your badges 52W Range $35–$43 30% of range Analyst Rating HOLD 25 analysts Price Target $44 +17% upside P/E 25.7 ROE 12.3% Net Profit Margin 29.3%

CUBE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $37.52
Market Cap (MRQ) $8.46B
P/E (TTM) 25.7
EPS (TTM) $1.46
Revenue (TTM) $1.14B
Div Yield 5.6%
ROE (TTM) 12.3%
52W Range $35–$43

CUBE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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About CubeSmart Common Shares Company overview from Wikipedia

05 · wikidata

CubeSmart is a real estate investment trust that invests in self storage facilities in the United States. As of December 31, 2024, it owned 631 self storage properties in 25 states and the District of Columbia containing 45.8 million rentable square feet. It is the 3rd largest self storage company in the United States.

The company was known as U-Store-It Trust until 2011.

## History

The company was founded in July 2004 as U-Store-It Trust.

In October 2004, the company became a public company via an initial public offering.

In December 2008, the company transferred its headquarters to Malvern, Pennsylvania.

On September 14, 2011, the company changed its name to CubeSmart.

In December 2021, the company acquired Storage West for $1.7 billion.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorReal Estate industryReal Estate employees3,121 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$1.12B
2017-12-31 → 2025-12-31
EPS$1.46
2016-12-31 → 2025-12-31
Free Cash Flow·
2018-12-31 → 2019-12-31
Net margin29.3%
2020-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend CUBE 5Y avg Peer Median Verdict
P/E (TTM) 25.75Y avg ≈31.7 ≈31.7 29.8 Undervalued
P/S (TTM) 7.45Y avg ≈10.2 ≈10.2 7.9 Fair value
P/B (MRQ) 3.35Y avg ≈3.6 ≈3.6 2.3 Overvalued
Price / Cash Flow 14.05Y avg ≈17.9 ≈17.9 14.9 Undervalued
Price / Tangible Book (MRQ) 3.35Y avg ≈3.6 ≈3.6 · ·
PEG Ratio ≈2.2 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield5.6%
Payout Ratio143.8%
Annualized Payout≈$2.12Paid quarterly
5Y Div CAGR≈9.5%Per share, split-adjusted
Growth Streak≈15Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Oct 1, 2026$0.53USD≈5.6%
Jul 1, 2026$0.53USD≈5.3%
Apr 1, 2026$0.53USD≈5.7%
Jan 2, 2026$0.53USD≈5.9%
Oct 1, 2025$0.52USD≈5.1%
Jul 1, 2025$0.52USD≈4.9%
Apr 1, 2025$0.52USD≈4.9%
Jan 2, 2025$0.52USD≈4.9%
Oct 1, 2024$0.51USD≈3.8%
Jul 1, 2024$0.51USD≈4.6%
Mar 28, 2024$0.51USD≈4.4%
Dec 29, 2023$0.51USD≈4.3%
Sep 29, 2023$0.49USD≈5.1%
Jun 30, 2023$0.49USD≈4.3%
