SHUR Fundamental Analysis - SHURGARD SELF STORAGE LTD

Fundamental Rating

We assign a fundamental rating of 6 out of 10 to SHUR. SHUR was compared to 2 industry peers in the Specialized REITs industry. SHUR scores excellent on profitability, but there are some minor concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on SHUR. These ratings would make SHUR suitable for value investing!

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1. Profitability

1.1 Basic Checks

SHUR had positive earnings in the past year.

SHUR had a positive operating cash flow in the past year.

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

SHUR had a positive operating cash flow in each of the past 5 years.

1.2 Ratios

The Return On Assets of SHUR (6.08%) is better than 100.00% of its industry peers.

Looking at the Return On Equity, with a value of 10.04%, SHUR belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.

Looking at the Return On Invested Capital, with a value of 2.80%, SHUR belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.

SHUR had an Average Return On Invested Capital over the past 3 years of 3.07%. This is in line with the industry average of 2.80%.

		Industry Rank	Sector Rank
ROA	6.08%
ROE	10.04%
ROIC	2.8%

ROA(3y)9.46%

ROA(5y)9.59%

ROE(3y)14.96%

ROE(5y)15.36%

ROIC(3y)3.07%

ROIC(5y)3.25%

1.3 Margins

With an excellent Profit Margin value of 99.10%, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

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

With an excellent Operating Margin value of 56.35%, SHUR belongs to the best 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.

With an excellent Gross Margin value of 69.47%, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

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

		Industry Rank	Sector Rank
OM	56.35%
PM (TTM)	99.1%
GM	69.47%

OM growth 3Y-0.61%

OM growth 5Y0.08%

PM growth 3Y-12.66%

PM growth 5Y11.28%

GM growth 3Y0.84%

GM growth 5Y1.63%

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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.

Compared to 5 years ago, SHUR has more shares outstanding

The debt/assets ratio for SHUR is higher compared to a year ago.

2.2 Solvency

Based on the Altman-Z score of 1.65, we must say that SHUR is in the distress zone and has some risk of bankruptcy.

SHUR has a Altman-Z score of 1.65. This is amongst the best in the industry. SHUR outperforms 100.00% of its industry peers.

The Debt to FCF ratio of SHUR is 7.98, which is on the high side as it means it would take SHUR, 7.98 years of fcf income to pay off all of its debts.

SHUR's Debt to FCF ratio of 7.98 is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

A Debt/Equity ratio of 0.37 indicates that SHUR is not too dependend on debt financing.

SHUR's Debt to Equity ratio of 0.37 is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.37
Debt/FCF	7.98
Altman-Z	1.65

ROIC/WACC0.38

WACC7.33%

2.3 Liquidity

A Current Ratio of 0.57 indicates that SHUR may have some problems paying its short term obligations.

With an excellent Current ratio value of 0.57, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

A Quick Ratio of 0.57 indicates that SHUR may have some problems paying its short term obligations.

Looking at the Quick ratio, with a value of 0.57, SHUR belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.

		Industry Rank	Sector Rank
Current Ratio	0.57
Quick Ratio	0.57

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

The earnings per share for SHUR have decreased strongly by -30.32% in the last year.

The Earnings Per Share has been growing by 19.71% on average over the past years. This is quite good.

The Revenue has grown by 13.57% in the past year. This is quite good.

SHUR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 9.60% yearly.

EPS 1Y (TTM)-30.32%

EPS 3Y-6.29%

EPS 5Y19.71%

EPS Q2Q%-7.99%

Revenue 1Y (TTM)13.57%

Revenue growth 3Y10.61%

Revenue growth 5Y9.6%

Sales Q2Q%18.3%

3.2 Future

The Earnings Per Share is expected to grow by 6.98% on average over the next years.

SHUR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.31% yearly.

EPS Next Y2.19%

EPS Next 2Y4.07%

EPS Next 3Y4.69%

EPS Next 5Y6.98%

Revenue Next Year17.55%

Revenue Next 2Y12.65%

Revenue Next 3Y9.67%

Revenue Next 5Y6.31%

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 decreasing.

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 8.86, which indicates a very decent valuation of SHUR.

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

When comparing the Price/Earnings ratio of SHUR to the average of the S&P500 Index (27.19), we can say SHUR is valued rather cheaply.

With a Price/Forward Earnings ratio of 20.08, SHUR is valued on the expensive side.

Compared to the rest of the industry, the Price/Forward Earnings ratio of SHUR indicates a rather cheap valuation: SHUR is cheaper than 100.00% of the companies listed in the same industry.

Compared to an average S&P500 Price/Forward Earnings ratio of 35.33, SHUR is valued a bit cheaper.

		Industry Rank	Sector Rank
PE	8.86
Fwd PE	20.08

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.

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

		Industry Rank	Sector Rank
P/FCF	17.82
EV/EBITDA	22.11

4.3 Compensation for Growth

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.

