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Stock Comparison · Industry comparison · REIT - Industrial

Extra Space Storage vs Prologis: Which Stock Looks Stronger in 2026?

Extra Space Storage holds the cleaner structural position, with growth as the main driver and stability adding further support. The market setup is currently leaning toward Prologis, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Extra Space Storage, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both growth and stability materially support the lead. The overall score gap is 13 points in favour of Extra Space Storage Inc..

INDUSTRY COMPARISON

Both operate in: REIT - Industrial

This comparison is based on industry proximity, not on functional trajectory similarity. EXR and PLD share the same industry classification.

For a similarity-based comparison, see how Extra Space Storage and Prologis each position within their functional peer groups in AssetNext.

Peer-Relative Score
EXR
Extra Space Storage Inc.
58
Peer-Score
Signal qualityMedium
vs
PLD
Prologis, Inc.
45
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: EXR vs PLD Profitability 62 64 Stability 38 22 Valuation 63 50 Growth 62 31 EXR PLD
Gap Ranking
#1 Growth +31
#2 Stability +16
#3 Valuation +13
#4 Profitability +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for EXR and PLD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer EXRPLD Relative valuation Structural strength

Extra Space Storage Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
Extra Space Storage Inc. sits in the stronger part of the group on growth, while Prologis, Inc. is closer to mid-pack.
Stability
Both sit in the weaker half on stability, with Extra Space Storage Inc. still coming out ahead.
Growth — Dominant Gap
EXR
62
PLD
31
Gap+31in favour of EXR

The current lead is backed by a stronger multi-year growth trajectory.

What keeps the gap from being one-sided

The market setup is mixed for both, so the structural comparison carries most of the weight here.

What this means for the comparison

Growth is the clearest driver, and stability also supports Extra Space Storage Inc.'s broader structural position.

Explore full peer positioning in AssetNext

Break down the EXR vs PLD comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-driven comparisons

Explore how EXR and PLD each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.