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CubeSmart

CUBE Real Estate Unknown Updated July 31, 2026
$41.44
52W $35.09 – $43.26
51/100
$9.42B
28.4
1.08
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+1.3%
-2.9%
0.45:1
Moderate

Is CUBE Bullish or Bearish?

Mixed. Innellis AI committee rates CubeSmart (CUBE) Watch with a composite score of 51/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.56 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.44 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — current ratio of 0.08 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 5.1% pays you to wait — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 28.5 is moderate-to-rich — Value
  • EPS declining -15.6% YoY despite any revenue growth — Growth
  • Current ratio of 0.08 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
51/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 73%
of 61 Real Estate peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 5.1% pays you to wait
− P/E of 28.5 is moderate-to-rich
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -15.6% YoY despite any revenue growth
Technical Analyst bullish
68 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.08 is tight -- limited short-term liquidity cushion
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 53.4 to 51.4.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance bullish->neutral; score 64->58 (-6).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bearish signal(s); +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
48.7
Neutral
MACD Histogram
0.024
Bullish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$40.23
Resistance
$41.98
Bollinger %B
0.58
Inside Bands
Price vs Moving Averages
EMA 9
$41.66 Below
EMA 21
$41.33 Above
EMA 50
$40.77 Above
EMA 200
$39.88 Above

Fundamental Analysis

Valuation
71
Growth
88
Profitability
1
Financial Health
28
Cash Flow
38
Valuation
P/E Ratio 28.4×
P/B Ratio 3.65×
PEG Ratio -2.47
Dividend Yield 0.05%
52W High $43.26
52W Low $35.09
Quality & Growth
ROE 12.3%
ROA 5.0%
Gross Margin 7.6%
Operating Margin 29.5%
Revenue Growth YoY
Debt / Equity 1.37
AI Fundamental Assessment
P/E ratio of 28.4 (moderate relative to a 15-40x range); Price-to-book of 3.7x; PEG ratio of -2.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 0.3%; Gross margin of 0.1%; Current ratio of 0.33 (tight short-term liquidity); Debt-to-equity of 1.37; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (2.63); Most recent quarter beat estimates by 67.8%; EPS growth accelerating (+5.9% -> +75.0% QoQ); Average YoY EPS growth of 75.0%; Analyst estimates rising over recent quarters
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Explore CUBE Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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