WallStSmart

CubeSmart (CUBE)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 464% more annual revenue ($6.42B vs $1.14B). CUBE leads profitability with a 29.3% profit margin vs 4.1%. VTR appears more attractively valued with a PEG of 5.15. CUBE earns a higher WallStSmart Score of 56/100 (C).

CUBE

Buy

56

out of 100

Grade: C

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

VTR

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 4.5Value: 2.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
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
VTRSignificantly Overvalued (-16.5%)

Margin of Safety

-16.5%

Fair Value

$76.72

Current Price

$89.11

$12.39 premium

UndervaluedFair: $76.72Overvalued

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

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% 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

VTR4 concerns · Avg: 2.5/10
Return on EquityProfitability
1.8%3/10

ROE of 1.8% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

PEG RatioValuation
5.152/10

Expensive relative to growth rate

P/E RatioValuation
163.4x2/10

Premium valuation, high expectations priced in

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 : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bear Case : CUBE

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

Bear Case : VTR

The primary concerns for VTR are Return on Equity, Profit Margin, PEG Ratio. A P/E of 163.4x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

CUBE carries more volatility with a beta of 1.05 — expect wider price swings.

VTR is growing revenue faster at 21.7% — sustainability is the question.

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

Bottom Line

CUBE scores higher overall (56/100 vs 41/100), backed by strong 29.3% margins. 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.

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Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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