Mar 31, 2023$0.49USD≈4.0%
Dec 30, 2022$0.49USD≈4.4%
Sep 30, 2022$0.43USD≈4.3%
Jun 30, 2022$0.43USD≈3.8%
Mar 31, 2022$0.43USD≈3.0%
Dec 31, 2021$0.43USD≈2.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -1.3%
Next Report Oct 28, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $0.39 $0.37 6.8%
March 31, 2026 $0.36 $0.35 1.4%
Dec. 31, 2025 $0.34 $0.35 -4.2%
Sept. 30, 2025 $0.36 $0.39 -7.1%
June 30, 2025 $0.36 $0.38 -4.6%
March 31, 2025 $0.39 $0.39 -0.13%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 12
Metric Trend 202520242023202220212020201920182017
Revenue $1.12B$1.07B$1.05B$1.01B$823M$679M$644M$598M$559M
Cost of Revenue $80M$121M$155M$203M$252M$224M$210M$197M$182M
SG&A Expense $65M$60M$57M$55M$48M$41M$39M$38M$35M
Operating Expenses $674M$583M$553M$658M$532M$422M$412M$378M$363M
Operating Income ········$196M
Other Non-op $3M$1M$6M$-10M$-11M$-240.0K$1M$206.0K$872.0K
Net Income $331M$392M$412M$292M$231M$168M$171M$165M$134M
EPS (Basic) $1.46$1.73$1.82$1.29$1.10$0.85$0.89$0.89$0.74
EPS (Diluted) $1.46$1.72$1.82$1.29$1.09$0.85$0.88$0.88$0.74
Shares (Basic) 228,727,000226,353,000225,424,000224,928,000203,832,000194,147,000190,874,000184,653,000180,525,000
Shares (Diluted) 229,160,000227,150,000226,241,000225,881,000205,009,000194,943,000191,576,000185,495,000181,448,000
EBITDA $263M$210M$201M$311M$232M$157M$164M$143M$341M
Balance Sheet 11
Metric Trend 202520242023202220212020201920182017
Cash & Equivalents $6M$72M$7M$6M$11M$4M$55M$4M$5M
Intangibles $8M$10M$2M$1M$109M$58M$10M$8M$2M
Total Assets $6.64B$6.39B$6.23B$6.33B$6.55B$4.78B$4.03B$3.75B$3.55B
Total Liabilities $3.86B$3.44B$3.34B$3.43B$3.55B$2.69B$2.16B$1.98B$1.86B
Common Stock $2M$2M$2M$2M$2M$2M$2M$2M$2M
Paid-in Capital $4.30B$4.29B$4.14B$4.13B$4.09B$2.81B$2.67B$2.50B$2.36B
Retained Earnings $-1.59B$-1.42B$-1.35B$-1.30B$-1.22B$-975M$-877M$-792M$-729M
AOCI $-249.0K$-330.0K$-411.0K$-491.0K$-570.0K$-632.0K$-729.0K$-1M$3.0K
Stockholders' Equity $2.72B$2.87B$2.80B$2.83B$2.87B$1.83B$1.80B$1.71B$1.63B
Liabilities + Equity $6.64B$6.39B$6.23B$6.33B$6.55B$4.78B$4.03B$3.75B$3.55B
Shares Outstanding 227,269,217227,764,975224,921,053224,603,462223,917,993197,405,989193,557,024187,145,103182,215,735
Cash Flow 13
Metric Trend 202520242023202220212020201920182017
D&A $263M$210M$205M$315M$232M$157M$164M$143M$146M
Stock-based Comp $12M$11M$10M$9M$8M$7M$7M$6M$6M
Other Non-cash $3M$18M$-13M$-21M$-22M$20M·$-8M$8M
Operating Cash Flow $609M$631M$611M$591M$449M$351M$332M$304M$292M
CapEx ·$42M····$118M$228M$81M
