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SMARTSTOP SELF STORAGE REIT (SMA) Stock Fundamental Analysis

NYSE:SMA - US83192D4025 - REIT

36.54 USD
+0.71 (+1.98%)
Last: 8/22/2025, 8:04:01 PM
36.54 USD
0 (0%)
After Hours: 8/22/2025, 8:04:01 PM
Fundamental Rating

2

SMA gets a fundamental rating of 2 out of 10. The analysis compared the fundamentals against 30 industry peers in the Specialized REITs industry. SMA may be in some trouble as it scores bad on both profitability and health. SMA is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

SMA had negative earnings in the past year.
SMA had a positive operating cash flow in the past year.
SMA had negative earnings in 4 of the past 5 years.
SMA had a positive operating cash flow in each of the past 5 years.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 -100M -200M -300M -400M -500M

1.2 Ratios

With a Return On Assets value of -0.84%, SMA is not doing good in the industry: 73.33% of the companies in the same industry are doing better.
SMA has a worse Return On Equity (-2.71%) than 76.67% of its industry peers.
Looking at the Return On Invested Capital, with a value of 2.89%, SMA is doing worse than 66.67% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for SMA is below the industry average of 5.15%.
The last Return On Invested Capital (2.89%) for SMA is above the 3 year average (2.16%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA -0.84%
ROE -2.71%
ROIC 2.89%
ROA(3y)-0.56%
ROA(5y)-1.56%
ROE(3y)-1.49%
ROE(5y)-4.45%
ROIC(3y)2.16%
ROIC(5y)1.66%
SMA Yearly ROA, ROE, ROICSMA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 -5 -10

1.3 Margins

The Operating Margin of SMA (29.30%) is comparable to the rest of the industry.
SMA's Operating Margin has improved in the last couple of years.
SMA's Gross Margin of 68.33% is in line compared to the rest of the industry. SMA outperforms 43.33% of its industry peers.
SMA's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 29.3%
PM (TTM) N/A
GM 68.33%
OM growth 3Y21.33%
OM growth 5Y7.15%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y4.07%
GM growth 5Y4.65%
SMA Yearly Profit, Operating, Gross MarginsSMA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 50 -50

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0

2. Health

2.1 Basic Checks

SMA 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 SMA remains at a similar level compared to 1 year ago.
The number of shares outstanding for SMA has been increased compared to 5 years ago.
Compared to 1 year ago, SMA has a worse debt to assets ratio.
SMA Yearly Shares OutstandingSMA Yearly Shares OutstandingYearly Shares Outstanding 2015 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 500M 1B 1.5B

2.2 Solvency

Based on the Altman-Z score of 0.73, we must say that SMA is in the distress zone and has some risk of bankruptcy.
SMA's Altman-Z score of 0.73 is on the low side compared to the rest of the industry. SMA is outperformed by 60.00% of its industry peers.
The Debt to FCF ratio of SMA is 490.38, which is on the high side as it means it would take SMA, 490.38 years of fcf income to pay off all of its debts.
SMA has a Debt to FCF ratio of 490.38. This is amonst the worse of the industry: SMA underperforms 80.00% of its industry peers.
SMA has a Debt/Equity ratio of 1.97. This is a high value indicating a heavy dependency on external financing.
The Debt to Equity ratio of SMA (1.97) is worse than 63.33% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.97
Debt/FCF 490.38
Altman-Z 0.73
ROIC/WACC0.37
WACC7.73%
SMA Yearly LT Debt VS Equity VS FCFSMA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 500M -500M 1B

2.3 Liquidity

SMA has a Current Ratio of 0.57. This is a bad value and indicates that SMA is not financially healthy enough and could expect problems in meeting its short term obligations.
SMA has a worse Current ratio (0.57) than 63.33% of its industry peers.
SMA has a Quick Ratio of 0.57. This is a bad value and indicates that SMA is not financially healthy enough and could expect problems in meeting its short term obligations.
With a Quick ratio value of 0.57, SMA is not doing good in the industry: 63.33% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.57
Quick Ratio 0.57
SMA Yearly Current Assets VS Current LiabilitesSMA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 20M 40M 60M

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5

3. Growth

3.1 Past

The earnings per share for SMA have decreased strongly by -390.94% in the last year.
SMA shows a small growth in Revenue. In the last year, the Revenue has grown by 0.90%.
Measured over the past years, SMA shows a very strong growth in Revenue. The Revenue has been growing by 23.71% on average per year.
EPS 1Y (TTM)-390.94%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-774.67%
Revenue 1Y (TTM)0.9%
Revenue growth 3Y23.4%
Revenue growth 5Y23.71%
Sales Q2Q%2.47%

3.2 Future

The Earnings Per Share is expected to grow by 60.46% on average over the next years. This is a very strong growth
The Revenue is expected to grow by 10.37% on average over the next years. This is quite good.
EPS Next YN/A
EPS Next 2Y89.72%
EPS Next 3Y162.35%
EPS Next 5Y60.46%
Revenue Next YearN/A
Revenue Next 2Y6.37%
Revenue Next 3Y7.34%
Revenue Next 5Y10.37%

