CubeSmart vs Johnson Controls International PLC — how do they compare? CubeSmart trades at $40.8 (market cap $9.17B), while Johnson Controls International PLC trades at $145.16 (market cap $88.61B). The key difference: Johnson Controls International PLC is far larger — about 9.7× CubeSmart's market cap, and CubeSmart pays the higher dividend (5.23%). Which is the better fit depends on your goals.
| CUBE | JCI | |
|---|---|---|
Market Cap | $9.17B | $88.61B |
Sector | Real Estate | Industrials |
52-Week High | $42.34 | $148.21 |
52-Week Low | $35.36 | $103.24 |
Enterprise Value | $12.67B | $97.44B |
Dividend Yield | 5.23% | 1.1% |
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.
Johnson Controls International (JCI) trades at $143.93, up 0.78% on the day, with a bullish technical outlook and strong analyst support. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS expected at $1.33. Revenue for 2025 reached $23.60 billion, with net income surging to $3.29 billion, reflecting a robust profit margin of 13.94%. Recent corporate actions include a $0.40 dividend payment scheduled for July 2026, and positive news flow highlights growth in smart home and building efficiency markets.
JCI presents a favorable investment case driven by earnings momentum, solid profitability, and a unanimous analyst buy consensus with a $158.29 price target. Key risks include elevated valuation multiples (P/E of 43.67) and rising debt-to-asset ratios, which could pressure returns if growth slows. The stock's proximity to its 52-week high suggests limited near-term upside, but operational execution and sector tailwinds support a constructive outlook for patient investors.
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 →Johnson Controls manufactures, installs, and services HVAC systems, building management systems and controls, industrial refrigeration systems, and fire and security solutions. Commercial HVAC accounts for about 40% of sales, fire and security also represents 40% of sales, and residential HVAC, industrial refrigeration, and other solutions account for the remaining 20% of revenue. In fiscal 2021, Johnson Controls generated over $23.5 billion in revenue.
Read more on JCI →