NSA vs. CUBE
Compare and contrast key facts about National Storage Affiliates Trust (NSA) and CubeSmart (CUBE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSA or CUBE.
Key characteristics
| NSA | CUBE | |
|---|---|---|
| YTD Return | 7.82% | 8.37% |
| 1Y Return | 36.98% | 31.58% |
| 3Y Return (Ann) | -6.78% | 0.35% |
| 5Y Return (Ann) | 10.65% | 13.88% |
| Sharpe Ratio | 1.75 | 1.68 |
| Sortino Ratio | 2.55 | 2.35 |
| Omega Ratio | 1.32 | 1.30 |
| Calmar Ratio | 1.05 | 1.50 |
| Martin Ratio | 5.47 | 5.91 |
| Ulcer Index | 9.25% | 6.85% |
| Daily Std Dev | 29.00% | 24.03% |
| Max Drawdown | -55.05% | -93.15% |
| Current Drawdown | -28.17% | -9.98% |
Fundamentals
| NSA | CUBE | |
|---|---|---|
| Market Cap | $6.24B | $11.04B |
| EPS | $1.74 | $1.75 |
| PE Ratio | 24.39 | 27.31 |
| PEG Ratio | 3.14 | 6.31 |
| Total Revenue (TTM) | $795.63M | $1.06B |
| Gross Profit (TTM) | $437.49M | $596.82M |
| EBITDA (TTM) | $422.24M | $692.99M |
Correlation
The correlation between NSA and CUBE 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
NSA vs. CUBE - Performance Comparison
In the year-to-date period, NSA achieves a 7.82% return, which is significantly lower than CUBE's 8.37% 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
NSA vs. CUBE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Storage Affiliates Trust (NSA) 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
NSA vs. CUBE - Dividend Comparison
NSA's dividend yield for the trailing twelve months is around 5.22%, more than CUBE's 4.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSA National Storage Affiliates Trust | 5.22% | 5.38% | 5.95% | 2.30% | 3.75% | 3.78% | 4.38% | 3.82% | 3.99% | 3.15% | 0.00% | 0.00% |
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
NSA vs. CUBE - Drawdown Comparison
The maximum NSA drawdown since its inception was -55.05%, smaller than the maximum CUBE drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for NSA and CUBE. For additional features, visit the drawdowns tool.
Volatility
NSA vs. CUBE - Volatility Comparison
The current volatility for National Storage Affiliates Trust (NSA) is 7.79%, while CubeSmart (CUBE) has a volatility of 8.51%. This indicates that NSA 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
NSA vs. CUBE - Financials Comparison
This section allows you to compare key financial metrics between National Storage Affiliates Trust 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