Investing Cash Flow $-571M$-174M$-94M$-49M$-1.85B$-511M$-376M$-322M$-150M
Stock Issued $-452.0K$118M$-276.0K$5M$966M$121M$196M$132M$30M
Stock Repurchased $32M········
Net Stock Activity $-32M$118M$-276.0K$5M$966M$121M$196M$132M$30M
Dividends Paid $476M$462M$442M$387M$274M$256M$244M$221M$195M
Financing Cash Flow $-105M$-388M$-518M$-547M$1.41B$108M$96M$15M$-143M
Net Change in Cash $-67M$69M$-708.0K$-4M$7M$-52M$52M$-3M$-2M
Free Cash Flow ······$213M$77M·
Profitability 4
Metric Trend 202520242023202220212020201920182017
Net Margin 29.5%36.8%39.3%29.0%28.1%24.7%···
EBITDA Margin 23.4%19.7%19.2%30.8%28.2%23.1%25.4%··
ROA 5.1%6.2%6.6%4.5%4.1%3.8%·4.5%3.8%
ROE 11.8%13.8%14.7%10.3%9.8%9.2%·9.8%8.2%
Efficiency 1
Metric Trend 202520242023202220212020201920182017
Asset Turnover 0.20.20.20.20.10.20.2··
Per Share 6
Metric Trend 202520242023202220212020201920182017
Book Value / Share $11.97$12.61$12.44$12.58$12.82$9.28$9.30$9.14$8.94
Revenue / Share $4.90$4.69$4.64$4.47$4.01$3.48$3.36··
Cash Flow / Share $2.66$2.78$2.70$2.62$2.19$1.80$1.73$1.64$1.62
Cash / Share $0.03$0.31$0.03$0.03$0.05$0.02$0.28$0.02$0.03
Dividend / Share $2.09$2.05$1.98$1.78$1.45$1.33$1.29$1.22$1.11
EPS (TTM) $1.46$1.72$1.82$1.29$1.09$0.85$0.88$0.88$0.74
Growth Rates 10
Metric Trend 202520242023202220212020201920182017
Revenue YoY 5.3%1.5%4.0%22.7%21.1%····
Revenue CAGR 3Y 3.6%9.0%15.6%······
Revenue CAGR 5Y 10.6%········
EPS YoY -15.1%-5.5%41.1%18.4%28.2%····
EPS CAGR 3Y 4.2%16.4%28.9%······
EPS CAGR 5Y 11.4%········
Net Income YoY -15.5%-5.0%41.0%26.7%37.7%····
Net Income CAGR 3Y 4.2%19.3%35.0%······
Net Income CAGR 5Y 14.6%········
Dividends Paid CAGR 5Y 13.2%········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017
Revenue TTM $1.12B$1.07B$1.05B$1.01B$823M$679M$644M$598M$559M
Net Income TTM $331M$392M$412M$292M$231M$168M$171M$165M$134M
Market Cap $8.19B$9.76B$10.43B$9.04B$12.74B$6.63B$6.09B$5.37B$5.27B
P/E 24.724.925.531.252.239.535.832.639.1
P/S 7.39.29.99.015.59.89.59.09.4
P/B 3.03.43.73.24.43.63.43.13.2
P / Tangible Book 3.03.43.73.24.63.7···
P / Cash Flow 13.515.517.115.328.418.918.417.618.0
P / FCF ······28.569.9·
Dividend Yield 5.8%4.7%4.2%4.3%2.1%3.9%4.0%4.1%3.7%
Earnings Yield 4.0%4.0%3.9%3.2%1.9%2.5%2.8%3.1%2.6%
Payout Ratio 143.8%117.8%107.2%132.4%118.6%152.9%·135.1%145.2%
Annual Payout $476M$462M$442M$387M$274M$256M$244M$221M$195M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $1.12B $1.07B $1.05B $1.01B $823M
Net Income $331M $392M $412M $292M $231M
Diluted EPS $1.46 $1.72 $1.82 $1.29 $1.09

