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Upturn AI SWOT - About
CUBE 
CubeSmart (CUBE)
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Upturn Advisory Summary
10/22/2025: CUBE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $45.22
1 Year Target Price $45.22
| 4 | Strong Buy |
| 2 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.67% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/22/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.63B USD | Price to earnings Ratio 25.69 | 1Y Target Price 45.22 |
Price to earnings Ratio 25.69 | 1Y Target Price 45.22 | ||
Volume (30-day avg) 17 | Beta 0.98 | 52 Weeks Range 33.39 - 48.24 | Updated Date 10/21/2025 |
52 Weeks Range 33.39 - 48.24 | Updated Date 10/21/2025 | ||
Dividends yield (FY) 4.90% | Basic EPS (TTM) 1.64 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-30 | When - | Estimate 0.3796 | Actual - |
Profitability
Profit Margin 34.2% | Operating Margin (TTM) 39.75% |
Management Effectiveness
Return on Assets (TTM) 4.62% | Return on Equity (TTM) 13.04% |
Valuation
Trailing PE 25.69 | Forward PE 24.45 | Enterprise Value 12587127466 | Price to Sales(TTM) 8.79 |
Enterprise Value 12587127466 | Price to Sales(TTM) 8.79 | ||
Enterprise Value to Revenue 11.51 | Enterprise Value to EBITDA 17.77 | Shares Outstanding 228035275 | Shares Floating 226044527 |
Shares Outstanding 228035275 | Shares Floating 226044527 | ||
Percent Insiders 0.79 | Percent Institutions 100.77 |
Upturn AI SWOT
CubeSmart
Company Overview
History and Background
CubeSmart was founded in 2004, evolving from U-Store-It Trust. It is a self-administered and self-managed real estate investment trust (REIT) focused on self-storage operations.
Core Business Areas
- Self-Storage Operations: Owns, operates, and manages self-storage facilities across the United States. Leases storage units to individuals and businesses.
- Third-Party Management: Provides management services for self-storage facilities owned by others, generating revenue through management fees.
Leadership and Structure
Christopher P. Marr serves as President and CEO. The company operates under a REIT structure with a board of trustees overseeing strategic direction.
Top Products and Market Share
Key Offerings
- Self-Storage Units: Rents storage units of various sizes to individuals and businesses. While exact market share data varies, CubeSmart is a major player. Competitors include Public Storage (PSA), Extra Space Storage (EXR) and Life Storage (LSI, now part of EXR).
- Moving and Packing Supplies: Sells moving and packing supplies at its facilities. These contribute to the company's overall revenue, but specifics are not public. Competitors are similar to self-storage units.
Market Dynamics
Industry Overview
The self-storage industry is driven by factors like population growth, mobility, and economic conditions. It's fragmented but consolidating with large players gaining share.
Positioning
CubeSmart is a major player in the self-storage REIT sector, known for its brand recognition, operational efficiency, and technology adoption.
Total Addressable Market (TAM)
The total self-storage market value is estimated at over $50 billion in the US. CubeSmart is well-positioned to capitalize, actively expanding its locations and management contracts.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Operational efficiency
- Solid financial performance
- Growing third-party management business
- Technological Innovation
Weaknesses
- Sensitivity to economic downturns
- High capital expenditure requirements
- Geographic concentration in some markets
Opportunities
- Expansion through acquisitions
- Growing third-party management business
- Increasing demand in urban areas
- Technological innovation to improve customer experience
Threats
- Increased competition
- Economic downturns impacting demand
- Rising interest rates
- Oversupply in certain markets
Competitors and Market Share
Key Competitors
- PSA
- EXR
Competitive Landscape
CubeSmart is strong in customer service and technology. PSA has the largest overall size and brand. EXR is known for aggressive growth.
Major Acquisitions
Alltown Fresh Portfolio
- Year: 2021
- Acquisition Price (USD millions): 540
- Strategic Rationale: Added to company's footprint of high quality locations across a growing demographic.
Growth Trajectory and Initiatives
Historical Growth: CubeSmart has grown through acquisitions, same-store revenue growth, and expansion of its third-party management platform.
Future Projections: Analyst projections suggest continued growth driven by demand in the self-storage sector and expansion initiatives. Please refer to latest Analyst Reports.
Recent Initiatives: CubeSmart is focused on growing third-party management business. They continue to improve efficiency and customer service through new technologies.
Summary
CubeSmart is a solid self-storage REIT with good brand recognition and operational efficiency. The company benefits from growing demand but faces competition and economic sensitivity. Expansion of third-party management and technological innovation are key growth drivers. Rising interest rates and oversupply in some markets are threats to watch.
Peer Comparison
Sources and Disclaimers
Data Sources:
- CubeSmart Investor Relations
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CubeSmart
Exchange NYSE | Headquaters Malvern, PA, United States | ||
IPO Launch date 2004-10-22 | CEO, President & Trustee Mr. Christopher P. Marr | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees 3104 | Website https://www.cubesmart.com |
Full time employees 3104 | Website https://www.cubesmart.com | ||
CubeSmart is a self-administered and self-managed real estate investment trust. As of June 30, 2025, CubeSmart owned or managed 1,532 self-storage properties across the United States. According to the 2025 Self Storage Almanac, CubeSmart is one of the top three owners and operators of self-storage properties in the U.S. The Company's mission is to simplify the organizational and logistical challenges created by the many life events and business needs of its customers through innovative solutions, unparalleled service, and genuine care. The Company's self-storage properties are designed to offer affordable, easily accessible, and, in most locations, climate-controlled storage space for residential and commercial customers.
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