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Upturn AI SWOT - About
CUBE 
CubeSmart (CUBE)
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Upturn Advisory Summary
09/17/2025: 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 $45.11
1 Year Target Price $45.11
| 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 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.40B USD | Price to earnings Ratio 25 | 1Y Target Price 45.11 |
Price to earnings Ratio 25 | 1Y Target Price 45.11 | ||
Volume (30-day avg) 17 | Beta 0.96 | 52 Weeks Range 33.82 - 52.20 | Updated Date 09/16/2025 |
52 Weeks Range 33.82 - 52.20 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 5.07% | Basic EPS (TTM) 1.64 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | 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 | Forward PE 24.94 | Enterprise Value 12760434275 | Price to Sales(TTM) 8.57 |
Enterprise Value 12760434275 | Price to Sales(TTM) 8.57 | ||
Enterprise Value to Revenue 11.66 | Enterprise Value to EBITDA 18.01 | Shares Outstanding 228035008 | Shares Floating 226044527 |
Shares Outstanding 228035008 | Shares Floating 226044527 | ||
Percent Insiders 0.79 | Percent Institutions 100.64 |
Upturn AI SWOT
CubeSmart
Company Overview
History and Background
CubeSmart was founded in 2004, emerging from the self-storage assets previously held by Public Storage. It quickly expanded through acquisitions and developments, becoming a major player in the self-storage industry. CubeSmart differentiates itself through technology and customer-focused service.
Core Business Areas
- Self-Storage Operations: This segment involves the ownership, operation, and management of self-storage facilities across the United States. CubeSmart offers various storage unit sizes to cater to different customer needs, including climate-controlled options.
- Property Management: CubeSmart manages self-storage facilities for third-party owners. This service generates revenue through management fees and provides scale for the company.
Leadership and Structure
CubeSmart is led by a CEO and a senior management team responsible for strategic direction and operational execution. The company is structured with regional and functional teams to manage its extensive property portfolio.
Top Products and Market Share
Key Offerings
- Self-Storage Units: CubeSmart offers a variety of self-storage units, ranging from small closet-sized spaces to large units suitable for storing entire households. Market share data suggests CubeSmart holds a significant portion of the self-storage market, competing with other major players like Public Storage and Extra Space Storage. Competitors include Public Storage (PSA) and Extra Space Storage (EXR).
- Moving and Packing Supplies: CubeSmart sells moving and packing supplies at its facilities, offering customers a convenient one-stop shop for their storage needs. This contributes to ancillary revenue. Competitors include U-Haul (UHAL) and Amazon.
Market Dynamics
Industry Overview
The self-storage industry is characterized by fragmented ownership, with major REITs consolidating the market. Demand is driven by life events, such as moving, downsizing, and relocation. The industry has experienced growth due to increasing urbanization and mobility.
Positioning
CubeSmart is a leading self-storage REIT with a focus on technology and customer service. The company positions itself as a convenient and reliable storage solution for both residential and commercial customers.
Total Addressable Market (TAM)
The self-storage market is estimated at over $50 billion annually. CubeSmart is well-positioned to capture a significant portion of this market through its extensive property portfolio and focus on customer satisfaction.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive property portfolio
- Focus on technology and customer service
- Experienced management team
Weaknesses
- Sensitivity to economic downturns
- Exposure to real estate market fluctuations
- High capital expenditure requirements
Opportunities
- Expansion through acquisitions and developments
- Growth in urban areas
- Increased demand from e-commerce businesses
- Leveraging technology for enhanced customer experience
Threats
- Increased competition from other self-storage providers
- Rising interest rates
- Economic recession
- Changes in consumer preferences
Competitors and Market Share
Key Competitors
- PSA
- EXR
- UHAL
- LIFE
Competitive Landscape
CubeSmart competes with other major self-storage REITs and smaller independent operators. The company differentiates itself through its focus on technology and customer service, but faces competition on price and location.
Major Acquisitions
Life Storage
- Year: 2023
- Acquisition Price (USD millions): 7000
- Strategic Rationale: Expand geographic reach and increase market share in key markets.
Growth Trajectory and Initiatives
Historical Growth: Discuss CubeSmart's growth trends over the past years.
Future Projections: Provide projections for CubeSmart's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by CubeSmart.
Summary
CubeSmart is a strong player in the self-storage industry with a focus on technology and customer service. Its extensive portfolio and strategic acquisitions have fueled growth. The company needs to monitor economic conditions and increasing competition. Continued investment in technology and customer experience will be crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data is 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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