CubeSmart
CUBE · Industrial REITs
$40.16
0.0%STAG Industrial
STAG · Industrial REITs
$36.43
0.2%The short version
- CubeSmart is the larger business, with $1.1B of revenue in fiscal 2025 against $845M for STAG Industrial.
- STAG Industrial grew revenue faster (10.1%, against 5.3%).
- Investors pay more for each dollar of STAG Industrial’s earnings: a P/E of 28.2x against 28.1x for CubeSmart.
| Latest fiscal year | CUBE · FY25 | STAG · FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.2B | $7.0B |
| Revenue | $1.1B | $845M |
| Free cash flow | — | $259M |
| Net income | $331M | $274M |
| Growth | ||
| Revenue growth | 5.3% | 10.1% |
| 5-year growth | 10.6% | 11.8% |
| Share count change | 0.9% | 2.6% |
| Profitability | ||
| Gross margin | 68.7% | — |
| Operating margin | — | — |
| Net margin | 29.5% | 32.4% |
| FCF margin | — | 30.6% |
| Return on capital | — | — |
| Return on equity | 11.9% | 7.8% |
| Balance sheet | ||
| Net debt | — | $3.2B |
| Net debt / EBITDA | — | — |
| Dividends and buybacks | $508M | $284M |
| Valuation & quality | ||
| P/E | 28.1x | 28.2x |
| Piotroski F-score | — | — |
FY16
CUBE —
STAG $250M
FY17
CUBE $559M
STAG $301M
FY18
CUBE $598M
STAG $351M
FY19
CUBE $644M
STAG $406M
FY20
CUBE $679M
STAG $483M
FY21
CUBE $823M
STAG $562M
FY22
CUBE $1.0B
STAG $657M
FY23
CUBE $1.1B
STAG $708M
FY24
CUBE $1.1B
STAG $767M
FY25
CUBE $1.1B
STAG $845M
CUBE
STAG
FY16
CUBE —
STAG —
FY17
CUBE 35.0%
STAG —
FY18
CUBE —
STAG —
FY19
CUBE —
STAG —
FY20
CUBE —
STAG —
FY21
CUBE —
STAG —
FY22
CUBE —
STAG —
FY23
CUBE —
STAG —
FY24
CUBE —
STAG —
FY25
CUBE —
STAG —
CUBE
STAG
FY16
CUBE —
STAG $105M
FY17
CUBE $211M
STAG $116M
FY18
CUBE $76.8M
STAG $163M
FY19
CUBE $213M
STAG $168M
FY20
CUBE —
STAG $238M
FY21
CUBE —
STAG $297M
FY22
CUBE —
STAG $276M
FY23
CUBE —
STAG $283M
FY24
CUBE —
STAG $310M
FY25
CUBE —
STAG $259M
CUBE
STAG
FY16
CUBE —
STAG —
FY17
CUBE —
STAG —
FY18
CUBE —
STAG —
FY19
CUBE —
STAG —
FY20
CUBE —
STAG —
FY21
CUBE —
STAG —
FY22
CUBE —
STAG —
FY23
CUBE —
STAG —
FY24
CUBE —
STAG —
FY25
CUBE —
STAG —
CUBE
STAG
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.