CubeSmart (CUBE)vsExtra Space Storage Inc (EXR)
CUBE
CubeSmart
$36.69
-4.00%
REAL ESTATE · Cap: $8.41B
EXR
Extra Space Storage Inc
$130.26
-4.21%
REAL ESTATE · Cap: $28.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 206% more annual revenue ($3.45B vs $1.13B). CUBE leads profitability with a 29.6% profit margin vs 28.3%. EXR appears more attractively valued with a PEG of 3.44. EXR earns a higher WallStSmart Score of 57/100 (C).
CUBE
Buy54
out of 100
Grade: C-
EXR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-288.8%
Fair Value
$9.93
Current Price
$36.69
$26.76 premium
Margin of Safety
-0.9%
Fair Value
$141.15
Current Price
$130.26
$10.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.5%
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CUBE
The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 39.5%.
Bull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 44.5%.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
CUBE profiles as a mature stock while EXR is a value play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
CUBE is growing revenue faster at 5.6% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 54/100), backed by strong 28.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CubeSmart
REAL ESTATE · REIT - INDUSTRIAL · USA
CubeSmart is a self-managed and self-managed real estate investment trust.
Visit Website →Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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