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Upturn AI Summary - About
CubeSmart(CUBE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CUBE
11/06/2026: CUBE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
CubeSmart is a publicly traded REIT that manages and operates a large portfolio of self-storage facilities, primarily focused on high-density urban and suburban markets. The company benefits from a stable, fee-based third-party management platform and a sophisticated digital revenue management system. Its primary investment story centers on organic revenue growth and strategic portfolio expansion in supply-constrained areas. Key risks include exposure to interest rate fluctuations, potential overbuilding in specific regions, and competitive pricing pressures. The stock may best suit dividend-focused investors seeking exposure to resilient real estate assets; investors should monitor occupancy trends and new supply developments.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | CubeSmart offers steady, predictable growth typical of REITs rather than hyper-growth potential. |
| Momentum investor | Weak fit | This is a defensive real estate stock, not typically characterized by high-volatility momentum trends. |
| Value investor | Mixed fit | Valuation depends heavily on interest rate sentiment and current FFO multiples. |
| Dividend investor | Strong fit | The company provides a consistent dividend yield, which is a staple for income-focused portfolios. |
| Low-risk investor | Strong fit | Self-storage has historically proven resilient through various economic cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Like most REITs, the share price can fluctuate based on interest rate changes. |
| Valuation risk | Medium | Investors should ensure they are not overpaying based on FFO yield expectations. |
| Competition risk (Storage supply) | Medium / high | New facility supply can dampen rental rate growth in key markets. |
| Business quality | Strong | CubeSmart maintains high-quality assets in dense urban environments. |
| Dividend income | Medium / high | Dividends are generally reliable but subject to REIT earnings constraints. |
| Execution risk | Low | The management team has a proven track record of operating the portfolio effectively. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 7.05% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.10B USD | Price to earnings Ratio 29.62 | 1Y Target Price 43.88 |
Price to earnings Ratio 29.62 | 1Y Target Price 43.88 | ||
Volume (30-day avg) 2.4M shares | Beta 0.98 | 52 Weeks Range 33.30 - 46.41 | Updated Date 11/08/2026 |
52 Weeks Range 33.30 - 46.41 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 4.67% | Basic EPS (TTM) 1.52 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Rental Operations | Monthly rental fees from climate-controlled and standard storage units. | This is the primary engine of revenue, generated by providing storage space to customers. |
| Third-Party Management | Management fees collected from operating facilities owned by others. | A stable, fee-based revenue stream that requires little capital expenditure. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When After Market | Estimate 0.65 | Actual 0.66 |
Profitability
Profit Margin 30.11% | Operating Margin (TTM) 42.89% |
Management Effectiveness
Return on Assets (TTM) 4.42% | Return on Equity (TTM) 12.78% |
Valuation
Trailing PE 29.62 | Forward PE 24.45 | Enterprise Value 13.64B | Price to Sales(TTM) 8.8 |
Enterprise Value 13.64B | Price to Sales(TTM) 8.8 | ||
Enterprise Value to Revenue 11.92 | Enterprise Value to EBITDA 19.26 | Shares Outstanding 223.40M | Shares Floating 209.03M |
Shares Outstanding 223.40M | Shares Floating 209.03M | ||
Percent Insiders 0.88 | Percent Institutions 109.23 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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