CUBE vs. LAMR: CubeSmart vs. Lamar Advertising Stock Comparison

Company Profile

CubeSmart (CUBE) and Lamar Advertising (LAMR) both belong to the Specialized REITs industry, though CUBE is classified under Self-Storage REITs while LAMR falls under Other Specialized REITs.

Both CubeSmart (CUBE) and Lamar Advertising (LAMR) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both companies show strong equity returns, but Lamar Advertising (LAMR) at 56.42% is the standout with ROE above its industry range; CubeSmart (CUBE) at 12.78% also sits in the top quartile.

Neither CubeSmart (CUBE) in Equity Real Estate Investment Trusts (REITs) nor Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for CubeSmart (CUBE) in Equity Real Estate Investment Trusts (REITs) and Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Both CubeSmart (CUBE) at 5.33% and Lamar Advertising (LAMR) at 2.68% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

EPS growth isn't a meaningful figure for either CubeSmart (CUBE) in Equity Real Estate Investment Trusts (REITs) or Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Both CubeSmart (CUBE) at 0.17 and Lamar Advertising (LAMR) at 0.59 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

CubeSmart (CUBE) at 1.42 is near its industry mid-range for debt-to-equity ratio, while Lamar Advertising (LAMR) at 4.82 sits above its benchmark range, pointing to a heavier debt load relative to equity.

Financial Strength Metrics

Dividends

Both CubeSmart (CUBE) at 4.67% and Lamar Advertising (LAMR) at 4.07% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

An earnings-based payout ratio fits neither CubeSmart (CUBE) in Equity Real Estate Investment Trusts (REITs) nor Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either CubeSmart (CUBE) in Equity Real Estate Investment Trusts (REITs) or Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Lamar Advertising (LAMR) at 6.70 is priced about in line with its industry on P/S ratio, while CubeSmart (CUBE) at 8.80 sits in the pricier quartile — CUBE costs more per dollar of sales.

Both look rich against book: CubeSmart (CUBE) at 4.06 sits in the upper P/B ratio quartile, and Lamar Advertising (LAMR) at 15.58 prices even higher, above its industry range.

Valuation Metrics