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SmartStop Self Storage REIT, Inc.

SMA

$34.35 ▼ -0.12 (-0.33%) at close

14 Visible periods

32 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Weak

Moderately Bearish

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Analytical Summary

SmartStop Self Storage REIT, Inc. faces fundamental challenges with weakness in Profit Margin (%). Investors should exercise caution and monitor for improvement in key metrics.

Market Cap —

Dividend Yield —

Revenue Growth 18.6% ↗

Op. Margin 21.0% ↘

ROIC None

FCF / Share None

Trailing P/E —

Price / Book 1.6x

FCF Yield —

Debt / Equity —

info Valuation on last close. End-of-day price, Aug 7, 2026.

14-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$281.14M

↑ +18.6% —

Net Income Profit after all expenses

$-8.76M

↑ +52.3% —

Operating Margin Operating profit as % of sales

21.0%

↓ -28.0% 77th

Long-Term Debt Long-term obligations

$320.82M

↑ +1293.1% —

trending_up

Bullish Indicators

Operating Margin (%)Operating Margin (%) is in the top quartile

warning

Bearish Risks

Profit Margin (%)Profit Margin (%) is in the bottom quartile

Health Breakdown

Profitability ↑

Returns ↑

Dividend History

Dividend / share · sourced from SEC filings

$0.60 Latest / share

+0.0% YoY

+0.0% 2-yr CAGR

$0.60

FY 2014

FY 2015

$0.60

FY 2016

FY 2017

FY 2018

FY 2019

FY 2020

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Financial view

Statement lens

Choose the reporting cadence, isolate a period range, or search directly for a metric.

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📈 Is growth accelerating? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
Revenue Growth YoY (%)	18.6% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+272%)	1.7% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-66%)	9.6% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+91%)	26.0% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+420%)	36.1% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+621%)	13.2% Good ↓ Good Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+165%)	36.2% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+624%)	5.7% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+13%)	67.5% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+1251%)	153.7% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+2974%)	3747.8% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+74857%)	—	—	—
Net Income Growth YoY (%)	52.3% Excellent Excellent Year-over-year change in net income	N/M	-46.3% Weak ↓ Weak Declining Year-over-year change in net income	N/M	61.8% Excellent ↑ Excellent Improving Year-over-year change in net income	-104.0% Weak ↑ Weak Improving Year-over-year change in net income	-574.5% Weak ↓ Weak Declining Year-over-year change in net income	75.2% Excellent ↑ Excellent Improving Year-over-year change in net income	42.6% Excellent ↑ Excellent Improving Year-over-year change in net income	-192.1% Weak Weak Year-over-year change in net income	-273.0% Weak Weak Year-over-year change in net income	—	—	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	9.8% Fair ↓ Fair Declining Compound annual revenue growth over 3 years	12.0% Good ↓ Good Declining Compound annual revenue growth over 3 years	23.4% Excellent → Excellent Stable Compound annual revenue growth over 3 years	24.8% Excellent ↓ Excellent Declining Compound annual revenue growth over 3 years	28.0% Excellent ↓ Excellent Declining Compound annual revenue growth over 3 years	17.7% Excellent ↓ Excellent Declining Compound annual revenue growth over 3 years	34.1% Excellent ↓ Excellent Declining Compound annual revenue growth over 3 years	65.0% Excellent Excellent Compound annual revenue growth over 3 years	446.9% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—	—	—
Revenue CAGR 5Y (%)	17.8% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	16.7% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	23.7% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	22.8% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	30.0% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	47.3% Excellent Excellent Compound annual revenue growth over 5 years	198.1% Excellent Excellent Compound annual revenue growth over 5 years	—	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
Operating Margin (%) (%)	21.0% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-30%)	29.2% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	30.3% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	31.0% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	9.8% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-67%)	-17.0% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-157%)	10.6% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-65%)	20.1% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-33%)	4.7% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-84%)	-32.8% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-209%)	-28.4% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-195%)	-485.0% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1717%)	—	—
Effective Tax Rate (%) (%)	1159.1% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-33.7% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	-28.7% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	-2.6% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—	—	—	—	—	—	—
Profit Margin (%) (%)	-3.1% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-112%)	-7.8% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-131%)	5.0% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-80%)	10.2% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-59%)	-11.6% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-146%)	-41.3% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-265%)	-22.9% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-192%)	-4.6% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-119%)	-19.7% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-179%)	-57.5% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-330%)	-49.9% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-300%)	—	—	—
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
Return on Invested Capital (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Capital (%) (%)	2.4% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	3.4% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	3.7% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	3.4% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-1.6% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.9% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	2.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.4% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-2.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-2.6% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-6.4% Weak Weak Operating profit relative to total assets Optimal: > 10%	0.0% Weak Weak Operating profit relative to total assets Optimal: > 10%	—
Return on Common Equity (%) (%)	-0.7% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-109%)	-5.6% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-171%)	2.9% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-64%)	4.6% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-42%)	-5.7% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-171%)	-27.9% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-449%)	-9.2% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-215%)	-1.1% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-113%)	-4.0% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-149%)	-6.4% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-179%)	-5.4% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-167%)	-21.2% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-365%)	0.0% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-100%)	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
Debt to Equity (x)	—	—	—	—	—	—	—	—	—	0.78x Fair Fair Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-22%)	0.14x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-86%)	—	—	—
Interest Coverage (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Debt (USD)	$-54.22M	$-23.11M	$-45.08M	$-39.49M	$-37.25M	$-72.71M	$-62.28M	$-10.27M	$-7.36M	$305.83M	$-5.07M	$-6.53M	$-201.00K	$0.00
Debt / EBITDA (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📊 What does each share earn? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
Revenue per Share (USD)	—	—	—	—	$2.12	—	—	—	—	—	—	—	—	—
Basic EPS, GAAP (USD)	—	—	$-0.03	$0.07	$-0.37	—	—	—	—	—	—	—	—	—
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Dividend per Share (USD)	—	—	—	—	—	—	—	—	—	$0.60	—	$0.60	—	—
Book Value per Share (USD)	$21.32	—	—	—	$4.31	—	—	—	—	—	—	$6.40	—	—
Tangible Book Value per Share (USD)	$20.06	—	—	—	$3.64	—	—	—	—	—	—	$6.40	—	—
Basic Weighted Avg Shares (shares)	—	—	—	—	79.44M	—	—	—	—	—	—	—	—	—

