SHURGARD SELF STORAGE LTD(EBR:SHUR) stock Fundamental Analysis

Fundamental Rating

SHUR gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 2 industry peers in the Specialized REITs industry. SHUR scores excellent points on both the profitability and health parts. This is a solid base for a good stock. SHUR has a valuation in line with the averages, but it does not seem to be growing.

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1. Profitability

1.1 Basic Checks

SHUR had positive earnings in the past year.

In the past year SHUR had a positive cash flow from operations.

SHUR had positive earnings in each of the past 5 years.

In the past 5 years SHUR always reported a positive cash flow from operatings.

1.2 Ratios

The Return On Assets of SHUR (7.13%) is better than 100.00% of its industry peers.

SHUR has a Return On Equity of 10.77%. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

With an excellent Return On Invested Capital value of 3.01%, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

The Average Return On Invested Capital over the past 3 years for SHUR is in line with the industry average of 3.01%.

		Industry Rank	Sector Rank
ROA	7.13%
ROE	10.77%
ROIC	3.01%

ROA(3y)11.06%

ROA(5y)9.35%

ROE(3y)17.63%

ROE(5y)14.93%

ROIC(3y)3.19%

ROIC(5y)3.39%

1.3 Margins

SHUR's Profit Margin of 108.77% is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

In the last couple of years the Profit Margin of SHUR has grown nicely.

Looking at the Operating Margin, with a value of 56.82%, SHUR belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.

SHUR's Operating Margin has been stable in the last couple of years.

SHUR has a Gross Margin of 69.45%. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

SHUR's Gross Margin has improved in the last couple of years.

		Industry Rank	Sector Rank
OM	56.82%
PM (TTM)	108.77%
GM	69.45%

OM growth 3Y0.85%

OM growth 5Y0.68%

PM growth 3Y11.79%

PM growth 5Y16.33%

GM growth 3Y2.65%

GM growth 5Y1.86%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

SHUR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.

The number of shares outstanding for SHUR has been increased compared to 1 year ago.

The number of shares outstanding for SHUR has been increased compared to 5 years ago.

Compared to 1 year ago, SHUR has an improved debt to assets ratio.

2.2 Solvency

An Altman-Z score of 2.00 indicates that SHUR is not a great score, but indicates only limited risk for bankruptcy at the moment.

SHUR has a Altman-Z score of 2.00. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

SHUR has a debt to FCF ratio of 6.29. This is a slightly negative value and a sign of low solvency as SHUR would need 6.29 years to pay back of all of its debts.

The Debt to FCF ratio of SHUR (6.29) is better than 100.00% of its industry peers.

A Debt/Equity ratio of 0.21 indicates that SHUR is not too dependend on debt financing.

SHUR has a Debt to Equity ratio of 0.21. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.21
Debt/FCF	6.29
Altman-Z	2

ROIC/WACC0.4

WACC7.57%

2.3 Liquidity

A Current Ratio of 0.73 indicates that SHUR may have some problems paying its short term obligations.

With an excellent Current ratio value of 0.73, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

A Quick Ratio of 0.73 indicates that SHUR may have some problems paying its short term obligations.

SHUR has a better Quick ratio (0.73) than 100.00% of its industry peers.

SHUR does not score too well on the current and quick ratio evaluation. However, as it has excellent solvency and profitability, these ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.

		Industry Rank	Sector Rank
Current Ratio	0.73
Quick Ratio	0.73

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WACC

Debt/Equity

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Altman-Z score

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3. Growth

3.1 Past

SHUR shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -26.68%.

SHUR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 19.00% yearly.

SHUR shows a small growth in Revenue. In the last year, the Revenue has grown by 7.12%.

The Revenue has been growing slightly by 7.89% on average over the past years.

EPS 1Y (TTM)-26.68%

EPS 3Y21.96%

EPS 5Y19%

EPS Q2Q%-45.33%

Revenue 1Y (TTM)7.12%

Revenue growth 3Y9.67%

Revenue growth 5Y7.89%

Sales Q2Q%8.6%

3.2 Future

SHUR is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 6.49% yearly.

Based on estimates for the next years, SHUR will show a small growth in Revenue. The Revenue will grow by 7.56% on average per year.

EPS Next Y1.55%

EPS Next 2Y1.87%

EPS Next 3Y3.22%

EPS Next 5Y6.49%

Revenue Next Year9.98%

Revenue Next 2Y13.48%

Revenue Next 3Y11.67%

Revenue Next 5Y7.56%

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 8.34, which indicates a very decent valuation of SHUR.

Based on the Price/Earnings ratio, SHUR is valued cheaper than 100.00% of the companies in the same industry.

SHUR's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 24.29.

SHUR is valuated rather expensively with a Price/Forward Earnings ratio of 19.78.

SHUR's Price/Forward Earnings ratio is rather cheap when compared to the industry. SHUR is cheaper than 100.00% of the companies in the same industry.

SHUR's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 20.42.

		Industry Rank	Sector Rank
PE	8.34
Fwd PE	19.78

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, SHUR is valued cheaper than 100.00% of the companies in the same industry.

Based on the Price/Free Cash Flow ratio, SHUR is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.

		Industry Rank	Sector Rank
P/FCF	21.39
EV/EBITDA	20.29

4.3 Compensation for Growth

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates SHUR does not grow enough to justify the current Price/Earnings ratio.

The excellent profitability rating of SHUR may justify a higher PE ratio.

