SHUR Fundamental Analysis - SHURGARD SELF STORAGE LTD

Fundamental Rating

Taking everything into account, SHUR scores 6 out of 10 in our fundamental rating. SHUR was compared to 1 industry peers in the Specialized REITs industry. SHUR scores excellent on profitability, but there are some minor concerns on its financial health. SHUR may be a bit undervalued, certainly considering the very reasonable score on growth 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.

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

In the past 5 years SHUR has always been profitable.

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

1.2 Ratios

SHUR's Return On Assets of 8.00% is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

With an excellent Return On Equity value of 13.16%, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

SHUR has a better Return On Invested Capital (2.77%) than 100.00% of its industry peers.

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 2.77%.

		Industry Rank	Sector Rank
ROA	8%
ROE	13.16%
ROIC	2.77%

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

SHUR's Profit Margin of 128.64% 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.

The Operating Margin of SHUR (56.17%) is better than 100.00% of its industry peers.

In the last couple of years the Operating Margin of SHUR has remained more or less at the same level.

Looking at the Gross Margin, with a value of 69.39%, SHUR belongs to the top 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	56.17%
PM (TTM)	128.64%
GM	69.39%

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

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SHUR is destroying value.

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

SHUR has more shares outstanding than it did 5 years ago.

Compared to 1 year ago, SHUR has a worse debt to assets ratio.

2.2 Solvency

SHUR has an Altman-Z score of 1.54. This is a bad value and indicates that SHUR is not financially healthy and even has some risk of bankruptcy.

The Altman-Z score of SHUR (1.54) is better than 100.00% of its industry peers.

SHUR has a debt to FCF ratio of 7.64. This is a slightly negative value and a sign of low solvency as SHUR would need 7.64 years to pay back of all of its debts.

With an excellent Debt to FCF ratio value of 7.64, SHUR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

A Debt/Equity ratio of 0.39 indicates that SHUR is not too dependend on debt financing.

The Debt to Equity ratio of SHUR (0.39) is better than 100.00% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.39
Debt/FCF	7.64
Altman-Z	1.54

ROIC/WACC0.39

WACC7.11%

2.3 Liquidity

SHUR has a Current Ratio of 0.97. This is a bad value and indicates that SHUR is not financially healthy enough and could expect problems in meeting its short term obligations.

The Current ratio of SHUR (0.97) is better than 100.00% of its industry peers.

A Quick Ratio of 0.97 indicates that SHUR may have some problems paying its short term obligations.

SHUR's Quick ratio of 0.97 is amongst the best of the industry. SHUR outperforms 100.00% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	0.97
Quick Ratio	0.97

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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

SHUR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 33.48%, which is quite impressive.

SHUR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 19.71% yearly.

The Revenue has grown by 18.04% in the past year. This is quite good.

The Revenue has been growing by 9.60% on average over the past years. This is quite good.

EPS 1Y (TTM)33.48%

EPS 3Y-6.29%

EPS 5Y19.71%

EPS Q2Q%84.46%

Revenue 1Y (TTM)18.04%

Revenue growth 3Y10.61%

Revenue growth 5Y9.6%

Sales Q2Q%17.79%

3.2 Future

Based on estimates for the next years, SHUR will show a small growth in Earnings Per Share. The EPS will grow by 7.50% on average per year.

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

EPS Next Y0.6%

EPS Next 2Y1.97%

EPS Next 3Y3.81%

EPS Next 5Y7.5%

Revenue Next Year18.41%

Revenue Next 2Y13.15%

Revenue Next 3Y11.42%

Revenue Next 5Y6.31%

3.3 Evolution

The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.

The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.

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4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 5.54 indicates a rather cheap valuation of SHUR.

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

SHUR's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.54.

With a Price/Forward Earnings ratio of 17.24, SHUR is valued on the expensive side.

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.

When comparing the Price/Forward Earnings ratio of SHUR to the average of the S&P500 Index (23.05), we can say SHUR is valued slightly cheaper.

		Industry Rank	Sector Rank
PE	5.54
Fwd PE	17.24

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, SHUR is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.

