Evaluating SmartStop Self Storage REIT (SMA) Valuation Following Recent Decline in Share Price
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 20 2025
0mins
Should l Buy SMA?
Source: Yahoo Finance
Stock Performance: SmartStop Self Storage REIT's share price has declined to $31.38, reflecting a 15.3% drop over the past 90 days, despite ongoing growth in its underlying business.
Valuation Insights: The company's price-to-sales ratio stands at 6.8, slightly below its peers, but still appears rich compared to an estimated fair value of 4.7, suggesting potential overvaluation.
DCF Analysis: A discounted cash flow model indicates that SmartStop shares could be undervalued by approximately 39%, with a fair value estimated at $51.33, raising questions about market expectations.
Investment Considerations: Investors are encouraged to explore other undervalued stocks and sectors, as SmartStop may only represent one opportunity in a broader investment strategy.
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Analyst Views on SMA
Wall Street analysts forecast SMA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SMA is 39.57 USD with a low forecast of 35.00 USD and a high forecast of 41.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
0 Hold
1 Sell
Moderate Buy
Current: 31.750
Low
35.00
Averages
39.57
High
41.00
Current: 31.750
Low
35.00
Averages
39.57
High
41.00
About SMA
SmartStop Self Storage REIT, Inc. is a self-managed REIT with a fully integrated operations team of more than 1000 self-storage professionals focused on growing the SmartStop Self Storage brand. The Company is focused on the acquisition, ownership and operation of self-storage properties located primarily within the top 100 metropolitan statistical areas (MSAs) throughout the United States and Canada. The Company's segments include self storage operations and the Managed REIT Platform business. The Company, through its indirect subsidiary, SmartStop REIT Advisors, LLC, also sponsors other self-storage programs. It owns or manages more than 460 operating properties in 35 states, Washington D.C., and Canada, comprising over 270,000 units and 35 million rentable square feet. The Company and its affiliates own or manage 49 operating self-storage properties across four provinces in Canada, which total approximately 42,200 units and 4.3 million rentable square feet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SmartStop CEO to Speak at KeyBanc Self Storage Investor Forum on January 8, 2026
- Executive Appearance: SmartStop's Founder and CEO H. Michael Schwartz will speak at the KeyBanc Self Storage Investor Forum on January 8, 2026, discussing the implications of going public and future directions, which is expected to draw significant investor interest.
- Industry Impact: This forum provides SmartStop with an opportunity to showcase its self-storage business and market strategies, enhancing the company's visibility and influence in an increasingly competitive self-storage market.
- Market Positioning: SmartStop currently owns and manages over 460 operating properties in the U.S. and Canada, comprising approximately 270,000 units and over 35 million rentable square feet, demonstrating its strong market position in the self-storage industry.
- Future Development: By participating in such high-profile investment forums, SmartStop can attract potential investors and lay the groundwork for future capital operations and market expansion, further driving the company's long-term growth strategy.
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SmartStop CEO H. Michael Schwartz to Speak at KeyBanc Self Storage Investor Forum
- Executive Appearance: SmartStop Self Storage REIT's Founder and CEO H. Michael Schwartz will speak at the KeyBanc Self Storage Investor Forum on January 8, 2026, discussing the implications of going public and future directions, which is expected to attract significant investor interest.
- Industry Impact: This forum provides SmartStop with an opportunity to showcase its self-storage brand and market strategies, further enhancing the company's visibility and influence within the self-storage sector, particularly in the U.S. and Canada.
- Investor Engagement: Schwartz's discussion will delve into the timing of the company's IPO and future plans, aiming to strengthen engagement with investors and promote understanding of the company's long-term growth potential.
- Market Positioning: SmartStop currently operates over 460 properties in the U.S. and Canada, offering approximately 270,000 units and more than 35 million rentable square feet, demonstrating its strong presence and expansion potential in the self-storage market.
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- Market Potential: The site is located about nine miles north of downtown Toronto, with an estimated 1 million residents living within a five-mile radius, highlighting the area's high population density and limited supply of self-storage facilities, creating significant barriers to entry for new competitors.
- Development Plans: The new facility will feature approximately 1,100 climate-controlled units, with construction set to begin in Q4 2026 and a planned soft opening in Q4 2027, designed to capture unmet demand and drive long-term growth.
- Strategic Partnership: The collaboration with SmartCentres on this project underscores SmartStop's commitment to disciplined growth in supply-constrained, top-tier urban markets while creating long-term value in a high-growth environment.
See More
SmartStop CEO to Speak at KeyBanc Self Storage Investor Forum on January 8, 2026
- Executive Appearance: SmartStop's Founder and CEO H. Michael Schwartz will speak at the KeyBanc Self Storage Investor Forum on January 8, 2026, discussing the implications of going public and future directions, which is expected to draw significant investor interest.
- Industry Impact: This forum provides SmartStop with an opportunity to showcase its self-storage business and market strategies, enhancing the company's visibility and influence in an increasingly competitive self-storage market.
