SHURGARD SELF STORAGE LTD(EBR:SHUR) stock Fundamental Analysis

Fundamental Rating

Overall SHUR gets a fundamental rating of 6 out of 10. We evaluated SHUR against 1 industry peers in the Specialized REITs industry. SHUR scores excellent points on both the profitability and health parts. This is a solid base for a good stock. A decent growth rate in combination with a cheap valuation! Better keep an eye on SHUR. These ratings could make SHUR a good candidate for value investing.

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1. Profitability

1.1 Basic Checks

SHUR had positive earnings in the past year.

SHUR had a positive operating cash flow in the past year.

In the past 5 years SHUR has always been profitable.

In the past 5 years SHUR always reported a positive cash flow from operatings.

1.2 Ratios

The Return On Assets of SHUR (7.13%) is better than 100.00% of its industry peers.

SHUR's Return On Equity of 10.77% is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

SHUR's Return On Invested Capital of 3.01% is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

SHUR had an Average Return On Invested Capital over the past 3 years of 3.19%. This is in line with the industry average of 3.01%.

		Industry Rank	Sector Rank
ROA	7.13%
ROE	10.77%
ROIC	3.01%

ROA(3y)11.06%

ROA(5y)9.35%

ROE(3y)17.63%

ROE(5y)14.93%

ROIC(3y)3.19%

ROIC(5y)3.39%

1.3 Margins

SHUR has a better Profit Margin (108.77%) than 100.00% of its industry peers.

SHUR's Profit Margin has improved in the last couple of years.

SHUR has a better Operating Margin (56.82%) than 100.00% of its industry peers.

SHUR's Operating Margin has been stable in the last couple of years.

SHUR has a Gross Margin of 69.45%. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

In the last couple of years the Gross Margin of SHUR has grown nicely.

		Industry Rank	Sector Rank
OM	56.82%
PM (TTM)	108.77%
GM	69.45%

OM growth 3Y0.85%

OM growth 5Y0.68%

PM growth 3Y11.79%

PM growth 5Y16.33%

GM growth 3Y2.65%

GM growth 5Y1.86%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

SHUR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.

Compared to 1 year ago, SHUR has more shares outstanding

Compared to 5 years ago, SHUR has more shares outstanding

Compared to 1 year ago, SHUR has an improved debt to assets ratio.

2.2 Solvency

SHUR has an Altman-Z score of 1.88. This is not the best score and indicates that SHUR is in the grey zone with still only limited risk for bankruptcy at the moment.

SHUR has a Altman-Z score of 1.88. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

SHUR has a debt to FCF ratio of 6.29. This is a slightly negative value and a sign of low solvency as SHUR would need 6.29 years to pay back of all of its debts.

Looking at the Debt to FCF ratio, with a value of 6.29, SHUR belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.

A Debt/Equity ratio of 0.21 indicates that SHUR is not too dependend on debt financing.

With an excellent Debt to Equity ratio value of 0.21, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

		Industry Rank	Sector Rank
Debt/Equity	0.21
Debt/FCF	6.29
Altman-Z	1.88

ROIC/WACC0.4

WACC7.6%

2.3 Liquidity

A Current Ratio of 0.73 indicates that SHUR may have some problems paying its short term obligations.

Looking at the Current ratio, with a value of 0.73, SHUR belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.

SHUR has a Quick Ratio of 0.73. This is a bad value and indicates that SHUR is not financially healthy enough and could expect problems in meeting its short term obligations.

SHUR has a Quick ratio of 0.73. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

The current and quick ratio evaluation for SHUR is rather negative, while it does have excellent solvency and profitability. These ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.

		Industry Rank	Sector Rank
Current Ratio	0.73
Quick Ratio	0.73

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

The earnings per share for SHUR have decreased strongly by -26.68% in the last year.

Measured over the past years, SHUR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 19.00% on average per year.

SHUR shows a small growth in Revenue. In the last year, the Revenue has grown by 7.12%.

SHUR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.89% yearly.

EPS 1Y (TTM)-26.68%

EPS 3Y21.96%

EPS 5Y19%

EPS Q2Q%-45.33%

Revenue 1Y (TTM)7.12%

Revenue growth 3Y9.67%

Revenue growth 5Y7.89%

Sales Q2Q%8.6%

3.2 Future

SHUR is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 4.87% yearly.

Based on estimates for the next years, SHUR will show a quite strong growth in Revenue. The Revenue will grow by 9.41% on average per year.

EPS Next Y1.91%

EPS Next 2Y3.65%

EPS Next 3Y4.87%

EPS Next 5YN/A

Revenue Next Year8.91%

Revenue Next 2Y9.44%

Revenue Next 3Y11.08%

Revenue Next 5Y9.41%

3.3 Evolution

The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.

The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.

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4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 7.44, the valuation of SHUR can be described as very cheap.

Based on the Price/Earnings ratio, SHUR is valued cheaper than 100.00% of the companies in the same industry.

SHUR is valuated cheaply when we compare the Price/Earnings ratio to 29.35, which is the current average of the S&P500 Index.

The Price/Forward Earnings ratio is 17.05, which indicates a rather expensive current valuation of SHUR.

Compared to the rest of the industry, the Price/Forward Earnings ratio of SHUR indicates a rather cheap valuation: SHUR is cheaper than 100.00% of the companies listed in the same industry.

SHUR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.10.

		Industry Rank	Sector Rank
PE	7.44
Fwd PE	17.05

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, SHUR is valued cheaper than 100.00% of the companies in the same industry.

Based on the Price/Free Cash Flow ratio, SHUR is valued cheaper than 100.00% of the companies in the same industry.

		Industry Rank	Sector Rank
P/FCF	19.09
EV/EBITDA	18.47

4.3 Compensation for Growth

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates SHUR does not grow enough to justify the current Price/Earnings ratio.

SHUR has an outstanding profitability rating, which may justify a higher PE ratio.

PEG (NY)3.9

PEG (5Y)0.39

EPS Next 2Y3.65%

EPS Next 3Y4.87%

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5. Dividend

5.1 Amount

SHUR has a Yearly Dividend Yield of 2.56%. Purely for dividend investing, there may be better candidates out there.

SHUR's Dividend Yield is rather good when compared to the industry average which is at 2.56. SHUR pays more dividend than 100.00% of the companies in the same industry.

Compared to an average S&P500 Dividend Yield of 2.33, SHUR has a dividend comparable with the average S&P500 company.

		Industry Rank	Sector Rank
Dividend Yield	2.56%

5.2 History

The dividend of SHUR decreases each year by -19.65%.

Dividend Growth(5Y)-19.65%

Div Incr Years0

Div Non Decr Years1

5.3 Sustainability

26.91% of the earnings are spent on dividend by SHUR. This is a low number and sustainable payout ratio.

DP26.91%

EPS Next 2Y3.65%

EPS Next 3Y4.87%

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SHURGARD SELF STORAGE LTD

EBR:SHUR (3/7/2025, 7:00:00 PM)

-0.05 (-0.16%)

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustrySpecialized REITs

Earnings (Last)11-05 2024-11-05

Earnings (Next)N/A N/A

Inst Owners53.9%

Inst Owner ChangeN/A

Ins Owners0.16%

Ins Owner ChangeN/A

Market Cap3.15B

Analysts71.82

Price Target42.94 (34.19%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.56%

Yearly Dividend1.12

Dividend Growth(5Y)-19.65%

DP26.91%

Div Incr Years0

Div Non Decr Years1

Ex-DateN/A

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)N/A

Avg Revenue beat(2)N/A

Min Revenue beat(2)N/A

Max Revenue beat(2)N/A

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)-6.24%

PT rev (3m)-9.53%

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)-0.04%

EPS NY rev (3m)-0.03%

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)-8.29%

Revenue NY rev (3m)-8.09%

Valuation

		Industry Rank	Sector Rank
PE	7.44
Fwd PE	17.05
P/S	8.45
P/FCF	19.09
P/OCF	18.58
P/B	0.84
P/tB	0.84
EV/EBITDA	18.47

EPS(TTM)4.3

EY13.44%

EPS(NY)1.88

Fwd EY5.86%

FCF(TTM)1.68

FCFY5.24%

OCF(TTM)1.72

OCFY5.38%

SpS3.79

BVpS38.23

TBVpS38.14

PEG (NY)3.9

PEG (5Y)0.39

Profitability

		Industry Rank	Sector Rank
ROA	7.13%
ROE	10.77%
ROCE	3.99%
ROIC	3.01%
ROICexc	3.14%
ROICexgc	3.14%
OM	56.82%
PM (TTM)	108.77%
GM	69.45%
FCFM	44.26%

ROA(3y)11.06%

ROA(5y)9.35%

ROE(3y)17.63%

ROE(5y)14.93%

ROIC(3y)3.19%

ROIC(5y)3.39%

ROICexc(3y)3.33%

ROICexc(5y)3.55%

ROICexgc(3y)3.33%

ROICexgc(5y)3.55%

ROCE(3y)4.22%

ROCE(5y)4.48%

ROICexcg growth 3Y-5.35%

ROICexcg growth 5Y-4.85%

ROICexc growth 3Y-5.34%

ROICexc growth 5Y-4.86%

OM growth 3Y0.85%

OM growth 5Y0.68%

PM growth 3Y11.79%

PM growth 5Y16.33%

GM growth 3Y2.65%

GM growth 5Y1.86%

F-Score3

Asset Turnover0.07

Health

		Industry Rank	Sector Rank
Debt/Equity	0.21
Debt/FCF	6.29
Debt/EBITDA	3.73
Cap/Depr	123.86%
Cap/Sales	1.23%
Interest Coverage	8.63
Cash Conversion	78.69%
Profit Quality	40.69%
Current Ratio	0.73
Quick Ratio	0.73
Altman-Z	1.88

F-Score3

WACC7.6%

ROIC/WACC0.4

Cap/Depr(3y)95.02%

Cap/Depr(5y)107.99%

Cap/Sales(3y)0.85%

Cap/Sales(5y)0.86%

Profit Quality(3y)34.05%

Profit Quality(5y)46.31%

High Growth Momentum

Growth

EPS 1Y (TTM)-26.68%

EPS 3Y21.96%

EPS 5Y19%

EPS Q2Q%-45.33%

EPS Next Y1.91%

EPS Next 2Y3.65%

EPS Next 3Y4.87%

EPS Next 5YN/A

Revenue 1Y (TTM)7.12%

Revenue growth 3Y9.67%

Revenue growth 5Y7.89%

Sales Q2Q%8.6%

Revenue Next Year8.91%

Revenue Next 2Y9.44%

Revenue Next 3Y11.08%

Revenue Next 5Y9.41%

EBIT growth 1Y4.41%

EBIT growth 3Y10.6%

EBIT growth 5Y8.62%

EBIT Next Year7.17%

EBIT Next 3Y10.2%

EBIT Next 5Y7.61%

FCF growth 1Y6.39%

FCF growth 3Y8.58%

FCF growth 5Y9.19%

OCF growth 1Y7.63%

OCF growth 3Y8.7%

OCF growth 5Y9.21%

SHURGARD SELF STORAGE LTD (SHUR.BR) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens