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CubeSmart (CUBE)

Upturn stock ratingUpturn stock rating
$42.5
Last Close (24-hour delay)
Profit since last BUY0.09%
upturn advisory
WEAK BUY
BUY since 36 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

06/30/2025: CUBE (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

17 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Year Target Price $46.33

Year Target Price $46.33

Analyst’s Price TargetsFor last 52 week
$46.33Target price
Low$34.24
Current$42.5
high$53.3

Analysis of Past Performance

Type Stock
Historic Profit 6.05%
Avg. Invested days 31
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 9.71B USD
Price to earnings Ratio 25
1Y Target Price 46.33
Price to earnings Ratio 25
1Y Target Price 46.33
Volume (30-day avg) 17
Beta 0.99
52 Weeks Range 34.24 - 53.30
Updated Date 06/30/2025
52 Weeks Range 34.24 - 53.30
Updated Date 06/30/2025
Dividends yield (FY) 4.91%
Basic EPS (TTM) 1.7

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
Forward PE 27.32
Enterprise Value 13112509510
Price to Sales(TTM) 8.99
Enterprise Value 13112509510
Price to Sales(TTM) 8.99
Enterprise Value to Revenue 12.17
Enterprise Value to EBITDA 18.78
Shares Outstanding 227954000
Shares Floating 225957135
Shares Outstanding 227954000
Shares Floating 225957135
Percent Insiders 0.79
Percent Institutions 98.45

Analyst Ratings

Rating 4
Target Price 46.33
Buy 2
Strong Buy 4
Buy 2
Strong Buy 4
Hold 11
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

CubeSmart

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 3104

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.