CubeSmart (CUBE) vs Prologis (PLD)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Prologis (PLD) has outperformed CubeSmart (CUBE) over the past year, gaining 9.8% versus a loss of 6.4%. Over five years, PLD leads with a -7.0% price change compared with -28.1% for CUBE. Prologis is the larger company by market cap ($123.75 billion vs $8.43 billion), about 14.7 times the size.
On valuation, CubeSmart trades at a lower forward P/E (23.2x vs 38.2x for Prologis). CubeSmart offers the higher dividend yield (5.67% vs 3.27%). Prologis converts more of its revenue into profit, with a net margin of 37.9% versus 29.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CUBE | PLD |
|---|---|---|
| Share price | $37.23 | $127.30 |
| Market cap | $8.43B | $123.75B |
| 1-day change | -1.40% | -1.07% |
| YTD return | +3.91% | -0.26% |
| 1-year return | -6.44% | +9.80% |
| 5-year return | -28.10% | -7.04% |
| P/E ratio (TTM) | 25.50 | 28.29 |
| Forward P/E | 23.24 | 38.19 |
| EPS (TTM) | $1.46 | $4.50 |
| Dividend yield | 5.67% | 3.27% |
| Annual dividend | $2.11 | $4.16 |
| Revenue (latest FY) | $1.12B | $8.79B |
| Revenue growth (YoY) | +5.33% | +7.18% |
| Net income (latest FY) | $331.32M | $3.33B |
| Gross margin | 68.71% | — |
| Operating margin | — | 49.58% |
| Net margin | 29.50% | 37.86% |
| 52-week high | $43.26 | $153.35 |
| 52-week low | $35.09 | $111.03 |
| Distance from 52-week high | -13.94% | -16.99% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +17.19% | +24.30% |
| Average volume | 2.37M | 4.07M |
| Shares outstanding | 225.16M | 950.33M |
| Employees | 3,121 | 2,802 |
| Sector | Real Estate | Real Estate |
| Industry | REIT - Industrial | REIT - Industrial |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Prologis is about 14.7 times larger than CubeSmart by market value ($123.75B vs $8.43B).
- PLD has outperformed CUBE by 16.2 percentage points over the past year.
- CubeSmart offers a meaningfully higher dividend yield (5.67% vs 3.27%).
- Prologis is more profitable, keeping 37.9 cents of every revenue dollar as net income versus 29.5 cents for CubeSmart.
About CubeSmart
CUBE stock →CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and, in most locations, climate-controlled storage space for residential and commercial customers.
Real Estate · REIT - Industrial · 3,121 employees
About Prologis
PLD stock →Prologis, Inc. don't just lead the industry, they define it.
Real Estate · REIT - Industrial · 2,802 employees
CUBE vs PLD FAQ
Which is bigger, CubeSmart or Prologis?
Prologis (PLD) is larger, with a market capitalization of $123.75B compared with $8.43B for CubeSmart (CUBE).
Which stock has performed better over the past year, CUBE or PLD?
PLD returned +9.80% over the past 12 months, compared with -6.44% for CUBE (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CUBE or PLD?
CUBE has the lower trailing P/E at 25.5, versus 28.3 for PLD. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, CubeSmart or Prologis?
CubeSmart has the higher yield at 5.67%, compared with 3.27% for Prologis.
Are CubeSmart and Prologis in the same industry?
Yes. Both are classified in the REIT - Industrial industry within the Real Estate sector.