CUBESMART (CUBE) Stock Fundamental Analysis
NYSE:CUBE • US2296631094
41.84 USD
+0.7 (+1.7%)
At close: Mar 2, 2026
41.84 USD
0 (0%)
After Hours: 3/2/2026, 8:11:39 PM
We assign a fundamental rating of 4 out of 10 to CUBE. CUBE was compared to 28 industry peers in the Specialized REITs industry. CUBE has a medium profitability rating, but doesn't score so well on its financial health evaluation. CUBE has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
- CUBE had positive earnings in the past year.
- In the past year CUBE had a positive cash flow from operations.
- Each year in the past 5 years CUBE has been profitable.
- Each year in the past 5 years CUBE had a positive operating cash flow.
1.2 Ratios
- CUBE has a Return On Assets of 5.02%. This is in the better half of the industry: CUBE outperforms 78.57% of its industry peers.
- Looking at the Return On Equity, with a value of 12.27%, CUBE is in the better half of the industry, outperforming 78.57% of the companies in the same industry.
- CUBE has a better Return On Invested Capital (5.67%) than 71.43% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for CUBE is in line with the industry average of 4.96%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.02% | ||
| ROE | 12.27% | ||
| ROIC | 5.67% |
ROA(3y)5.91%
ROA(5y)5.15%
ROE(3y)13.52%
ROE(5y)11.73%
ROIC(3y)6.23%
ROIC(5y)5.4%
1.3 Margins
- With a decent Profit Margin value of 29.72%, CUBE is doing good in the industry, outperforming 75.00% of the companies in the same industry.
- In the last couple of years the Profit Margin of CUBE has grown nicely.
- Looking at the Operating Margin, with a value of 39.97%, CUBE is in the better half of the industry, outperforming 60.71% of the companies in the same industry.
- CUBE's Operating Margin has been stable in the last couple of years.
- CUBE's Gross Margin of 68.71% is in line compared to the rest of the industry. CUBE outperforms 46.43% of its industry peers.
- CUBE's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 39.97% | ||
| PM (TTM) | 29.72% | ||
| GM | 68.71% |
OM growth 3Y4.75%
OM growth 5Y1.06%
PM growth 3Y0.99%
PM growth 5Y4.04%
GM growth 3Y-0.81%
GM growth 5Y1.26%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), CUBE is destroying value.
- CUBE has less shares outstanding than it did 1 year ago.
- The number of shares outstanding for CUBE has been increased compared to 5 years ago.
- Compared to 1 year ago, CUBE has a worse debt to assets ratio.
2.2 Solvency
- CUBE has an Altman-Z score of 1.43. This is a bad value and indicates that CUBE is not financially healthy and even has some risk of bankruptcy.
- CUBE has a better Altman-Z score (1.43) than 71.43% of its industry peers.
- The Debt to FCF ratio of CUBE is 6.75, which is on the high side as it means it would take CUBE, 6.75 years of fcf income to pay off all of its debts.
- CUBE has a Debt to FCF ratio of 6.75. This is amongst the best in the industry. CUBE outperforms 85.71% of its industry peers.
- A Debt/Equity ratio of 1.26 is on the high side and indicates that CUBE has dependencies on debt financing.
- CUBE has a Debt to Equity ratio of 1.26. This is comparable to the rest of the industry: CUBE outperforms 53.57% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.26 | ||
| Debt/FCF | 6.75 | ||
| Altman-Z | 1.43 |
ROIC/WACC0.77
WACC7.34%
2.3 Liquidity
- A Current Ratio of 0.08 indicates that CUBE may have some problems paying its short term obligations.
- Looking at the Current ratio, with a value of 0.08, CUBE is doing worse than 85.71% of the companies in the same industry.
- CUBE has a Quick Ratio of 0.08. This is a bad value and indicates that CUBE is not financially healthy enough and could expect problems in meeting its short term obligations.
- Looking at the Quick ratio, with a value of 0.08, CUBE is doing worse than 85.71% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.08 | ||
| Quick Ratio | 0.08 |
3. Growth
3.1 Past
- The Earnings Per Share has been growing slightly by 1.74% over the past year.
- The Earnings Per Share has been growing by 15.27% on average over the past years. This is quite good.
- Looking at the last year, CUBE shows a small growth in Revenue. The Revenue has grown by 5.33% in the last year.
