WallStSmart

CubeSmart (CUBE)vsWheeler Real Estate Investment Trust Inc Pref (WHLRP)

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

WHLRP

Hold

44

out of 100

Grade: D

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUBEUndervalued (+26.6%)

Margin of Safety

+26.6%

Fair Value

$52.64

Current Price

$42.43

$10.21 discount

UndervaluedFair: $52.64Overvalued

Intrinsic value data unavailable for WHLRP.

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

WHLRP1 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

WHLRP4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.18M3/10

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 : WHLRP

The strongest argument for WHLRP centers on Operating Margin.

Bear Case : CUBE

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

Bear Case : WHLRP

The primary concerns for WHLRP 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 44/100), backed by strong 28.9% margins. 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 Pref

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. Preferred (WHLRP) is a publicly traded real estate investment trust (REIT) that specializes in the acquisition and management of high-quality retail and community shopping centers across the United States. The company focuses on delivering strong risk-adjusted returns through strategic tenant partnerships and proactive property management, which enhances resilience and stability in volatile market conditions. With a dedication to sustainable growth and an adaptive approach to evolving retail trends, Wheeler REIT is strategically positioned to leverage new market opportunities, ultimately driving long-term shareholder value in the competitive commercial real estate sector.

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