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CUBE vs O
Which Stock Would AI Choose? CubeSmart (CUBE) vs. Realty Income (O) Stock Comparison
Key Takeaways
- CubeSmart (CUBE) and Realty Income (O) both offer attractive dividend yields around 5%, making them staples for income-focused REIT (Real Estate Investment Trust) investors.
- CUBE has delivered YTD gains of approximately 15%, bolstered by Q1 2026 earnings beats on FFO (Funds From Operations, a key REIT profitability metric) and revenue.
- O shows similar YTD performance around 15%, supported by its record of 664 consecutive monthly dividends and analyst price target upgrades.
- CUBE's higher beta of 1.13 indicates greater price volatility compared to O's steadier 0.76.
- Self-storage demand has driven CUBE's recent momentum, while O benefits from diversified net-lease retail stability.
- Tickeron's AI tools highlight relative strengths, with potential edges in trend consistency and risk-adjusted returns.
Introduction
This comparison pits CubeSmart (CUBE), a leading self-storage REIT, against Realty Income (O), the prominent net-lease retail REIT known for monthly dividends. Both operate in the resilient real estate sector but cater to distinct property types amid evolving market dynamics like interest rate shifts and economic uncertainty. Income-oriented investors and traders seeking diversification between storage demand resilience and retail lease stability will find this analysis valuable for assessing relative performance, yields, and positioning in recent market activity.
CUBE Overview and Recent Performance
CubeSmart (CUBE) is a self-managed REIT owning or managing over 1,500 self-storage properties across the U.S., targeting residential and commercial storage needs. In recent weeks, CUBE shares have shown upward momentum, with gains around 8-10% over the past month and 15% YTD, trading near $40 with a market cap of about $9.2 billion. Key influences include Q1 2026 results exceeding FFO and revenue expectations, same-store revenue growth of 0.6%, and a 240% surge in net rentals reflecting robust demand and lower vacates. Despite a slight EPS dip, positive analyst revisions and a 5.3% forward dividend yield have supported sentiment, though higher beta exposes it to broader market swings.
O Overview and Recent Performance
Realty Income (O), dubbed "The Monthly Dividend Company," manages a vast portfolio of over 15,500 net-lease properties across the U.S., U.K., and Europe, partnering with leading retailers. Shares have advanced steadily in recent market activity, up about 15% YTD to around $64 with a $59.5 billion market cap. Sentiment has been lifted by the 664th consecutive monthly dividend declaration, analyst upgrades like Barclays raising its target to $68, and its S&P 500 Dividend Aristocrat status. A 5.1% yield and lower beta of 0.76 underscore its defensive appeal, even as upcoming Q1 earnings loom amid stable retail tenant occupancy.
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Head-to-Head Comparison
CubeSmart (CUBE) focuses on self-storage, benefiting from recession-resistant demand tied to life events and business logistics, contrasting Realty Income's (O) single-tenant net-lease model with retail and commercial anchors ensuring predictable cash flows via long-term leases. Growth drivers differ: CUBE leverages supply-constrained urban expansion, while O pursues acquisitions in diversified geographies. Recent momentum favors CUBE's earnings-driven rally versus O's steady climbs. Risk trade-offs include CUBE's higher P/E (27.5) and beta amid rate sensitivity, against O's elevated P/E (54.5) but lower volatility and scale advantages. Sector exposure highlights storage's e-commerce tailwinds versus retail's tenant credit risks, with both enjoying positive analyst sentiment.
Tickeron AI Verdict
Tickeron's AI currently leans toward Realty Income (O), citing its superior stability (beta 0.76), unmatched dividend consistency, and larger scale for enduring market turbulence. While CUBE offers compelling growth from self-storage catalysts, O's relative positioning suggests higher probability of consistent outperformance in the near term based on trend data and risk metrics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CUBE is a Hold and O is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CUBE’s FA Score shows that 1 FA rating(s) are green whileO’s FA Score has 0 green FA rating(s).
- CUBE’s FA Score: 1 green, 4 red.