🏦 How resilient is the balance sheet? 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
LT Debt (USD)	—	—	—	—	—	—	—	—	—	$320.82M	$23.03M	—	—	—
Total Equity (USD)	$1.18B	$325.70M	$404.34M	$467.36M	$342.73M	$183.24M	$273.80M	$345.33M	$378.51M	$410.68M	$165.88M	$11.30M	$1.00K	—

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
Sales/Revenue/Turnover (USD)	$281.14M	$237.01M	$232.99M	$212.64M	$168.76M	$124.02M	$109.53M	$80.41M	$76.11M	$45.43M	$17.91M	$465.35K	$0.00	—
Depreciation Expense (USD)	$63.23M	$55.17M	$53.64M	$49.42M	$40.95M	$32.29M	$29.61M	$20.38M	$19.94M	$11.21M	$3.97M	$257.02K	$0.00	—
Net Income, GAAP (USD)	$-8.76M	$-18.38M	$11.65M	$21.67M	$-19.56M	$-51.21M	$-25.10M	$-3.72M	$-14.99M	$-26.10M	$-8.94M	$-2.40M	$0.00	—
Operating Cash Flow (USD)	$84.97M	$64.03M	$73.19M	$87.91M	$58.76M	$26.77M	$9.77M	$18.36M	$19.94M	—	—	—	—	—

🏛️ Sector-Specific 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Jun 28, 2019 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Jan 7, 2013 10-K ↗
FFO (approx.) (USD)	$64.44M	$37.73M	$71.88M	$86.29M	$33.80M	$-9.14M	$16.00M	$19.08M	$18.47M	$-4.03M	$172.86K	$-2.14M	$0.00	—
FFO per Share (approx.) (USD)	—	—	—	—	$0.43	—	—	—	—	—	—	—	—	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 14 years · 54 quarters

SmartStop Self Storage REIT, Inc.

Analytical Summary

14-Year Financial Trajectory

Bullish Indicators

Bearish Risks

Health Breakdown

Dividend History

Statement lens

Benchmark Lens

Signals

Percentile Rankings

Peer Comparison

Compare SMA with peers