CubeSmart vs Home Depot Inc — how do they compare? CubeSmart trades at $40.86 (market cap $9.23B), while Home Depot Inc trades at $354.05 (market cap $349.77B). The key difference: Home Depot Inc is far larger — about 37.9× CubeSmart's market cap, and CubeSmart pays the higher dividend (5.17%). Which is the better fit depends on your goals.
| CUBE | HD | |
|---|---|---|
Market Cap | $9.23B | $349.77B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $42.50 | $423.42 |
52-Week Low | $35.36 | $297.51 |
Enterprise Value | $12.76B | $411.32B |
Dividend Yield | 5.17% | 2.66% |
Signals from Pluang's Aura AI — not financial advice
CubeSmart (CUBE) trades at $41.77, down slightly (-0.19%) on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $43.86 offering modest upside. The REIT has demonstrated consistent earnings beats in recent quarters and maintains strong profitability with a 29.41% net income margin. Recent news highlights improving operational trends, including higher occupancy and a raised full-year revenue outlook for 2026, suggesting a potential inflection point.
The outlook is cautiously optimistic, supported by operational momentum and a solid 5% dividend yield. Key risks include a high debt load, with long-term debt of $2.99 billion, and sensitivity to interest rate changes. While analyst sentiment is mixed (44.83% Buy, 51.72% Hold), the stock presents a value opportunity if operational improvements continue, though investors should weigh the debt burden against the stable income profile.
Home Depot (HD) trades at $354.48, down 0.32% recently, with a bullish technical signal and strong institutional support. The stock shows robust fundamentals with a P/E of 24.91 and net income margin of 8.41%, though earnings have been mixed with a Q3 2025 miss. Revenue growth is steady, reaching $159.51B in 2025, while cash flow trends indicate significant investing activity. Recent news highlights institutional buying and selling shifts, with analysts maintaining a buy consensus.
The outlook for HD is positive, supported by analyst optimism and a price target of $368.75, offering potential upside. Risks include weakening big-ticket demand and margin pressures from investments, but Pro segment growth and housing tailwinds provide resilience. Investors should weigh these factors against current valuation metrics.
Trailing returns across standard periods
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →