CubeSmart (CUBE)vsLXP Industrial Trust (LXP)
CUBE
CubeSmart
$40.31
+0.78%
REAL ESTATE · Cap: $9.53B
LXP
LXP Industrial Trust
$52.21
+1.01%
REAL ESTATE · Cap: $3.13B
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 227% more annual revenue ($1.13B vs $347.31M). CUBE leads profitability with a 28.9% profit margin vs 27.1%. LXP appears more attractively valued with a PEG of 3.15. CUBE earns a higher WallStSmart Score of 49/100 (D+).
CUBE
Hold49
out of 100
Grade: D+
LXP
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.0%
Fair Value
$52.92
Current Price
$40.31
$12.61 discount
Intrinsic value data unavailable for LXP.
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
Keeps 27 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
Premium valuation, high expectations priced in
ROE of 4.7% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 3.3%
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 : LXP
The strongest argument for LXP centers on Profit Margin, Price/Book. Profitability is solid with margins at 27.1% and operating margin at 13.9%.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : LXP
The primary concerns for LXP are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CUBE profiles as a value stock while LXP 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
CUBE scores higher overall (49/100 vs 42/100), 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.
Visit Website →LXP Industrial Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
LXP Industrial Trust (LXP) is a leading real estate investment trust (REIT) specializing in the acquisition, ownership, and management of a diverse portfolio of industrial properties strategically located in key U.S. logistics markets. Capitalizing on the booming e-commerce sector and the increasing need for supply chain efficiency, LXP is well-positioned for consistent income generation and long-term capital appreciation. The company employs a disciplined approach to capital allocation while fostering strong relationships with tenants and executing proactive asset management. With a commitment to operational excellence and adapting to industry trends, LXP is focused on enhancing shareholder value and driving growth in the industrial real estate sector.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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