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

		Industry Rank	Sector Rank
P/FCF	14.25
EV/EBITDA	18.63

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)9.25

PEG (5Y)0.28

EPS Next 2Y1.97%

EPS Next 3Y3.81%

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5. Dividend

5.1 Amount

SHUR has a Yearly Dividend Yield of 2.54%.

Compared to an average industry Dividend Yield of 2.54, SHUR pays a better dividend. On top of this SHUR pays more dividend than 100.00% of the companies listed in the same industry.

SHUR's Dividend Yield is comparable with the S&P500 average which is at 2.41.

		Industry Rank	Sector Rank
Dividend Yield	2.54%

5.2 History

Dividend Growth(5Y)N/A

Div Incr Years0

Div Non Decr Years1

5.3 Sustainability

SHUR pays out 4.88% of its income as dividend. This is a sustainable payout ratio.

DP4.88%

EPS Next 2Y1.97%

EPS Next 3Y3.81%

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SHURGARD SELF STORAGE LTD

EBR:SHUR (9/29/2025, 1:48:22 PM)

31.8

+0.15 (+0.47%)

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustrySpecialized REITs

Earnings (Last)08-14 2025-08-14

Earnings (Next)N/A N/A

Inst Owners53.61%

Inst Owner ChangeN/A

Ins Owners0.19%

Ins Owner ChangeN/A

Market Cap3.17B

Analysts70.43

Price Target40.77 (28.21%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.54%

Yearly Dividend0.72

Dividend Growth(5Y)N/A

DP4.88%

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)0.22%

PT rev (3m)1.9%

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)-0.71%

EPS NY rev (3m)-1.56%

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)0.3%

Revenue NY rev (3m)0.74%

Valuation

		Industry Rank	Sector Rank
PE	5.54
Fwd PE	17.24
P/S	7.21
P/FCF	14.25
P/OCF	14
P/B	0.74
P/tB	0.74
EV/EBITDA	18.63

EPS(TTM)5.74

EY18.05%

EPS(NY)1.84

Fwd EY5.8%

FCF(TTM)2.23

FCFY7.02%

OCF(TTM)2.27

OCFY7.14%

SpS4.41

BVpS43.15

TBVpS43.02

PEG (NY)9.25

PEG (5Y)0.28

Profitability

		Industry Rank	Sector Rank
ROA	8%
ROE	13.16%
ROCE	3.61%
ROIC	2.77%
ROICexc	2.83%
ROICexgc	2.84%
OM	56.17%
PM (TTM)	128.64%
GM	69.39%
FCFM	50.56%

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-Score4

Asset Turnover0.06

Health

		Industry Rank	Sector Rank
Debt/Equity	0.39
Debt/FCF	7.64
Debt/EBITDA	6.7
Cap/Depr	74.48%
Cap/Sales	0.92%
Interest Coverage	6.79
Cash Conversion	89.67%
Profit Quality	39.3%
Current Ratio	0.97
Quick Ratio	0.97
Altman-Z	1.54

F-Score4

WACC7.11%

ROIC/WACC0.39

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)33.48%

EPS 3Y-6.29%

EPS 5Y19.71%

EPS Q2Q%84.46%

EPS Next Y0.6%

EPS Next 2Y1.97%

EPS Next 3Y3.81%

EPS Next 5Y7.5%

Revenue 1Y (TTM)18.04%

Revenue growth 3Y10.61%

Revenue growth 5Y9.6%

Sales Q2Q%17.79%

Revenue Next Year18.41%

Revenue Next 2Y13.15%

Revenue Next 3Y11.42%

Revenue Next 5Y6.31%

EBIT growth 1Y16.7%

EBIT growth 3Y9.93%

EBIT growth 5Y9.68%

EBIT Next Year-1.52%

EBIT Next 3Y4.73%

EBIT Next 5YN/A

FCF growth 1Y12.31%

FCF growth 3Y8.52%

FCF growth 5Y11.34%

OCF growth 1Y12.57%

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

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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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