WallStSmart

CubeSmart (CUBE)vsSimon Property Group Inc (SPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 484% more annual revenue ($6.65B vs $1.14B). SPG leads profitability with a 70.6% profit margin vs 29.3%. CUBE appears more attractively valued with a PEG of 5.33. SPG earns a higher WallStSmart Score of 63/100 (C+).

CUBE

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.43

SPG

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 9.0Value: 4.0Quality: 3.0
Piotroski: 4/9Altman Z: 0.36
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUBEUndervalued (+26.9%)

Margin of Safety

+26.9%

Fair Value

$52.82

Current Price

$41.77

$11.05 discount

UndervaluedFair: $52.82Overvalued
SPGSignificantly Overvalued (-26.8%)

Margin of Safety

-26.8%

Fair Value

$153.57

Current Price

$222.91

$69.34 premium

UndervaluedFair: $153.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CUBE2 strengths · Avg: 9.5/10
Operating MarginProfitability
41.0%10/10

Strong operational efficiency at 41.0%

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

SPG6 strengths · Avg: 9.2/10
Return on EquityProfitability
96.3%10/10

Every $100 of equity generates 96 in profit

Profit MarginProfitability
70.6%10/10

Keeps 71 of every $100 in revenue as profit

Operating MarginProfitability
43.4%10/10

Strong operational efficiency at 43.4%

Market CapQuality
$85.96B9/10

Large-cap with strong market position

P/E RatioValuation
15.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
19.3%8/10

19.3% revenue growth

Areas to Watch

CUBE4 concerns · Avg: 3.5/10
P/E RatioValuation
28.8x4/10

Moderate valuation

Revenue GrowthGrowth
1.3%4/10

1.3% revenue growth

Debt/EquityHealth
1.323/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SPG4 concerns · Avg: 2.3/10
Price/BookValuation
15.0x4/10

Trading at 15.0x book value

PEG RatioValuation
8.742/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

Debt/EquityHealth
5.961/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CUBE

The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 41.0%.

Bull Case : SPG

The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 70.6% and operating margin at 43.4%. Revenue growth of 19.3% demonstrates continued momentum.

Bear Case : CUBE

The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.

Bear Case : SPG

The primary concerns for SPG are Price/Book, PEG Ratio, Altman Z-Score. Debt-to-equity of 5.96 is elevated, increasing financial risk.

Key Dynamics to Monitor

CUBE profiles as a value stock while SPG is a growth play — different risk/reward profiles.

SPG carries more volatility with a beta of 1.33 — expect wider price swings.

SPG is growing revenue faster at 19.3% — sustainability is the question.

SPG generates stronger free cash flow (625M), providing more financial flexibility.

Bottom Line

SPG scores higher overall (63/100 vs 53/100), backed by strong 70.6% margins and 19.3% revenue growth. CUBE offers better value entry with a 26.9% margin of safety. 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 →

Simon Property Group Inc

REAL ESTATE · REIT - RETAIL · USA

Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.

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