Institutional owners (13F) 550 filers · $9.6B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 550
Value held $9.6B
New positions 93
Exited positions 54
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
93 (+5 vs prior Q) 54 (+9 vs prior Q) 195 (0 vs prior Q) 156 (+15 vs prior Q) +21.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $1,349,163,791 33,924,159 14.08% Shares
VANGUARD GROUP INC $1,127,457,368 31,274,823 11.76% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $775,323,507 19,495,185 8.09% Shares
NORGES BANK $486,642,940 12,236,433 5.08% Shares
STATE STREET CORP $438,972,630 11,037,783 4.58% Shares
VANGUARD CAPITAL MANAGEMENT LLC $407,284,172 10,240,990 4.25% Shares
FMR LLC $298,889,314 7,515,446 3.12% Shares
AQR CAPITAL MANAGEMENT LLC $289,507,858 7,279,554 3.02% Shares
CANADA PENSION PLAN INVESTMENT BOARD $288,512,260 7,254,520 3.01% Shares
GEODE CAPITAL MANAGEMENT, LLC $189,649,027 4,767,570 1.98% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $149,628,143 3,762,337 1.56% Shares
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $133,598,486 3,359,278 1.39% Shares
DIMENSIONAL FUND ADVISORS LP $133,333,829 3,352,420 1.39% Shares
NORTHERN TRUST CORP $133,153,061 3,348,078 1.39% Shares
DUFF & PHELPS INVESTMENT MANAGEMENT CO $128,833,802 3,239,472 1.34% Shares
JPMORGAN CHASE & CO $112,152,697 2,745,082 1.17% Shares
MILLENNIUM MANAGEMENT LLC $107,109,399 2,693,221 1.12% Shares
Daiwa Securities Group Inc. $97,431,330 2,449,870 1.02% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $96,309,816 2,421,670 1.00% Shares
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $93,198,529 2,343,438 0.97% Shares
AEW CAPITAL MANAGEMENT L P $91,180,997 2,292,708 0.95% Shares
ALLIANCEBERNSTEIN L.P. $83,470,558 2,277,505 0.87% Shares
Alyeska Investment Group, L.P. $81,955,073 2,060,726 0.86% Shares
Bank of New York Mellon Corp $74,198,675 1,865,695 0.77% Shares
Nuveen, LLC $73,753,595 1,854,504 0.77% Shares
UBS Group AG $69,045,174 1,736,112 0.72% Shares
Diamond Hill Capital Management, LLC (Investment Advisor) $68,552,424 1,723,722 0.72% Shares
MORGAN STANLEY $65,349,486 1,643,184 0.68% Shares
Sumitomo Mitsui Trust Group, Inc. $58,351,896 1,467,234 0.61% Shares
VANGUARD FIDUCIARY TRUST CO $56,914,927 1,431,102 0.59% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $56,291,507 1,535,921 0.59% Shares
Legal & General Group Plc $47,850,867 1,203,190 0.50% Shares
Quantinno Capital Management LP $47,663,400 1,198,476 0.50% Shares
BANK OF AMERICA CORP /DE/ $46,073,595 1,158,501 0.48% Shares
GOLDMAN SACHS GROUP INC $45,788,631 1,151,336 0.48% Shares
TWO SIGMA INVESTMENTS, LP $40,318,746 1,013,798 0.42% Shares
Boston Trust Walden Corp $39,141,475 984,196 0.41% Shares
Russell Investments Group, Ltd. $35,113,435 882,833 0.37% Shares
HSBC HOLDINGS PLC $34,084,621 855,192 0.36% Shares
JANUS HENDERSON GROUP PLC $33,823,762 922,766 0.35% Shares
Qube Research & Technologies Ltd $32,663,538 821,311 0.34% Shares
Invesco Ltd. $32,614,900 820,088 0.34% Shares
CITIGROUP INC $31,310,245 787,283 0.33% Shares
Hudson Bay Capital Management LP $29,222,678 734,792 0.30% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $28,519,107 717,101 0.30% Shares
Vision Capital Corp $27,712,213 696,812 0.29% Shares
ProShare Advisors LLC $26,727,429 672,050 0.28% Shares
RHUMBLINE ADVISERS $26,702,246 671,418 0.28% Shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC $25,760,858 647,746 0.27% Shares
Hazelview Securities Inc. $25,343,097 618,426 0.26% Shares

