CubeSmart vs STAG Industrial
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KIRAβs take AI analyst
I put CubeSmart and STAG Industrial side by side, using each oneβs latest annual report. Here is what stands out:
- 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 Industrialβs earnings: a P/E of 28.2x against 28.1x for CubeSmart.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
CubeSmart
CUBE
2/5
Return on equityShare count change
STAG Industrial
STAG
3/5
Revenue growth5-year growthNet margin
Side by side
Best in the row
| Latest fiscal year | CUBE FY25 | STAG FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.2B | $7.0B |
| Revenue | $1.1B | $845M |
| Free cash flow | β | $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% | β |
| Operating margin | β | β |
| Net margin | 29.5% | 32.4% |
| FCF margin | β | 30.6% |
| Return on capital | β | β |
| Return on equity | 11.9% | 7.8% |
| Balance sheet | ||
| Net debt | β | $3.2B |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $508M | $284M |
| Valuation & quality | ||
| P/E | 28.1x | 28.2x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.