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SMA
Upturn stock ratingUpturn stock rating

SmartStop Self Storage REIT, Inc. (SMA)

Upturn stock ratingUpturn stock rating
$34.79
Last Close (24-hour delay)
upturn advisory
PASS
  • 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
  • ALL
  • YEAR
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Upturn Advisory Summary

08/14/2025: SMA (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

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

Analysts Price Target For last 52 week
$38.11 Target price
52w Low $29.44
Current$34.79
52w High $37.63

Analysis of Past Performance

Type Stock
Historic Profit 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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 29.44 - 37.63
Updated Date 08/11/2025
52 Weeks Range 29.44 - 37.63
Updated Date 08/11/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.2

Earnings Date

Report Date 2025-08-06
When After Market
Estimate 0.01
Actual -0.1539

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 -

ai summary icon Upturn AI SWOT

SmartStop Self Storage REIT, Inc.

stock logo

Company Overview

overview logo History and Background

SmartStop Self Storage REIT, Inc. was founded in 2003 and went public on the New York Stock Exchange (NYSE) under the ticker symbol 'SMST' on January 26, 2024. The company focuses on the acquisition, development, and management of self-storage facilities.

business area logo Core Business Areas

  • Self-Storage Operations: Owns, operates, and manages self-storage facilities across the United States and Canada.
  • Third-Party Management: Provides management services for self-storage facilities owned by others.
  • Acquisitions and Development: Acquires existing self-storage facilities and develops new facilities to expand its portfolio.

leadership logo Leadership and Structure

H. Michael Schwartz serves as the Chairman and CEO. The company is structured as a real estate investment trust (REIT), with a board of directors overseeing management.

Top Products and Market Share

overview logo Key Offerings

  • Self-Storage Units: Offers various sizes of self-storage units for residential and commercial customers. The Self-Storage industry is highly competitive. Competitors for this product include Public Storage, Extra Space Storage, CubeSmart, and Life Storage.
  • Moving and Packing Supplies: Sells moving and packing supplies at its facilities to complement its storage services. Competitors for this product include U-Haul and Home Depot.
  • Tenant Insurance: Provides tenant insurance options to customers for their stored goods. Competitors for this product include various insurance companies.

Market Dynamics

industry overview logo Industry Overview

The self-storage industry is characterized by steady demand driven by life events (moving, downsizing, etc.) and business storage needs. It is a fragmented market with many local and regional players alongside larger national REITs.

Positioning

SmartStop aims for a premium segment of the self-storage market, focusing on well-located, high-quality facilities with strong customer service. Their competitive advantage lies in brand recognition and operational efficiency.

Total Addressable Market (TAM)

The total addressable market for self-storage in the US is estimated to be over $50 billion annually. SmartStop is positioned to capture a portion of this market through strategic acquisitions, development, and management.

Upturn SWOT Analysis

Strengths

  • Strong Brand Recognition
  • Experienced Management Team
  • Diversified Geographic Footprint
  • Focus on High-Quality Facilities

Weaknesses

  • Reliance on Acquisitions for Growth
  • Sensitivity to Economic Downturns
  • Geographic concentration in certain markets.
  • Relatively new public company, limited trading history

Opportunities

  • Further Expansion through Acquisitions
  • Development of New Facilities in Underserved Markets
  • Increased Penetration of Existing Markets
  • Technological Innovation (e.g., online rentals, smart locks)

Threats

  • Increased Competition from Other REITs
  • Economic Recession Reducing Demand for Storage
  • Rising Interest Rates Increasing Borrowing Costs
  • Overbuilding in Certain Markets

Competitors and Market Share

competitor logo Key Competitors

  • Public Storage (PSA)
  • Extra Space Storage (EXR)
  • CubeSmart (CUBE)
  • Life Storage (LSI)

Competitive Landscape

SmartStop operates in a highly competitive market. Public Storage and Extra Space Storage are much larger and more established. CubeSmart and Life Storage represent also key competitors. SmartStop focuses on a differentiated brand and targeted markets.

Major Acquisitions

Strategic Storage Growth Trust II, Inc.

  • Year: 2024
  • Acquisition Price (USD millions): 2700
  • Strategic Rationale: The acquisition of Strategic Storage Growth Trust II, Inc. increased their footprint across the United States.

Growth Trajectory and Initiatives

Historical Growth: Historical growth data requires pre-IPO data and a time series analysis of post-IPO financials. This will be populated in future reports.

Future Projections: Future projections require analyst consensus estimates, which are not broadly available for newly public companies. This will be populated in future reports.

Recent Initiatives: Recent initiatives include the IPO on the NYSE, expansion of the company's portfolio through acquisitions, and continued focus on improving operational efficiency.

Summary

SmartStop Self Storage REIT, Inc. is a newly public company operating in a competitive self-storage market. Its strengths include a strong brand and experienced management. The company's success hinges on its ability to execute its growth strategy through acquisitions and development and manage its operations effectively. Key things to look out for are economic downturns and increased competition within the industry.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • SEC Filings
  • Industry Reports
  • Wall Street Journal
  • Reuters
  • Statista

Disclaimers:

This analysis is based on available information and is not financial advice. Market conditions and company performance can change. Consult a financial advisor before making investment decisions.

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 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 July 15, 2025, SmartStop has an owned or managed portfolio of 229 operating properties in 23 states, the District of Columbia, and Canada, comprising approximately 164,300 units and 18.4 million rentable square feet. SmartStop and its affiliates own or manage 43 operating self-storage properties in Canada, which total approximately 36,400 units and 3.7 million rentable square feet.