Extra Space Storage, Inc. vs Upstart Holdings Inc — how do they compare? Extra Space Storage, Inc. trades at $147.36 (market cap $30.96B), while Upstart Holdings Inc trades at $28.84 (market cap $2.91B). The key difference: Extra Space Storage, Inc. is far larger — about 10.6× Upstart Holdings Inc's market cap, and Extra Space Storage, Inc. pays a 4.42% dividend while Upstart Holdings Inc pays none. Which is the better fit depends on your goals.
| EXR | UPST | |
|---|---|---|
Market Cap | $30.96B | $2.91B |
Sector | Real Estate | Financials |
52-Week High | $152.85 | $73.76 |
52-Week Low | $126.67 | $24.22 |
Enterprise Value | $44.68B | — |
Dividend Yield | 4.42% | — |
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.
Upstart Holdings trades at $30.21, down 2.83% on the day, with a bullish technical signal supported by moving averages despite recent earnings misses. The company achieved a significant turnaround with $53.6M net income in 2025 after years of losses, driven by 42% revenue growth in Q2 2026. Analyst consensus remains positive with a $47.20 price target, though debt levels have risen to 61.48% of assets.
The outlook balances strong AI-driven loan growth against execution risks and high valuation. Near-term catalysts include the upcoming bank launch and sustained origination growth, while macroeconomic sensitivity and competitive pressures present ongoing challenges for the lending platform.
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 →