COMP <GO>
CUBE vs JPM // 10Y YIELD & FRED MACRO BETA
CubeSmart (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: CUBE 5
— JPM 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: JPM
LAST: $42.74 (+4.04%) • MKT CAP: $9.25B
macro-sensitivity
0.87
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CUBE VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CUBE | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 68.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.80% | 17.37% | -12.57 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.6x | 9.7x | +25.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 6.03% | -18.14% | +24.17 | CUBE | /fcf-yield <GO> |
| Operating Margin | 23.40% | 42.07% | -18.67 | JPM | /operating-margins <GO> |
| Net Profit Margin | 18.20% | 32.63% | -14.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 5.30% | 13.53% | -8.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.15% | 1.96% | +3.19 | CUBE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.63 | 0.37 | +1.26 | CUBE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | CUBE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 4.84% | +1.66 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 75.1 | 49.0 | +26.09 | CUBE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.87 | 1.00 | -0.13 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 42.0x | 13.6x | +28.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.25B | $895.92B | -$886.67B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CUBE REV | JPM REV | CUBE GROSS % | JPM GROSS % | CUBE FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.12B | $182.45B | 68.7% | — | $558.0M | -$147.78B |
| FY 2024 | $1.07B | $177.56B | 70.2% | — | $588.9M | -$42.01B |
| FY 2023 | $1.05B | $158.10B | 44.0% | — | $563.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CUBE // BETA 0.87
JPM // BETA 1.00