WallStSmart

CubeSmart (CUBE)vsSafehold Inc (SAFE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CubeSmart generates 161% more annual revenue ($1.14B vs $436.41M). CUBE leads profitability with a 29.3% profit margin vs 26.6%. SAFE appears more attractively valued with a PEG of 0.65. SAFE earns a higher WallStSmart Score of 74/100 (B).

CUBE

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 8.0Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.43

SAFE

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.0Value: 9.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.92
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUBEUndervalued (+27.0%)

Margin of Safety

+27.0%

Fair Value

$52.92

Current Price

$39.54

$13.38 discount

UndervaluedFair: $52.92Overvalued
SAFEUndervalued (+79.2%)

Margin of Safety

+79.2%

Fair Value

$71.12

Current Price

$14.03

$57.09 discount

UndervaluedFair: $71.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CUBE2 strengths · Avg: 9.5/10
Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

SAFE6 strengths · Avg: 9.2/10
P/E RatioValuation
9.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
73.7%10/10

Strong operational efficiency at 73.7%

Profit MarginProfitability
26.6%9/10

Keeps 27 of every $100 in revenue as profit

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Revenue GrowthGrowth
20.0%8/10

Revenue surging 20.0% year-over-year

Areas to Watch

CUBE4 concerns · Avg: 3.5/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

Debt/EquityHealth
1.373/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SAFE4 concerns · Avg: 3.0/10
Market CapQuality
$1.07B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Debt/EquityHealth
1.913/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 29.3% and operating margin at 41.1%.

Bull Case : SAFE

The strongest argument for SAFE centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 26.6% and operating margin at 73.7%. Revenue growth of 20.0% demonstrates continued momentum.

Bear Case : CUBE

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

Bear Case : SAFE

The primary concerns for SAFE are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.91 is elevated, increasing financial risk.

Key Dynamics to Monitor

CUBE profiles as a value stock while SAFE is a growth play — different risk/reward profiles.

SAFE carries more volatility with a beta of 1.79 — expect wider price swings.

SAFE is growing revenue faster at 20.0% — sustainability is the question.

CUBE generates stronger free cash flow (109M), providing more financial flexibility.

Bottom Line

SAFE scores higher overall (74/100 vs 56/100), backed by strong 26.6% margins and 20.0% revenue growth. CUBE offers better value entry with a 27.0% margin of safety. Both earn "Strong Buy" and "Buy" 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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Safehold Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

Safehold Inc. (SAFE) is a leading real estate investment trust (REIT) that specializes in acquiring and managing ground leases, providing property owners with a mechanism to enhance asset valuations while retaining ownership. Focused on high-quality urban properties, Safehold establishes a low-risk investment profile complemented by the potential for stable income generation. With a strong balance sheet and a commitment to sustainable income growth, the company is poised to capitalize on the rising demand for ground leases. Its innovative approach and dedication to delivering consistent returns position Safehold as a compelling opportunity for institutional investors aiming to diversify and strengthen their portfolios.

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