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Upturn AI SWOT - About
CUBE 
CubeSmart (CUBE)
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Upturn Advisory Summary
04/01/2025: CUBE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.15% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.63B USD | Price to earnings Ratio 24.44 | 1Y Target Price 46.67 |
Price to earnings Ratio 24.44 | 1Y Target Price 46.67 | ||
Volume (30-day avg) 1958011 | Beta 0.91 | 52 Weeks Range 38.04 - 53.30 | Updated Date 04/1/2025 |
52 Weeks Range 38.04 - 53.30 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.87% | Basic EPS (TTM) 1.72 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 36.6% | Operating Margin (TTM) 46.51% |
Management Effectiveness
Return on Assets (TTM) 4.81% | Return on Equity (TTM) 13.43% |
Valuation
Trailing PE 24.44 | Forward PE 26.32 | Enterprise Value 12690440192 | Price to Sales(TTM) 9.11 |
Enterprise Value 12690440192 | Price to Sales(TTM) 9.11 | ||
Enterprise Value to Revenue 11.78 | Enterprise Value to EBITDA 18.15 | Shares Outstanding 227880000 | Shares Floating 225918173 |
Shares Outstanding 227880000 | Shares Floating 225918173 | ||
Percent Insiders 0.76 | Percent Institutions 98.9 |
Analyst Ratings
Rating 3.19 | Target Price 50.07 | Buy 3 | Strong Buy - |
Buy 3 | Strong Buy - | ||
Hold 13 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CubeSmart
Company Overview
History and Background
CubeSmart was founded in 2004 as U-Store-It Trust. It rebranded as CubeSmart in 2007. The company has grown through acquisitions and organic expansion to become one of the largest self-storage providers in the US.
Core Business Areas
- Self-Storage: CubeSmart's primary business is the ownership, operation, management, and acquisition of self-storage facilities. They offer storage units in various sizes and provide related services like moving supplies and insurance.
- Third-Party Management: CubeSmart manages self-storage facilities for third-party owners, leveraging its brand recognition and operational expertise.
Leadership and Structure
Christopher P. Marr is the President and Chief Executive Officer. CubeSmart operates with a typical corporate structure, including executive leadership, regional management teams, and facility-level staff.
Top Products and Market Share
Key Offerings
- Self-Storage Units: CubeSmart offers storage units of various sizes (small, medium, large) catering to both personal and business needs. They also provide climate-controlled options. CubeSmart has around 6.4% market share based on revenue. Competitors include Public Storage, Extra Space Storage, and Life Storage.
- Moving Supplies: CubeSmart sells moving boxes, tape, bubble wrap, and other packing supplies. Revenue from this product is not significant compared to self-storage unit rentals. Competitors include U-Haul, Home Depot, and Lowe's.
- Tenant Insurance: CubeSmart offers tenant insurance to protect customers' stored belongings. Insurance premiums generate ancillary revenue for the company. Competitors include SafeStor, MiniCo Insurance Agency.
Market Dynamics
Industry Overview
The self-storage industry is fragmented and relatively recession-resistant. Demand is driven by life events like moving, downsizing, and relocation, and is supported by the trend of urbanization. The industry benefits from economies of scale and brand recognition.
Positioning
CubeSmart is a well-established player in the self-storage industry, positioned as a customer-focused provider with a strong brand. Its competitive advantages include its national footprint, online platform, and third-party management program.
Total Addressable Market (TAM)
The self-storage TAM is estimated to be around $50 billion annually in the U.S. CubeSmart's market share indicates it has a significant portion of this TAM, but with room for further growth through expansion and acquisition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive national network of facilities
- Experienced management team
- Solid financial performance
- Growing third-party management platform
Weaknesses
- Sensitivity to economic downturns
- High capital expenditures for expansion
- Reliance on occupancy rates
- Exposure to regional market fluctuations
Opportunities
- Acquisitions of smaller self-storage operators
- Expansion into new geographic markets
- Increasing demand from e-commerce businesses
- Development of value-added services
- Technology integration (e.g., smart locks, online rentals)
Threats
- Increased competition from new entrants
- Economic recession leading to lower occupancy rates
- Rising interest rates impacting financing costs
- Changes in consumer preferences
- Overbuilding in certain markets
Competitors and Market Share
Key Competitors
- PSA
- EXR
- LSI
Competitive Landscape
CubeSmart competes with other major self-storage REITs based on location, price, and customer service. CubeSmart's strengths lie in its brand recognition and operational efficiency. It is weaker in pure market share.
Major Acquisitions
Life Storage Portfolio
- Year: 2024
- Acquisition Price (USD millions): 12600
- Strategic Rationale: Acquiring the Life Storage portfolio significantly expands CubeSmart's footprint and strengthens its competitive position in key markets. This also helps the company expand into growing urban areas.
Growth Trajectory and Initiatives
Historical Growth: CubeSmart has grown significantly through acquisitions and organic growth over the past decade.
Future Projections: Analyst projections suggest continued growth for CubeSmart, driven by demand in the self-storage market and expansion plans.
Recent Initiatives: Recent initiatives include expanding its third-party management program and investing in technology to improve customer experience.
Summary
CubeSmart is a solid player in the self-storage industry with a recognized brand and growing third-party management business. The company's strengths include its national network and experienced management team. However, it faces challenges from increased competition and potential economic downturns. CubeSmart should focus on continued expansion and technological innovation to maintain its competitive edge.
Similar Companies
EXR
Extra Space Storage Inc
EXR
Extra Space Storage Inc
PSA
Public Storage
PSA
Public Storage
UHAL
U-Haul Holding Company
UHAL
U-Haul Holding Company
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is dynamic and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CubeSmart
Exchange NYSE | Headquaters Malvern, PA, United States | ||
IPO Launch date 2004-10-22 | CEO, President & Trustee Mr. Christopher P. Marr | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees 3104 | Website https://www.cubesmart.com |
Full time employees 3104 | Website https://www.cubesmart.com | ||
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 2024 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-storage properties in the United States.
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