Extra Space Storage, Inc. vs VNET Group Inc — how do they compare? Extra Space Storage, Inc. trades at $133.26 (market cap $28.12B), while VNET Group Inc trades at $5.26 (market cap $1.47B). The key difference: Extra Space Storage, Inc. is far larger — about 19.1× VNET Group Inc's market cap, and Extra Space Storage, Inc. pays a 4.87% dividend while VNET Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Extra Space Storage, Inc. for 108 Days and VNET Group Inc for 16 Days on average.
| EXR | VNET | |
|---|---|---|
Market Cap | $28.12B | $1.47B |
Volume | 2,595,579 | 4,955,295 |
Sector | Real Estate | Technology |
52-Week High | $152.85 | $14.03 |
52-Week Low | $126.67 | $5.13 |
Typical Hold Time | 108 Days | 16 Days |
Enterprise Value | $41.84B | $5.04B |
Dividend Yield | 4.87% | — |
Signals from Pluang's Aura AI — not financial advice
Extra Space Storage (EXR) trades at $131.70, down 1.64% with a bearish technical signal. The company maintains strong fundamentals with consistent earnings beats, 27.79% net margin, and $974M net income. Revenue growth has been steady from $1.9B in 2022 to $3.4B in 2025. Analyst consensus is split with 14 Buy and 14 Hold ratings, targeting $158.33 average price. Recent leadership transition to Noah Springer as CEO effective January 2027 adds strategic focus.
EXR presents a balanced risk-reward profile with solid operational performance offset by technical weakness. The REIT's scale, 94.2% occupancy, and dividend yield support long-term value, though current price action suggests near-term pressure. Debt levels at 46.63% debt-to-asset ratio require monitoring amid rising interest rates. Upside potential exists if Q3 2026 earnings beat expectations on October 27.
VNET trades at $5.39, near a 52-week low, with a bearish technical signal and negative earnings misses in recent quarters. The company reported a net loss of $256.77 million in 2025, with a negative net income margin of -22.18%, though revenue grew to $9.95 billion. Positive cash flow from operations of $1.92 billion and a strategic investment closing in September 2026 provide some operational stability amid financial challenges.
The outlook remains cautious due to persistent losses and high leverage, but analyst consensus is moderately bullish with 62.5% buy ratings. Key risks include balance sheet pressures and competitive threats in the data center market, while potential upside hinges on execution of new capacity and AI infrastructure demand.
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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 →VNET Group, formerly 21Vianet, is a leading carrier-neutral data center services provider in China. It operates a dual-core strategy: a large-scale retail business serving over 7,000 enterprise customers and an aggressive wholesale segment (Hyperscale 2.0) designed to meet the high-density power and cooling demands of large-scale AI and cloud platforms.
Read more on VNET →