Credit and interest ratesmixed · 5 filings
“The available balance under the Revolver is reduced by outstanding letters of credit totaling $0.7 million.”10-Q · Jul 31, 2026 ↗
CubeSmart
CUBE
Market read
CubeSmart's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company+1.2% todayVolume comparison unavailable
Market group0 of 13 activeREIT - Residential · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- CUBE's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if CUBE's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- CUBE's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements66
Verified relationships5
Evidence supporting the case
- Latest annual revenue changed +5.3% year over year.
- Credit and interest rates has repeated favorable evidence across 5 filings.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
- EV/sales is 37% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
39.556m+3.5%12m-2.9%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$822.6M+21.1%$1.09+5.2%
2022-12-31$1.0B+22.7%$1.29+10.2%
2023-12-31$1.1B+4.0%$1.82+0.2%
2024-12-31$1.1B+1.5%$1.72+0.4%
2025-12-31$1.1B+5.3%$1.46+0.9%
What management says matters
Persistent and emerging business drivers
Legal and regulatory exposurenegative · 4 filings
“The available balance under the Revolver is reduced by outstanding letters of credit totaling $0.7 million.”10-Q · May 1, 2026 ↗
Supply chain and availabilitynegative · 1 filings
“This loss is included in the component of other (expense) income designated as Other within the Company’s consolidated statements of operations.”10-K · Feb 27, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 8.1× · EV/sales 8.1×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
39.55+1.2% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CUBE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CUBE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CUBE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
EXRExtra Space Storage Inc.competitorFeb 27, 2026 ▾
“We emphasize customer service, convenience, security, professionalism, and cleanliness and, therefore, we believe our stores are well-positioned within their respective markets.”
NSANational Storage Affiliates TrustcompetitorFeb 27, 2026 ▾
“We emphasize customer service, convenience, security, professionalism, and cleanliness and, therefore, we believe our stores are well-positioned within their respective markets.”
Depended on by
EXRExtra Space Storage Inc.competitorFeb 20, 2026 ▾
“Our three primary competitors who are public self-storage REITs are CubeSmart, National Storage Affiliates and Public Storage.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CUBE is currently a Leader in the organic co-movement group REIT - Residential. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.