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Upturn AI SWOT - About
CUBE 
CubeSmart (CUBE)
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Upturn Advisory Summary
07/03/2025: 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 $46.33
1 Year Target Price $46.33
| 4 | Strong Buy |
| 2 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.45% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.93B USD | Price to earnings Ratio 25.64 | 1Y Target Price 46.33 |
Price to earnings Ratio 25.64 | 1Y Target Price 46.33 | ||
Volume (30-day avg) 17 | Beta 0.99 | 52 Weeks Range 33.82 - 52.65 | Updated Date 07/3/2025 |
52 Weeks Range 33.82 - 52.65 | Updated Date 07/3/2025 | ||
Dividends yield (FY) 4.89% | Basic EPS (TTM) 1.69 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 35.73% | Operating Margin (TTM) 42.15% |
Management Effectiveness
Return on Assets (TTM) 4.65% | Return on Equity (TTM) 13.34% |
Valuation
Trailing PE 25.64 | Forward PE 27.7 | Enterprise Value 13231045596 | Price to Sales(TTM) 9.2 |
Enterprise Value 13231045596 | Price to Sales(TTM) 9.2 | ||
Enterprise Value to Revenue 12.28 | Enterprise Value to EBITDA 18.95 | Shares Outstanding 227954000 | Shares Floating 225957135 |
Shares Outstanding 227954000 | Shares Floating 225957135 | ||
Percent Insiders 0.79 | Percent Institutions 98.45 |
Upturn AI SWOT
CubeSmart
Company Overview
History and Background
CubeSmart was founded in 2004. It has grown through acquisitions and organic expansion to become one of the largest self-storage companies in the United States. Originally named U-Store-It, it rebranded as CubeSmart in 2007 to better reflect its customer-centric approach and modern facilities.
Core Business Areas
- Self-Storage Operations: CubeSmart owns, manages, and acquires self-storage facilities across the United States. They offer a variety of storage unit sizes and features to meet diverse customer needs, including climate-controlled units and drive-up access.
- Third-Party Management: CubeSmart also manages self-storage facilities for third-party owners, leveraging its operational expertise and brand recognition to maximize occupancy and revenue. This includes providing marketing, pricing, and customer service support.
Leadership and Structure
Christopher P. Marr is the Chief Executive Officer of CubeSmart. The company operates with a traditional corporate structure, including a board of directors and various executive management roles overseeing operations, finance, marketing, and real estate.
Top Products and Market Share
Key Offerings
- Self-Storage Units: CubeSmart offers a variety of self-storage units in different sizes and with various amenities (climate control, drive-up access, etc.). Market share is approximately 7% nationally (estimated based on revenue). Competitors include Public Storage (PSA), Extra Space Storage (EXR), and Life Storage (LSI).
- Moving and Packing Supplies: CubeSmart sells moving and packing supplies such as boxes, tape, and bubble wrap at its facilities and online. Revenue from this segment is small compared to self-storage unit rentals. Competitors include U-Haul and moving supply retailers.
Market Dynamics
Industry Overview
The self-storage industry is characterized by fragmented ownership, with a mix of large national players and smaller independent operators. Demand is driven by life events such as moving, downsizing, and home renovation. The industry is generally recession-resistant.
Positioning
CubeSmart is a leading player in the self-storage industry, known for its customer service, clean and well-maintained facilities, and strong brand recognition. It competes primarily on price, location, and amenities.
Total Addressable Market (TAM)
The total addressable market is estimated to be over $40 billion annually in the US. CubeSmart, with its significant revenue, holds a percentage of this market. However, significant opportunity remains due to the fragmented nature of the industry.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive national network of facilities
- Customer-focused approach
- Operational expertise
- Solid financial performance
Weaknesses
- Exposure to economic downturns
- High capital expenditure requirements
- Sensitivity to interest rate changes
- Dependence on real estate market conditions
Opportunities
- Expansion into new markets
- Acquisition of smaller operators
- Development of new technologies and services
- Growth in demand from e-commerce businesses
Threats
- Increased competition
- Oversupply of storage facilities
- Changes in consumer preferences
- Rising operating costs
Competitors and Market Share
Key Competitors
- Public Storage (PSA)
- Extra Space Storage (EXR)
- Life Storage (LSI)
Competitive Landscape
CubeSmart competes effectively with its larger rivals by focusing on customer service, maintaining clean and well-maintained facilities, and offering competitive pricing. It also benefits from its strong brand recognition and extensive national network. CubeSmart needs to continue to grow in size to obtain similar market share to its bigger competitors.
Major Acquisitions
Storage West
- Year: 2015
- Acquisition Price (USD millions): 1700
- Strategic Rationale: Expanded CubeSmart's presence in key Western markets and added a portfolio of high-quality self-storage facilities.
Growth Trajectory and Initiatives
Historical Growth: CubeSmart has experienced strong growth in recent years, driven by acquisitions, organic expansion, and increasing demand for self-storage. Growth rates can be captured with an array showing each year.
Future Projections: Analysts project continued growth for CubeSmart, albeit at a slower pace than in recent years. Growth is expected to be driven by further acquisitions, expansion into new markets, and increasing occupancy rates.
Recent Initiatives: Recent initiatives include investments in technology to improve customer experience, expansion of its third-party management business, and strategic acquisitions of self-storage facilities in key markets.
Summary
CubeSmart is a strong player in the self-storage industry with a customer-centric approach and solid financial performance. The company's growth has been fueled by acquisitions and organic expansion, solidifying its position in key markets. CubeSmart should continue to focus on innovation and technology to stay competitive. An oversupply of storage facilities in some regions and economic downturns pose challenges.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Industry publications
- Company's WebSite
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share and growth projections are based on estimates and may not be accurate. Investment decisions should be made based on your own research and due diligence.
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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