PEG (NY)5.38

PEG (5Y)0.44

EPS Next 2Y1.87%

EPS Next 3Y3.22%

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5. Dividend

5.1 Amount

SHUR has a Yearly Dividend Yield of 2.24%.

SHUR's Dividend Yield is rather good when compared to the industry average which is at 2.24. SHUR pays more dividend than 100.00% of the companies in the same industry.

Compared to an average S&P500 Dividend Yield of 2.43, SHUR has a dividend comparable with the average S&P500 company.

		Industry Rank	Sector Rank
Dividend Yield	2.24%

5.2 History

The dividend of SHUR decreases each year by -19.65%.

Dividend Growth(5Y)-19.65%

Div Incr Years0

Div Non Decr Years1

5.3 Sustainability

26.91% of the earnings are spent on dividend by SHUR. This is a low number and sustainable payout ratio.

DP26.91%

EPS Next 2Y1.87%

EPS Next 3Y3.22%

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SHURGARD SELF STORAGE LTD

EBR:SHUR (5/6/2025, 7:00:00 PM)

35.85

-0.15 (-0.42%)

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustrySpecialized REITs

Earnings (Last)02-28 2025-02-28

Earnings (Next)N/A N/A

Inst Owners53.9%

Inst Owner ChangeN/A

Ins Owners0.16%

Ins Owner ChangeN/A

Market Cap3.53B

Analysts71.43

Price Target40.72 (13.58%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.24%

Yearly Dividend1.12

Dividend Growth(5Y)-19.65%

DP26.91%

Div Incr Years0

Div Non Decr Years1

Ex-DateN/A

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)N/A

Avg Revenue beat(2)N/A

Min Revenue beat(2)N/A

Max Revenue beat(2)N/A

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)-4.86%

PT rev (3m)-11.08%

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)0%

EPS NY rev (3m)-0.39%

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)9.98%

Revenue NY rev (3m)0.85%

Valuation

		Industry Rank	Sector Rank
PE	8.34
Fwd PE	19.78
P/S	9.47
P/FCF	21.39
P/OCF	20.82
P/B	0.94
P/tB	0.94
EV/EBITDA	20.29

EPS(TTM)4.3

EY11.99%

EPS(NY)1.81

Fwd EY5.06%

FCF(TTM)1.68

FCFY4.67%

OCF(TTM)1.72

OCFY4.8%

SpS3.79

BVpS38.23

TBVpS38.14

PEG (NY)5.38

PEG (5Y)0.44

Profitability

		Industry Rank	Sector Rank
ROA	7.13%
ROE	10.77%
ROCE	3.99%
ROIC	3.01%
ROICexc	3.14%
ROICexgc	3.14%
OM	56.82%
PM (TTM)	108.77%
GM	69.45%
FCFM	44.26%

ROA(3y)11.06%

ROA(5y)9.35%

ROE(3y)17.63%

ROE(5y)14.93%

ROIC(3y)3.19%

ROIC(5y)3.39%

ROICexc(3y)3.33%

ROICexc(5y)3.55%

ROICexgc(3y)3.33%

ROICexgc(5y)3.55%

ROCE(3y)4.22%

ROCE(5y)4.48%

ROICexcg growth 3Y-5.35%

ROICexcg growth 5Y-4.85%

ROICexc growth 3Y-5.34%

ROICexc growth 5Y-4.86%

OM growth 3Y0.85%

OM growth 5Y0.68%

PM growth 3Y11.79%

PM growth 5Y16.33%

GM growth 3Y2.65%

GM growth 5Y1.86%

F-Score3

Asset Turnover0.07

Health

		Industry Rank	Sector Rank
Debt/Equity	0.21
Debt/FCF	6.29
Debt/EBITDA	3.73
Cap/Depr	123.86%
Cap/Sales	1.23%
Interest Coverage	8.63
Cash Conversion	78.69%
Profit Quality	40.69%
Current Ratio	0.73
Quick Ratio	0.73
Altman-Z	2

F-Score3

WACC7.57%

ROIC/WACC0.4

Cap/Depr(3y)95.02%

Cap/Depr(5y)107.99%

Cap/Sales(3y)0.85%

Cap/Sales(5y)0.86%

Profit Quality(3y)34.05%

Profit Quality(5y)46.31%

High Growth Momentum

Growth

EPS 1Y (TTM)-26.68%

EPS 3Y21.96%

EPS 5Y19%

EPS Q2Q%-45.33%

EPS Next Y1.55%

EPS Next 2Y1.87%

EPS Next 3Y3.22%

EPS Next 5Y6.49%

Revenue 1Y (TTM)7.12%

Revenue growth 3Y9.67%

Revenue growth 5Y7.89%

Sales Q2Q%8.6%

Revenue Next Year9.98%

Revenue Next 2Y13.48%

Revenue Next 3Y11.67%

Revenue Next 5Y7.56%

EBIT growth 1Y4.41%

EBIT growth 3Y10.6%

EBIT growth 5Y8.62%

EBIT Next Year2.68%

EBIT Next 3Y8.69%

EBIT Next 5Y10.21%

FCF growth 1Y6.39%

FCF growth 3Y8.58%

FCF growth 5Y9.19%

OCF growth 1Y7.63%

OCF growth 3Y8.7%

OCF growth 5Y9.21%

SHURGARD SELF STORAGE LTD (SHUR.BR) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

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2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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