NYSE · REIT - Specialty

SMA (SMA) Stock

$33.68 +0.18% NYSE: SMA Real Estate

Valuation

MetricValue
Price$33.68
Market Cap$1.86B
P/E Ratio101.02
P/B Ratio1.53
P/S Ratio8.70
EPS (TTM)$0.54
52-Week High$39.77
52-Week Low$29.41
Dividend Yield4.95%

Financials & Margins

MetricValue
ROE1.50%
ROA1.56%
ROCE4.61%
Gross Margin14.54%
Operating Margin23.91%
Net Margin8.77%
Debt/Equity0.94
Current Ratio0.00

Annual Financials (USD)

Metric20212022202320242025
Revenue$169.0M$206.0M$233.0M$237.0M$281.0M
Operating Profit$17.0M$66.0M$71.0M$69.0M$59.0M
Net Profit$-17.0M$19.0M$10.0M$-6.0M$-2.0M
EPS$-0.37$0.07$-0.03$-0.19$-0.20
Op Margin9.8%31.9%30.3%29.2%21.0%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$1.6B$1.9B$1.9B$2.0B$2.4B
Total Liabilities$943.0M$1.1B$1.1B$1.4B$1.2B
Cash$37.0M$39.0M$45.0M$23.0M$59.0M
Borrowings$874.0M$1.1B$1.1B$1.3B$1.1B

Latest News

SmartStop Self Storage REIT, Inc. Adds Inaugural Canadian Managed Facility to its Third-Party Management Platform Business Wire · Jul 20, 2026 Strategic Storage Trust VI, Inc. and Strategic Storage Growth Trust III, Inc. to Combine in All-Stock Merger Business Wire · Jul 14, 2026 KBRA Affirms SmartStop OP, L.P. BBB Issuer and Senior Note Ratings; Stable Outlook Business Wire · Jul 10, 2026 SmartStop Self Storage REIT Announces the Date of Its Second Quarter 2026 Earnings Release, Conference Call and Webcast Business Wire · Jul 7, 2026 Strategic Storage Growth Trust III, Inc. Opens First Greater Montréal Self-Storage Facility, with Class A Laval Property Business Wire · Jun 29, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$59.0M$88.0M$73.0M$64.0M$85.0M
Investing Cash Flow$-120.0M$-205.0M$0$-181.0M$-381.0M
Financing Cash Flow$-20.0M$-14.0M$-29.0M$-53.0M$-295.0M
Net Cash Flow$-36.0M$1.0M$7.0M$-24.0M$30.0M
Free Cash Flow$59.0M$88.0M$73.0M$64.0M$85.0M

Valuation & Return Ratios

MetricValue
PEG Ratio139.37
EV / EBITDA22.07
FCF Yield7.67%
Quick Ratio0.00
Interest Coverage0.98
Return 1Y-4.77%
Return 3Y—
Return 5Y—

Ownership

Insiders Held0.42%
Institutions Held98.31%
Institutions Float Held98.72%
Institutional HolderSharesReport Date
Price (T.Rowe) Associates Inc5,969,5432026-03-31
Blackrock Inc.5,142,3102026-03-31
Goldman Sachs Group Inc3,427,7272026-03-31
Vanguard Portfolio Management LLC2,787,6522026-03-31
Principal Financial Group, Inc.2,596,1332026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
DHCDiversified Healthcare Trust $8.93 +0.22% -6.72 $2.16B 0.45%
FARCXNuveen Real Estate Securities Fund Class I $16.85 +0.48% — $811.98M 2.52%
MGLAXMFS Global Real Estate Fund Class A $17.98 +0.56% 22.16 $2.15B 2.66%
PURZXPGIM Global Real Estate Z $23.28 +0.26% 25.05 $2.36B 0.00%
REACXAmerican Century Real Estate Fund Investor Class $29.58 +0.54% 33.03 $516.75M 2.23%

About SMA

SMA is led by CEO H. Michael Schwartz, employs 560 people, headquartered in US, publicly traded since 2025.

SMA stock trades at $33.68 with a market capitalization of $1.86B. The stock is valued at a price-to-earnings (P/E) ratio of 101.02, price-to-book of 1.53, price-to-sales of 8.70. Over the past 52 weeks the stock has ranged between $29.41 and $39.77, and currently trades 15.3% below its 52-week high. It pays a dividend yielding 4.95%.

On profitability, SMA generates a return on equity (ROE) of 1.50%, return on capital employed of 4.61%, an operating margin of 23.91%, a net profit margin of 8.77%.

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