WallStSmart

CubeSmart (CUBE)vsWheeler Real Estate Investment Trust, Inc. (WHLR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CubeSmart generates 1045% more annual revenue ($1.13B vs $99.06M). CUBE leads profitability with a 28.9% profit margin vs 5.9%. CUBE earns a higher WallStSmart Score of 49/100 (D+).

CUBE

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 8.0Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.43

WHLR

Hold

40

out of 100

Grade: F

Growth: 4.0Profit: 6.5Value: 6.7Quality: 5.0
Piotroski: 6/9Altman Z: -0.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUBEUndervalued (+26.7%)

Margin of Safety

+26.7%

Fair Value

$52.70

Current Price

$42.43

$10.27 discount

UndervaluedFair: $52.70Overvalued
WHLRUndervalued (+70.0%)

Margin of Safety

+70.0%

Fair Value

$6.83

Current Price

$0.94

$5.89 discount

UndervaluedFair: $6.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CUBE2 strengths · Avg: 9.5/10
Operating MarginProfitability
40.3%10/10

Strong operational efficiency at 40.3%

Profit MarginProfitability
28.9%9/10

Keeps 29 of every $100 in revenue as profit

WHLR1 strengths · Avg: 10.0/10
Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

Areas to Watch

CUBE4 concerns · Avg: 3.5/10
P/E RatioValuation
29.3x4/10

Moderate valuation

Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

Debt/EquityHealth
1.323/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

WHLR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.57M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Revenue GrowthGrowth
-1.4%2/10

Revenue declined 1.4%

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 28.9% and operating margin at 40.3%.

Bull Case : WHLR

The strongest argument for WHLR centers on Operating Margin.

Bear Case : CUBE

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

Bear Case : WHLR

The primary concerns for WHLR are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 7.56 is elevated, increasing financial risk.

Key Dynamics to Monitor

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.

Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CUBE scores higher overall (49/100 vs 40/100), backed by strong 28.9% margins. WHLR offers better value entry with a 70.0% margin of safety. Both earn "Hold" 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.

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Wheeler Real Estate Investment Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded real estate investment trust (REIT) that focuses on the acquisition and management of a diverse portfolio of retail and mixed-use properties across the United States. Utilizing a value-oriented investment strategy, WHLR identifies strategically located assets that offer strong cash flow potential to generate stable income and capital appreciation for its investors. The company is committed to proactive asset management and fostering robust tenant relationships, which are essential for mitigating risks in a changing retail landscape. With a strong emphasis on sustainability and long-term value creation, WHLR is poised for continuous growth in the dynamic commercial real estate sector.

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