3.3 Evolution

The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
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 0.1 0.2 0.3 0.4 0.5

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1

4. Valuation

4.1 Price/Earnings Ratio

SMA reported negative earnings for the last year, which makes the Price/Earnings Ratio negative.
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 0 0 0 0 0 0

4.2 Price Multiples

SMA's Enterprise Value to EBITDA ratio is rather expensive when compared to the industry. SMA is more expensive than 80.00% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, SMA is valued a bit more expensive than the industry average as 76.67% of the companies are valued more cheaply.
Industry RankSector Rank
P/FCF 841.93
EV/EBITDA 25.41
SMA Per share dataSMA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 4 6 8 10

4.3 Compensation for Growth

A more expensive valuation may be justified as SMA's earnings are expected to grow with 162.35% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y89.72%
EPS Next 3Y162.35%

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4

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 32.95%, SMA is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 6.02, SMA pays a better dividend. On top of this SMA pays more dividend than 100.00% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.32, SMA pays a better dividend.
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 0.2 0.4 0.6 0.8

5.3 Sustainability

The earnings of SMA are negative and hence is the payout ratio. SMA will probably not be able to sustain this dividend level.
DP-295.08%
EPS Next 2Y89.72%
EPS Next 3Y162.35%
SMA Yearly Income VS Free CF VS DividendSMA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 -100M -200M -300M -400M -500M

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SMARTSTOP SELF STORAGE REIT

NYSE:SMA (8/22/2025, 8:04:01 PM)

After market: 36.54 0 (0%)

36.54

+0.71 (+1.98%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustrySpecialized REITs
Earnings (Last)08-06 2025-08-06/amc
Earnings (Next)N/A N/A
Inst OwnersN/A
Inst Owner ChangeN/A
Ins Owners1.03%
Ins Owner Change20.61%
Market Cap2.03B
Analysts85.26
Price TargetN/A
Short Float %12.55%
Short Ratio3.78
Dividend
Industry RankSector Rank
Dividend Yield 32.95%
Yearly Dividend0.55
Dividend Growth(5Y)N/A
DP-295.08%
Div Incr Years0
Div Non Decr Years0
Ex-Date08-29 2025-08-29 (0.1359)
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 8.66
P/FCF 841.93
P/OCF 34.99
P/B 3.38
P/tB 3.85
EV/EBITDA 25.41
EPS(TTM)-0.17
EYN/A
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.04
FCFY0.12%
OCF(TTM)1.04
OCFY2.86%
SpS4.22
BVpS10.8
TBVpS9.5
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA -0.84%
ROE -2.71%
ROCE 3.66%
ROIC 2.89%
ROICexc 2.95%
ROICexgc 3.12%
OM 29.3%
PM (TTM) N/A
GM 68.33%
FCFM 1.03%
ROA(3y)-0.56%
ROA(5y)-1.56%
ROE(3y)-1.49%
ROE(5y)-4.45%
ROIC(3y)2.16%
ROIC(5y)1.66%
ROICexc(3y)2.21%
ROICexc(5y)1.71%
ROICexgc(3y)2.35%
ROICexgc(5y)1.83%
ROCE(3y)2.73%
ROCE(5y)2.1%
ROICexcg growth 3Y28.59%
ROICexcg growth 5Y12.51%
ROICexc growth 3Y29.75%
ROICexc growth 5Y11.8%
OM growth 3Y21.33%
OM growth 5Y7.15%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y4.07%
GM growth 5Y4.65%
F-Score3
Asset Turnover0.12
Health
Industry RankSector Rank
Debt/Equity 1.97
Debt/FCF 490.38
Debt/EBITDA 9.46
Cap/Depr 98.77%
Cap/Sales 23.72%
Interest Coverage 1.09
Cash Conversion 46.42%
Profit Quality N/A
Current Ratio 0.57
Quick Ratio 0.57
Altman-Z 0.73
F-Score3
WACC7.73%
ROIC/WACC0.37
Cap/Depr(3y)106.66%
Cap/Depr(5y)81.97%
Cap/Sales(3y)32.33%
Cap/Sales(5y)25.87%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-390.94%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-774.67%
EPS Next YN/A
EPS Next 2Y89.72%
EPS Next 3Y162.35%
EPS Next 5Y60.46%
Revenue 1Y (TTM)0.9%
Revenue growth 3Y23.4%
Revenue growth 5Y23.71%
Sales Q2Q%2.47%
Revenue Next YearN/A
Revenue Next 2Y6.37%
Revenue Next 3Y7.34%
Revenue Next 5Y10.37%
EBIT growth 1Y-2.4%
EBIT growth 3Y49.72%
EBIT growth 5Y32.56%
EBIT Next YearN/A
EBIT Next 3Y39.65%
EBIT Next 5Y18.22%
FCF growth 1Y112%
FCF growth 3Y61.16%
FCF growth 5Y23.38%
OCF growth 1Y-32.53%
OCF growth 3Y39.83%
OCF growth 5Y31.86%