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.
Key characteristics
| CUBE | EXR | |
|---|---|---|
| YTD Return | 8.37% | 5.48% |
| 1Y Return | 31.58% | 32.00% |
| 3Y Return (Ann) | 0.35% | -2.41% |
| 5Y Return (Ann) | 13.88% | 12.91% |
| 10Y Return (Ann) | 13.12% | 15.05% |
| Sharpe Ratio | 1.68 | 1.62 |
| Sortino Ratio | 2.35 | 2.36 |
| Omega Ratio | 1.30 | 1.29 |
| Calmar Ratio | 1.50 | 1.13 |
| Martin Ratio | 5.91 | 5.22 |
| Ulcer Index | 6.85% | 8.71% |
| Daily Std Dev | 24.03% | 28.10% |
| Max Drawdown | -93.15% | -71.35% |
| Current Drawdown | -9.98% | -19.32% |
Fundamentals
| CUBE | EXR | |
|---|---|---|
| Market Cap | $11.04B | $35.85B |
| EPS | $1.75 | $3.76 |
| PE Ratio | 27.31 | 43.23 |
| PEG Ratio | 6.31 | 5.16 |
| Total Revenue (TTM) | $1.06B | $3.23B |
| Gross Profit (TTM) | $596.82M | $3.22B |
| EBITDA (TTM) | $692.99M | $1.95B |
Correlation
The correlation between CUBE and EXR is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CUBE vs. EXR - Performance Comparison
In the year-to-date period, CUBE achieves a 8.37% return, which is significantly higher than EXR's 5.48% return. Over the past 10 years, CUBE has underperformed EXR with an annualized return of 13.12%, while EXR has yielded a comparatively higher 15.05% annualized return. 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. 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.
Dividends
CUBE vs. EXR - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 4.19%, more than EXR's 3.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 4.19% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% | 2.49% | 2.89% |
EXR Extra Space Storage Inc. | 3.95% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% | 3.09% | 3.44% |
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. For additional features, visit the drawdowns tool.
Volatility
CUBE vs. EXR - Volatility Comparison
CubeSmart (CUBE) and Extra Space Storage Inc. (EXR) have volatilities of 8.51% and 8.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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