EGP vs. CUBE
Compare and contrast key facts about EastGroup Properties, Inc. (EGP) and CubeSmart (CUBE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGP or CUBE.
Key characteristics
| EGP | CUBE | |
|---|---|---|
| YTD Return | -1.95% | 8.91% |
| 1Y Return | 8.70% | 39.42% |
| 3Y Return (Ann) | -1.09% | 0.83% |
| 5Y Return (Ann) | 8.98% | 14.15% |
| 10Y Return (Ann) | 13.40% | 13.11% |
| Sharpe Ratio | 0.36 | 1.58 |
| Sortino Ratio | 0.65 | 2.24 |
| Omega Ratio | 1.08 | 1.28 |
| Calmar Ratio | 0.26 | 1.21 |
| Martin Ratio | 1.12 | 5.62 |
| Ulcer Index | 6.40% | 6.75% |
| Daily Std Dev | 19.73% | 23.96% |
| Max Drawdown | -59.56% | -93.15% |
| Current Drawdown | -16.20% | -9.54% |
Fundamentals
| EGP | CUBE | |
|---|---|---|
| Market Cap | $8.71B | $11.11B |
| EPS | $4.85 | $1.78 |
| PE Ratio | 36.29 | 27.46 |
| PEG Ratio | 5.78 | 6.31 |
| Total Revenue (TTM) | $626.76M | $1.06B |
| Gross Profit (TTM) | $365.54M | $596.82M |
| EBITDA (TTM) | $433.82M | $692.99M |
Correlation
The correlation between EGP and CUBE 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
EGP vs. CUBE - Performance Comparison
In the year-to-date period, EGP achieves a -1.95% return, which is significantly lower than CUBE's 8.91% return. Both investments have delivered pretty close results over the past 10 years, with EGP having a 13.40% annualized return and CUBE not far behind at 13.11%. 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
EGP vs. CUBE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EastGroup Properties, Inc. (EGP) and CubeSmart (CUBE). 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
EGP vs. CUBE - Dividend Comparison
EGP's dividend yield for the trailing twelve months is around 2.96%, less than CUBE's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGP EastGroup Properties, Inc. | 2.96% | 2.75% | 3.17% | 1.57% | 2.23% | 2.22% | 2.97% | 2.85% | 3.30% | 5.23% | 3.51% | 3.69% |
CUBE CubeSmart | 4.17% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% | 2.49% | 2.89% |
Drawdowns
EGP vs. CUBE - Drawdown Comparison
The maximum EGP drawdown since its inception was -59.56%, smaller than the maximum CUBE drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for EGP and CUBE. For additional features, visit the drawdowns tool.
Volatility
EGP vs. CUBE - Volatility Comparison
The current volatility for EastGroup Properties, Inc. (EGP) is 5.94%, while CubeSmart (CUBE) has a volatility of 8.15%. This indicates that EGP experiences smaller price fluctuations and is considered to be less risky than CUBE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EGP vs. CUBE - Financials Comparison
This section allows you to compare key financial metrics between EastGroup Properties, Inc. and CubeSmart. 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