CUBESMART (CUBE) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:CUBE - US2296631094 - REIT
39.61 USD
+0.47 (+1.2%)
39.61 USD
0 (0%)
We assign a fundamental rating of 4 out of 10 to CUBE. CUBE was compared to 30 industry peers in the Specialized REITs industry. CUBE scores excellent on profitability, but there are concerns on its financial health. CUBE has a valuation in line with the averages, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
- In the past year CUBE was profitable.
- In the past year CUBE had a positive cash flow from operations.
- CUBE had positive earnings in each of the past 5 years.
- In the past 5 years CUBE always reported a positive cash flow from operatings.
1.2 Ratios
- Looking at the Return On Assets, with a value of 5.28%, CUBE is in the better half of the industry, outperforming 76.67% of the companies in the same industry.
- CUBE has a Return On Equity of 12.83%. This is in the better half of the industry: CUBE outperforms 76.67% of its industry peers.
- CUBE's Return On Invested Capital of 5.71% is fine compared to the rest of the industry. CUBE outperforms 66.67% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for CUBE is in line with the industry average of 4.86%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.28% | ||
| ROE | 12.83% | ||
| ROIC | 5.71% |
ROA(3y)5.77%
ROA(5y)4.84%
ROE(3y)12.87%
ROE(5y)11.09%
ROIC(3y)5.88%
ROIC(5y)5.16%
1.3 Margins
- Looking at the Profit Margin, with a value of 32.21%, CUBE is in the better half of the industry, outperforming 80.00% of the companies in the same industry.
- CUBE's Profit Margin has improved in the last couple of years.
- With a decent Operating Margin value of 41.68%, CUBE is doing good in the industry, outperforming 63.33% of the companies in the same industry.
- In the last couple of years the Operating Margin of CUBE has grown nicely.
- The Gross Margin of CUBE (69.45%) is comparable to the rest of the industry.
- In the last couple of years the Gross Margin of CUBE has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 41.68% | ||
| PM (TTM) | 32.21% | ||
| GM | 69.45% |
OM growth 3Y8.65%
OM growth 5Y4.68%
PM growth 3Y10.53%
PM growth 5Y6.92%
GM growth 3Y0.34%
GM growth 5Y1.5%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so CUBE is destroying value.
- The number of shares outstanding for CUBE has been increased compared to 1 year ago.
- CUBE has more shares outstanding than it did 5 years ago.
- Compared to 1 year ago, CUBE has an improved debt to assets ratio.
2.2 Solvency
- CUBE has an Altman-Z score of 1.40. This is a bad value and indicates that CUBE is not financially healthy and even has some risk of bankruptcy.
- With a decent Altman-Z score value of 1.40, CUBE is doing good in the industry, outperforming 66.67% of the companies in the same industry.
- CUBE has a debt to FCF ratio of 6.17. This is a slightly negative value and a sign of low solvency as CUBE would need 6.17 years to pay back of all of its debts.
- With an excellent Debt to FCF ratio value of 6.17, CUBE belongs to the best of the industry, outperforming 90.00% of the companies in the same industry.
- CUBE has a Debt/Equity ratio of 1.26. This is a high value indicating a heavy dependency on external financing.
- CUBE has a Debt to Equity ratio of 1.26. This is comparable to the rest of the industry: CUBE outperforms 50.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.26 | ||
| Debt/FCF | 6.17 | ||
| Altman-Z | 1.4 |
ROIC/WACC0.75
WACC7.58%
2.3 Liquidity
- CUBE has a Current Ratio of 0.37. This is a bad value and indicates that CUBE is not financially healthy enough and could expect problems in meeting its short term obligations.
- The Current ratio of CUBE (0.37) is worse than 73.33% of its industry peers.
- CUBE has a Quick Ratio of 0.37. This is a bad value and indicates that CUBE is not financially healthy enough and could expect problems in meeting its short term obligations.
- The Quick ratio of CUBE (0.37) is worse than 73.33% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.37 | ||
| Quick Ratio | 0.37 |
3. Growth
3.1 Past
- The earnings per share for CUBE have decreased strongly by -11.86% in the last year.
- Measured over the past years, CUBE shows a quite strong growth in Earnings Per Share. The EPS has been growing by 14.17% on average per year.
- Looking at the last year, CUBE shows a small growth in Revenue. The Revenue has grown by 4.19% in the last year.
- CUBE shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 10.61% yearly.
EPS 1Y (TTM)-11.86%
EPS 3Y13.71%
EPS 5Y14.17%
EPS Q2Q%-18.18%
Revenue 1Y (TTM)4.19%
Revenue growth 3Y9.03%
Revenue growth 5Y10.61%
Sales Q2Q%5.24%
3.2 Future
- Based on estimates for the next years, CUBE will show a decrease in Earnings Per Share. The EPS will decrease by -0.92% on average per year.
- The Revenue is expected to grow by 6.79% on average over the next years.
EPS Next Y-12.43%
EPS Next 2Y-6.84%
EPS Next 3Y-3.26%
EPS Next 5Y-0.92%
Revenue Next Year4.88%
Revenue Next 2Y3.8%
Revenue Next 3Y3.78%
Revenue Next 5Y6.79%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 25.39, the valuation of CUBE can be described as expensive.
- Based on the Price/Earnings ratio, CUBE is valued a bit cheaper than 76.67% of the companies in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.38, CUBE is valued at the same level.
- The Price/Forward Earnings ratio is 26.54, which means the current valuation is very expensive for CUBE.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of CUBE indicates a somewhat cheap valuation: CUBE is cheaper than 66.67% of the companies listed in the same industry.
- When comparing the Price/Forward Earnings ratio of CUBE to the average of the S&P500 Index (24.29), we can say CUBE is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 25.39 | ||
| Fwd PE | 26.54 |
4.2 Price Multiples
- CUBE's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. CUBE is cheaper than 73.33% of the companies in the same industry.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of CUBE indicates a rather cheap valuation: CUBE is cheaper than 83.33% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 15.96 | ||
| EV/EBITDA | 17.45 |
4.3 Compensation for Growth
- CUBE has a very decent profitability rating, which may justify a higher PE ratio.
- CUBE's earnings are expected to decrease with -3.26% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)1.79
EPS Next 2Y-6.84%
EPS Next 3Y-3.26%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 5.42%, CUBE is a good candidate for dividend investing.
- CUBE's Dividend Yield is comparable with the industry average which is at 5.65.
- Compared to an average S&P500 Dividend Yield of 1.84, CUBE pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.42% |
5.2 History
- The dividend of CUBE is nicely growing with an annual growth rate of 9.75%!
- CUBE has been paying a dividend for at least 10 years, so it has a reliable track record.
- The dividend of CUBE decreased recently.
Dividend Growth(5Y)9.75%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
- 132.52% of the earnings are spent on dividend by CUBE. This is not a sustainable payout ratio.
- CUBE's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP132.52%
EPS Next 2Y-6.84%
EPS Next 3Y-3.26%
39.61
+0.47 (+1.2%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustrySpecialized REITs
Earnings (Last)10-30 2025-10-30/amc
Earnings (Next)02-25 2026-02-25/amc
Inst Owners100.37%
Inst Owner Change-2.09%
Ins Owners0.8%
Ins Owner Change9.03%
Market Cap9.03B
Revenue(TTM)1.11B
Net Income(TTM)356.98M
Analysts73.6
Price Target43.41 (9.59%)
Short Float %2.5%
Short Ratio2.74
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.42% |
Yearly Dividend2.04
Dividend Growth(5Y)9.75%
DP132.52%
Div Incr Years1
Div Non Decr Years1
Ex-Date01-02 2026-01-02 (0.53)
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-5.87%
Min EPS beat(2)-7.12%
Max EPS beat(2)-4.61%
EPS beat(4)0
Avg EPS beat(4)-3.79%
Min EPS beat(4)-7.12%
Max EPS beat(4)-0.13%
EPS beat(8)1
Avg EPS beat(8)-2.15%
EPS beat(12)3
Avg EPS beat(12)2.5%
EPS beat(16)6
Avg EPS beat(16)5.61%
Revenue beat(2)1
Avg Revenue beat(2)0.13%
Min Revenue beat(2)-0.77%
Max Revenue beat(2)1.03%
Revenue beat(4)2
Avg Revenue beat(4)-0.03%
Min Revenue beat(4)-1.47%
Max Revenue beat(4)1.08%
Revenue beat(8)5
Avg Revenue beat(8)-0.18%
Revenue beat(12)6
Avg Revenue beat(12)-0.64%
Revenue beat(16)6
Avg Revenue beat(16)-1.04%
PT rev (1m)-2.88%
PT rev (3m)-5.66%
EPS NQ rev (1m)-2.19%
EPS NQ rev (3m)-6.75%
EPS NY rev (1m)-1.27%
EPS NY rev (3m)-4.11%
Revenue NQ rev (1m)0.46%
Revenue NQ rev (3m)0.6%
Revenue NY rev (1m)-0.81%
Revenue NY rev (3m)-0.72%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 25.39 | ||
| Fwd PE | 26.54 | ||
| P/S | 8.15 | ||
| P/FCF | 15.96 | ||
| P/OCF | 14.19 | ||
| P/B | 3.25 | ||
| P/tB | 3.26 | ||
| EV/EBITDA | 17.45 |
EPS(TTM)1.56
EY3.94%
EPS(NY)1.49
Fwd EY3.77%
FCF(TTM)2.48
FCFY6.27%
OCF(TTM)2.79
OCFY7.05%
SpS4.86
BVpS12.2
TBVpS12.13
PEG (NY)N/A
PEG (5Y)1.79
Graham Number20.69
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.28% | ||
| ROE | 12.83% | ||
| ROCE | 7.23% | ||
| ROIC | 5.71% | ||
| ROICexc | 5.81% | ||
| ROICexgc | 5.89% | ||
| OM | 41.68% | ||
| PM (TTM) | 32.21% | ||
| GM | 69.45% | ||
| FCFM | 51.08% |
ROA(3y)5.77%
ROA(5y)4.84%
ROE(3y)12.87%
ROE(5y)11.09%
ROIC(3y)5.88%
ROIC(5y)5.16%
ROICexc(3y)5.91%
ROICexc(5y)5.18%
ROICexgc(3y)5.98%
ROICexgc(5y)5.26%
ROCE(3y)7.44%
ROCE(5y)6.53%
ROICexgc growth 3Y19.62%
ROICexgc growth 5Y5.76%
ROICexc growth 3Y20.2%
ROICexc growth 5Y5.63%
OM growth 3Y8.65%
OM growth 5Y4.68%
PM growth 3Y10.53%
PM growth 5Y6.92%
GM growth 3Y0.34%
GM growth 5Y1.5%
F-Score4
Asset Turnover0.16
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.26 | ||
| Debt/FCF | 6.17 | ||
| Debt/EBITDA | 4.91 | ||
| Cap/Depr | 28.26% | ||
| Cap/Sales | 6.37% | ||
| Interest Coverage | 4.4 | ||
| Cash Conversion | 89.46% | ||
| Profit Quality | 158.58% | ||
| Current Ratio | 0.37 | ||
| Quick Ratio | 0.37 | ||
| Altman-Z | 1.4 |
F-Score4
WACC7.58%
ROIC/WACC0.75
Cap/Depr(3y)37.57%
Cap/Depr(5y)96.81%
Cap/Sales(3y)8.96%
Cap/Sales(5y)23.68%
Profit Quality(3y)143.78%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-11.86%
EPS 3Y13.71%
EPS 5Y14.17%
EPS Q2Q%-18.18%
EPS Next Y-12.43%
EPS Next 2Y-6.84%
EPS Next 3Y-3.26%
EPS Next 5Y-0.92%
Revenue 1Y (TTM)4.19%
Revenue growth 3Y9.03%
Revenue growth 5Y10.61%
Sales Q2Q%5.24%
Revenue Next Year4.88%
Revenue Next 2Y3.8%
Revenue Next 3Y3.78%
Revenue Next 5Y6.79%
EBIT growth 1Y-5.41%
EBIT growth 3Y18.46%
EBIT growth 5Y15.79%
EBIT Next Year48.66%
EBIT Next 3Y16.7%
EBIT Next 5Y16.68%
FCF growth 1Y0.23%
FCF growth 3Y27.5%
FCF growth 5Y25.34%
OCF growth 1Y4.35%
OCF growth 3Y12%
OCF growth 5Y13.72%
CUBESMART / CUBE FAQ
Can you provide the ChartMill fundamental rating for CUBESMART?
ChartMill assigns a fundamental rating of 4 / 10 to CUBE.
What is the valuation status of CUBESMART (CUBE) stock?
ChartMill assigns a valuation rating of 4 / 10 to CUBESMART (CUBE). This can be considered as Fairly Valued.
Can you provide the profitability details for CUBESMART?
CUBESMART (CUBE) has a profitability rating of 7 / 10.
Can you provide the PE and PB ratios for CUBE stock?
The Price/Earnings (PE) ratio for CUBESMART (CUBE) is 25.39 and the Price/Book (PB) ratio is 3.25.
What is the financial health of CUBESMART (CUBE) stock?
The financial health rating of CUBESMART (CUBE) is 3 / 10.