CubeSmart (CUBE) AI Stock Analysis

CubeSmart operates as a self-administered and self-managed real estate investment trust specializing in self-storage properties designed to provide convenient, secure, and cost-effective storage solutions for residential and commercial customers. The company ranks among the top three owners and operators in the self-storage industry according to the 2020 Self-Storage Almanac. Operating a nationwide portfolio, CubeSmart expands its footprint through strategic acquisitions and developments in key markets across the United States while maintaining accessibility, security, and customer service across its facilities.

CubeSmart's revenue expanded from $822.6M in FY2021 to $1.01B in FY2022, $1.05B in FY2023, $1.07B in FY2024, and $1.12B in FY2025, reflecting a 5-year revenue CAGR of 10.6% from FY2020 to FY2025. Annual revenue growth was 5.3% in FY2025, while gross margin was 22.7% and operating margin settled at 40.0%. Net income reached $333.8M with diluted EPS of $1.75 in FY2025, following a peak net income of $410.8M in FY2023. Over the trailing twelve months, revenue reached $1.14B with a profit margin of 29.3%. For the latest quarter ended June 30, 2026, quarterly revenue grew 1.5% year-over-year while quarterly earnings expanded 8.3%.

As of June 30, 2026, CubeSmart held $14.3M in cash and short-term investments alongside total debt of $3.54B, resulting in net debt of $3.53B. Shareholders' equity stood at $2.58B, resulting in a debt-to-equity ratio of 1.37 and a current ratio of 0.15. In FY2025, the company generated $611.7M in operating cash flow and $566.9M in free cash flow. Capital allocation in FY2025 included $44.8M in capital expenditures, $36.0M for share buybacks, and $476.3M paid out in dividends.

At a last close of $38.99, CubeSmart trades at a trailing P/E of 26.7x and a forward P/E of 24.4x, compared to medians of 21.6x and 23.5x for its US-listed Real Estate peers. Its enterprise value of $12.21B represents an EV-to-EBITDA multiple of 17.3x, above the peer median of 14.7x, while its price-to-sales ratio is 7.7x versus the peer median of 3.7x. Over the past year, CUBE generated a return of -1.4% compared to 16.8% for the S&P 500 (SPY), and its 5-year return of -5.5% trailed the S&P 500 return of 83.0%.

CubeSmart pays a quarterly dividend with an annual forward dividend of $2.12, reflecting a dividend yield of 5.44%. The company has paid dividends for 22 consecutive years, delivering a 5-year annualized dividend growth rate of 9.4%. Its payout ratio stands at 106.5%, and the last ex-dividend date occurred on October 1, 2026.

Wall Street coverage comprises 4 Strong Buy, 4 Buy, and 10 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target is $43.06, implying 10.4% upside against the last close of $38.99. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.14B and EPS of $1.52, representing 4.1% EPS growth. Over the last 4 quarters, CubeSmart beat EPS estimates 1 time. The next earnings date is October 29, 2026.

This page is an AI-written research summary of CubeSmart (CUBE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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