CubeSmart vs Walt Disney Co — how do they compare? CubeSmart trades at $40.56 (market cap $9.17B), while Walt Disney Co trades at $96.12 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 18.2× CubeSmart's market cap, and CubeSmart pays the higher dividend (5.23%). Which is the better fit depends on your goals.
| CUBE | DIS | |
|---|---|---|
Market Cap | $9.17B | $166.48B |
Sector | Real Estate | Media |
52-Week High | $42.34 | $122.94 |
52-Week Low | $35.36 | $92.40 |
Enterprise Value | $12.67B | $208.16B |
Dividend Yield | 5.23% | 1.56% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
CubeSmart (CUBE) trades at $40.61, up 1.05% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $43.86. The stock shows solid profitability with a 28.93% net income margin and a 5.3% dividend yield, though Q2 2026 earnings are pending. Recent news highlights value comparisons with REIT peers and a scheduled Q2 earnings release on July 30, 2026.
The outlook is cautiously optimistic, supported by strong fundamentals and analyst buy ratings, but risks include high leverage with $2.99B long-term debt and sensitivity to interest rates. Earnings beats in recent quarters provide momentum, yet macroeconomic uncertainty could pressure growth. The stock presents a balanced opportunity for income-focused investors amid sector volatility.
Disney (DIS) trades at $96.01, up 0.4% today, with a bearish technical signal but strong fundamentals including three consecutive quarterly EPS beats. Revenue grew to $94.43B in 2025 with net income surging to $12.40B. The stock shows a P/E of 15.34 and P/S of 1.77, trading below the consensus price target of $125.60. Recent news highlights advertising opportunities from major events like the Super Bowl, though box office performance for new Star Wars film raises concerns.
Outlook remains positive with analyst consensus at Buy (61.9%) and a 31% upside to target, driven by earnings momentum and theme park investments. Risks include regulatory disputes with the FCC, streaming competition, and film profitability. Cash flow trends show operational strength but negative net flows from high investing activity.
Trailing returns across standard periods
Latest headlines on both assets
CubeSmart is a real estate investment trust that acquires, owns, and manages self-storage facilities throughout the United States. The company's real estate portfolio is composed of buildings with numerous enclosed storage areas for both residential and commercial customers to rent mainly on a month-by-month basis. Most of CubeSmart's facilities are located in Florida, Texas, California, New York, and Illinois. Cumulatively, these states account for both the majority of the square footage in the company's real estate portfolio and the majority of its revenue. CubeSmart derives nearly all of its revenue from rental income from tenants utilizing its storage facilities.
Read more on CUBE →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →