CubeSmart (CUBE)vsStrawberry Fields REIT LLC (STRW)
CUBE
CubeSmart
$40.31
+0.78%
REAL ESTATE · Cap: $9.53B
STRW
Strawberry Fields REIT LLC
$13.21
-2.69%
REAL ESTATE · Cap: $179.11M
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 620% more annual revenue ($1.13B vs $157.65M). CUBE leads profitability with a 28.9% profit margin vs 5.3%. STRW trades at a lower P/E of 20.8x. STRW earns a higher WallStSmart Score of 56/100 (C).
CUBE
Hold49
out of 100
Grade: D+
STRW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.9%
Fair Value
$52.85
Current Price
$40.31
$12.54 discount
Margin of Safety
-6.6%
Fair Value
$12.01
Current Price
$13.21
$1.20 premium
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
Every $100 of equity generates 185 in profit
Strong operational efficiency at 55.4%
Earnings expanding 31.6% YoY
Areas to Watch
Moderate valuation
3.3% revenue growth
Elevated debt levels
Weak financial health signals
Trading at 14.5x book value
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 Operating Margin, Profit Margin. Profitability is solid with margins at 28.9% and operating margin at 40.3%.
Bull Case : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, EPS Growth.
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 Price/Book, Market Cap, Profit Margin. Debt-to-equity of 64.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
CUBE carries more volatility with a beta of 1.08 — expect wider price swings.
STRW is growing revenue faster at 7.1% — 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
STRW scores higher overall (56/100 vs 49/100). CUBE offers better value entry with a 26.9% 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 →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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