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CUBE 
CubeSmart (CUBE)
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Upturn Advisory Summary
12/05/2025: 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 $43.71
1 Year Target Price $43.71
| 4 | Strong Buy |
| 2 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.4% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.40B USD | Price to earnings Ratio 23.63 | 1Y Target Price 43.71 |
Price to earnings Ratio 23.63 | 1Y Target Price 43.71 | ||
Volume (30-day avg) 17 | Beta 1.12 | 52 Weeks Range 33.39 - 45.45 | Updated Date 12/5/2025 |
52 Weeks Range 33.39 - 45.45 | Updated Date 12/5/2025 | ||
Dividends yield (FY) 5.65% | Basic EPS (TTM) 1.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 32.15% | Operating Margin (TTM) 39.09% |
Management Effectiveness
Return on Assets (TTM) 4.48% | Return on Equity (TTM) 12.41% |
Valuation
Trailing PE 23.63 | Forward PE 22.37 | Enterprise Value 11779768620 | Price to Sales(TTM) 7.56 |
Enterprise Value 11779768620 | Price to Sales(TTM) 7.56 | ||
Enterprise Value to Revenue 10.63 | Enterprise Value to EBITDA 16.54 | Shares Outstanding 228035931 | Shares Floating 226049738 |
Shares Outstanding 228035931 | Shares Floating 226049738 | ||
Percent Insiders 0.79 | Percent Institutions 100.5 |
Upturn AI SWOT
CubeSmart
Company Overview
History and Background
CubeSmart was founded in 2004 and went public in 2014. It has grown significantly through a combination of strategic acquisitions and organic development to become one of the largest self-storage companies in the United States.
Core Business Areas
- Self-Storage Operations: CubeSmart operates a network of self-storage facilities offering a range of unit sizes and related services. This includes individual storage units, climate-controlled units, and vehicle storage. They also offer the sale of packing and moving supplies.
- Property Management Services: CubeSmart provides third-party property management services for self-storage properties owned by third parties, expanding their reach and revenue streams.
Leadership and Structure
CubeSmart is a publicly traded Real Estate Investment Trust (REIT). The company is led by a management team with extensive experience in real estate and operations. The organizational structure is designed to manage its geographically dispersed portfolio of properties efficiently.
Top Products and Market Share
Key Offerings
- Self-Storage Units: CubeSmart offers a variety of self-storage unit sizes, from small locker-sized units to large garage-sized spaces, catering to diverse customer needs. This is their primary offering and revenue driver. Competitors include Public Storage (PSA), Extra Space Storage (EXR), and U-Haul (AMERCO).
- Climate-Controlled Storage: These units provide temperature and humidity regulation, crucial for storing sensitive items like furniture, artwork, or electronics. This is a premium offering within the self-storage market. Competitors offer similar services.
- Moving and Packing Supplies: CubeSmart sells essential items such as boxes, tape, bubble wrap, and locks at its facilities, providing a convenient one-stop shop for customers. This is a supplementary revenue stream.
Market Dynamics
Industry Overview
The self-storage industry in the US is characterized by steady demand driven by life events such as moving, downsizing, and business needs. The industry has shown resilience through economic cycles, though it is susceptible to new supply and rental rate competition.
Positioning
CubeSmart is a leading player in the US self-storage market, known for its well-maintained facilities, strong brand recognition, and strategic locations. Its extensive network and focus on customer service are key competitive advantages. It operates as a REIT, which has tax advantages.
Total Addressable Market (TAM)
The total addressable market for self-storage in the US is estimated to be in the tens of billions of dollars annually. CubeSmart, as one of the largest operators, holds a significant but not dominant share of this market, with ample room for continued growth.
Upturn SWOT Analysis
Strengths
- Extensive national portfolio of self-storage facilities
- Strong brand recognition and customer loyalty
- Diversified revenue streams from storage rentals and related services
- Experienced management team with a proven track record
- REIT structure offers tax advantages and access to capital
Weaknesses
- Dependence on a single core business segment (self-storage)
- Potential for rising operating costs (labor, utilities, insurance)
- Vulnerability to localized economic downturns affecting demand
- Competition from smaller, independent operators and larger REITs
Opportunities
- Continued consolidation within the self-storage industry through acquisitions
- Expansion into new geographic markets
- Leveraging technology to enhance customer experience and operational efficiency
- Growing demand for specialized storage solutions (e.g., RV/boat storage)
- Increasing adoption of online booking and management tools
Threats
- Increased competition leading to price wars and reduced occupancy
- Economic recessions impacting consumer spending and demand
- Rising interest rates increasing borrowing costs for expansion
- Natural disasters impacting facility operations and insurance costs
- Changes in local zoning laws or regulations affecting new development
Competitors and Market Share
Key Competitors
- Public Storage (PSA)
- Extra Space Storage (EXR)
- Life Storage (LSI)
- National Storage Affiliates Trust (NSA)
Competitive Landscape
CubeSmart competes in a consolidated but fragmented market. Its advantages lie in its scale, brand reputation, and operational expertise. Competitors like Public Storage and Extra Space Storage are larger and have significant market share, while others like Life Storage and National Storage Affiliates also represent strong competition. The ability to acquire properties at favorable terms and manage operational costs efficiently are key differentiators.
Major Acquisitions
CubeSmart acquired 17 self-storage facilities from a private owner
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: To expand its footprint in key markets and increase its overall portfolio size, thereby strengthening its market position and potential for economies of scale.
CubeSmart acquired 31 self-storage facilities from StorageMart
- Year: 2021
- Acquisition Price (USD millions): 1175
- Strategic Rationale: To significantly expand its portfolio and enhance its presence in attractive metropolitan areas, driving revenue growth and operational synergies.
Growth Trajectory and Initiatives
Historical Growth: CubeSmart has achieved substantial growth through a strategic approach to acquiring and developing self-storage facilities. Organic growth has also been a significant contributor, stemming from rental rate increases and improved operational efficiencies.
Future Projections: Analyst projections for CubeSmart generally anticipate continued growth in revenue and FFO, supported by ongoing demand for self-storage and potential for further market consolidation. Growth is expected to be driven by a combination of rent increases, occupancy gains, and strategic acquisitions.
Recent Initiatives: Recent initiatives often focus on technological enhancements for customer interaction, optimizing property management, and potentially pursuing accretive acquisitions to expand their portfolio and market presence.
Summary
CubeSmart is a strong player in the resilient self-storage industry, benefiting from consistent demand and a robust operational model. Its extensive portfolio and strategic acquisitions drive its growth, supported by a steady dividend payout. The company needs to vigilantly manage competition and operational costs while continuing to leverage technology and explore expansion opportunities to maintain its competitive edge.
Similar Stocks
Sources and Disclaimers
Data Sources:
- CubeSmart Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Bloomberg, Refinitiv)
- Industry Research Reports
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market share data and acquisition prices are estimates and may vary. Investors should conduct their own due diligence before making any investment decisions.
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. 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. According to the 2025 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-storage properties in the United States.
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