Correlation
The correlation between CUBE and EXR is 0.46, 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.
CUBE vs. EXR
Compare and contrast key facts about CubeSmart (CUBE) and Extra Space Storage Inc. (EXR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUBE or EXR.
Performance
CUBE vs. EXR - Performance Comparison
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Key characteristics
CUBE:
0.34
EXR:
0.44
CUBE:
0.60
EXR:
0.73
CUBE:
1.07
EXR:
1.09
CUBE:
0.24
EXR:
0.29
CUBE:
0.50
EXR:
0.83
CUBE:
15.46%
EXR:
12.74%
CUBE:
24.82%
EXR:
25.46%
CUBE:
-93.15%
EXR:
-71.35%
CUBE:
-18.90%
EXR:
-24.03%
Fundamentals
CUBE:
$9.78B
EXR:
$33.41B
CUBE:
$1.69
EXR:
$4.31
CUBE:
25.30
EXR:
35.07
CUBE:
6.31
EXR:
3.82
CUBE:
9.06
EXR:
9.94
CUBE:
3.42
EXR:
2.31
CUBE:
$1.08B
EXR:
$3.28B
CUBE:
$703.18M
EXR:
$2.16B
CUBE:
$695.30M
EXR:
$2.38B
Returns By Period
The year-to-date returns for both stocks are quite close, with CUBE having a 2.26% return and EXR slightly lower at 2.18%. Over the past 10 years, CUBE has underperformed EXR with an annualized return of 10.28%, while EXR has yielded a comparatively higher 12.13% annualized return.
CUBE
2.26%
4.42%
-11.58%
5.75%
3.19%
13.05%
10.28%
EXR
2.18%
1.94%
-9.66%
8.78%
-1.38%
13.41%
12.13%
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Risk-Adjusted Performance
CUBE vs. EXR — Risk-Adjusted Performance Rank
CUBE
EXR
CUBE vs. EXR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CubeSmart (CUBE) and Extra Space Storage Inc. (EXR). 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.
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Dividends
CUBE vs. EXR - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 4.82%, more than EXR's 4.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 4.82% | 3.57% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% | 2.49% |
EXR Extra Space Storage Inc. | 4.29% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% | 3.09% |
Drawdowns
CUBE vs. EXR - Drawdown Comparison
The maximum CUBE drawdown since its inception was -93.15%, which is greater than EXR's maximum drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for CUBE and EXR.
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Volatility
CUBE vs. EXR - Volatility Comparison
CubeSmart (CUBE) has a higher volatility of 7.32% compared to Extra Space Storage Inc. (EXR) at 6.53%. This indicates that CUBE's price experiences larger fluctuations and is considered to be riskier than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CUBE vs. EXR - Financials Comparison
This section allows you to compare key financial metrics between CubeSmart and Extra Space Storage 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
CUBE vs. EXR - Profitability Comparison
CUBE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, CubeSmart reported a gross profit of 190.10M and revenue of 273.04M. Therefore, the gross margin over that period was 69.6%.
EXR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Extra Space Storage Inc. reported a gross profit of 579.30M and revenue of 820.00M. Therefore, the gross margin over that period was 70.7%.
CUBE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, CubeSmart reported an operating income of 114.88M and revenue of 273.04M, resulting in an operating margin of 42.1%.
EXR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Extra Space Storage Inc. reported an operating income of 388.73M and revenue of 820.00M, resulting in an operating margin of 47.4%.
CUBE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, CubeSmart reported a net income of 89.20M and revenue of 273.04M, resulting in a net margin of 32.7%.
EXR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Extra Space Storage Inc. reported a net income of 270.88M and revenue of 820.00M, resulting in a net margin of 33.0%.