- CUBE shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 10.58% yearly.
EPS 1Y (TTM)1.74%
EPS 3Y10.7%
EPS 5Y15.27%
EPS Q2Q%42.22%
Revenue 1Y (TTM)5.33%
Revenue growth 3Y3.62%
Revenue growth 5Y10.58%
Sales Q2Q%5.59%
3.2 Future
- CUBE is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -2.39% yearly.
- Based on estimates for the next years, CUBE will show a small growth in Revenue. The Revenue will grow by 6.54% on average per year.
EPS Next Y-15.1%
EPS Next 2Y-5.98%
EPS Next 3Y-3.75%
EPS Next 5Y-2.39%
Revenue Next Year2.45%
Revenue Next 2Y2.69%
Revenue Next 3Y7.06%
Revenue Next 5Y6.54%
3.3 Evolution
- The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
- 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 23.91, the valuation of CUBE can be described as rather expensive.
- Based on the Price/Earnings ratio, CUBE is valued a bit cheaper than 75.00% of the companies in the same industry.
- The average S&P500 Price/Earnings ratio is at 27.13. CUBE is around the same levels.
- CUBE is valuated quite expensively with a Price/Forward Earnings ratio of 28.16.
- CUBE's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. CUBE is cheaper than 64.29% of the companies in the same industry.
- CUBE's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.11.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.91 | ||
| Fwd PE | 28.16 |
4.2 Price Multiples
- 67.86% of the companies in the same industry are more expensive than CUBE, based on the Enterprise Value to EBITDA ratio.
- Based on the Price/Free Cash Flow ratio, CUBE is valued cheaply inside the industry as 82.14% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 18.56 | ||
| EV/EBITDA | 18.04 |
4.3 Compensation for Growth
- The decent profitability rating of CUBE may justify a higher PE ratio.
- CUBE's earnings are expected to decrease with -3.75% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)1.57
EPS Next 2Y-5.98%
EPS Next 3Y-3.75%
5. Dividend
5.1 Amount
- CUBE has a Yearly Dividend Yield of 5.15%, which is a nice return.
- CUBE's Dividend Yield is a higher than the industry average which is at 5.37.
- CUBE's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.15% |
5.2 History
- The dividend of CUBE is nicely growing with an annual growth rate of 9.81%!
- CUBE has paid a dividend for at least 10 years, which is a reliable track record.
- CUBE has decreased its dividend recently.
Dividend Growth(5Y)9.81%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
- CUBE pays out 142.70% of its income as dividend. 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.
DP142.7%
EPS Next 2Y-5.98%
EPS Next 3Y-3.75%
41.84
+0.7 (+1.7%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustrySpecialized REITs
Earnings (Last)02-26 2026-02-26/amc
Earnings (Next)04-29 2026-04-29/amc
Inst Owners100.37%
Inst Owner Change-1.47%
Ins Owners0.8%
Ins Owner Change7.66%
Market Cap9.54B
Revenue(TTM)1.12B
Net Income(TTM)333.78M
Analysts70.83
Price Target42.65 (1.94%)
Short Float %2.69%
Short Ratio2.6
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.15% |
Yearly Dividend2.09
Dividend Growth(5Y)9.81%
DP142.7%
Div Incr Years1
Div Non Decr Years1
Ex-Date01-02 2026-01-02 (0.53)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)31.23%
Min EPS beat(2)-7.12%
Max EPS beat(2)69.58%
EPS beat(4)1
Avg EPS beat(4)14.43%
Min EPS beat(4)-7.12%
Max EPS beat(4)69.58%
EPS beat(8)1
Avg EPS beat(8)5.48%
EPS beat(12)3
Avg EPS beat(12)6.69%
EPS beat(16)6
Avg EPS beat(16)8.99%
Revenue beat(2)0
Avg Revenue beat(2)-0.5%
Min Revenue beat(2)-0.77%
Max Revenue beat(2)-0.24%
Revenue beat(4)2
Avg Revenue beat(4)0.28%
Min Revenue beat(4)-0.77%
Max Revenue beat(4)1.08%
Revenue beat(8)5
Avg Revenue beat(8)0.82%
Revenue beat(12)6
Avg Revenue beat(12)-0.51%
Revenue beat(16)6
Avg Revenue beat(16)-0.82%
PT rev (1m)-1.76%
PT rev (3m)-6.82%
EPS NQ rev (1m)-0.45%
EPS NQ rev (3m)-2.63%
EPS NY rev (1m)0%
EPS NY rev (3m)-2.02%
Revenue NQ rev (1m)-0.22%
Revenue NQ rev (3m)0.24%
Revenue NY rev (1m)0.36%
Revenue NY rev (3m)-0.54%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.91 | ||
| Fwd PE | 28.16 | ||
| P/S | 8.5 | ||
| P/FCF | 18.56 | ||
| P/OCF | 15.68 | ||
| P/B | 3.51 | ||
| P/tB | 3.52 | ||
| EV/EBITDA | 18.04 |
EPS(TTM)1.75
EY4.18%
EPS(NY)1.49
Fwd EY3.55%
FCF(TTM)2.25
FCFY5.39%
OCF(TTM)2.67
OCFY6.38%
SpS4.93
BVpS11.93
TBVpS11.89
PEG (NY)N/A
PEG (5Y)1.57
Graham Number21.67
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.02% | ||
| ROE | 12.27% | ||
| ROCE | 7.18% | ||
| ROIC | 5.67% | ||
| ROICexc | 5.68% | ||
| ROICexgc | 5.76% | ||
| OM | 39.97% | ||
| PM (TTM) | 29.72% | ||
| GM | 68.71% | ||
| FCFM | 45.77% |
ROA(3y)5.91%
ROA(5y)5.15%
ROE(3y)13.52%
ROE(5y)11.73%
ROIC(3y)6.23%
ROIC(5y)5.4%
ROICexc(3y)6.26%
ROICexc(5y)5.42%
ROICexgc(3y)6.34%
ROICexgc(5y)5.5%
ROCE(3y)7.88%
ROCE(5y)6.83%
ROICexgc growth 3Y7.12%
ROICexgc growth 5Y4.78%
ROICexc growth 3Y7.06%
ROICexc growth 5Y4.88%
OM growth 3Y4.75%
OM growth 5Y1.06%
PM growth 3Y0.99%
PM growth 5Y4.04%
GM growth 3Y-0.81%
GM growth 5Y1.26%
F-Score5
Asset Turnover0.17
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.26 | ||
| Debt/FCF | 6.75 | ||
| Debt/EBITDA | 4.81 | ||
| Cap/Depr | 35.9% | ||
| Cap/Sales | 8.41% | ||
| Interest Coverage | 4.2 | ||
| Cash Conversion | 85.46% | ||
| Profit Quality | 154.01% | ||
| Current Ratio | 0.08 | ||
| Quick Ratio | 0.08 | ||
| Altman-Z | 1.43 |
F-Score5
WACC7.34%
ROIC/WACC0.77
Cap/Depr(3y)35.74%
Cap/Depr(5y)45.23%
Cap/Sales(3y)7.47%
Cap/Sales(5y)11.59%
Profit Quality(3y)142.32%
Profit Quality(5y)140.6%
High Growth Momentum
Growth
EPS 1Y (TTM)1.74%
EPS 3Y10.7%
EPS 5Y15.27%
EPS Q2Q%42.22%
EPS Next Y-15.1%
EPS Next 2Y-5.98%
EPS Next 3Y-3.75%
EPS Next 5Y-2.39%
Revenue 1Y (TTM)5.33%
Revenue growth 3Y3.62%
Revenue growth 5Y10.58%
Sales Q2Q%5.59%
Revenue Next Year2.45%
Revenue Next 2Y2.69%
Revenue Next 3Y7.06%
Revenue Next 5Y6.54%
EBIT growth 1Y-7.08%
EBIT growth 3Y8.54%
EBIT growth 5Y11.76%
EBIT Next Year44.89%
EBIT Next 3Y20.98%
EBIT Next 5YN/A
FCF growth 1Y-5.7%
FCF growth 3Y3.67%
FCF growth 5YN/A
OCF growth 1Y-3.58%
OCF growth 3Y0.95%
OCF growth 5Y11.63%
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 6 / 10.
Can you provide the PE and PB ratios for CUBE stock?
The Price/Earnings (PE) ratio for CUBESMART (CUBE) is 23.91 and the Price/Book (PB) ratio is 3.51.
What is the financial health of CUBESMART (CUBE) stock?
The financial health rating of CUBESMART (CUBE) is 3 / 10.