Verdict: Side-by-side breakdown using the Bull Rankings model. CUBE scored 69.0, REXR scored 69.0 — tied at the top.
Compare another set
CUBE
CubeSmart
REIT - Industrial · Financial strength
66.9Fin
$37.97 · $8.6B
fundamentals as of
Strength gap
1.3
REXR leads
REXR
Rexford Industrial Realty, Inc.
REIT - Industrial · Financial strength
68.2Fin
$36.74 · $8.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthREXR+7.1%
Strongest balance sheetREXR0.41
Side by side · every name on one set of axes
Fundamentals, head-to-head
CUBE
REXR
5.7%A-
Yield
4.7%B+
+5.3%C+
Rev
+7.1%B
1.34C+
D/E
0.41A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
CUBECubeSmart
REIT - Industrial · $37.97 · beta 1.04
Why now
REIT - Industrial · market cap $8.6b. 12% off the 52-week high of $43.26. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $43.63 (implying +15% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Dividend payout 145% of earnings on a 5.7% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
REXRRexford Industrial Realty, Inc.
REIT - Industrial · $36.74 · beta 1.20
Why now
REIT - Industrial · market cap $8.4b. 17% off the 52-week high of $44.38. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $40.38 (implying +10% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -39.2%) — path to GAAP profitability is the core thesis risk. Dividend payout 185% of earnings on a 4.7% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE -5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Common questions
Is CUBE or REXR the better stock?
On the Bull Rankings quality-growth score they are level: CUBE and REXR both score 69.0 out of 100. The score blends business quality, growth and valuation into one number, so a tie means the model sees no meaningful edge either way — the pillar breakdown on this page shows where each is actually stronger.
How are CUBE and REXR scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.