Extra Space Storage, Inc. vs Upstart Holdings Inc — how do they compare? Extra Space Storage, Inc. trades at $147.42 (market cap $30.56B), while Upstart Holdings Inc trades at $31.41 (market cap $3.02B). The key difference: Extra Space Storage, Inc. is far larger — about 10.1× Upstart Holdings Inc's market cap, and Extra Space Storage, Inc. pays a 4.48% dividend while Upstart Holdings Inc pays none. Which is the better fit depends on your goals.
| EXR | UPST | |
|---|---|---|
Market Cap | $30.56B | $3.02B |
Sector | Real Estate | Financials |
52-Week High | $152.75 | $84.13 |
52-Week Low | $126.67 | $24.22 |
Enterprise Value | $44.36B | — |
Dividend Yield | 4.48% | — |
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.
Upstart Holdings (UPST) trades at $31.72, up 0.83% on the day, with a bearish technical signal and mixed recent earnings. The company reported a significant revenue rebound to $1.02B in 2025 and a return to profitability with $53.60M net income, but Q1 2026 saw an unexpected EPS miss. Analyst consensus is split between Buy and Hold, with a $42.00 price target suggesting potential upside. Recent news highlights the company's AI lending platform expansion and a key $600M funding deal.
The outlook hinges on execution of its AI-driven lending model amid margin pressures. Investment opportunity lies in the company's revenue growth and expanding product lines, but risks include volatile cash flows, high debt levels, and sensitivity to funding markets and economic cycles. The stock's high P/E ratio of 77.05 demands sustained high growth to justify valuation.
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →