Added to YB: 2025-05-21
Pitch date: 2025-04-03
SMA [bullish]
SmartStop Self Storage REIT, Inc.
+10.9%
current return
Author Info
No bio for this author
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Company Info
N/A
Market Cap
$1.7B
Pitch Price
$30.36
Price Target
40.00 (+19%)
Dividend
N/A
EV/EBITDA
21.42
P/E
N/A
EV/Sales
N/A
Sector
Specialized REITs
Category
value
Show full summary:
SmartStop Self Storage REIT, Inc. - $SMA
SMA: Top-performing storage co trading at 7% cap vs peers' mid-5%, offering 20%+ upside. Strong SS performance (+2.4%/+1.0% 4Q24) vs competitors, benefiting from Toronto exposure (15% assets). Margin opportunity as NOI/EBITDA runs 600bps/1,200bps below peers. Risks: high SG&A, external PE management, IPO timing amid industry slowdown.
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