CubeSmart (CUBE) vs Terreno Realty Corporation (TRNO)
CubeSmart and Terreno Realty Corporation are both Reit Industrial companies. CubeSmart is the larger, with a market value of $8.5B against $7.2B — 1.2× the size. Terreno Realty Corporation trades at the lower P/E: 17.7× against 25.9×. Terreno Realty Corporation grew revenue faster over the last twelve months: 18.1% against 3.86%. Terreno Realty Corporation has the higher net margin (76.9% vs 29.4%) and the lower return on invested capital (2.42% vs 4.67%). Both pay a dividend; CubeSmart yields more (4.48% vs 2.67%). Across the 22 metrics below, Terreno Realty Corporation leads on 14 and CubeSmart on 8.
Valuation
Profitability
| Metric | CUBE | TRNO | Reit Industrial median |
|---|---|---|---|
| Gross margin | 67.83% | 76.17% | 73.76% |
| Operating margin | 39.85% | 41.39% | 39.85% |
| Net margin | 29.41% | 76.92% | 28.04% |
| Free cash flow margin | 44.71% | (136.53%) | 13.63% |
| Return on equity | 12.28% | 9.24% | 6.83% |
| Return on assets | 5.03% | 7.23% | 3.45% |
| Return on invested capital | 4.67% | 2.42% | 2.92% |
Growth
Health
Dividend
Size
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