CubeSmart (CUBE)vsStrawberry Fields REIT LLC (STRW)
CUBE
CubeSmart
$45.00
-0.31%
REAL ESTATE · Cap: $10.10B
STRW
Strawberry Fields REIT LLC
$12.30
-1.99%
REAL ESTATE · Cap: $702.54M
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 618% more annual revenue ($1.15B vs $159.84M). CUBE leads profitability with a 30.1% profit margin vs 5.3%. STRW trades at a lower P/E of 19.1x. CUBE earns a higher WallStSmart Score of 57/100 (C).
CUBE
Buy57
out of 100
Grade: C
STRW
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.7%
Fair Value
$53.38
Current Price
$45.00
$8.38 discount
Margin of Safety
-3.9%
Fair Value
$12.32
Current Price
$12.30
$0.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Every $100 of equity generates 103 in profit
Strong operational efficiency at 53.7%
Areas to Watch
Moderate valuation
3.1% revenue growth
Elevated debt levels
Weak financial health signals
2.1% earnings growth
Smaller company, higher risk/reward
5.3% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CUBE
The strongest argument for CUBE centers on Profit Margin, Operating Margin. Profitability is solid with margins at 30.1% and operating margin at 42.9%.
Bull Case : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : STRW
The primary concerns for STRW are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 97.30 is elevated, increasing financial risk.
Key Dynamics to Monitor
CUBE carries more volatility with a beta of 0.98 — expect wider price swings.
STRW is growing revenue faster at 5.8% — sustainability is the question.
CUBE generates stronger free cash flow (144M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CUBE scores higher overall (57/100 vs 44/100), backed by strong 30.1% margins. 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 →Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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