WallStSmart

CubeSmart (CUBE)vsSotherly Hotels Inc (SOHO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CubeSmart generates 539% more annual revenue ($1.13B vs $177.57M). CUBE leads profitability with a 28.9% profit margin vs -0.0%. 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

SOHO

Hold

40

out of 100

Grade: D

Growth: 4.7Profit: 3.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUBEUndervalued (+27.0%)

Margin of Safety

+27.0%

Fair Value

$52.92

Current Price

$40.31

$12.61 discount

UndervaluedFair: $52.92Overvalued

Intrinsic value data unavailable for SOHO.

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

SOHO0 strengths · Avg: 0/10

No standout strengths identified

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

SOHO4 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Market CapQuality
$91.58M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Return on EquityProfitability
-0.0%2/10

ROE of -0.0% — below average capital efficiency

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 : SOHO

SOHO has a balanced fundamental profile.

Bear Case : CUBE

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

Bear Case : SOHO

The primary concerns for SOHO are EPS Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

CUBE profiles as a value stock while SOHO is a turnaround 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 40/100), 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 →

Sotherly Hotels Inc

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Sotherly Hotels Inc. is a self-managed, self-managed lodging REIT that focuses on acquiring, renovating, upgrading, and repositioning luxury full-service hotels to upscale hotels in the southern United States. The company is headquartered in Williamsburg, Virginia.

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