Extra Space Storage, Inc. vs TJX Companies Inc — how do they compare? Extra Space Storage, Inc. trades at $148.39 (market cap $30.56B), while TJX Companies Inc trades at $154.79 (market cap $166.78B). The key difference: TJX Companies Inc is far larger — about 5.5× 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 | TJX | |
|---|---|---|
Market Cap | $30.56B | $166.78B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $152.75 | $168.41 |
52-Week Low | $126.67 | $121.35 |
Enterprise Value | $44.36B | $175.38B |
Dividend Yield | 4.48% | 1.27% |
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.
TJX Companies (TJX) trades at $150.35, down 0.12% on the day, showing resilience amid broader market volatility. The stock exhibits a bearish technical signal with moving averages indicating selling pressure, though oscillators remain neutral. Fundamentally, TJX demonstrates strong profitability with a 9.4% net income margin and exceptional 61.25% ROE, supported by consistent earnings beats in recent quarters. Revenue growth continues steadily, reaching $56.36B in 2025 with improving margins. Recent news highlights TJX as a defensive retail play during economic uncertainty, with expansion into international markets providing growth catalysts.
TJX presents a compelling growth story with robust fundamentals and strong analyst support (88% buy ratings), though current valuation appears elevated at 29.37 P/E. The company's off-price retail model benefits from inflationary environments, but execution risks include international expansion challenges and competitive pressures. With a consensus price target of $181.80 offering 21% upside potential, the stock represents a quality retail holding for long-term investors willing to accept premium valuation multiples.
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 →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →