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.
Key characteristics
| EXR | CUBE | |
|---|---|---|
| YTD Return | 5.48% | 8.37% |
| 1Y Return | 32.00% | 31.58% |
| 3Y Return (Ann) | -2.41% | 0.35% |
| 5Y Return (Ann) | 12.91% | 13.88% |
| 10Y Return (Ann) | 15.05% | 13.12% |
| Sharpe Ratio | 1.62 | 1.68 |
| Sortino Ratio | 2.36 | 2.35 |
| Omega Ratio | 1.29 | 1.30 |
| Calmar Ratio | 1.13 | 1.50 |
| Martin Ratio | 5.22 | 5.91 |
| Ulcer Index | 8.71% | 6.85% |
| Daily Std Dev | 28.10% | 24.03% |
| Max Drawdown | -71.35% | -93.15% |
| Current Drawdown | -19.32% | -9.98% |
Fundamentals
| EXR | CUBE | |
|---|---|---|
| Market Cap | $35.85B | $11.04B |
| EPS | $3.76 | $1.75 |
| PE Ratio | 43.23 | 27.31 |
| PEG Ratio | 5.16 | 6.31 |
| Total Revenue (TTM) | $3.23B | $1.06B |
| Gross Profit (TTM) | $3.22B | $596.82M |
| EBITDA (TTM) | $1.95B | $692.99M |
Correlation
The correlation between EXR and CUBE 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
EXR vs. CUBE - Performance Comparison
In the year-to-date period, EXR achieves a 5.48% return, which is significantly lower than CUBE's 8.37% return. Over the past 10 years, EXR has outperformed CUBE with an annualized return of 15.05%, while CUBE has yielded a comparatively lower 13.12% 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
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.
Dividends
EXR vs. CUBE - Dividend Comparison
EXR's dividend yield for the trailing twelve months is around 3.95%, less than CUBE's 4.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
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.
Volatility
EXR vs. CUBE - Volatility Comparison
Extra Space Storage Inc. (EXR) and CubeSmart (CUBE) have volatilities of 8.70% and 8.51%, 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
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