SHUR has an outstanding profitability rating, which may justify a higher PE ratio.

PEG (NY)4.04

PEG (5Y)0.45

EPS Next 2Y4.07%

EPS Next 3Y4.69%

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5. Dividend

5.1 Amount

SHUR has a Yearly Dividend Yield of 2.22%.

SHUR's Dividend Yield is rather good when compared to the industry average which is at 2.22. SHUR pays more dividend than 100.00% of the companies in the same industry.

SHUR's Dividend Yield is comparable with the S&P500 average which is at 2.35.

		Industry Rank	Sector Rank
Dividend Yield	2.22%

5.2 History

Dividend Growth(5Y)N/A

Div Incr Years0

Div Non Decr Years1

5.3 Sustainability

SHUR pays out 17.50% of its income as dividend. This is a sustainable payout ratio.

DP17.5%

EPS Next 2Y4.07%

EPS Next 3Y4.69%

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SHURGARD SELF STORAGE LTD

EBR:SHUR (7/15/2025, 7:00:00 PM)

36.4

-0.4 (-1.09%)

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 Owners53.39%

Inst Owner ChangeN/A

Ins Owners0.16%

Ins Owner ChangeN/A

Market Cap3.63B

Analysts70.48

Price Target40.02 (9.95%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.22%

Yearly Dividend0.72

Dividend Growth(5Y)N/A

DP17.5%

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)0%

PT rev (3m)-5.79%

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)0%

EPS NY rev (3m)-2.51%

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)0%

Revenue NY rev (3m)17.55%

Valuation

		Industry Rank	Sector Rank
PE	8.86
Fwd PE	20.08
P/S	8.93
P/FCF	17.82
P/OCF	17.41
P/B	0.91
P/tB	0.91
EV/EBITDA	22.11

EPS(TTM)4.11

EY11.29%

EPS(NY)1.81

Fwd EY4.98%

FCF(TTM)2.04

FCFY5.61%

OCF(TTM)2.09

OCFY5.75%

SpS4.08

BVpS40.21

TBVpS40.07

PEG (NY)4.04

PEG (5Y)0.45

Profitability

		Industry Rank	Sector Rank
ROA	6.08%
ROE	10.04%
ROCE	3.64%
ROIC	2.8%
ROICexc	2.86%
ROICexgc	2.87%
OM	56.35%
PM (TTM)	99.1%
GM	69.47%
FCFM	50.12%

ROA(3y)9.46%

ROA(5y)9.59%

ROE(3y)14.96%

ROE(5y)15.36%

ROIC(3y)3.07%

ROIC(5y)3.25%

ROICexc(3y)3.17%

ROICexc(5y)3.38%

ROICexgc(3y)3.18%

ROICexgc(5y)3.38%

ROCE(3y)4%

ROCE(5y)4.23%

ROICexcg growth 3Y-6.48%

ROICexcg growth 5Y-6.53%

ROICexc growth 3Y-6.5%

ROICexc growth 5Y-6.54%

OM growth 3Y-0.61%

OM growth 5Y0.08%

PM growth 3Y-12.66%

PM growth 5Y11.28%

GM growth 3Y0.84%

GM growth 5Y1.63%

F-Score2

Asset Turnover0.06

Health

		Industry Rank	Sector Rank
Debt/Equity	0.37
Debt/FCF	7.98
Debt/EBITDA	6.39
Cap/Depr	117.57%
Cap/Sales	1.19%
Interest Coverage	7.19
Cash Conversion	89.46%
Profit Quality	50.58%
Current Ratio	0.57
Quick Ratio	0.57
Altman-Z	1.65

F-Score2

WACC7.33%

ROIC/WACC0.38

Cap/Depr(3y)106.78%

Cap/Depr(5y)102.04%

Cap/Sales(3y)1%

Cap/Sales(5y)0.91%

Profit Quality(3y)39.01%

Profit Quality(5y)40.47%

High Growth Momentum

Growth

EPS 1Y (TTM)-30.32%

EPS 3Y-6.29%

EPS 5Y19.71%

EPS Q2Q%-7.99%

EPS Next Y2.19%

EPS Next 2Y4.07%

EPS Next 3Y4.69%

EPS Next 5Y6.98%

Revenue 1Y (TTM)13.57%

Revenue growth 3Y10.61%

Revenue growth 5Y9.6%

Sales Q2Q%18.3%

Revenue Next Year17.55%

Revenue Next 2Y12.65%

Revenue Next 3Y9.67%

Revenue Next 5Y6.31%

EBIT growth 1Y10.63%

EBIT growth 3Y9.93%

EBIT growth 5Y9.68%

EBIT Next Year8.54%

EBIT Next 3Y7.52%

EBIT Next 5YN/A

FCF growth 1Y10.77%

FCF growth 3Y8.52%

FCF growth 5Y11.34%

OCF growth 1Y11.33%

OCF growth 3Y8.88%

OCF growth 5Y11.4%

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

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

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

More info and screens