- Market Positioning: SmartStop currently owns and manages over 460 operating properties in the U.S. and Canada, comprising approximately 270,000 units and over 35 million rentable square feet, demonstrating its strong market position in the self-storage industry.
- Future Development: By participating in such high-profile investment forums, SmartStop can attract potential investors and lay the groundwork for future capital operations and market expansion, further driving the company's long-term growth strategy.
See More
SmartStop CEO H. Michael Schwartz to Speak at KeyBanc Self Storage Investor Forum
- Executive Appearance: SmartStop Self Storage REIT's Founder and CEO H. Michael Schwartz will speak at the KeyBanc Self Storage Investor Forum on January 8, 2026, discussing the implications of going public and future directions, which is expected to attract significant investor interest.
- Industry Impact: This forum provides SmartStop with an opportunity to showcase its self-storage brand and market strategies, further enhancing the company's visibility and influence within the self-storage sector, particularly in the U.S. and Canada.
- Investor Engagement: Schwartz's discussion will delve into the timing of the company's IPO and future plans, aiming to strengthen engagement with investors and promote understanding of the company's long-term growth potential.
- Market Positioning: SmartStop currently operates over 460 properties in the U.S. and Canada, offering approximately 270,000 units and more than 35 million rentable square feet, demonstrating its strong presence and expansion potential in the self-storage market.
See More
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- Valuation Potential: Eagle Bancorp is currently trading at $21.42, significantly below its fair value of $31.99, indicating a potential upside of 33%, and despite a net loss of $67.51 million in Q3 2025, its strong fundamentals continue to attract investor interest.
- Revenue Growth Outlook: The company is projected to achieve an annual revenue growth rate of 42.3% over the next three years, significantly outpacing the broader U.S. market's growth rate of 10.5%, which will aid in restoring profitability in a competitive banking landscape.
- Bad Debt Risk: Although facing a high bad loans ratio of 8.8% that could impact future profitability, the robust revenue growth and earnings outlook still provide confidence to investors, indicating the company is actively addressing challenges.
- Market Positioning: As a bank holding company with a market cap of $640.83 million, Eagle Bancorp focuses on commercial and consumer banking services in the U.S., and it is expected to enhance its competitive edge through operational optimization and improved service quality.
See More
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- Market Strength: As of the end of 2025, the U.S. stock market is notably strong, with the S&P 500 reaching all-time highs, reflecting investor confidence amid rising precious metal prices and stable Treasury yields.
- Pinnacle Financial Overview: Pinnacle Financial Partners has a market cap of $7.79 billion and generates $1.89 billion in annual revenue, with earnings and revenue expected to grow significantly over the next three years, despite a low forecasted return on equity of 11.3%.
- M&A Impact: The recent regulatory approval for Pinnacle's merger with Synovus Financial Corp is expected to positively influence future performance, with integration efforts projected to be completed by 2027, enhancing market competitiveness.
- Other Undervalued Stocks: In the U.S. market, companies like Zymeworks, UMB Financial, and Sportradar show significant undervaluation potential, with estimated discounts ranging from 48% to 49%, attracting investor interest.
See More
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- Dycom Future Outlook: Dycom Industries is trading at $348.4, below its estimated fair value of $452.77, reflecting a 23.1% undervaluation; despite high debt levels, earnings grew by 32.7% over the past year, with an expected annual growth rate of 18.1%, surpassing the market average.
- FIS Financial Health: Fidelity National Information Services is priced at $67.17, significantly below its fair value of $114.18, highlighting a 41.2% undervaluation; despite a decline in profit margins to 1.7%, earnings are forecasted to grow at 47.6% annually, far exceeding the market average.
- Market Opportunities: In a robust market where the Dow Jones and S&P 500 have reached new highs, investors are actively seeking undervalued stocks, with Workday, Dycom, and FIS presenting significant potential for substantial returns.
See More
SmartStop Acquires 1.78-Acre Toronto Land for Class A Self-Storage Facility
- Land Acquisition: SmartStop has acquired a 1.78-acre parcel in Toronto for the planned development of a Class A self-storage facility totaling approximately 100,000 square feet, aimed at addressing strong demand for modern storage solutions and further solidifying its market position.
- Market Potential: The site is located about nine miles north of downtown Toronto, with an estimated 1 million residents living within a five-mile radius, highlighting the area's high population density and limited supply of self-storage facilities, creating significant barriers to entry for new competitors.
- Development Plans: The new facility will feature approximately 1,100 climate-controlled units, with construction set to begin in Q4 2026 and a planned soft opening in Q4 2027, designed to capture unmet demand and drive long-term growth.
- Strategic Partnership: The collaboration with SmartCentres on this project underscores SmartStop's commitment to disciplined growth in supply-constrained, top-tier urban markets while creating long-term value in a high-growth environment.
See More
