CubeSmart (CUBE)vsGranite Real Estate Investment Trust (GRTUF)
CUBE
CubeSmart
$40.31
+0.78%
REAL ESTATE · Cap: $9.53B
GRTUF
Granite Real Estate Investment Trust
$68.60
0.00%
REAL ESTATE · Cap: $4.04B
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 80% more annual revenue ($1.13B vs $629.87M). GRTUF leads profitability with a 61.9% profit margin vs 28.9%. GRTUF trades at a lower P/E of 14.2x. GRTUF earns a higher WallStSmart Score of 63/100 (C+).
CUBE
Hold49
out of 100
Grade: D+
GRTUF
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.0%
Fair Value
$52.92
Current Price
$40.31
$12.61 discount
Intrinsic value data unavailable for GRTUF.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.3%
Keeps 29 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 73.7%
Earnings expanding 112.1% YoY
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
3.3% revenue growth
Elevated debt levels
Weak financial health signals
ROE of 6.9% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CUBE
The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 28.9% and operating margin at 40.3%.
Bull Case : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 61.9% and operating margin at 73.7%.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Key Dynamics to Monitor
CUBE profiles as a value stock while GRTUF is a mature play — different risk/reward profiles.
GRTUF is growing revenue faster at 7.8% — sustainability is the question.
CUBE generates stronger free cash flow (149M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GRTUF scores higher overall (63/100 vs 49/100), backed by strong 61.9% margins. CUBE offers better value entry with a 27.0% margin of safety. Both earn "Buy" and "Hold" 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 →Granite Real Estate Investment Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
Granite is a Canadian-based real estate investment trust (REIT) focused on acquiring, the development, ownership and management of buildings, mainly logistics facilities, warehouses and industrial buildings in North America and Europe.
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