CUBE vs. AMT
CUBE (CubeSmart) and AMT (American Tower Corporation) are both stocks. Both are in the Real Estate sector — CUBE in REIT - Industrial, AMT in REIT - Specialty. Over the past 10 years, CUBE returned 7.73%/yr vs 7.89%/yr for AMT. At a 0.43 correlation, their price movements are largely independent.
Performance
CUBE vs. AMT - Performance Comparison
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Returns By Period
In the year-to-date period, CUBE achieves a 16.69% return, which is significantly higher than AMT's 4.18% return. Both investments have delivered pretty close results over the past 10 years, with CUBE having a 7.73% annualized return and AMT not far ahead at 7.89%.
CUBE
- 1D
- 0.89%
- 1M
- 1.95%
- YTD
- 16.69%
- 6M
- 18.97%
- 1Y
- 0.58%
- 3Y*
- 2.90%
- 5Y*
- 1.65%
- 10Y*
- 7.73%
AMT
- 1D
- 1.67%
- 1M
- -1.50%
- YTD
- 4.18%
- 6M
- 5.83%
- 1Y
- -15.94%
- 3Y*
- 2.32%
- 5Y*
- -4.51%
- 10Y*
- 7.89%
CUBE vs. AMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 16.69% | -11.59% | -4.53% | 20.50% | -26.31% | 74.59% | 11.67% | 14.12% | 3.42% | 12.74% |
AMT American Tower Corporation | 4.18% | -0.92% | -12.16% | 5.37% | -25.67% | 32.89% | -0.48% | 47.87% | 13.32% | 37.71% |
Correlation
The correlation between CUBE and AMT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2004 | 0.43 |
The correlation between CUBE and AMT shifts across timeframes, from 0.43 (all time) to 0.56 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CUBE:
$9.32B
AMT:
$83.74B
CUBE:
$1.43
AMT:
$6.14
CUBE:
28.56
AMT:
29.19
CUBE:
3.02
AMT:
8.32
CUBE:
8.26
AMT:
7.77
CUBE:
3.52
AMT:
22.93
CUBE:
$1.13B
AMT:
$10.82B
CUBE:
$65.30M
AMT:
$7.94B
CUBE:
$593.13M
AMT:
$6.71B
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Return for Risk
CUBE vs. AMT — Risk / Return Rank
CUBE
AMT
CUBE vs. AMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CubeSmart (CUBE) and American Tower Corporation (AMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CUBE | AMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.91 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.60 | +0.63 |
| Martin ratioReturn relative to average drawdown | 0.07 | -0.86 | +0.92 |
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Drawdowns
CUBE vs. AMT - Drawdown Comparison
The maximum CUBE drawdown since its inception was -93.15%, smaller than the maximum AMT drawdown of -98.70%. Use the drawdown chart below to compare losses from any high point for CUBE and AMT.
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Drawdown Indicators
| CUBE | AMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.15% | -98.70% | +5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -17.36% | -26.67% | +9.31% |
Max Drawdown (3Y)Largest decline over 3 years | -31.95% | -27.54% | -4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -45.34% | +8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -41.43% | -45.34% | +3.91% |
Current DrawdownCurrent decline from peak | -18.18% | -30.93% | +12.75% |
Average DrawdownAverage peak-to-trough decline | -22.04% | -27.02% | +4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.82% | 18.64% | -9.82% |
Volatility
CUBE vs. AMT - Volatility Comparison
The current volatility for CubeSmart (CUBE) is 6.39%, while American Tower Corporation (AMT) has a volatility of 8.61%. This indicates that CUBE experiences smaller price fluctuations and is considered to be less risky than AMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CUBE | AMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 8.61% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 16.21% | 19.60% | -3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.22% | 24.44% | -2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.42% | 26.44% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.39% | 26.22% | -0.83% |
Dividends
CUBE vs. AMT - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 5.14%, more than AMT's 3.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMT American Tower Corporation | 3.89% | 3.87% | 3.53% | 2.99% | 2.77% | 1.78% | 2.02% | 1.64% | 1.99% | 1.84% | 2.05% | 1.87% |
CUBE CubeSmart | 5.14% | 5.77% | 3.57% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% |
Financials
CUBE vs. AMT - Financials Comparison
This section allows you to compare key financial metrics between CubeSmart and American Tower Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CUBE vs. AMT - Profitability Comparison
CUBE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CubeSmart reported a gross profit of 0.00 and revenue of 281.93M. Therefore, the gross margin over that period was 0.0%.
AMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Tower Corporation reported a gross profit of 2.02B and revenue of 2.74B. Therefore, the gross margin over that period was 73.9%.
CUBE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CubeSmart reported an operating income of -357.00K and revenue of 281.93M, resulting in an operating margin of -0.1%.
AMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Tower Corporation reported an operating income of 1.16B and revenue of 2.74B, resulting in an operating margin of 42.4%.
CUBE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CubeSmart reported a net income of 82.89M and revenue of 281.93M, resulting in a net margin of 29.4%.
AMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Tower Corporation reported a net income of 836.80M and revenue of 2.74B, resulting in a net margin of 30.6%.
Frequently Asked Questions
CUBE and AMT have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMT has higher volatility (8.61%) compared to CUBE (6.39%). In terms of maximum drawdown, CUBE dropped -93.15% vs AMT's -98.70%.
CUBE currently has the higher Sharpe Ratio (0.03 vs -0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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