SmartStop Self Storage REIT, Inc. SMA R2KR3K
Company Overview
SmartStop Self Storage REIT, Inc. is a self-managed REIT with a fully integrated operations team of more than 1,000 self-storage professionals focused on growing the SmartStop Self Storage brand. SmartStop, through its indirect subsidiary, SmartStop REIT Advisors, LLC, also sponsors other self-storage programs and, through its managed platform, offers third-party management services in the U.S. and Canada. As of July 20, 2026, SmartStop has an owned or managed portfolio of 460 operating properties in 36 states, Washington, D.C., and Canada, comprising over 275,000 units and more than 35 million rentable square feet. SmartStop and its affiliates own or manage 52 operating self-storage properties across four provinces in Canada, which total approximately 46,000 units and 4.6 million rentable square feet. SmartStop Self Storage REIT, Inc. was established on January 08, 2013, and is based in Ladera Ranch, United States. SmartStop Self Storage REIT, Inc. was incorporated in Maryland.
Why Investors Should Care
Revenue has grown at a 20.8% CAGR over the past five years.
Operating margin of 23.9% supports profitability.
Offers a dividend yield of 4.64%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $281.14M (+18.6% YoY); net profit $-1.55M.
- Trailing 12 Months Year-on-year growth — revenue +11.4%.
- 5-Year Trend Long-term compounding — revenue CAGR 20.8%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 20.75% |
| 1 Year: | 11.40% |
Stock Price Performance
| 1 Year: | -2.98% |
| 6 Months: | +5.04% |
| 3 Months: | +6.70% |
| 1 Month: | -5.06% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)40.39 · Neutral
P/E of 101.81 is above the sector median of 24.38 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 20.8% over 5 years.
- Attractive dividend yield of 4.64%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading at a high P/E of 101.8.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Real Estate).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SMA SmartStop Self Storage REIT, Inc. R2KR3K | 32.58 | 101.81 | $1.80B | 4.64% | 2.56% | 2.40% | 20.75% | - |
| 2 | WELL Welltower Inc. SPXR3K | 236.17 | 106.38 | $170.18B | 1.44% | 0.54% | 3.84% | 22.26% | 11.10% |
| 3 | PLD Prologis, Inc. SPXR3K | 137.34 | 30.59 | $130.52B | 3.08% | - | 7.75% | 16.83% | 39.42% |
| 4 | EQIX Equinix, Inc. SPXR3K | 1,035.98 | 66.49 | $102.22B | 1.96% | 5.42% | 10.73% | 17.43% | 17.11% |
| 5 | AMT American Tower Corporation SPXR3K | 175.85 | 28.36 | $81.94B | 4.08% | 8.76% | 33.91% | 12.41% | 25.08% |
| 6 | DLR Digital Realty Trust, Inc. SPXR3K | 188.39 | 241.53 | $69.71B | 2.44% | - | 2.91% | 15.18% | 18.41% |
| 7 | SPG Simon Property Group, Inc. SPXR3K | 209.44 | 14.57 | $67.92B | 3.97% | - | 113.59% | 3.14% | 14.02% |
| 8 | O Realty Income Corporation SPXR3K | 61.25 | 44.71 | $57.95B | 5.21% | - | 3.23% | 24.73% | 13.04% |
| 9 | PSA Public Storage SPXR3K | 302.01 | 28.74 | $56.40B | 3.67% | - | 21.93% | 5.67% | 7.85% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | 18.94M | 19.80M | - | 19.43M | 20.05M | 20.31M | - | 23.88M | 25.98M | 29.59M | - | 30.30M | 29.47M | 31.36M | - | 34.56M | 42.25M | 44.94M | 47.98M | 51.79M | 56.45M | 57.14M | 59.59M | 58.70M | 57.04M | 59.16M | 60.16M | 65.45M | 66.82M | 70.43M | 78.31M | 79.28M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 37.15M | 39.31M | 39.00M | 41.98M | 39.62M | 42.87M | 44.88M | 47.65M |
| Operating Income | -1.12M | -935.47K | -97.62K | -3.81M | -8.91M | -1.30M | -891.08K | -552.14K | 991.76K | 741.74K | 2.39M | 3.86M | 3.44M | 4.48M | 4.38M | 1.95M | 768.91K | 1.81M | 7.06M | -31.07M | 1.97M | 4.37M | 3.59M | -2.69M | 6.93M | 10.18M | 11.57M | 25.05M | 12.90M | 16.90M | 18.61M | 18.14M | 16.00M | 17.68M | 17.70M | 17.24M | 10.26M | 12.78M | 16.23M | 17.88M |
| Net Income | -4.04M | -3.74M | -2.53M | -4.51M | -10.72M | -6.34M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -6.22M | -8.40M | - | 5.23M | 9.58M | 11.25M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -0.05 | -0.03 | 0.00 | 0.10 | -0.01 | -0.02 | 0.00 | -0.01 | -0.20 | -0.16 | -0.26 | -0.35 | -0.16 | 0.09 | - | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 465.35K | 17.91M | 45.17M | 76.11M | 80.41M | 109.53M | 124.02M | - | 212.64M | 232.99M | 237.01M | 281.14M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | 65.55M | 74.49M | 81.31M | 108.67M |
| Gross Profit | - | - | - | - | - | - | - | - | - | 147.09M | 158.50M | 155.69M | 172.47M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | 92.87M | 87.68M | 86.06M | 111.41M |
| Operating Income | 0 | -2.26M | -5.08M | -14.91M | 3.58M | 16.15M | 11.59M | -21.14M | - | 54.22M | 70.82M | 69.64M | 61.06M |
| EBITDA | - | - | - | - | - | - | - | - | - | 127.25M | 131.09M | 124.03M | 133.26M |
| Interest Expense | - | - | - | - | - | - | - | - | - | 41.51M | 61.80M | 72.33M | 59.90M |
| Pretax Income | - | - | - | - | - | - | - | - | - | 21.11M | 9.05M | -4.40M | 164.00K |
| Tax Provision | - | - | - | - | - | - | - | - | - | -555.00K | -2.60M | 1.48M | 1.90M |
| Net Income | 0 | -2.40M | -15.29M | -26.09M | -14.86M | -3.70M | -24.75M | -54.35M | - | 18.82M | 9.75M | -5.62M | -1.55M |
| Diluted EPS | - | - | - | - | - | - | - | -0.91 | - | 0.07 | -0.03 | -0.20 | -0.20 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Jan 2013 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 201.00K | 35.05M | 193.45M | 752.55M | 817.50M | 796.35M | 1.31B | 1.28B | - | 1.95B | 1.90B | 2.04B | 2.43B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | 46.04M | 53.43M | 29.30M | 59.37M |
| Cash & Equivalents | 0 | 201.00K | 6.53M | 28.10M | 14.99M | 7.36M | 10.27M | 62.28M | 72.71M | - | 39.49M | 45.08M | 23.11M | 54.22M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Total Liabilities | - | 0 | 18.57M | 26.37M | 331.21M | 410.06M | 418.87M | 775.80M | 785.29M | - | 1.11B | 1.13B | 1.37B | 1.15B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | 37.89M | 38.55M | 47.73M | 47.44M |
| Long Term Debt | - | - | - | 23.03M | 320.82M | - | - | - | - | - | 1.07B | 1.09B | 1.32B | 1.10B |
| Total Debt | - | - | - | - | - | - | - | - | - | - | 1.07B | 1.09B | 1.32B | 1.10B |
| Total Equity | 0 | 1.00K | 11.30M | 165.88M | 410.68M | 378.51M | 345.33M | 273.80M | 183.24M | - | 740.29M | 671.97M | 584.10M | 1.18B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | 30.30M | 24.22M | 24.01M | 55.36M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -874.47K | 19.94M | 18.36M | 9.77M | 26.77M | - | 87.91M | 73.19M | 64.03M | 84.97M |
| Investing Cash Flow | -508.38M | -57.55M | -3.18M | -347.78M | -28.96M | - | -205.15M | 262.00K | -180.94M | -380.75M |
| Financing Cash Flow | 498.94M | 31.28M | -12.54M | 392.22M | 13.74M | - | 120.07M | -66.10M | 94.82M | 325.23M |
| Capital Expenditure | - | - | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | 87.91M | 73.19M | 64.03M | 84.97M |
| Net Change in Cash | - | - | - | - | - | - | 2.83M | 7.35M | -22.09M | 29.44M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | 69.2% | 68.0% | 65.7% | 61.3% |
| Operating Margin % | - | -485.0% | -28.4% | -33.0% | 4.7% | 20.1% | 10.6% | -17.0% | - | 25.5% | 30.4% | 29.4% | 21.7% |
| Net Margin % | - | -515.0% | -85.4% | -57.8% | -19.5% | -4.6% | -22.6% | -43.8% | - | 8.9% | 4.2% | -2.4% | -0.6% |
| ROE % | 0.0% | -21.2% | -9.2% | -6.4% | -3.9% | -1.1% | -9.0% | -29.7% | - | 2.5% | 1.5% | -1.0% | -0.1% |
| ROCE % | - | - | - | - | - | - | - | - | - | 2.8% | 3.8% | 3.5% | 2.6% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 9.78% | 5.42M | $178.95M |
| 2 | Price (T.Rowe) Associates Inc | 9.52% | 5.27M | $174.14M |
| 3 | Principal Financial Group, Inc. | 5.79% | 3.21M | $105.92M |
| 4 | Vanguard Portfolio Management LLC | 5.24% | 2.90M | $95.80M |
| 5 | Goldman Sachs Group Inc | 4.96% | 2.74M | $90.69M |
| 6 | Vanguard Capital Management LLC | 4.28% | 2.37M | $78.21M |
| 7 | State Street Corporation | 4.05% | 2.24M | $74.16M |
| 8 | NORGES BANK | 2.94% | 1.63M | $53.87M |
| 9 | Geode Capital Management, LLC | 2.84% | 1.57M | $52.01M |
| 10 | CenterSquare Investment Management LLC | 2.56% | 1.42M | $46.78M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SMA
63,050 Shares in Smartstop Self Storage REIT Inc $SMA Purchased by Public Employees Retirement System of Ohio - marketbeat.com
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SMA — Frequently Asked Questions
What is the current share price of SmartStop Self Storage REIT, Inc. (SMA)?
As of 2026-09-07 16:24 PDT, SmartStop Self Storage REIT, Inc. (SMA) trades at $32.58 on NYSE. Its 52-week range is $29.04 to $37.12.
What is the market capitalisation of SMA?
SmartStop Self Storage REIT, Inc. (SMA) has a market capitalisation of $1.80B on NYSE.
What is the P/E ratio of SMA?
SMA trades at a trailing price-to-earnings (P/E) ratio of 101.81. The industry average P/E is 24.38. Its price-to-book (P/B) ratio is 1.63.
Does SMA pay a dividend?
SmartStop Self Storage REIT, Inc. (SMA) currently offers a dividend yield of 4.64%.
What is the return on equity (ROE) of SMA?
SMA has a return on equity (ROE) of 2.40%. Its return on capital employed (ROCE) is 2.56%.
Is SMA a good stock to buy?
This page provides a data-driven analysis of SmartStop Self Storage REIT, Inc. (SMA), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.