EXR vs. CUBE
Compare and contrast key facts about Extra Space Storage Inc. (EXR) and CubeSmart (CUBE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXR or CUBE.
Correlation
The correlation between EXR and CUBE 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.
Performance
EXR vs. CUBE - Performance Comparison
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Key characteristics
EXR:
0.18
CUBE:
0.11
EXR:
0.42
CUBE:
0.50
EXR:
1.05
CUBE:
1.06
EXR:
0.12
CUBE:
0.18
EXR:
0.37
CUBE:
0.39
EXR:
12.42%
CUBE:
15.09%
EXR:
25.49%
CUBE:
24.88%
EXR:
-71.35%
CUBE:
-93.15%
EXR:
-23.31%
CUBE:
-17.35%
Fundamentals
EXR:
$33.62B
CUBE:
$10.01B
EXR:
$4.29
CUBE:
$1.69
EXR:
35.38
CUBE:
25.85
EXR:
3.86
CUBE:
6.31
EXR:
10.00
CUBE:
9.27
EXR:
2.32
CUBE:
3.50
EXR:
$3.28B
CUBE:
$1.08B
EXR:
$2.16B
CUBE:
$703.18M
EXR:
$2.38B
CUBE:
$695.30M
Returns By Period
In the year-to-date period, EXR achieves a 3.16% return, which is significantly lower than CUBE's 4.22% return. Over the past 10 years, EXR has outperformed CUBE with an annualized return of 11.97%, while CUBE has yielded a comparatively lower 10.28% annualized return.
EXR
3.16%
8.08%
-5.45%
4.66%
0.23%
15.90%
11.97%
CUBE
4.22%
10.13%
-8.15%
2.80%
6.89%
16.39%
10.28%
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Risk-Adjusted Performance
EXR vs. CUBE — Risk-Adjusted Performance Rank
EXR
CUBE
EXR vs. CUBE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Extra Space Storage Inc. (EXR) 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.
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Dividends
EXR vs. CUBE - Dividend Comparison
EXR's dividend yield for the trailing twelve months is around 4.25%, less than CUBE's 4.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXR Extra Space Storage Inc. | 4.25% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% | 3.09% |
CUBE CubeSmart | 4.73% | 3.57% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% | 2.49% |
Drawdowns
EXR vs. CUBE - Drawdown Comparison
The maximum EXR drawdown since its inception was -71.35%, smaller than the maximum CUBE drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for EXR and CUBE. For additional features, visit the drawdowns tool.
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Volatility
EXR vs. CUBE - Volatility Comparison
The current volatility for Extra Space Storage Inc. (EXR) is 6.27%, while CubeSmart (CUBE) has a volatility of 7.72%. This indicates that EXR 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.
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Financials
EXR vs. CUBE - Financials Comparison
This section allows you to compare key financial metrics between Extra Space Storage 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
EXR vs. CUBE - Profitability Comparison
EXR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CubeSmart reported an operating income of 114.88M and revenue of 273.04M, resulting in an operating margin of 42.1%.
EXR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 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%.
CUBE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CubeSmart reported a net income of 89.20M and revenue of 273.04M, resulting in a net margin of 32.7%.