line (ODFL) trades at $236.31, up 3.37% on the day, with a bullish technical signal from moving averages and a strong fundamental profile highlighted by an 18.46% net income margin and consistent earnings beats. The company maintains a debt-light balance sheet and recently declared a $0.29 per share dividend, with Q2 2026 earnings anticipated on July 29, 2026.
The outlook is supported by operational strength and improving freight demand, though elevated valuation multiples present a risk. Analyst sentiment is mixed with a consensus price target slightly below the current price, suggesting potential for consolidation near-term pending Q2 results.
Trailing returns across standard periods
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 →Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →