CUBE vs PLD
CubeSmart and Prologis, both Real Estate
Prologis is the larger company at $132B against $9.3B. On trailing earnings CUBE is the cheaper of the two at a P/E of 26.6 against 32.6, a gap that is only a bargain if the two are growing at similar rates. Over the past year PLD returned +15% against -1.5% for CUBE.
| Figure | CUBE | PLD |
|---|---|---|
| Last close | $37.96 | $130 |
| Market cap | $9.3B | $132B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 26.6 | 32.6 |
| Dividend yield | 5.6% | n/a |
| 1-year return | -1.5% | +15% |
| 5-year return | -11% | +13% |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
CubeSmart
Revenue of $282M in Q1 2026, net income $83M. Its largest reported line is Real Estate Other, 77% of the disclosed total.
Prologis
Revenue of $2.3B in Q1 2026, net income $982M. Its largest reported line is Europe, 40% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.