Extra Space Storage, Inc. vs Progressive Corp — how do they compare? Extra Space Storage, Inc. trades at $146.41 (market cap $30.96B), while Progressive Corp trades at $210.89 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 4× Extra Space Storage, Inc.'s market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| EXR | PGR | |
|---|---|---|
Market Cap | $30.96B | $123.45B |
Sector | Real Estate | Financials |
52-Week High | $152.85 | $252.68 |
52-Week Low | $126.67 | $190.40 |
Enterprise Value | $44.68B | $131.66B |
Dividend Yield | 4.42% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
Extra Space Storage (EXR) trades at $146.66, down 1.93% on the day, with a bearish technical signal and neutral oscillators. The company reported strong Q2 2026 earnings, beating FFO estimates and raising full-year guidance, with revenue growth and solid same-store NOI performance. Analyst consensus is a 'Hold' with a $157.25 price target, indicating modest upside potential from current levels.
Outlook remains stable with steady revenue and earnings growth supported by acquisitions and resilient demand, though new supply and higher debt pose headwinds. Risks include competitive pressures and interest rate sensitivity, but the secure 4.3% dividend yield and strong balance sheet provide downside protection for income-focused investors.
Progressive (PGR) trades at $213.95, down 0.64% on the day, with a bullish technical outlook supported by moving averages. The company shows strong fundamental performance with revenue growing from $49.6B in 2022 to $87.6B in 2025 and net income reaching $11.3B. Recent Q2 2026 earnings beat expectations at $4.85 per share, though the combined ratio widened to 87.1%, indicating potential growth trade-offs. Analyst consensus price target stands at $231.20 with 37% buy ratings.
PGR presents a compelling investment case with reasonable valuation (P/E 10.65) and strong profitability (ROE 34.94%), though investors face risks from competitive pressures and potential margin compression as the company expands its bundled insurance offerings. The stock offers 8% upside to consensus target with balanced risk-reward profile.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →