CubeSmart (CUBE)
NYSEReal EstateReit - IndustrialSnapshot 2026-11-05
$45.37-1.13%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-11-05
QuarterlyIQ Insights · CUBE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-04.
The screen ranks CUBE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated strong grew net income 57% of the time over the next year (vs 53% for the rest of the cohort, n=2781).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Third quarter results reflected strong execution across our operating platform, with positive same-store revenue and NOI growth supported by higher occupancy and improving rental activity,” commente…
Stated in 2 of 4 supplied quarters. Management reported: ““Third quarter results reflected strong execution across our operating platform, with positive same-store revenue and NOI growth supported by higher occupancy and improving rental activity,” commented President and Chief Executive Officer Christopher P.” “2026 Financial Outlook “The strength of our year-to-date performance supported improvements to all of our full-year same-store and FFO guidance ranges,” commented Chief Financial Officer Tim Martin.” Revenue was $293.968 million in 2026-Q3.
““Third quarter results reflected strong execution across our operating platform, with positive same-store revenue and NOI growth supported by higher occupancy and improving rental activity,” commente…”
“ The Company estimates that its fully diluted earnings per share for 2026 will be between $1.58 and $1.64, and that its fully diluted FFO per share, as adjusted, for 2026 will be between $2.54 and $…”
“Subsequent to the quarter, we advanced a series of liquidity-enhancing transactions that showcase our access to a wide range of capital sources and provide additional flexibility to allocate capital…
Stated in 2 of 4 supplied quarters. Management reported: “Marr. “The formation of our new Heitman joint venture unlocks value from our portfolio and provides an accretive source of capital to support share repurchases, while maintaining the financial flexibility to capitalize on future investment opportunities.”” ““In the quarter, we continued to enhance our liquidity profile and execute our disciplined capital allocation strategy through the expansion of our revolving credit facility and through share repurchases at prices that represent compelling long-term value.””
Development deliveries as of June 30, 2026 (does not include acquisition at certificate of occupancy) 2.
Stated in 1 of 4 supplied quarters. Management reported: “Development deliveries as of March 31, 2026 (does not include C/O acquisitions) 2.” “Development deliveries as of June 30, 2026 (does not include acquisition at certificate of occupancy) 2.”
“Development deliveries as of March 31, 2026 (does not include C/O acquisitions) 2.”
Manage property operating expenses as a component of store-level performance and same-store NOI.
Management aims to maintain fully diluted earnings per share for 2026 within the guided range of $1.58 to $1.64.
Over the trailing year it converted 1.55x of net income into operating cash flow. Historically, Real Estate names rated neutral grew net income 57% of the time over the next year (vs 47% for the rest of the cohort, n=2917).
Most sensitive to the US dollar and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the broad stock market, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 55% of the time over the next year (vs 55% for the rest of the cohort, n=2851).
Not investment advice. As of 2026-11-05.
““Subsequent to the quarter, we advanced a series of liquidity-enhancing transactions that showcase our access to a wide range of capital sources and provide additional flexibility to allocate capital…”
“Marr. “The formation of our new Heitman joint venture unlocks value from our portfolio and provides an accretive source of capital to support share repurchases, while maintaining the financial flexib…”