CubeSmart Performance degli utili passati
Criteri Il passato verificati 2/6
CubeSmart ha registrato una crescita degli utili a un tasso medio annuo di 13%, mentre il settore Specialized REITs ha registrato utili in crescita a un tasso medio annuo di 8.3%. I ricavi sono stati in crescita a un tasso medio annuo di 7.6%. Il ritorno sul capitale proprio di CubeSmart è 12% e ha margini netti di 28.9%.
Informazioni chiave
12.99%
Tasso di crescita degli utili
10.81%
Tasso di crescita dell'EPS
| Specialized REITs Crescita del settore | 18.00% |
| Tasso di crescita dei ricavi | 7.60% |
| Rendimento del capitale proprio | 12.03% |
| Margine netto | 28.86% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • Apr 23
CubeSmart Is A Strong Buy
Summary Self-storage REITs may be a surprising long-term beneficiary of AI. CubeSmart appears better positioned than its larger peers on growth, yield, and valuation. The entire sector looks cheap, but CubeSmart stands out as the best bet. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Nuova narrazione • 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 AlphaSeeking Alpha • Feb 19
CubeSmart: A Wise Dividend Buy With Promising Potential
Summary CubeSmart is a large self-storage REIT that may be a good income pick in a growing industry amidst an overall expensive market. CubeSmart has a well-positioned portfolio with a strong presence in the top 40 metropolitan areas in the US. Despite short-term headwinds, CubeSmart offers long-term dividend growth and capital appreciation potential, making it a worthwhile investment in the REIT sector. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
CubeSmart: Strong Dividend Growth & Trading At A Discount
Summary CubeSmart is a REIT specializing in self-storage properties, known for its cost-effective and convenient storage solutions. The company has a solid track record of dividend growth, increasing distributions for 12 consecutive years. Despite a recent decline in stock price, CubeSmart presents an attractive buying opportunity as the REIT market transitions into a lower rate environment in 2024. CUBE currently trades at a FFO multiple that is below its historical average. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come CubeSmart guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,135 | 327 | 97 | 0 |
| 31 Dec 25 | 1,126 | 334 | 95 | 0 |
| 30 Sep 25 | 1,111 | 357 | 81 | 0 |
| 30 Jun 25 | 1,096 | 375 | 91 | 0 |
| 31 Mar 25 | 1,080 | 386 | 91 | 0 |
| 31 Dec 24 | 1,069 | 391 | 86 | 0 |
| 30 Sep 24 | 1,067 | 402 | 104 | 0 |
| 30 Jun 24 | 1,065 | 404 | 83 | 0 |
| 31 Mar 24 | 1,060 | 408 | 82 | 0 |
| 31 Dec 23 | 1,056 | 411 | 82 | 0 |
| 30 Sep 23 | 1,051 | 380 | 78 | 0 |
| 30 Jun 23 | 1,044 | 390 | 78 | 0 |
| 31 Mar 23 | 1,031 | 351 | 77 | 0 |
| 31 Dec 22 | 1,059 | 291 | 77 | 0 |
| 30 Sep 22 | 973 | 255 | 76 | 0 |
| 30 Jun 22 | 924 | 230 | 75 | 0 |
| 31 Mar 22 | 875 | 220 | 72 | 0 |
| 31 Dec 21 | 848 | 223 | 69 | 0 |
| 30 Sep 21 | 782 | 220 | 63 | 0 |
| 30 Jun 21 | 741 | 180 | 61 | 0 |
| 31 Mar 21 | 705 | 169 | 59 | 0 |
| 31 Dec 20 | 679 | 166 | 58 | 0 |
| 30 Sep 20 | 666 | 165 | 51 | 0 |
| 30 Jun 20 | 660 | 161 | 51 | 0 |
| 31 Mar 20 | 655 | 172 | 51 | 0 |
| 31 Dec 19 | 655 | 169 | 50 | 0 |
| 30 Sep 19 | 632 | 175 | 48 | 0 |
| 30 Jun 19 | 619 | 176 | 48 | 0 |
| 31 Mar 19 | 607 | 165 | 47 | 0 |
| 31 Dec 18 | 597 | 164 | 48 | 0 |
| 30 Sep 18 | 587 | 155 | 45 | 0 |
| 30 Jun 18 | 577 | 150 | 43 | 0 |
| 31 Mar 18 | 568 | 144 | 44 | 0 |
| 31 Dec 17 | 558 | 134 | 44 | 0 |
| 30 Sep 17 | 546 | 118 | 45 | 0 |
| 30 Jun 17 | 534 | 104 | 44 | 0 |
| 31 Mar 17 | 521 | 91 | 43 | 0 |
| 31 Dec 16 | 507 | 80 | 42 | 0 |
| 30 Sep 16 | 490 | 92 | 40 | 0 |
| 30 Jun 16 | 475 | 86 | 39 | 0 |
| 31 Mar 16 | 459 | 79 | 38 | 0 |
| 31 Dec 15 | 444 | 72 | 37 | 0 |
| 30 Sep 15 | 428 | 40 | 36 | 0 |
| 30 Jun 15 | 407 | 30 | 37 | 0 |
Guadagni di qualità: CUBE ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di CUBE (28.9%) sono inferiori rispetto allo scorso anno (35.7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di CUBE sono cresciuti del 13% all'anno negli ultimi 5 anni.
Accelerare la crescita: CUBE ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: CUBE ha avuto una crescita negativa degli utili ( -15.1% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Specialized REITs ( 9% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 12% ) di CUBE è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 12:13 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CubeSmart è coperta da 34 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Richard Milligan | Baird |
| Brendan Lynch | Barclays |
| Keegan Carl | Berenberg |