Stock Ratings / Financials / SMA / earnings

RLJ (53) DHC (36) ARR (63) FRMI (34) ⌘ Pro Terminal →

SmartStop Self Storage REIT Inc. (SMA) Next Earnings Date & Expected ±4.2% Move

$35.76 +1.53% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $35.79

SmartStop Self Storage REIT Inc. (SMA) carries a Roarable Rating of D+ (Sell) with 53/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 53/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.9% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $1.98B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $35.79 (+0.09%)🧬 Cannibal Buyback (-0.96% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 30.2% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 53/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.9% avg 90D alpha vs SPY • 50.6% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-2.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SMA)Realized 20D OHLCV Swing Band: ±4.2%

Deterministic 5-Pillar Attribution (53/100 Composite)

🔍 WHY SMA SCORES 53/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+13/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 30.2% FCF Margin ($85.0M FCF) & 52% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+11/20 pts (21% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 5/9

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$32.83+4.1% Next Q

Q2 (-2Q)

Grade D$34.16+4.3% Next Q

Q3 (-1Q)

Grade C-$35.64+0.3% Next Q

Current

Grade D+$35.76-0.9% Hist 90D α

Trajectory: D (45) → D+ (53)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a SMA Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While SMA currently carries a cautious 53/100 (D+) rating due to Whale & Options Positioning (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($33.17) and Max Pain ($37.55) forces dealer call-delta covering toward $41.25.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-0.96% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SMA• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “SMA Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 53%NO 47%Trade / Inspect Odds →

NEXT EST. WINDOW: Dec 30, 2026 (~58 DAYS)

Historical OHLCV Volatility ±4.2% Swing Band

±$1.50 Expected Swing

MODEL EARNINGS SETUP GAUGE

SMA Quantitative Pre-Earnings Setup: 53/100

Trailing EPS: $4.25 • YoY Revenue Growth: 18.6%

Model Bullish Setup (53/100)Model Risk Weight (47/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2025-12-31	$281.1M	-$1.7M	$85.0M	52%
FY 2024	2024-12-31	$237.0M	-$5.9M	$64.0M	52%
FY 2023	2023-12-31	$233.0M	$11.6M	$73.2M	52%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring SMA)

✓Walkthrough of SMA's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

SMA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +13.60%📐 HORIZONTAL RANGE

2026-10-30O $35.92H $36.75L $35.67C $35.76VOL 579.1K

RES: $38.64SUP: $29.84SMA50: $33.17SMA200: $32.59

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SMA Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 SMA Butterfly Map → + Track SMA →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

30.9%/yr Implied 5Y Growth

vs. +18.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SMA today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SMA. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for SMA today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SMA)

Financials Rank #733 of 1096 ⚔️ RLJ vs SMA Full Matrix →

1. Head-to-Head Financials Peer Comparison (SMA vs. RLJ, DHC, ARR, FRMI)

Industry: Real Estate Investment Trusts (172 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, SmartStop Self Storage REIT Inc. (SMA) ranks #733 by composite RQD confidence (53/100, grade D+) and #428 by equity capitalization ($1.98B). Within this direct 5-issuer industry benchmark cohort, ARR leads on earnings valuation at 5.9x trailing P/E, while ARR leads on capital efficiency and profitability with 14.3% ROIC and — gross margin. ARR currently holds the highest overall quantitative score in the immediate peer group at 63/100 (C) compared with SMA at 53/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
SMA ACTIVE SmartStop Self Storage REIT Inc.	D+	53/100	—	—	4.1%	+1.53%	$1.98B	Benchmark Subject
RLJ RLJ Lodging Trust of $0.01 par value	D+	53/100	67.9x	—	1.3%	+1.68%	$1.94B	/rlj-vs-sma →
DHC Diversified Healthcare Trust of	D-	36/100	—	—	-17.2%	+2.18%	$1.93B	/dhc-vs-sma →
ARR ARMOUR Residential REIT Inc.	C	63/100	5.9x	—	14.3%	+0.95%	$1.90B	/arr-vs-sma →
FRMI Fermi Inc.	E	34/100	—	—	-20.4%	-5.30%	$1.83B	/frmi-vs-sma →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001585389

In its most recent audited fiscal period (FY2025, filed 2025-12-31), SmartStop Self Storage REIT Inc. (SMA) reported GAAP revenue of $281.1M (+18.6% vs. FY2024 revenue of $237.0M , and +20.7% cumulative change since FY2023) , GAAP net income of -$1.7M, operating cash flow of $85.0M, and free cash flow of $85.0M (+32.7% YoY). On the balance sheet, SMA closed FY2025 with $2.43B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$281.1M	-$1.7M	$85.0M	$85.0M	$2.43B	—
FY2024 (FY)	2024-12-31	$237.0M	-$5.9M	$64.0M	$64.0M	$2.04B	—
FY2023 (FY)	2023-12-31	$233.0M	$11.6M	$73.2M	$73.2M	—	—

3. SMA Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SMA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, SmartStop Self Storage REIT Inc. (NYSE: SMA) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 53/100 at a spot price of $35.76 (+1.53% 1D, market cap $1.98B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 11/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 11/20. Across 1096 tracked Financials issuers, SMA ranks #733 in composite RQD confidence.

How does SMA compare to RLJ and DHC in the Financials sector?

Within the Financials sector (Real Estate Investment Trusts), SMA carries a Roarable D+ (53/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 4.1%. By comparison, RLJ (RLJ Lodging Trust of $0.01 par value) holds a D+ grade (53/100 RQD, P/E 67.9x, ROIC 1.3%, cap $1.94B) and DHC (Diversified Healthcare Trust of) posts a D- grade (36/100 RQD, P/E N/A, ROIC -17.2%, cap $1.93B). Among the 5-stock peer group, ARR leads on earnings multiple (5.9x) while ARR leads on capital efficiency (14.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for SMA?

Per SMA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001585389), SmartStop Self Storage REIT Inc. generated $281.1M in revenue (+18.6% YoY), -$1.7M in net income, and $85.0M in free cash flow against $2.43B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is SMA trading relative to its 50-day, 200-day, and 52-week technical levels?

SMA last traded at $35.76 (+1.53% on volume of 629,976 shares), positioning the stock +7.81% above its 50-day simple moving average ($33.17) and +9.73% above its 200-day simple moving average ($32.59). Across its 52-week range of $29.41 to $36.75, SMA sits at the 86.5% percentile with a 14-day RSI of 72.3 (OVERBOUGHT (>70)) and an implied next-earnings move of ±4.2% ($34.26 to $37.26).

SMA Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is SMA's next earnings date?

Based on SEC filing cadence, SmartStop Self Storage REIT Inc. (SMA)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is SMA stock expected to move on earnings?

Volatility modeling currently projects a ±4.2% event move for SMA, spanning a range between $34.26 and $37.26.

Direct Sub-Reports: SMA RQD Cockpit SMA 12M Forecast SMA Earnings & Move SMA Dividends & DRIP SMA Insiders & 13F SMA Whale Options SMA Profit Sankey SMA News & Why