CubeSmart（CUBE）株式概要
キューブスマートは自主管理・自主運用の不動産投資信託である。 詳細
CUBE Community Fair Values
Create NarrativeSee what 30 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
CubeSmart 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$40.62 |
| 52週高値 | US$43.63 |
| 52週安値 | US$35.09 |
| ベータ | 1.08 |
| 1ヶ月の変化 | 1.37% |
| 3ヶ月変化 | 9.34% |
| 1年変化 | -4.13% |
| 3年間の変化 | -6.36% |
| 5年間の変化 | -14.81% |
| IPOからの変化 | 142.80% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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
新しいナラティブ • 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 Alpha株主還元
| CUBE | US Specialized REITs | US 市場 | |
|---|---|---|---|
| 7D | -3.0% | -1.4% | 1.4% |
| 1Y | -4.1% | 1.7% | 25.7% |
業界別リターン: CUBE過去 1 年間で1.7 % の収益を上げたUS Specialized REITs業界を下回りました。
リターン対市場: CUBEは、過去 1 年間で25.7 % のリターンを上げたUS市場を下回りました。
価格変動
| CUBE volatility | |
|---|---|
| CUBE Average Weekly Movement | 3.3% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CUBE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CUBEの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 3,121 | Chris Marr | www.cubesmart.com |
キューブスマートは自主管理・自主運営の不動産投資信託である。CubeSmart は全米で1,514 件のセルフストレージ物件を所有または管理している。2025 Self Storage Almanac』によると、CubeSmart は米国でセルフストレージ物件を所有・運営する上位3社のうちの1社である。同社の使命は、革新的なソリューション、比類のないサービス、真のケアを通じて、顧客のさまざまなライフイベントやビジネスニーズによって生じる組織的・物流的な課題を簡素化することである。同社のセルフストレージ施設は、手頃な価格でアクセスしやすく、ほとんどの場所で、住宅用および商業用の顧客に空調管理された保管スペースを提供するように設計されている。CubeSmart は2004年にメリーランド州で法人化され、ペンシルベニア州マルバーンを拠点としています。
CubeSmart 基礎のまとめ
| CUBE 基礎統計学 | |
|---|---|
| 時価総額 | US$9.24b |
| 収益（TTM） | US$327.47m |
| 売上高(TTM) | US$1.13b |
28.1x
PER（株価収益率8.1x
P/SレシオCUBE は割高か？
公正価値と評価分析を参照収益と収入
| CUBE 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.13b |
| 売上原価 | US$327.11m |
| 売上総利益 | US$807.58m |
| その他の費用 | US$480.11m |
| 収益 | US$327.47m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.45 |
| グロス・マージン | 71.17% |
| 純利益率 | 28.86% |
| 有利子負債／自己資本比率 | 127.2% |
CUBE の長期的なパフォーマンスは？
過去の実績と比較を見る| CubeSmart 配当日 | |
|---|---|
| 配当落ち日 | Jul 01 2026 |
| 配当支払日 | Jul 15 2026 |
| 配当落ちまでの日数 | 10 days |
| 配当支払日までの日数 | 24 days |
CUBE 配当は確実ですか？
CUBE 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/21 03:25 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CubeSmart 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Richard Milligan | Baird |
| Brendan Lynch | Barclays |
| Keegan Carl | Berenberg |