CubeSmart (CUBE)vsGranite Real Estate Investment Trust (GRTUF)
CUBE
CubeSmart
$36.20
-0.19%
REAL ESTATE · Cap: $8.31B
GRTUF
Granite Real Estate Investment Trust
$59.87
0.00%
REAL ESTATE · Cap: $3.79B
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 82% more annual revenue ($1.13B vs $617.89M). GRTUF leads profitability with a 55.4% profit margin vs 29.6%. GRTUF trades at a lower P/E of 15.2x. GRTUF earns a higher WallStSmart Score of 67/100 (B-).
CUBE
Buy54
out of 100
Grade: C-
GRTUF
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-297.2%
Fair Value
$9.72
Current Price
$36.20
$26.48 premium
Margin of Safety
+66.5%
Fair Value
$192.35
Current Price
$59.87
$132.48 discount
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
Reasonable price relative to book value
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 74.0%
Earnings expanding 67.4% YoY
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of 6.1% — 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 29.6% and operating margin at 39.5%.
Bull Case : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 55.4% and operating margin at 74.0%.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Key Dynamics to Monitor
GRTUF is growing revenue faster at 9.3% — sustainability is the question.
CUBE generates stronger free cash flow (122M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GRTUF scores higher overall (67/100 vs 54/100), backed by strong 55.4% margins. Both earn "Strong 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 →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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