CubeSmart (CUBE)vsUrban Edge Properties (UE)
CUBE
CubeSmart
$40.46
+0.52%
REAL ESTATE · Cap: $9.17B
UE
Urban Edge Properties
$21.61
-1.91%
REAL ESTATE · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 137% more annual revenue ($1.13B vs $478.29M). CUBE leads profitability with a 28.9% profit margin vs 22.6%. CUBE appears more attractively valued with a PEG of 5.33. UE earns a higher WallStSmart Score of 64/100 (C+).
CUBE
Hold49
out of 100
Grade: D+
UE
Buy64
out of 100
Grade: C+
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
+20.4%
Fair Value
$26.00
Current Price
$21.61
$4.39 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
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 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
Moderate valuation
Expensive relative to growth rate
Distress zone — elevated risk
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 : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : UE
The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
CUBE profiles as a value stock while UE is a mature play — different risk/reward profiles.
CUBE carries more volatility with a beta of 1.11 — expect wider price swings.
UE is growing revenue faster at 5.4% — sustainability is the question.
CUBE generates stronger free cash flow (149M), providing more financial flexibility.
Bottom Line
UE scores higher overall (64/100 vs 49/100), backed by strong 22.6% margins. CUBE offers better value entry with a 33.7% margin of safety. Both earn "Buy" 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 →Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?