CubeSmart (CUBE)vsStrawberry Fields REIT LLC (STRW)
CUBE
CubeSmart
$40.46
+0.52%
REAL ESTATE · Cap: $9.17B
STRW
Strawberry Fields REIT LLC
$12.82
-1.00%
REAL ESTATE · Cap: $714.85M
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 632% more annual revenue ($1.13B vs $155.00M). CUBE leads profitability with a 28.9% profit margin vs 4.9%. STRW trades at a lower P/E of 20.0x. CUBE earns a higher WallStSmart Score of 49/100 (D+).
CUBE
Hold49
out of 100
Grade: D+
STRW
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.7%
Fair Value
$58.21
Current Price
$40.46
$17.75 discount
Margin of Safety
+75.1%
Fair Value
$51.40
Current Price
$12.82
$38.58 discount
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
Every $100 of equity generates 50 in profit
Strong operational efficiency at 52.4%
Revenue surging 31.5% year-over-year
Areas to Watch
Moderate valuation
3.3% revenue growth
Elevated debt levels
Weak financial health signals
Trading at 14.1x book value
Smaller company, higher risk/reward
4.9% margin — thin
Earnings declined 10.1%
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 : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 31.5% demonstrates continued momentum.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CUBE profiles as a value stock while STRW is a hypergrowth play — different risk/reward profiles.
CUBE carries more volatility with a beta of 1.11 — expect wider price swings.
STRW is growing revenue faster at 31.5% — sustainability is the question.
CUBE generates stronger free cash flow (149M), providing more financial flexibility.
Bottom Line
CUBE scores higher overall (49/100 vs 46/100), backed by strong 28.9% margins. STRW offers better value entry with a 75.1% margin of safety. 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 →Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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