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SmartStop Self Storage REIT, Inc. (SMA)
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Upturn Advisory Summary
06/27/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 29.55 - 37.79 | Updated Date 06/14/2025 |
52 Weeks Range 29.55 - 37.79 | Updated Date 06/14/2025 | ||
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 - |
Analyst Ratings
Rating 4 | Target Price 38.11 | Buy 5 | Strong Buy 6 |
Buy 5 | Strong Buy 6 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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, it has grown into a significant player in the industry through acquisitions, development, and management expertise. It became a publicly traded REIT in 2021.
Core Business Areas
- Self-Storage Operations: Owns, operates, and manages self-storage facilities across the United States and Canada, leasing storage units to residential and commercial customers.
- Third-Party Management: Provides third-party management services to other self-storage facility owners, leveraging its operational expertise.
Leadership and Structure
H. Michael Schwartz serves as the Chairman and CEO. The company operates with a typical REIT structure, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Storage Unit Rentals: Offers a variety of storage unit sizes and features (climate control, etc.) for residential and commercial customers. Market share fluctuates regionally but is estimated at <2%. Competitors include Public Storage, Extra Space Storage, and Life Storage. Revenue is primarily derived from rental income.
- Tenant Insurance: Provides insurance options for customers' stored belongings, generating ancillary revenue. Competitors include SafeStor, MiniCo. Market Share is unavailable but they have partnerships with companies like Decisely.
Market Dynamics
Industry Overview
The self-storage industry is characterized by fragmentation and consolidation, with a mix of national REITs and independent operators. Demand is driven by life events (moving, downsizing, etc.) and economic factors.
Positioning
SmartStop is a mid-sized REIT in the self-storage industry. It differentiates itself through its focus on customer service, technology integration, and strategic acquisitions. While they are publicly traded, they are still smaller than the leading competitors.
Total Addressable Market (TAM)
The US self-storage market is estimated to be around $50 billion. SmartStop, with its current holdings, has a small but growing percentage of the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced management team
- Geographic diversification
- Focus on technology and customer experience
- High occupancy rates
Weaknesses
- Smaller market capitalization compared to larger REITs
- Reliance on acquisitions for growth
- Geographic concentration in some markets
- Vulnerability to economic downturns
Opportunities
- Further acquisitions and development of new facilities
- Expansion into new geographic markets
- Increased adoption of technology for self-storage management
- Growing demand for self-storage from e-commerce businesses
- Increase 3rd party management
Threats
- Increased competition from other self-storage providers
- Economic downturns reducing demand for self-storage
- Rising interest rates increasing borrowing costs
- Oversupply of self-storage facilities in certain markets
- Increase in property taxes and insurance costs
Competitors and Market Share
Key Competitors
- PSA
- EXR
- LSI
Competitive Landscape
SmartStop competes with larger REITs like Public Storage and Extra Space Storage. It differentiates itself through its customer focus and technology investments. Its smaller size can be a disadvantage in terms of access to capital.
Major Acquisitions
Strategic Storage Trust IV, Inc.
- Year: 2024
- Acquisition Price (USD millions): 1330
- Strategic Rationale: Expanded the company's portfolio of self-storage facilities in key markets, increasing its scale and operational efficiency. This also increased its overall revenue.
Growth Trajectory and Initiatives
Historical Growth: SmartStop's historical growth has been driven by acquisitions and organic growth through increased occupancy and rental rates.
Future Projections: Analyst projections (unavailable without access to a financial data terminal) would include revenue growth estimates, EPS growth estimates, and target stock prices.
Recent Initiatives: Recent initiatives include acquisitions of new self-storage facilities, investments in technology to improve customer experience, and expansion of the third-party management platform.
Summary
SmartStop is a growing self-storage REIT with a solid operational track record. Its strength lies in its brand and customer service focus. Its smaller size relative to its larger competitors means it could be more volatile. Acquisitions are key to its expansion strategy, which comes with integration risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Reports (Unavailable without Subscription)
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Numerical data requires access to financial statements and may be outdated. Market share data is estimated.
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 590 | |
Full time employees 590 | |||
SmartStop Self Storage REIT, Inc. ("SmartStop") (NYSE:SMA) is a self-managed REIT with a fully integrated operations team of approximately 590 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 May 7, 2025, SmartStop has an owned or managed portfolio of 220 operating properties in 23 states, the District of Columbia, and Canada, comprising approximately 157,100 units and 17.7 million rentable square feet. SmartStop and its affiliates own or manage 41 operating self-storage properties in Canada, which total approximately 34,400 units and 3.5 million rentable square feet.
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