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EXR vs. CUBE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.0
Correlation: 0.5

Performance

EXR vs. CUBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Extra Space Storage Inc. (EXR) and CubeSmart (CUBE). The values are adjusted to include any dividend payments, if applicable.

500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%NovemberDecember2025FebruaryMarchApril
2,378.29%
436.36%
EXR
CUBE

Key characteristics

Sharpe Ratio

EXR:

0.44

CUBE:

-0.03

Sortino Ratio

EXR:

0.77

CUBE:

0.12

Omega Ratio

EXR:

1.10

CUBE:

1.01

Calmar Ratio

EXR:

0.31

CUBE:

-0.03

Martin Ratio

EXR:

0.99

CUBE:

-0.06

Ulcer Index

EXR:

11.51%

CUBE:

14.11%

Daily Std Dev

EXR:

25.89%

CUBE:

24.60%

Max Drawdown

EXR:

-71.35%

CUBE:

-93.15%

Current Drawdown

EXR:

-28.70%

CUBE:

-24.23%

Fundamentals

Market Cap

EXR:

$31.43B

CUBE:

$9.14B

EPS

EXR:

$4.01

CUBE:

$1.72

PE Ratio

EXR:

35.24

CUBE:

23.01

PEG Ratio

EXR:

3.59

CUBE:

6.31

PS Ratio

EXR:

9.42

CUBE:

8.55

PB Ratio

EXR:

2.15

CUBE:

3.15

Total Revenue (TTM)

EXR:

$2.46B

CUBE:

$804.83M

Gross Profit (TTM)

EXR:

$1.58B

CUBE:

$513.08M

EBITDA (TTM)

EXR:

$1.75B

CUBE:

$521.30M

Returns By Period

In the year-to-date period, EXR achieves a -4.10% return, which is significantly higher than CUBE's -4.46% return. Over the past 10 years, EXR has outperformed CUBE with an annualized return of 11.84%, while CUBE has yielded a comparatively lower 9.58% annualized return.


EXR

YTD

-4.10%

1M

-1.89%

6M

-13.86%

1Y

9.77%

5Y*

13.94%

10Y*

11.84%

CUBE

YTD

-4.46%

1M

-1.53%

6M

-16.59%

1Y

-0.75%

5Y*

14.25%

10Y*

9.58%

*Annualized

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Risk-Adjusted Performance

EXR vs. CUBE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXR
The Risk-Adjusted Performance Rank of EXR is 6464
Overall Rank
The Sharpe Ratio Rank of EXR is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of EXR is 6060
Sortino Ratio Rank
The Omega Ratio Rank of EXR is 5959
Omega Ratio Rank
The Calmar Ratio Rank of EXR is 6767
Calmar Ratio Rank
The Martin Ratio Rank of EXR is 6565
Martin Ratio Rank

CUBE
The Risk-Adjusted Performance Rank of CUBE is 4747
Overall Rank
The Sharpe Ratio Rank of CUBE is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of CUBE is 4141
Sortino Ratio Rank
The Omega Ratio Rank of CUBE is 4141
Omega Ratio Rank
The Calmar Ratio Rank of CUBE is 5151
Calmar Ratio Rank
The Martin Ratio Rank of CUBE is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for EXR, currently valued at 0.44, compared to the broader market-2.00-1.000.001.002.003.00
EXR: 0.44
CUBE: -0.03
The chart of Sortino ratio for EXR, currently valued at 0.77, compared to the broader market-6.00-4.00-2.000.002.004.00
EXR: 0.77
CUBE: 0.12
The chart of Omega ratio for EXR, currently valued at 1.10, compared to the broader market0.501.001.502.00
EXR: 1.10
CUBE: 1.01
The chart of Calmar ratio for EXR, currently valued at 0.31, compared to the broader market0.001.002.003.004.005.00
EXR: 0.31
CUBE: -0.03
The chart of Martin ratio for EXR, currently valued at 0.98, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
EXR: 0.99
CUBE: -0.06

The current EXR Sharpe Ratio is 0.44, which is higher than the CUBE Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of EXR and CUBE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.44
-0.03
EXR
CUBE

Dividends

EXR vs. CUBE - Dividend Comparison

EXR's dividend yield for the trailing twelve months is around 4.57%, less than CUBE's 5.16% yield.


TTM20242023202220212020201920182017201620152014
EXR
Extra Space Storage Inc.
4.57%4.33%4.04%4.08%1.98%3.11%3.37%3.71%3.57%3.79%2.54%3.09%
CUBE
CubeSmart
5.16%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.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%NovemberDecember2025FebruaryMarchApril
-28.70%
-24.23%
EXR
CUBE

Volatility

EXR vs. CUBE - Volatility Comparison

Extra Space Storage Inc. (EXR) and CubeSmart (CUBE) have volatilities of 12.50% and 12.63%, 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.


4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
12.50%
12.63%
EXR
CUBE

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items