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SmartStop Self Storage REIT, Inc. (SMA)
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Upturn Advisory Summary
10/17/2025: SMA (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
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $38.11
1 Year Target Price $38.11
| 6 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.24% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.80B USD | Price to earnings Ratio - | 1Y Target Price 38.11 |
Price to earnings Ratio - | 1Y Target Price 38.11 | ||
Volume (30-day avg) 11 | Beta -0.04 | 52 Weeks Range 29.23 - 39.63 | Updated Date 10/16/2025 |
52 Weeks Range 29.23 - 39.63 | Updated Date 10/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.2 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.47% | Operating Margin (TTM) 29.32% |
Management Effectiveness
Return on Assets (TTM) 2.11% | Return on Equity (TTM) -0.9% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3378680097 | Price to Sales(TTM) 7.9 |
Enterprise Value 3378680097 | Price to Sales(TTM) 7.9 | ||
Enterprise Value to Revenue 14.26 | Enterprise Value to EBITDA 27.24 | Shares Outstanding 31050000 | Shares Floating 92021462 |
Shares Outstanding 31050000 | Shares Floating 92021462 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
SmartStop Self Storage REIT, Inc.
Company Overview
History and Background
SmartStop Self Storage REIT, Inc. was founded in 2003. Initially focused on acquiring and managing self-storage facilities, the company has grown through acquisitions, development, and property management. They became a publicly traded REIT in 2021.
Core Business Areas
- Self-Storage Ownership and Operation: Acquiring, developing, and operating self-storage facilities across the United States and Canada. Revenue is primarily generated through rental income from storage units.
- Third-Party Management: Providing management services for self-storage facilities owned by third parties, earning management fees.
Leadership and Structure
H. Michael Schwartz serves as the Chairman and CEO. The organizational structure consists of various departments including operations, finance, acquisitions, and property management, reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Self-Storage Units: Renting storage units of various sizes to individuals and businesses. Market share information is fragmented due to the large number of smaller operators; however, SmartStop aims to be a top 10 player. Competitors include Public Storage, Extra Space Storage, and Life Storage. Revenue is generated from monthly rental fees and related services (insurance, moving supplies).
- Management Services: Providing management services to other self-storage facility owners. This includes marketing, operational management, and financial reporting. Market share data specific to management services is not readily available. Competitors include other large REITs that also offer management services.
Market Dynamics
Industry Overview
The self-storage industry is characterized by relatively stable demand, driven by life events (moving, downsizing, etc.). It's a fragmented market with a mix of large REITs and smaller private operators. The industry is sensitive to economic conditions and population growth.
Positioning
SmartStop positions itself as a provider of high-quality, customer-focused self-storage solutions. It focuses on strategic locations and efficient operations to achieve competitive advantages.
Total Addressable Market (TAM)
The global self-storage market size was valued at USD 55.28 billion in 2022 and is projected to grow to USD 71.47 billion by 2029. SmartStop's positioning and growth strategies align with capturing a larger share of this expanding TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Experienced management team
- Geographic diversification
- Focus on technology and customer service
Weaknesses
- High debt levels
- Exposure to interest rate fluctuations
- Dependence on acquisitions for growth
- Lower margins compared to larger peers.
Opportunities
- Further expansion through acquisitions and development
- Increasing demand for self-storage
- Technological advancements in security and access control
- Growing third-party management business
Threats
- Economic downturn affecting demand
- Increased competition from new entrants
- Rising interest rates
- Oversupply of self-storage units in certain markets
Competitors and Market Share
Key Competitors
- PSA
- EXR
- LSI
Competitive Landscape
SmartStop faces stiff competition from larger REITs with greater scale and access to capital. Their competitive advantages include a focus on customer service and strategic locations. Disadvantages include smaller size and higher leverage than some peers.
Growth Trajectory and Initiatives
Historical Growth: SmartStop's historical growth has been driven by acquisitions and organic growth in occupancy rates.
Future Projections: Future growth projections depend on analyst estimates and company guidance.
Recent Initiatives: Recent initiatives often include acquisitions of new facilities, expansion into new markets, and implementation of new technology.
Summary
SmartStop Self Storage REIT is a growing player in the self-storage industry, benefiting from increasing demand and strategic acquisitions. While its smaller size and higher leverage pose challenges, its focus on customer service and strategic locations are key strengths. The company needs to navigate competitive pressures and interest rate risk effectively to achieve its growth objectives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data are estimates and may vary.
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 SmartStop Self Storage REIT, Inc.
Exchange NYSE | Headquaters Ladera Ranch, CA, United States | ||
IPO Launch date 2025-04-02 | Founder, Chairman of the Board & CEO Mr. H. Michael Schwartz | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees 600 | |
Full time employees 600 | |||
SmartStop Self Storage REIT, Inc. ("SmartStop") (NYSE: SMA) is a self-managed REIT with a fully integrated operations team of more than 600 self-storage professionals focused on growing the SmartStop Self Storage brand. SmartStop, through its indirect subsidiary SmartStop REIT Advisors, LLC, also sponsors other self-storage programs. As of September 24, 2025, SmartStop has an owned or managed portfolio of 236 operating properties in 23 states, the District of Columbia, and Canada, comprising approximately 170,500 units and 19.1 million rentable square feet. SmartStop and its affiliates own or manage 49 operating self-storage properties in Canada, which total approximately 41,800 units and 4.2 million rentable square feet.
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