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SMARTSTOP SELF STORAGE REIT (SMA) Stock Fundamental Analysis

USA - New York Stock Exchange - NYSE:SMA - US83192D4025 - REIT

33.64 USD
-0.23 (-0.68%)
Last: 1/16/2026, 8:04:00 PM
33.64 USD
0 (0%)
After Hours: 1/16/2026, 8:04:00 PM
Fundamental Rating

1

SMA gets a fundamental rating of 1 out of 10. The analysis compared the fundamentals against 30 industry peers in the Specialized REITs industry. Both the profitability and financial health of SMA have multiple concerns. SMA does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

1

1. Profitability

1.1 Basic Checks

  • In the past 5 years SMA reported 4 times negative net income.
  • Each year in the past 5 years SMA had a positive operating cash flow.
SMA Yearly Net Income VS EBIT VS OCF VS FCFSMA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 0 -100M -200M -300M -400M -500M

1.2 Ratios

  • The profitability ratios for SMA are negative, so there is not much use analyzing them.
Industry RankSector Rank
ROA N/A
ROE N/A
ROIC N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
SMA Yearly ROA, ROE, ROICSMA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 0 -5 -10

1.3 Margins

  • The Profit Margin and Operating Margin and Gross Margin are not available for SMA so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
SMA Yearly Profit, Operating, Gross MarginsSMA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 0 20 -20 40 -40 60

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0

2. Health

2.1 Basic Checks

  • SMA does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • SMA has about the same amout of shares outstanding than it did 1 year ago.
  • Compared to 1 year ago, SMA has a worse debt to assets ratio.
SMA Yearly Shares OutstandingSMA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 20M 40M 60M 80M
SMA Yearly Total Debt VS Total AssetsSMA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 500M 1B 1.5B

2.2 Solvency

Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Altman-Z N/A
ROIC/WACCN/A
WACC7.96%
SMA Yearly LT Debt VS Equity VS FCFSMA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 0 500M -500M 1B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A
SMA Yearly Current Assets VS Current LiabilitesSMA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 20M 40M 60M

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0

3. Growth

3.1 Past

EPS 1Y (TTM)N/A
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%N/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A

3.2 Future

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
SMA Yearly Revenue VS EstimatesSMA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2025 2026 2027 2028 2029 2030 100M 200M 300M 400M
SMA Yearly EPS VS EstimatesSMA Yearly EPS VS EstimatesYearly EPS VS Estimates 2025 2026 2027 2028 2029 2030 0 0.2 0.4

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0

4. Valuation

4.1 Price/Earnings Ratio

Industry RankSector Rank
PE N/A
Fwd PE N/A
SMA Price Earnings VS Forward Price EarningsSMA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
SMA Per share dataSMA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

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4

5. Dividend

5.1 Amount

  • SMA has a Yearly Dividend Yield of 32.95%, which is a nice return.
  • Compared to an average industry Dividend Yield of 5.65, SMA pays a better dividend. On top of this SMA pays more dividend than 100.00% of the companies listed in the same industry.
  • SMA's Dividend Yield is rather good when compared to the S&P500 average which is at 1.85.
Industry RankSector Rank
Dividend Yield 32.95%

5.2 History

  • SMA is new to the dividend game and has less than 3 years of track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
SMA Yearly Dividends per shareSMA Yearly Dividends per shareYearly Dividends per share 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

DPN/A
EPS Next 2YN/A
EPS Next 3YN/A
SMA Yearly Income VS Free CF VS DividendSMA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 0 -100M -200M -300M -400M -500M

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SMARTSTOP SELF STORAGE REIT

NYSE:SMA (1/16/2026, 8:04:00 PM)

After market: 33.64 0 (0%)

33.64

-0.23 (-0.68%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustrySpecialized REITs
Earnings (Last)11-05
Earnings (Next)N/A
Inst Owners0.01%
Inst Owner Change-0.79%
Ins Owners0.89%
Ins Owner Change0.11%
Market Cap2.68B
Revenue(TTM)N/A
Net Income(TTM)N/A
Analysts83.16
Price TargetN/A
Short Float %12.02%
Short Ratio3.46
Dividend
Industry RankSector Rank
Dividend Yield 32.95%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-Date01-30
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)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE N/A
Fwd PE N/A
P/S N/A
P/FCF N/A
P/OCF N/A
P/B N/A
P/tB N/A
EV/EBITDA N/A
EPS(TTM)N/A
EYN/A
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpSN/A
BVpSN/A
TBVpSN/A
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA N/A
ROE N/A
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM N/A
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset TurnoverN/A
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-ScoreN/A
WACC7.96%
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)N/A
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%N/A
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1YN/A
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A

SMARTSTOP SELF STORAGE REIT / SMA FAQ

What is the fundamental rating for SMA stock?

ChartMill assigns a fundamental rating of 1 / 10 to SMA.


What is the valuation status for SMA stock?

ChartMill assigns a valuation rating of 0 / 10 to SMARTSTOP SELF STORAGE REIT (SMA). This can be considered as Overvalued.


How profitable is SMARTSTOP SELF STORAGE REIT (SMA) stock?

SMARTSTOP SELF STORAGE REIT (SMA) has a profitability rating of 1 / 10.


What is the financial health of SMARTSTOP SELF STORAGE REIT (SMA) stock?

The financial health rating of SMARTSTOP SELF STORAGE REIT (SMA) is 0 / 10.