CubeSmart vs ThredUp Inc — how do they compare? CubeSmart trades at $40.86 (market cap $9.20B), while ThredUp Inc trades at $3.09 (market cap $415.01M). The key difference: CubeSmart is far larger — about 22.2× ThredUp Inc's market cap, and CubeSmart pays a 5.19% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals.
| CUBE | TDUP | |
|---|---|---|
Market Cap | $9.20B | $415.01M |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $42.50 | $12.08 |
52-Week Low | $35.36 | $3.11 |
Enterprise Value | $12.72B | $413.19M |
Dividend Yield | 5.19% | — |
Signals from Pluang's Aura AI — not financial advice
CubeSmart (CUBE) trades at $41.24, up 0.61% on the day, with a bearish technical signal but strong fundamentals including a 29.41% net income margin and consistent earnings beats. The stock is near analyst consensus target of $43.86, with improving operational trends noted in Q2 2026 results. Recent news highlights institutional buying and dividend declarations.
Outlook is cautiously optimistic given solid profitability and dividend yield near 5%, but risks include high debt levels and interest rate sensitivity. The stock offers value if operational improvements continue, though technical weakness and macroeconomic headwinds warrant monitoring.
ThredUp (TDUP) trades at $3.08, down 4.64% amid a bearish technical signal. The company reported Q2 2026 revenue growth of 16.9% to $90.8 million but missed EPS estimates and cut full-year revenue guidance, triggering a sharp stock decline. Despite a high gross margin of 79.52%, the firm remains unprofitable with a net income margin of -6.65%. Analyst consensus is positive with 57% buy ratings, but recent news highlights shareholder investigations and promotional headwinds.
The outlook is clouded by near-term execution risks and persistent losses, though long-term potential exists if the company can leverage its asset-light model and AI tools to achieve profitability. Key risks include competitive pressures, macroeconomic sensitivity, and the need to improve cost management. Investors should weigh analyst optimism against the company's challenging path to sustained earnings.
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 →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →