EXR vs PLD
Extra Space Storage and Prologis, both Real Estate
Prologis is the larger company at $132B against $32B. On trailing earnings EXR is the cheaper of the two at a P/E of 29.7 against 32.6, a gap that is only a bargain if the two are growing at similar rates. Over the past year PLD returned +15% against -2.3% for EXR.
| Figure | EXR | PLD |
|---|---|---|
| Last close | $135 | $130 |
| Market cap | $32B | $132B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 29.7 | 32.6 |
| Dividend yield | 4.9% | n/a |
| 1-year return | -2.3% | +15% |
| 5-year return | -12% | +13% |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Extra Space Storage
Revenue of $874M in Q2 2026, net income $263M. Its largest reported line is Self Storage Operations, 89% of the disclosed total.
Prologis
Revenue of $2.3B in Q1 2026, net income $982M. Its largest reported line is Europe, 40% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.