CubeSmart (CUBE)vsWeyerhaeuser Company (WY)
CUBE
CubeSmart
$35.96
-0.75%
REAL ESTATE · Cap: $8.24B
WY
Weyerhaeuser Company
$23.86
+1.10%
REAL ESTATE · Cap: $17.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Weyerhaeuser Company generates 513% more annual revenue ($6.91B vs $1.13B). CUBE leads profitability with a 29.6% profit margin vs 4.7%. WY appears more attractively valued with a PEG of 1.86. CUBE earns a higher WallStSmart Score of 54/100 (C-).
CUBE
Buy54
out of 100
Grade: C-
WY
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-288.8%
Fair Value
$9.93
Current Price
$35.96
$26.03 premium
Margin of Safety
-785.6%
Fair Value
$3.06
Current Price
$23.86
$20.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.5%
Keeps 30 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 21.7%
Expensive relative to growth rate
ROE of 3.4% — below average capital efficiency
4.7% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CUBE
The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 39.5%.
Bull Case : WY
The strongest argument for WY centers on Price/Book.
Bear Case : CUBE
The primary concerns for CUBE are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : WY
The primary concerns for WY are PEG Ratio, Return on Equity, Profit Margin. A P/E of 53.0x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CUBE profiles as a mature stock while WY is a value play — different risk/reward profiles.
CUBE carries more volatility with a beta of 1.11 — expect wider price swings.
CUBE is growing revenue faster at 5.6% — sustainability is the question.
CUBE generates stronger free cash flow (122M), providing more financial flexibility.
Bottom Line
CUBE scores higher overall (54/100 vs 41/100), backed by strong 29.6% 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.
Visit Website →Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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