Extra Space Storage, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Extra Space Storage, Inc. trades at $146.41 (market cap $30.96B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $431.35 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 62.3× Extra Space Storage, Inc.'s market cap, and Extra Space Storage, Inc. pays the higher dividend (4.42%). Which is the better fit depends on your goals.
| EXR | TSM | |
|---|---|---|
Market Cap | $30.96B | $1.93T |
Sector | Real Estate | Technology |
52-Week High | $152.85 | $477.57 |
52-Week Low | $126.67 | $227.33 |
Enterprise Value | $44.68B | $1.85T |
Dividend Yield | 4.42% | 0.9% |
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TSM trades at $418.47, down 0.37% on the day, with a bullish technical signal from moving averages. The stock has consistently beaten earnings estimates, with Q2 2026 EPS of $4.31 surpassing the $3.87 forecast. Revenue growth is robust, with July 2026 sales up 44.7% year-over-year, driven by strong AI demand. Valuation ratios are elevated, with a P/E of 31.86 and P/S of 15.91, reflecting high growth expectations. Analysts maintain a strong buy consensus with a $545.67 price target.
The outlook for TSM is positive, supported by accelerating revenue growth, expanding profit margins, and strategic investments in AI and joint ventures. Key risks include high valuation multiples, competitive pressures, and geopolitical factors. The stock offers significant upside to the consensus target, but investors should monitor execution on capacity expansion and demand sustainability.
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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 →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →