CubeSmart (CUBE) Resumen de Acciones
CubeSmart es un fondo de inversión inmobiliaria autoadministrado y autogestionado. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 1/6 |
| Dividendos | 6/6 |
CUBE Community Fair Values
Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de CubeSmart
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$40.46 |
| Máximo en las últimas 52 semanas | US$42.64 |
| Mínimo de 52 semanas | US$35.09 |
| Beta | 1.08 |
| Cambio en 1 mes | -2.08% |
| Variación en 3 meses | 3.48% |
| Cambio de 1 año | -1.99% |
| Variación en 3 años | -11.72% |
| Variación en 5 años | -14.96% |
| Variación desde la OPV | 141.84% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 16
CUBE: Demand Risks And Trading Floor Will Shape Balanced 2026 Outlook
CubeSmart's analyst price target edges up to about $43.13 from $42.80, reflecting recent target increases from several firms. Analysts cite mixed demand signals in self storage but maintain a generally neutral stance on the stock.Actualización de narrativa • Jun 02
CUBE: Demand Risks And Buybacks Will Shape Balanced 2026 Outlook
Narrative Update on CubeSmart The analyst price target on CubeSmart has been adjusted to $42.80 from $42, with analysts citing mixed signals in self storage demand and updated models following recent sector reports as key drivers of the change. Analyst Commentary Recent research on CubeSmart shows a mix of cautious and constructive views, with several firms adjusting price targets and keeping ratings broadly neutral or equivalent.Seeking Alpha • May 29
CubeSmart: Waiting For A Better Entry Point (Rating Downgrade)
Summary CubeSmart is rated 'Hold' as its current valuation closely matches intrinsic value amid macro uncertainty. CUBE offers a solid 5.3% dividend yield and maintains a normal balance sheet for a REIT but still faces headwinds from a potentially higher-for-longer interest rate environment and questionable near-term demand. Industry supply pressures are moderating, with management expecting gradual improvement in 2026, yet no near-term demand catalyst is evident. Long-term prospects remain attractive, but a better margin of safety is needed before upgrading CUBE back to Buy given operational and macro risks. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Jun 16
CUBE: Demand Risks And Trading Floor Will Shape Balanced 2026 Outlook
CubeSmart's analyst price target edges up to about $43.13 from $42.80, reflecting recent target increases from several firms. Analysts cite mixed demand signals in self storage but maintain a generally neutral stance on the stock.Actualización de narrativa • Jun 02
CUBE: Demand Risks And Buybacks Will Shape Balanced 2026 Outlook
Narrative Update on CubeSmart The analyst price target on CubeSmart has been adjusted to $42.80 from $42, with analysts citing mixed signals in self storage demand and updated models following recent sector reports as key drivers of the change. Analyst Commentary Recent research on CubeSmart shows a mix of cautious and constructive views, with several firms adjusting price targets and keeping ratings broadly neutral or equivalent.Seeking Alpha • May 29
CubeSmart: Waiting For A Better Entry Point (Rating Downgrade)
Summary CubeSmart is rated 'Hold' as its current valuation closely matches intrinsic value amid macro uncertainty. CUBE offers a solid 5.3% dividend yield and maintains a normal balance sheet for a REIT but still faces headwinds from a potentially higher-for-longer interest rate environment and questionable near-term demand. Industry supply pressures are moderating, with management expecting gradual improvement in 2026, yet no near-term demand catalyst is evident. Long-term prospects remain attractive, but a better margin of safety is needed before upgrading CUBE back to Buy given operational and macro risks. Read the full article on Seeking AlphaActualización de narrativa • Apr 29
CUBE: Supply Trends And Buybacks Will Guide Balanced 2026 Outlook
Analysts have reduced the CubeSmart price target by about $0.50 to $42.00. This reflects a mix of recent target cuts and raises as they weigh updated cash flow assumptions, slightly higher discount rates and modest adjustments to growth and margin expectations.Actualización de narrativa • Apr 15
CUBE: Supply Declines And Buybacks Will Shape Balanced 2026 Outlook
CubeSmart's updated analyst price target edges slightly lower, reflecting a blend of recent target increases into the low to mid $40s and a few cuts, as analysts weigh upbeat Q4 commentary against calls for more clarity on joint ventures and expansion plans. Analyst Commentary Recent research on CubeSmart has split into two camps, with some analysts tilting more positive on the self storage outlook and others urging caution after trimming targets or downgrading the shares.Actualización de narrativa • Apr 01
CUBE: Supply Declines And New Ventures Will Drive 2026 Recovery
The analyst price target for CubeSmart has increased by approximately $0.33 to $42.53, as analysts balance slightly softer revenue growth assumptions with modestly higher profit margin expectations and a broadly mixed set of recent target changes across the Street. Analyst Commentary Street research on CubeSmart has been mixed, with several firms adjusting price targets in both directions and revisiting their ratings after recent quarterly results and sector outlook updates.Actualización de narrativa • Mar 17
CUBE: Supply-Driven 2026 Recovery Hinges On Joint Venture Execution Risks
Narrative Update on CubeSmart CubeSmart's updated analyst price target has shifted from $41.40 to $42.20. This reflects analysts' mixed recalibration of storage REIT models after recent Q4 results, as well as their focus on the company's joint venture activity and expansion plans.Actualización de narrativa • Mar 03
CUBE: Supply-Driven 2026 Storage Recovery Thesis Meets Mixed Sector Sentiment
CubeSmart's updated fair value estimate has inched up from about $41.27 to $41.40, reflecting analysts' mixed price target revisions around $37 to $46 and their focus on sector supply trends and the potential for a storage recovery without a major demand boost. Analyst Commentary Street research on CubeSmart has turned more mixed recently, with some bullish analysts leaning into a potential storage recovery and others dialing back expectations and targets.Actualización de narrativa • Feb 17
CUBE: 2026 Storage Recovery Thesis Holds As Sector Views Turn Cautious
The analyst price target for CubeSmart has edged down by about $0.27, as analysts adjust fair value assumptions and price multiples while maintaining a generally steady view on revenue growth and margins. Analyst Commentary Recent research on CubeSmart has focused on fine tuning price targets and ratings around a more cautious view of the REIT sector heading into 2026, with storage still generally seen as a relatively balanced area within the group.Actualización de narrativa • Feb 03
CUBE: 2026 Storage Recovery Thesis Builds Despite Recent Rating Resets
Analysts have trimmed their average price target on CubeSmart by about $0.72 to roughly $41.53, citing slightly softer assumptions for revenue growth and profit margins, even as they factor in a somewhat higher future P/E multiple. Analyst Commentary Recent research on CubeSmart has leaned more cautious overall, with several firms reducing price targets or ratings as they reassess the storage REIT space and CubeSmart's specific growth setup into 2026.Actualización de narrativa • Jan 19
CUBE: Raised Guidance And Sector Reset Shape Balanced 2026 Outlook
Narrative Update: CubeSmart Price Target Adjustment Our updated analyst price target for CubeSmart moves slightly lower to US$42.25 from US$43.00. This reflects modestly softer long term growth and profitability assumptions as analysts temper expectations following recent sector wide target cuts and a downgrade to Sector Weight.Actualización de narrativa • Jan 05
CUBE: Raised Guidance And New York City Base Will Support Future Upside
Analysts have slightly trimmed their fair value estimate for CubeSmart to about US$43.00 from roughly US$43.18, citing more cautious expectations for 2026 growth and potential net operating income headwinds, even after recent guidance raises. Analyst Commentary Recent Street commentary on CubeSmart centers on how near term guidance strength lines up with a tougher setup for 2026 growth and net operating income trends.Actualización de narrativa • Dec 19
CUBE: Raised Guidance And New York City Strength Will Drive Future Upside
Analysts have modestly reduced their price target on CubeSmart to approximately $43.18 from $44.00, reflecting expectations for slower revenue growth and a tougher 2026 outlook, even as margins improve and guidance remains solid. Analyst Commentary Bullish analysts highlight that CubeSmart's repeated guidance increases and supportive performance in key markets underpin a constructive long term outlook, even as near term growth expectations moderate.Actualización de narrativa • Dec 05
CUBE: Raised Guidance And New York City Strength Will Support Upside Performance
The analyst price target for CubeSmart has edged down modestly, reflecting analysts' view that near term guidance remains solid. However, longer term net operating income growth and 2026 fundamentals warrant a slightly more cautious stance despite some upward revisions from other firms.Actualización de narrativa • Nov 21
CUBE: Raised Guidance And New York City Market Will Drive Performance
CubeSmart’s fair value estimate has been reduced by approximately $1 to $44.29. Analysts cite muted storage fundamentals and less favorable near-term growth prospects as key drivers for the adjustment.Actualización de narrativa • Sep 04
New York City Growth And Sunbelt Trends Will Strengthen Portfolios
Analysts maintain a Neutral stance on CubeSmart citing persistent moderation in storage sector fundamentals, muted demand expectations, and limited upside catalysts, resulting in the price target holding steady at $45.28. Analyst Commentary Moderation of storage sector fundamentals expected to persist over the medium term, leading to tempered growth assumptions.Seeking Alpha • Mar 03
Why CubeSmart Is Squarely A Hold For Now (Rating Downgrade)
Summary CubeSmart faces near-term headwinds with declining rental rates and occupancy, leading to muted management guidance for 2025. Despite a strong balance sheet and 5.0% dividend yield, CUBE's lack of clear catalysts limits short-term upside potential. CUBE stock is fully valued at $41.28 with a forward P/FFO of 15.4, suggesting it may remain range-bound. I'm downgrading CUBE from 'Buy' to 'Hold' until valuation drops or outlook improves. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