Show all 550 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Todd C. Amsdell, Robert J. Amsdell Family Irrevocable Trust, Loretta Amsdell Family Irrevocable Trust ×4 filings Jan. 24, 2014 · Initial filing · SEC
Robert J. Amsdell, Barry L. Amsdell, Amsdell and Amsdell, Amsdell Holdings I, Inc., Amsdell Real Estate Trust dtd. October 3, 1989 ×5 filings Oct. 25, 2013 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 34 insiders · 9 officers · 8 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Christopher P Marr CEO July 15, 2026 A 609,605 0 3 $-6,341,214
Dean Jernigan CEO Nov. 29, 2013 M 294,218 0 0 $0
Timothy M Martin CFO July 15, 2026 A 384,975 0 0 $0
Steven G Osgood President and CFO March 10, 2006 M 31,750 0 0 $0
Jennifer Schulte Chief Human Resources Officer July 15, 2026 A 18,732 0 0 $0
Robert G Blatz SR VP of Operations Jan. 24, 2011 A 23,891 0 0 $0
Stephen R Nichols Sr. VP, Operations Oct. 22, 2008 A 9,523 0 0 $0
Kathleen A Weigand EVP, General Counsel & Secy Oct. 22, 2008 A 16,822 0 0 $0
Tedd D Towsley Vice President and Treasurer March 22, 2006 M 9,375 0 0 $0
David J Larue Director April 15, 2013 A 56,543 0 0 $0
Harold S Haller Director April 22, 2011 A 53,233 0 0 $0
Daniel B Hurwitz Director Jan. 24, 2011 A 28,077 0 0 $0
John C Dannemiller Director April 22, 2010 A 59,729 0 0 $0
Charles Elliott Andrews Director Jan. 23, 2009 A 15,831 0 0 $0
Thomas A Commes Director May 6, 2008 D 27,560 0 0 $0
Todd C Amsdell 10% owner Feb. 1, 2012 S 200,000 0 0 $0
Jennie Weber · May 19, 2026 A 4,044 0 0 $0
Jair K Lynch · May 19, 2026 A 14,465 0 0 $0
Jit Kee Chin · May 19, 2026 A 13,682 0 0 $0
Dororthy Dowling · May 19, 2026 A 34,598 0 0 $0
Martin P. Connor · May 19, 2026 A 4,044 0 0 $0
Piero Bussani · May 19, 2026 A 68,966 0 0 $0
Jeffrey F Rogatz · May 19, 2026 A 58,114 0 0 $0
John F Remondi · May 19, 2026 A 77,969 0 0 $0
Jeffrey P Foster · March 3, 2026 M 205,057 0 1 $-949,531
Matthew D Denarie · Jan. 1, 2026 A 24,344 0 0 $0
John W Fain · May 20, 2025 A 44,834 0 0 $0
Deborah Ratnersalzberg · May 20, 2025 A 37,203 0 0 $0
Joel D Keaton · Jan. 31, 2025 F 80,836 0 0 $0
Marianne M Keler · May 11, 2021 A 49,744 0 0 $0
Jonathan L Perry · May 8, 2018 M 55,535 0 0 $0
William M Diefenderfer III · April 16, 2018 A 132,046 0 0 $0
Robert J Amsdell · Feb. 2, 2012 S 2,232,733 0 0 $0
Barry L Amsdell · Feb. 2, 2012 S 2,232,733 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 82 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
INDS · Pacer Funds Trust 3.78% 107,563 NS July 31, 2026 N-PORT
REZ · iShares Trust 1.88% 396,367 SH Sept. 11, 2026 Daily
CVSM · Elevation Series Trust 1.83% 41,578 NS July 31, 2026 N-PORT
PSR · Invesco Actively Managed Exchange-T… 1.67% 23,973 Oct. 2, 2026 Daily
RITA · ETF Series Solutions 1.54% 3,249 NS July 31, 2026 N-PORT
IQRA · New York Life Investments Active ET… 1.19% 1,976 NS July 31, 2026 N-PORT
XMLV · Invesco Exchange-Traded Fund Trust … 1.13% 205,332 Oct. 2, 2026 Daily
VRAI · ETFis Series Trust I 1.09% 4,875 NS July 31, 2026 N-PORT
FPRO · FIDELITY COVINGTON TRUST 0.79% 3,152 NS July 31, 2026 N-PORT
USRT · iShares Trust 0.77% 866,000 SH Sept. 11, 2026 Daily
DFAR · Dimensional ETF Trust 0.69% 297,325 NS July 31, 2026 N-PORT
IYR · iShares Trust 0.67% 698,412 SH Sept. 11, 2026 Daily
FREL · FIDELITY COVINGTON TRUST 0.60% 214,369 NS July 31, 2026 N-PORT
REET · iShares Trust 0.50% 616,139 SH Sept. 11, 2026 Daily
ERET · iShares Trust 0.48% 1,654 SH Sept. 11, 2026 Daily
VNQ · VANGUARD SPECIALIZED FUNDS 0.47% 8,503,910 SH Aug. 19, 2026 Daily
DFGR · Dimensional ETF Trust 0.45% 422,463 NS July 31, 2026 N-PORT
CZA · Invesco Exchange-Traded Fund Trust 0.45% 24,040 Oct. 2, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.38% 29,977 NS July 31, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.28% 30,792 Oct. 2, 2026 Daily
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.28% 31,002 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.28% 31,421 NS July 31, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.28% 106,924 SH Aug. 19, 2026 Daily
