Bull Rankings model

SmartStop Self Storage REIT, Inc. (SMA) stock analysis

REIT - Industrial. Scored on the same transparent model behind the daily rankings.

★
SMA
SmartStop Self Storage REIT, Inc. · REIT - Industrial
67.7REIT strength
$32.83Oct 9 close$1.9B
1Y Target$36.60Analyst consensus · 12 analysts
5Y Target$53.59Compound horizon
10Y Target$79.50Long-dated conviction
Yield4.9%
B+
Yield 4.9% — healthy income · REITs are valued on FFO / AFFO, which our data source doesn't provide — we grade income, growth, and sector-relative leverage instead.
Rev+18.6%
B+
Revenue +18.6% — above sector median, healthy trajectory
D/E0.89
B
D/E 0.89 — near the Real Estate debt median (≈60th pctile)

Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology

Financial strength · 67.7 / 100
Profitability35.0
Value (P/B)69.6
Income88.9

A peer-relative read for reits on profitability (ROE, depreciation-adjusted), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.

Entry · Margin of safety
52-week rangeMid-range
15% off the 12-month high

Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards

Why now
REIT - Industrial · market cap $1.9b. 15% off the 52-week high of $38.69. Revenue growing +19%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $36.60 (implying +11% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Dividend payout 302% of earnings on a 4.9% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 2% 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.
Horizon
1-3 yr $36.60 (12-analyst consensus) — fundamentals + valuation re-rating. 5 yr $53.59 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $79.50 if current growth sustains into durable earnings power.

Not enough history yet — the model records SMA's score after each daily run, and the chart appears once a few days have accumulated.

SMA at a glance

FINANCIAL STRENGTH · REITPROFITABILITY35VALUE70COVERED INCOME8967.7/100 on our peer scale — not the quality-growth score.
PRICE IN ITS 52-WEEK RANGE$32.8LOW $29.4HIGH $38.7Trading at the 37th percentile of its 52-week range ($29.4–$38.7).
ONE-YEAR MOVE VS ITS BETAFLATThis stock-6%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.

Same audited fundamentals as the score, unless a card says otherwise.

Analyst estimate revisions

30-day change+2.0%
90-day change+14.3%
Forward EPS estimate$0.62

Over the last 90 days, what analysts expect SMA to earn is materially higher (+14.3%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →

Shares to buy
60
Position size
$1,970
3.9% of portfolio
Stop price
$24.62
25% below $32.83
$ at risk if stopped
$492.45
budget $500.00 · 1% of portfolio

Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.

SmartStop Self Storage REIT, Inc. (SMA): score, valuation & FAQ

SmartStop Self Storage REIT, Inc. (SMA) is a REIT - Industrial company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.

Its strongest graded signals are Yield (B+) and Rev (B+).

Is SMA a good stock to buy?

Bull Rankings grades SMA on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by Yield (B+) and Rev (B+). A score is a quantitative screen of SmartStop Self Storage REIT, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

How does Bull Rankings grade SMA?

As a bank, insurer or REIT, SMA isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on Yield (B+) and Rev (B+).

Is SMA overvalued or undervalued?

We don't publish a discounted-cash-flow value for SMA, and not because the business is unprofitable. For a lender, insurer or property trust, "free cash flow" measures balance-sheet growth rather than owner earnings — loan originations and repayments run through operating cash flow — so discounting it would produce a confident-looking number with nothing behind it. SMA is judged on book value, return on equity and income cover instead, which is what the financial-strength card shows.

What are the main risks of investing in SMA?

Dividend payout 302% of earnings on a 4.9% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 2% 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.

New to these metrics? See the guides and the methodology.

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