CubeSmart: Buy For Dividend Growth From Self Storage
Summary CubeSmart is an efficient manager of self-storage property, the demand for which is driven by the 4 Ds: Dislocation, Divorce, Downsizing, and Death. The company has proven to be a profitable property manager and asset allocator, creating significant value for shareholders. I rate CubeSmart a Buy, as I view it as a stable investment with the potential for double-digit CAGR. Risks include overbuilding in the sector, PE capital infusion, and interest rate risk. Read the full article on Seeking Alpha
Nueva narrativa • Aug 22
Critical Growth And Eco-Investments Brighten Revenue Horizons Amid Market Challenges
Enhanced fee structures and disciplined growth through third-party managed stores marginally increase revenue and improve operational efficiency.Seeking Alpha • Jul 22
CubeSmart: One Of The Most Boring Business Models Delivers The Most Consistent Returns
Summary CubeSmart operates as a REIT that provides self storage facilities across the US. CUBE has remained consistent in earnings growth due to a steadily increasing portfolio of properties. The current dividend yield sits at 4.2% and has increased at a double-digit growth rate over the last decade. Despite challenges from high interest rates, CUBE has outperformed the real estate sector. Some risks with lower occupancy levels could be relevant with the increase in home prices. If less people are moving, there will be a lower demand for storage facilities. Read the full article on Seeking AlphaSeeking Alpha • May 02
CubeSmart: Rising Costs And Declining Occupancy Are A Drain On FFO
Summary CubeSmart is one of few self-storage REITs, smaller than major competitors Public Storage and Extra Space Storage. The company owns properties across the US, with a focus on New York and New Jersey, and carries an investment grade credit rating from both major agencies. CUBE's first quarter earnings showed a decline in same-store net operating income and a decrease in occupancy, but the company remains proactive in acquisitions and development. We explore CUBE and the broader self-storage market, discussing the progress of major demand drivers. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
CubeSmart: Why Its Best Days Could Be Over
Summary Self-storage industry growth has slowed down because of people moving to suburbs and having more storage space at home. This lead to the industry being stagnant and not delivering many profits. Financially, CubeSmart is stable; however, there is not much growth predicted in the near future. I present my analysis which leads me to a hold rating. Read the full article on Seeking AlphaRentabilidad de los accionistas
| CUBE | US Specialized REITs | Mercado US | |
|---|---|---|---|
| 7D | 1.3% | 0.6% | 0.8% |
| 1Y | -2.0% | 0.4% | 20.5% |
Rentabilidad vs. Industria: Los resultados de CUBE fueron inferiores a los de la industria US Specialized REITs, que obtuvo un rendimiento del 0.4% el año pasado.
Rentabilidad vs. Mercado: CUBE obtuvo unos resultados inferiores a los del mercado US, que fueron del 20.5% el año pasado.
Volatilidad de los precios
| CUBE volatility | |
|---|---|
| CUBE Average Weekly Movement | 3.3% |
| Specialized REITs Industry Average Movement | 3.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: CUBE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CUBE (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2004 | 3,121 | Chris Marr | www.cubesmart.com |
CubeSmart es un fondo de inversión inmobiliaria (FII) que se administra y gestiona de forma autónoma. CubeSmart es propietaria o gestora de 1.534 instalaciones de almacenamiento en todo Estados Unidos. Según el «Self Storage Almanac 2026», CubeSmart es uno de los tres principales propietarios y operadores de instalaciones de almacenamiento en Estados Unidos.
Resumen de fundamentos de CubeSmart
| Estadísticas fundamentales de CUBE | |
|---|---|
| Capitalización bursátil | US$9.21b |
| Beneficios(TTM) | US$327.47m |
| Ingresos (TTM) | US$1.13b |
28.0x
Ratio precio-beneficio (PE)8.1x
Ratio precio-ventas (PS)¿Está CUBE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CUBE | |
|---|---|
| Ingresos | US$1.13b |
| Coste de los ingresos | US$327.11m |
| Beneficio bruto | US$807.58m |
| Otros gastos | US$480.11m |
| Beneficios | US$327.47m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 30, 2026
| Beneficios por acción (BPA) | 1.45 |
| Margen bruto | 71.17% |
| Margen de beneficio neto | 28.86% |
| Ratio deuda/patrimonio | 127.2% |
¿Cómo se ha desempeñado CUBE a largo plazo?
Ver rendimiento histórico y comparativaDividendos
5.2%
Rentabilidad actual por dividendo82%
Ratio de pagos¿Paga CUBE dividendos fiables?
Ver historial de dividendos e índices de referencia de CUBE| fechas de dividendos de CubeSmart | |
|---|---|
| Fecha ex dividendo | Jul 01 2026 |
| Fecha de pago de dividendos | Jul 15 2026 |
| Días hasta ex dividendo | 16 days |
| Días hasta la fecha de pago de dividendos | 2 days |
¿Paga CUBE dividendos fiables?
Ver historial de dividendos e índices de referencia de CUBEAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/15 12:25 |
| Precio de las acciones al final del día | 2026/07/15 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CubeSmart está cubierta por 34 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Richard Milligan | Baird |
| Brendan Lynch | Barclays |
| Keegan Carl | Berenberg |