CubeSmart (CUBE)vsUrban Edge Properties (UE)
CUBE
CubeSmart
$38.56
-2.92%
REAL ESTATE · Cap: $8.97B
UE
Urban Edge Properties
$20.11
+0.55%
REAL ESTATE · Cap: $2.76B
Smart Verdict
WallStSmart Research — data-driven comparison
CubeSmart generates 134% more annual revenue ($1.14B vs $486.99M). CUBE leads profitability with a 29.3% profit margin vs 14.0%. CUBE appears more attractively valued with a PEG of 5.33. CUBE earns a higher WallStSmart Score of 56/100 (C).
CUBE
Buy56
out of 100
Grade: C
UE
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.8%
Fair Value
$52.76
Current Price
$38.56
$14.20 discount
Intrinsic value data unavailable for UE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 41.1%
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 31.4%
Reasonable price relative to book value
Areas to Watch
Moderate valuation
1.5% revenue growth
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Elevated debt levels
Expensive relative to growth rate
Earnings declined 69.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CUBE
The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 41.1%.
Bull Case : UE
The strongest argument for UE centers on Operating Margin, Price/Book.
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, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
CUBE carries more volatility with a beta of 1.05 — expect wider price swings.
UE is growing revenue faster at 7.6% — sustainability is the question.
CUBE generates stronger free cash flow (109M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CUBE scores higher overall (56/100 vs 53/100), backed by strong 29.3% margins. Both earn "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.
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.
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