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Upturn AI SWOT - About
CUBE 
CubeSmart (CUBE)
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Upturn Advisory Summary
08/28/2025: CUBE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $45.33
1 Year Target Price $45.33
| 4 | Strong Buy |
| 2 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.16% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.31B USD | Price to earnings Ratio 24.77 | 1Y Target Price 45.33 |
Price to earnings Ratio 24.77 | 1Y Target Price 45.33 | ||
Volume (30-day avg) 17 | Beta 0.96 | 52 Weeks Range 33.82 - 52.65 | Updated Date 08/28/2025 |
52 Weeks Range 33.82 - 52.65 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 5.08% | Basic EPS (TTM) 1.64 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When After Market | Estimate 0.3707 | Actual 0.36 |
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 24.77 | Forward PE 26.32 | Enterprise Value 12676061223 | Price to Sales(TTM) 8.5 |
Enterprise Value 12676061223 | Price to Sales(TTM) 8.5 | ||
Enterprise Value to Revenue 11.6 | Enterprise Value to EBITDA 17.92 | Shares Outstanding 228035008 | Shares Floating 226044527 |
Shares Outstanding 228035008 | Shares Floating 226044527 | ||
Percent Insiders 0.79 | Percent Institutions 100.47 |
Upturn AI SWOT
CubeSmart
Company Overview
History and Background
CubeSmart was founded in 2004, evolving from its predecessor companies dating back to the 1970s. Initially focused on managing self-storage facilities for others, CubeSmart transitioned to owning and operating its own portfolio. Significant milestones include strategic acquisitions and expansions, as well as the development of a strong brand reputation for customer service and technology integration.
Core Business Areas
- Self-Storage Operations: CubeSmart owns, manages, and acquires self-storage facilities across the United States, offering storage solutions for individuals and businesses.
- Third-Party Management: CubeSmart provides third-party management services to other self-storage facility owners, leveraging its operational expertise and brand recognition.
Leadership and Structure
Christopher P. Marr serves as the President and Chief Executive Officer. The company has a traditional corporate structure with a Board of Trustees overseeing management.
Top Products and Market Share
Key Offerings
- Self-Storage Units: CubeSmart's primary product is renting self-storage units of various sizes. Competitors include Public Storage (PSA), Extra Space Storage (EXR), and Life Storage (LSI). Data on the exact revenue breakdown for self-storage units alone is not publicly segmented, but represents the vast majority of company revenue. CubeSmart's market share is discussed below.
- Moving and Packing Supplies: CubeSmart also offers moving and packing supplies for sale at its stores. Competitors include U-Haul. Revenue from supplies is a smaller percentage of total revenue compared to storage unit rentals. Exact figures are not broken out in public filings.
Market Dynamics
Industry Overview
The self-storage industry is characterized by fragmentation and consolidation, driven by factors like population growth, mobility, and economic conditions. The industry has been experiencing growth in recent years due to increased urbanization and lifestyle changes, but is cyclical and sensitive to economic downturns.
Positioning
CubeSmart is one of the largest self-storage REITs (Real Estate Investment Trusts) in the U.S., competing with other large publicly traded REITs and smaller private operators. Its competitive advantages include a strong brand reputation, a focus on customer service, and a growing portfolio of well-located facilities.
Total Addressable Market (TAM)
The U.S. self-storage market is estimated to be valued at over $40 billion. CubeSmart, with its current revenue, has a significant opportunity for continued growth within this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Established operational platform
- Geographic diversification
- Focus on customer service
- REIT structure providing tax advantages
Weaknesses
- Sensitivity to economic cycles
- Dependence on occupancy rates
- High capital expenditures for acquisitions and development
- Exposure to property damage and liability claims
Opportunities
- Further acquisitions and development
- Expansion into new markets
- Increased adoption of technology
- Growth in demand from e-commerce businesses
- Management of more third-party facilities
Threats
- Economic recession
- Increased competition
- Rising interest rates
- Property tax increases
- Oversupply of self-storage facilities
Competitors and Market Share
Key Competitors
- Public Storage (PSA)
- Extra Space Storage (EXR)
- Life Storage (LSI)
Competitive Landscape
CubeSmart competes on price, location, customer service, and technology. It has a strong reputation for customer service and focuses on attracting and retaining customers through online marketing and digital platforms. The self-storage industry is quite fragmented, so the listed percentages show that there's plenty of room for growth.
Major Acquisitions
Strategic Storage Growth Trust II
- Year: 2019
- Acquisition Price (USD millions): 540
- Strategic Rationale: Expanded CubeSmart's presence in key markets and added high-quality assets to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: CubeSmart has experienced substantial growth through acquisitions and organic expansion of its portfolio.
Future Projections: Analyst estimates suggest continued growth in revenue and FFO (Funds From Operations), driven by increasing demand for self-storage. Future growth rates will depend on the economic environment and the company's ability to execute its strategy.
Recent Initiatives: Recent initiatives include investing in technology to improve customer experience, expanding its third-party management platform, and acquiring properties in strategic locations.
Summary
CubeSmart is a well-established player in the self-storage industry with a solid brand and consistent growth driven by acquisitions and operational excellence. Its REIT structure provides tax advantages and supports dividend payouts. However, it is sensitive to economic cycles and faces competition. Continued investment in technology and strategic acquisitions are crucial for maintaining its competitive edge and navigating market fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- CubeSmart Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company-specific events can impact future performance.
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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