CVAR · ETF Opportunities Trust 0.27% 2,790 NS July 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.26% 24,880 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.25% 366,024 SH Aug. 19, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.23% 35,238 NS July 31, 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.21% 100,533 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.20% 99,025 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.20% 3,325 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.19% 3,297,220 SH Aug. 19, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.16% 51,798 NS July 31, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.15% 1,284 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.15% 31,394 Oct. 2, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.15% 8,147 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.13% 190,000 Oct. 2, 2026 Daily
SMMD · iShares Trust 0.12% 120,890 SH Sept. 11, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.12% 4,453,000 Oct. 1, 2026 Daily
ESML · iShares Trust 0.11% 80,794 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.11% 5,193,877 SH Aug. 19, 2026 Daily
ISCG · iShares Trust 0.11% 26,705 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.10% 2,598,229 SH Aug. 19, 2026 Daily
IWS · iShares Trust 0.09% 335,980 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.08% 14,071 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.07% 925,582 SH Sept. 11, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.05% 15,289 Oct. 1, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.04% 1,801 NS July 31, 2026 N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.03% 67,441 NS July 31, 2026 N-PORT
DIVB · iShares Trust 0.03% 17,271 SH Sept. 11, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.03% 6,448 Oct. 2, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.03% 136,644 SH Aug. 19, 2026 Daily
IWD · iShares Trust 0.02% 501,958 SH Sept. 11, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 51,215 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.02% 9,718 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.02% 40,609 Oct. 2, 2026 Daily
IUSV · iShares Trust 0.02% 108,818 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.01% 9,689 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.01% 154,913 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 297,077 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 60,364 SH Sept. 11, 2026 Daily
IUSG · iShares Trust 0.01% 91,667 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 7,188,470 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 222,573 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 36,855 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 19,042 SH Aug. 19, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 11,254 Oct. 2, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IJH · iShares Trust · 7,944,738 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 590,732 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 634,968 SH Aug. 21, 2026 Daily
XJH · iShares Trust · 30,930 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 10,173 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 31,902 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 84,566 SH Sept. 11, 2026 Daily

CUBE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 25 analysts BUY
Median target $43.00 +14.6%
3 12.0% Strong Buy
10 40.0% Buy
12 48.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

16 analysts · 2026-10-03

Mean target $43.81 +16.8%

← Below all targets Current price $37.52
Low$40.00 Mean$43.81 High$48.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CUBE $8.19B 24.7 5.3% 29.5% 11.8% ·
PSA · 28.8 2.7% 37.0% 18.8% ·
PSA · 28.8 2.7% 37.0% 18.8% ·
EXR $27.50B 28.4 3.7% 28.8% 7.1% ·
SMA $1.71B -45.5 18.6% -3.1% -1.2% 61.4%
SELF $58M 28.3 1.4% 16.0% 4.3% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 31, 2026