- O’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CUBE’s TA Score shows that 7 TA indicator(s) are bullish while O’s TA Score has 5 bullish TA indicator(s).
- CUBE’s TA Score: 7 bullish, 4 bearish.
- O’s TA Score: 5 bullish, 5 bearish.
Price Growth
CUBE (@Miscellaneous Manufacturing) experienced а +4.52% price change this week, while O (@Real Estate Investment Trusts) price change was -1.64% for the same time period.
The average weekly price growth across all stocks in the @Miscellaneous Manufacturing industry was +0.51%. For the same industry, the average monthly price growth was +4.15%, and the average quarterly price growth was +24.75%.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -1.12%. For the same industry, the average monthly price growth was +0.58%, and the average quarterly price growth was +10.39%.
Reported Earning Dates
CUBE is expected to report earnings on Jul 30, 2026.
O is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Miscellaneous Manufacturing (+0.51% weekly)Miscellaneous manufacturing refers to a diverse range of products that cannot readily be categorized into other specific sectors of manufacturing. Major U.S. players in this industry include AMETEK, Inc.( analytical instruments, precision components and specialty materials), Dover Corporation (solutions for efficiency and safety of extracting oil and gas, e.g. rod lifts, progressing cavity pumps, gas lifts etc.; solutions for the transportation/transformation of solid waste; products for safe handling of critical fluids for various industries; systems for commercial-refrigeration, heating and cooling, and food and beverage packaging), and Carlisle Companies Incorporated (niche markets including commercial roofing, energy, lawn and garden, mining and construction equipment, aerospace and electronics, dining and food delivery, and healthcare), among others.
@Real Estate Investment Trusts (-1.12% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
| CUBE | O | CUBE / O | |
| Capitalization | 9.27B | 58.3B | 16% |
| EBITDA | 708M | 4.91B | 14% |
| Gain YTD | 16.950 | 12.856 | 132% |
| P/E Ratio | 28.63 | 51.25 | 56% |
| Revenue | 1.13B | 5.88B | 19% |
| Total Cash | 7.26M | 374M | 2% |
| Total Debt | 3.51B | 30.2B | 12% |
CUBE | O | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 78 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 28 Undervalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 71 | 65 | |
SMR RATING 1..100 | 64 | 88 | |
PRICE GROWTH RATING 1..100 | 49 | 52 | |
P/E GROWTH RATING 1..100 | 36 | 48 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CUBE's Valuation (28) in the Real Estate Investment Trusts industry is somewhat better than the same rating for O (73). This means that CUBE’s stock grew somewhat faster than O’s over the last 12 months.
O's Profit vs Risk Rating (65) in the Real Estate Investment Trusts industry is in the same range as CUBE (71). This means that O’s stock grew similarly to CUBE’s over the last 12 months.
CUBE's SMR Rating (64) in the Real Estate Investment Trusts industry is in the same range as O (88). This means that CUBE’s stock grew similarly to O’s over the last 12 months.
CUBE's Price Growth Rating (49) in the Real Estate Investment Trusts industry is in the same range as O (52). This means that CUBE’s stock grew similarly to O’s over the last 12 months.
CUBE's P/E Growth Rating (36) in the Real Estate Investment Trusts industry is in the same range as O (48). This means that CUBE’s stock grew similarly to O’s over the last 12 months.
| CUBE | O | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 38% | 1 day ago 56% |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 56% |
| Momentum ODDS (%) | 1 day ago 65% | 1 day ago 41% |
| MACD ODDS (%) | 1 day ago 59% | 1 day ago 35% |
| TrendWeek ODDS (%) | 1 day ago 61% | 1 day ago 50% |
| TrendMonth ODDS (%) | 1 day ago 56% | 1 day ago 44% |
| Advances ODDS (%) | 1 day ago 57% | 1 day ago 48% |
| Declines ODDS (%) | 10 days ago 57% | 10 days ago 48% |
| BollingerBands ODDS (%) | 1 day ago 54% | 1 day ago 53% |
| Aroon ODDS (%) | 1 day ago 45% | 1 day ago 36% |
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