CubeSmart (CUBE)vsVeris Residential Inc (VRE)
CUBE
CubeSmart
$40.31
+0.78%
REAL ESTATE · Cap: $9.53B
VRE
Veris Residential Inc
$18.99
-0.05%
REAL ESTATE · Cap: $1.94B
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 288% more annual revenue ($1.13B vs $292.15M). CUBE leads profitability with a 28.9% profit margin vs 24.6%. CUBE appears more attractively valued with a PEG of 5.33. VRE earns a higher WallStSmart Score of 57/100 (C).
CUBE
Hold49
out of 100
Grade: D+
VRE
Buy57
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
Margin of Safety
-43.9%
Fair Value
$11.37
Current Price
$18.99
$7.62 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
Earnings expanding 269.4% YoY
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Moderate valuation
3.3% revenue growth
Elevated debt levels
Weak financial health signals
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
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 : VRE
The strongest argument for VRE centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 24.6% and operating margin at 18.5%.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : VRE
The primary concerns for VRE are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
CUBE profiles as a value stock while VRE is a declining play — different risk/reward profiles.
CUBE carries more volatility with a beta of 1.08 — expect wider price swings.
CUBE is growing revenue faster at 3.3% — sustainability is the question.
CUBE generates stronger free cash flow (149M), providing more financial flexibility.
Bottom Line
VRE scores higher overall (57/100 vs 49/100), backed by strong 24.6% 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 →Veris Residential Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Veris Residential Inc. (VRE) is a leading real estate investment trust (REIT) that specializes in the acquisition, development, and management of high-quality residential properties situated in prime urban locations across the United States. The company is committed to sustainability and enhancing community living, which underpins its diversified portfolio tailored to meet the evolving needs of various demographic groups. By leveraging its extensive industry knowledge and strategically focusing on modern living spaces, Veris Residential is well-positioned to benefit from the increasing demand in the housing sector, aiming to deliver consistent rental income and long-term capital appreciation, thus enhancing shareholder value and ensuring robust returns for its investors.
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