CubeSmart vs Rent the Runway Inc — how do they compare? CubeSmart trades at $40.56 (market cap $9.17B), while Rent the Runway Inc trades at $3.36 (market cap $109.66M). The key difference: CubeSmart is far larger — about 83.6× Rent the Runway Inc's market cap, and CubeSmart pays a 5.23% dividend while Rent the Runway Inc pays none. Which is the better fit depends on your goals.
| CUBE | RENT | |
|---|---|---|
Market Cap | $9.17B | $109.66M |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $42.34 | $9.39 |
52-Week Low | $35.36 | $3.10 |
Enterprise Value | $12.67B | $269.76M |
Dividend Yield | 5.23% | — |
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.
RENT trades at $3.34, down 0.3% on the day, with a bearish technical signal from moving averages. The company reported Q1 2026 revenue of $89.9 million, up 29.2% year-over-year, but continues to post net losses. Valuation ratios appear attractive with a P/E of 0.44 and P/S of 0.18, though negative equity of -$182.5 million raises concerns. Leadership transition is underway with the CEO stepping down in May 2026.
The outlook remains challenging despite revenue growth, as profitability and cash flow are negative. Analyst consensus is mixed with 42% buy ratings but significant debt and negative equity pose substantial risks. The stock offers potential upside if new initiatives improve margins, but execution risk is high amid leadership changes.
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 →Rent the Runway Inc is an e-commerce platform that allows users to rent, subscribe, or buy designer apparel and accessories.
Read more on RENT →