CubeSmart (CUBE) Hisse Özeti
CubeSmart, kendi kendini idare eden ve kendi kendini yöneten bir gayrimenkul yatırım ortaklığıdır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 6/6 |
CUBE Community Fair Values
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Analyst Price Targets
CubeSmart Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$40.98 |
| 52 Haftanın En Yüksek Seviyesi | US$43.60 |
| 52 Haftanın En Düşük Seviyesi | US$35.09 |
| Beta | 1.08 |
| 1 Aylık Değişim | 2.45% |
| 3 Aylık Değişim | 10.19% |
| 1 Yıllık Değişim | -5.45% |
| 3 Yıllık Değişim | -7.45% |
| 5 Yıllık Değişim | -15.52% |
| Halka arzdan bu yana değişim | 144.95% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaHissedar Getirileri
| CUBE | US Specialized REITs | US Pazar | |
|---|---|---|---|
| 7D | -0.7% | -4.7% | 1.6% |
| 1Y | -5.4% | -0.6% | 18.6% |
Getiri vs. Endüstri: CUBE geçen yıl % -0.6 oranında getiri sağlayan US Specialized REITs sektörünün gerisinde kaldı.
Getiri vs Piyasa: CUBE geçen yıl % 18.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| CUBE volatility | |
|---|---|
| CUBE Average Weekly Movement | 3.3% |
| Specialized REITs Industry Average Movement | 3.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: CUBE son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CUBE 'nin haftalık oynaklığı ( 3% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2004 | 3,121 | Chris Marr | www.cubesmart.com |
CubeSmart, kendi kendini idare eden ve kendi kendini yöneten bir gayrimenkul yatırım ortaklığıdır. CubeSmart, Amerika Birleşik Devletleri genelinde 1.514 kendi kendine depolama mülkünün sahibidir veya yönetmektedir. 2025 Self Storage Almanac'a göre CubeSmart, ABD'deki kendi kendine depolama mülklerinin ilk üç sahibi ve işletmecisinden biridir.
CubeSmart Temel Bilgiler Özeti
| CUBE temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$9.32b |
| Kazançlar(TTM) | US$327.47m |
| Gelir(TTM) | US$1.13b |
28.3x
F/K Oranı8.2x
P/S OranıCUBE aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CUBE gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.13b |
| Gelir Maliyeti | US$327.11m |
| Brüt Kâr | US$807.58m |
| Diğer Giderler | US$480.11m |
| Kazançlar | US$327.47m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.45 |
| Brüt Marj | 71.17% |
| Net Kâr Marjı | 28.86% |
| Borç/Özkaynak Oranı | 127.2% |
CUBE uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
5.2%
Mevcut Temettü Verimi82%
Ödeme OranıCUBE güvenilir bir temettü ödüyor mu?
CUBE temettü geçmişine ve kıyaslamalara bakın| CubeSmart temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Jul 01 2026 |
| Temettü Ödeme Tarihi | Jul 15 2026 |
| Eski temettüye kadar geçen günler | 3 days |
| Temettü ödeme tarihine kadar geçen günler | 11 days |
CUBE güvenilir bir temettü ödüyor mu?
CUBE temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/04 07:48 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
CubeSmart 34 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Richard Milligan | Baird |
| Brendan Lynch | Barclays |
| Keegan Carl | Berenberg |