CUBE vs. NSA
Compare and contrast key facts about CubeSmart (CUBE) and National Storage Affiliates Trust (NSA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUBE or NSA.
Key characteristics
| CUBE | NSA | |
|---|---|---|
| YTD Return | 6.50% | 6.54% |
| 1Y Return | 38.03% | 48.88% |
| 3Y Return (Ann) | -0.23% | -7.16% |
| 5Y Return (Ann) | 13.52% | 10.27% |
| Sharpe Ratio | 1.54 | 1.65 |
| Sortino Ratio | 2.19 | 2.44 |
| Omega Ratio | 1.27 | 1.31 |
| Calmar Ratio | 1.17 | 0.91 |
| Martin Ratio | 5.42 | 5.17 |
| Ulcer Index | 6.82% | 9.22% |
| Daily Std Dev | 24.00% | 28.99% |
| Max Drawdown | -93.15% | -55.05% |
| Current Drawdown | -11.54% | -29.03% |
Fundamentals
| CUBE | NSA | |
|---|---|---|
| Market Cap | $11.04B | $6.24B |
| EPS | $1.75 | $1.74 |
| PE Ratio | 27.31 | 24.39 |
| PEG Ratio | 6.31 | 3.14 |
| Total Revenue (TTM) | $1.06B | $795.63M |
| Gross Profit (TTM) | $596.82M | $437.49M |
| EBITDA (TTM) | $692.99M | $422.24M |
Correlation
The correlation between CUBE and NSA is 0.72, 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. NSA - Performance Comparison
The year-to-date returns for both investments are quite close, with CUBE having a 6.50% return and NSA slightly higher at 6.54%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CUBE vs. NSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CubeSmart (CUBE) and National Storage Affiliates Trust (NSA). 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. NSA - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 4.27%, less than NSA's 5.28% 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% |
NSA National Storage Affiliates Trust | 5.28% | 5.38% | 5.95% | 2.30% | 3.75% | 3.78% | 4.38% | 3.82% | 3.99% | 3.15% | 0.00% | 0.00% |
Drawdowns
CUBE vs. NSA - Drawdown Comparison
The maximum CUBE drawdown since its inception was -93.15%, which is greater than NSA's maximum drawdown of -55.05%. Use the drawdown chart below to compare losses from any high point for CUBE and NSA. For additional features, visit the drawdowns tool.
Volatility
CUBE vs. NSA - Volatility Comparison
CubeSmart (CUBE) has a higher volatility of 8.29% compared to National Storage Affiliates Trust (NSA) at 7.75%. This indicates that CUBE's price experiences larger fluctuations and is considered to be riskier than NSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CUBE vs. NSA - Financials Comparison
This section allows you to compare key financial metrics between CubeSmart and National Storage Affiliates Trust. 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