CUBE vs. EGP
Compare and contrast key facts about CubeSmart (CUBE) and EastGroup Properties, Inc. (EGP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUBE or EGP.
Key characteristics
| CUBE | EGP | |
|---|---|---|
| YTD Return | 6.50% | -2.90% |
| 1Y Return | 38.03% | 8.64% |
| 3Y Return (Ann) | -0.23% | -2.04% |
| 5Y Return (Ann) | 13.52% | 8.55% |
| 10Y Return (Ann) | 12.93% | 13.57% |
| Sharpe Ratio | 1.54 | 0.35 |
| Sortino Ratio | 2.19 | 0.63 |
| Omega Ratio | 1.27 | 1.07 |
| Calmar Ratio | 1.17 | 0.25 |
| Martin Ratio | 5.42 | 1.06 |
| Ulcer Index | 6.82% | 6.44% |
| Daily Std Dev | 24.00% | 19.68% |
| Max Drawdown | -93.15% | -59.56% |
| Current Drawdown | -11.54% | -17.01% |
Fundamentals
| CUBE | EGP | |
|---|---|---|
| Market Cap | $11.04B | $8.63B |
| EPS | $1.75 | $4.85 |
| PE Ratio | 27.31 | 35.94 |
| PEG Ratio | 6.31 | 5.78 |
| Total Revenue (TTM) | $1.06B | $626.76M |
| Gross Profit (TTM) | $596.82M | $365.54M |
| EBITDA (TTM) | $692.99M | $433.82M |
Correlation
The correlation between CUBE and EGP is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CUBE vs. EGP - Performance Comparison
In the year-to-date period, CUBE achieves a 6.50% return, which is significantly higher than EGP's -2.90% return. Both investments have delivered pretty close results over the past 10 years, with CUBE having a 12.93% annualized return and EGP not far ahead at 13.57%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CUBE vs. EGP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CubeSmart (CUBE) and EastGroup Properties, Inc. (EGP). 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.
Dividends
CUBE vs. EGP - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 4.27%, more than EGP's 2.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 4.27% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% | 2.49% | 2.89% |
EGP EastGroup Properties, Inc. | 2.99% | 2.75% | 3.17% | 1.57% | 2.23% | 2.22% | 2.97% | 2.85% | 3.30% | 5.23% | 3.51% | 3.69% |
Drawdowns
CUBE vs. EGP - Drawdown Comparison
The maximum CUBE drawdown since its inception was -93.15%, which is greater than EGP's maximum drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for CUBE and EGP. For additional features, visit the drawdowns tool.
Volatility
CUBE vs. EGP - Volatility Comparison
CubeSmart (CUBE) has a higher volatility of 8.29% compared to EastGroup Properties, Inc. (EGP) at 5.78%. This indicates that CUBE's price experiences larger fluctuations and is considered to be riskier than EGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CUBE vs. EGP - Financials Comparison
This section allows you to compare key financial metrics between CubeSmart and EastGroup Properties, Inc.. 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