CubeSmart vs Workday Inc — how do they compare? CubeSmart trades at $40.86 (market cap $9.23B), while Workday Inc trades at $180.58 (market cap $45.49B). The key difference: Workday Inc is far larger — about 4.9× CubeSmart's market cap, and CubeSmart pays a 5.17% dividend while Workday Inc pays none. Which is the better fit depends on your goals.
| CUBE | WDAY | |
|---|---|---|
Market Cap | $9.23B | $45.49B |
Sector | Real Estate | Technology |
52-Week High | $42.50 | $247.69 |
52-Week Low | $35.36 | $112.55 |
Enterprise Value | $12.76B | $44.94B |
Dividend Yield | 5.17% | — |
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.
Workday (WDAY) trades at $179.64, up 5.52% over 24 hours, reflecting strong momentum. The stock shows bullish technical signals with moving averages supporting an uptrend, while RSI levels indicate potential overbought conditions. Fundamentally, the company has consistently beaten earnings expectations, with Q1 2026 EPS of $2.66 surpassing estimates of $2.51. Revenue growth is robust, projected to rise from $8.45B in 2025 to $9.9B in 2026, though net income margins have fluctuated. Recent news highlights partnerships and product launches, such as the Workday Adaptive Planning FedRAMP authorization announced on July 23, 2026.
The outlook for WDAY is positive, driven by earnings beats and strategic AI integrations, but elevated valuation ratios like a P/E of 55.96 pose risks. Investors should weigh growth potential against competitive pressures and market volatility, with analyst consensus leaning bullish but caution advised near technical resistance levels.
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 →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →