Inside the research

CubeSmart

CUBE Research profile · latest available data

Price overview

$37.82

▲ +0.21 (+0.6%)

52w hi$42.50
52w lo$33.88
Vol2.62M
As of25 Sep 2026

The Verdict

Hold

Our score -0.21

Short-0.02
Medium-0.31
Long-0.41

computed 2026-09-27

Key fundamentals

CubeSmart

Real Estate · REIT - Industrial

Market cap$8.56B
Enterprise value$12.10B
Trailing P/E25.73x
Forward P/E24.06x
EV / EBITDA17.16x
P / S (ttm)7.53x
Profit margin29.3%
Return on equity12.0%
Revenue growth+1.5%
Earnings growth+8.3%
Debt / equity134.30

Layer Breakdown

LayerRawContribution
Fundamental+0.12
Sector-0.04
Technical-0.10
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and, in most locations, climate-controlled storage space for residential and commercial customers. According to the 2026 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-storage properties in the United States. CubeSmart was incorporated in 2004 in Maryland and is based in Malvern, Pennsylvania.

United States · www.cubesmart.com

Risk Metrics

Beta vs SPX0.45
Corr SPX0.31
Annual vol23.2%
Annual ret-15.0%
Sharpe-0.65
Max DD-34.8%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$42.00
High / Low$48.00 / $37.00
Median$42.00
Analysts15
Strong Buy2
Buy4
Hold11
Sell0
Strong Sell0

Recent rating actions

2026-05-04RBC Capital→ Outperform
2026-04-16Wells Fargo→ Equal-Weight
2026-03-13Scotiabank→ Sector Perform
2026-03-05Barclays→ Equal-Weight
2026-03-02RBC Capital→ Outperform
2026-02-05Wells Fargo→ Equal-Weight

Material Events

DateEvent8-K
2026-07-31Earnings Release, Reg FD Disclosure…read
2026-06-24Material Agreement, Material Obligation…read
2026-06-01Earnings Release, Reg FD Disclosure…read
2026-05-19Shareholder Voteread
2026-05-14Earnings Release, Reg FD Disclosure…read
2026-05-04Earnings Release, Reg FD Disclosure…read
2026-05-01Earnings Release, Reg FD Disclosure…read
2026-03-02Exhibitsread
2026-03-02Earnings Release, Reg FD Disclosure…read
2026-02-27Earnings Release, Reg FD Disclosure…read
2026-01-07Earnings Release, Reg FD Disclosure…read
2025-12-02Earnings Release, Reg FD Disclosure…read

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders8
Top-5 share99.6%
HHI2,615 (concentrated)

Top Holders

HolderValueShares
State Street Corp$438.97M11.04M
Fidelity / FMR LLC$298.89M7.52M
AQR Capital Management$289.51M7.28M
Millennium Management$107.11M2.69M
Capital Research / Capital World$69.05M1.74M
Citadel Advisors$2.64M66.33K
Bridgewater Associates$2.28M57.42K
T. Rowe Price Group$279.60K7.03M

As of 2026-06-30

Dividends

Yield (TTM)4.18%
$ / share (TTM)$1.58
5y CAGR+9.4%

Annual dividend per share

2021$1.45
2022$1.78
2023$1.98
2024$1.53
2025$2.08
2026$1.06

SEC Filings

DateFormDoc
2026-07-318-Kview
2026-07-3110-Qview
2026-07-164view
2026-07-164view
2026-07-164view
2026-06-248-Kview
2026-06-124view
2026-06-018-Kview
2026-05-204view
2026-05-204view
2026-05-204view
2026-05-204view
2026-05-204view
2026-05-204view
2026-05-204view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$1.12B+11.1%
Operating income$195.72M+40.3%
Net income$48.16M+3.8%
Cash from ops$611.14M+15.2%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$37.67$37.98$37.38$37.822.62M
Sep 24$38.24$38.39$37.51$37.612.81M
Sep 23$38.41$38.53$38.03$38.143.82M
Sep 22$39.84$40.02$38.56$38.563.39M
Sep 21$39.81$39.91$39.48$39.722.41M

Understand the score. Research layers are inputs to a model, and the available data has limits.

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