CUBE vs. WY: CubeSmart vs. Weyerhaeuser Stock Comparison

Company Profile

CubeSmart (CUBE) and Weyerhaeuser (WY) both belong to the Specialized REITs industry, though CUBE is classified under Self-Storage REITs while WY falls under Timber REITs.

Both CubeSmart (CUBE) and Weyerhaeuser (WY) 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

CubeSmart (CUBE) at 12.78% sits in the top ROE quartile, while Weyerhaeuser (WY) at 4.81% is closer to the peer norm — stronger capital efficiency for CUBE.

Neither CubeSmart (CUBE) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) 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 Weyerhaeuser (WY) 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

CubeSmart (CUBE) at 5.33% is around its peer norm for revenue growth, while Weyerhaeuser (WY) at -3.07% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

Growth Metrics

Financial Strength

Weyerhaeuser (WY) at 1.82 keeps current ratio within its industry’s typical mid-range, while CubeSmart (CUBE) at 0.17 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CUBE.

Weyerhaeuser (WY) at 0.57 keeps leverage in the lower industry quartile, while CubeSmart (CUBE) at 1.42 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

Both CubeSmart (CUBE) at 4.67% and Weyerhaeuser (WY) at 3.88% 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 Weyerhaeuser (WY) 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 Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Weyerhaeuser (WY) at 2.16 looks cheap on sales in the lower P/S ratio quartile, while CubeSmart (CUBE) at 8.80 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Weyerhaeuser (WY) at 1.61 is valued about in line with its industry on P/B ratio, while CubeSmart (CUBE) at 4.06 carries an above-peer premium to book — CUBE is pricier on assets.

Valuation Metrics