SHUR Fundamental Analysis - SHURGARD SELF STORAGE LTD

Fundamental Rating

Overall SHUR gets a fundamental rating of 6 out of 10. We evaluated SHUR against 2 industry peers in the Specialized REITs industry. While SHUR has a great profitability rating, there are some minor concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on SHUR. With these ratings, SHUR could be worth investigating further for value investing!.

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1. Profitability

1.1 Basic Checks

SHUR had positive earnings in the past year.

In the past year SHUR had a positive cash flow from operations.

In the past 5 years SHUR has always been profitable.

Each year in the past 5 years SHUR had a positive operating cash flow.

1.2 Ratios

SHUR has a better Return On Assets (8.00%) than 100.00% of its industry peers.

SHUR has a Return On Equity of 13.16%. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

With an excellent Return On Invested Capital value of 2.77%, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

The Average Return On Invested Capital over the past 3 years for SHUR is in line with the industry average of 2.77%.

		Industry Rank	Sector Rank
ROA	8%
ROE	13.16%
ROIC	2.77%

ROA(3y)9.46%

ROA(5y)9.59%

ROE(3y)14.96%

ROE(5y)15.36%

ROIC(3y)3.07%

ROIC(5y)3.25%

1.3 Margins

With an excellent Profit Margin value of 128.64%, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

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

The Operating Margin of SHUR (56.17%) is better than 100.00% of its industry peers.

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

SHUR has a better Gross Margin (69.39%) than 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	56.17%
PM (TTM)	128.64%
GM	69.39%

OM growth 3Y-0.61%

OM growth 5Y0.08%

PM growth 3Y-12.66%

PM growth 5Y11.28%

GM growth 3Y0.84%

GM growth 5Y1.63%

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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.

SHUR has more shares outstanding than it did 1 year ago.

SHUR has more shares outstanding than it did 5 years ago.

SHUR has a worse debt/assets ratio than last year.

2.2 Solvency

Based on the Altman-Z score of 1.58, we must say that SHUR is in the distress zone and has some risk of bankruptcy.

The Altman-Z score of SHUR (1.58) is better than 100.00% of its industry peers.

The Debt to FCF ratio of SHUR is 7.64, which is on the high side as it means it would take SHUR, 7.64 years of fcf income to pay off all of its debts.

SHUR has a better Debt to FCF ratio (7.64) than 100.00% of its industry peers.

A Debt/Equity ratio of 0.39 indicates that SHUR is not too dependend on debt financing.

With an excellent Debt to Equity ratio value of 0.39, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

		Industry Rank	Sector Rank
Debt/Equity	0.39
Debt/FCF	7.64
Altman-Z	1.58

ROIC/WACC0.39

WACC7.03%

2.3 Liquidity

A Current Ratio of 0.97 indicates that SHUR may have some problems paying its short term obligations.

With an excellent Current ratio value of 0.97, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

A Quick Ratio of 0.97 indicates that SHUR may have some problems paying its short term obligations.

SHUR's Quick ratio of 0.97 is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	0.97
Quick Ratio	0.97

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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 has grown by an impressive 33.48% over the past year.

SHUR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 19.71% yearly.

The Revenue has grown by 18.04% in the past year. This is quite good.

The Revenue has been growing by 9.60% on average over the past years. This is quite good.

EPS 1Y (TTM)33.48%

EPS 3Y-6.29%

EPS 5Y19.71%

EPS Q2Q%84.46%

Revenue 1Y (TTM)18.04%

Revenue growth 3Y10.61%

Revenue growth 5Y9.6%

Sales Q2Q%17.79%

3.2 Future

SHUR is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.39% yearly.

SHUR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.31% yearly.

EPS Next Y0.6%

EPS Next 2Y1.97%

EPS Next 3Y3.81%

EPS Next 5Y7.39%

Revenue Next Year15.6%

Revenue Next 2Y11.94%

Revenue Next 3Y10.6%

Revenue Next 5Y6.31%

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.

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4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 5.81, the valuation of SHUR can be described as very cheap.

Based on the Price/Earnings ratio, SHUR is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.

When comparing the Price/Earnings ratio of SHUR to the average of the S&P500 Index (27.42), we can say SHUR is valued rather cheaply.

A Price/Forward Earnings ratio of 18.08 indicates a rather expensive valuation of SHUR.

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

SHUR is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.94, which is the current average of the S&P500 Index.

		Industry Rank	Sector Rank
PE	5.81
Fwd PE	18.08

4.2 Price Multiples

100.00% of the companies in the same industry are more expensive than SHUR, based on the Enterprise Value to EBITDA ratio.

SHUR's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SHUR is cheaper than 100.00% of the companies in the same industry.

		Industry Rank	Sector Rank
P/FCF	15.13
EV/EBITDA	19.46

4.3 Compensation for Growth

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.

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

PEG (NY)9.71

PEG (5Y)0.29

EPS Next 2Y1.97%

EPS Next 3Y3.81%

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5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 2.42%, SHUR has a reasonable but not impressive dividend return.

Compared to an average industry Dividend Yield of 2.42, SHUR pays a better dividend. On top of this SHUR pays more dividend than 100.00% of the companies listed in the same industry.

SHUR's Dividend Yield is comparable with the S&P500 average which is at 2.36.

		Industry Rank	Sector Rank
Dividend Yield	2.42%

5.2 History

Dividend Growth(5Y)N/A

Div Incr Years0

Div Non Decr Years1

5.3 Sustainability

4.88% of the earnings are spent on dividend by SHUR. This is a low number and sustainable payout ratio.

DP4.88%

EPS Next 2Y1.97%

EPS Next 3Y3.81%

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SHURGARD SELF STORAGE LTD

EBR:SHUR (10/17/2025, 7:00:00 PM)

33.35

-0.5 (-1.48%)

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustrySpecialized REITs

Earnings (Last)08-14 2025-08-14

Earnings (Next)N/A N/A

Inst Owners53.61%

Inst Owner ChangeN/A

Ins Owners0.19%

Ins Owner ChangeN/A

Market Cap3.37B

Analysts73.04

Price Target40.58 (21.68%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.42%

Yearly Dividend0.72

Dividend Growth(5Y)N/A

DP4.88%

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)-0.47%

PT rev (3m)-0.05%

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)-0.71%

EPS NY rev (3m)-1.56%

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)-2.38%

Revenue NY rev (3m)-1.66%

Valuation

		Industry Rank	Sector Rank
PE	5.81
Fwd PE	18.08
P/S	7.65
P/FCF	15.13
P/OCF	14.86
P/B	0.78
P/tB	0.78
EV/EBITDA	19.46

EPS(TTM)5.74

EY17.21%

EPS(NY)1.84

Fwd EY5.53%

FCF(TTM)2.2

FCFY6.61%

OCF(TTM)2.24

OCFY6.73%

SpS4.36

BVpS42.63

TBVpS42.5

PEG (NY)9.71

PEG (5Y)0.29

Profitability

		Industry Rank	Sector Rank
ROA	8%
ROE	13.16%
ROCE	3.61%
ROIC	2.77%
ROICexc	2.83%
ROICexgc	2.84%
OM	56.17%
PM (TTM)	128.64%
GM	69.39%
FCFM	50.56%

ROA(3y)9.46%

ROA(5y)9.59%

ROE(3y)14.96%

ROE(5y)15.36%

ROIC(3y)3.07%

ROIC(5y)3.25%

ROICexc(3y)3.17%

ROICexc(5y)3.38%

ROICexgc(3y)3.18%

ROICexgc(5y)3.38%

ROCE(3y)4%

ROCE(5y)4.23%

ROICexcg growth 3Y-6.48%

ROICexcg growth 5Y-6.53%

ROICexc growth 3Y-6.5%

ROICexc growth 5Y-6.54%

OM growth 3Y-0.61%

OM growth 5Y0.08%

PM growth 3Y-12.66%

PM growth 5Y11.28%

GM growth 3Y0.84%

GM growth 5Y1.63%

F-Score4

Asset Turnover0.06

Health

		Industry Rank	Sector Rank
Debt/Equity	0.39
Debt/FCF	7.64
Debt/EBITDA	6.7
Cap/Depr	74.48%
Cap/Sales	0.92%
Interest Coverage	6.79
Cash Conversion	89.67%
Profit Quality	39.3%
Current Ratio	0.97
Quick Ratio	0.97
Altman-Z	1.58

F-Score4

WACC7.03%

ROIC/WACC0.39

Cap/Depr(3y)106.78%

Cap/Depr(5y)102.04%

Cap/Sales(3y)1%

Cap/Sales(5y)0.91%

Profit Quality(3y)39.01%

Profit Quality(5y)40.47%

High Growth Momentum

Growth

EPS 1Y (TTM)33.48%

EPS 3Y-6.29%

EPS 5Y19.71%

EPS Q2Q%84.46%

EPS Next Y0.6%

EPS Next 2Y1.97%

EPS Next 3Y3.81%

EPS Next 5Y7.39%

Revenue 1Y (TTM)18.04%

Revenue growth 3Y10.61%

Revenue growth 5Y9.6%

Sales Q2Q%17.79%

Revenue Next Year15.6%

Revenue Next 2Y11.94%

Revenue Next 3Y10.6%

Revenue Next 5Y6.31%

EBIT growth 1Y16.7%

EBIT growth 3Y9.93%

EBIT growth 5Y9.68%

EBIT Next Year-1.52%

EBIT Next 3Y4.73%

EBIT Next 5YN/A

FCF growth 1Y12.31%

FCF growth 3Y8.52%

FCF growth 5Y11.34%

OCF growth 1Y12.57%

OCF growth 3Y8.88%

OCF growth 5Y11.4%

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

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

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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

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5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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