SmartStop Self Storage REIT, Inc.

SMA

SmartStop Self Storage REIT, Inc.

SMA

Insider Sentiment (TTM):

Last Purchase:2025-11-17Last Sale:2026-06-16Shares Purchased (TTM):6,850Shares Sold (TTM):2,158

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:43,230,871Shares Outstanding:55,237,360Institutional Ownership Pct.:78.26%

Earnings Market Reaction:

Filing Date:2026-08-07Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Redeemable Common Stock	-	-	0	0	-65	65	62	-7	-3	68	71	-1
Common Stock	-	0	0	0	9	22	2	-7	43	22	-	-
Common Class A	-	0	0	-0	9	22	0	22	-22	22	89	-0
Common Class T	-	0	3	-2	2	0	0	0	2	0	0	0
Assets
Real Estate Investment Pr…
Land	539	540	541	539	524	498	481	438	432	430	431	430
Buildings And Improvements Gross	1,799	1,781	1,783	1,770	1,706	1,582	1,516	1,443	1,405	1,399	1,402	1,397
Land Improvements	106	103	103	102	100	96	95	93	93	92	92	91
Real Estate Investment Property At Cost	2,444	2,424	2,427	2,410	2,330	2,176	2,091	1,974	1,930	1,921	1,925	1,919
Real Estate Investment Property Accumulated Deprec…	-396	-382	-366	-350	-337	-320	-305	-294	-281	-268	-256	-242
Development In Process	8	8	6	8	7	6	10	8	9	8	6	6
Real Estate Investments	2,056	2,050	2,067	2,068	2,001	1,862	1,796	1,688	1,658	1,661	1,675	1,683
Cash And Cash Equivalents At Carrying Value	38	38	54	48	38	35	23	37	35	39	45	34
Restricted Cash	6	6	5	6	5	5	6	8	7	7	8	10
Investments In Affiliates Subsidiaries Associates …	152	156	131	111	105	56	58	55	40	36	34	34
Deferred Income Tax Assets Net	3	3	3	4	5	4	4	5	5	5	4	-
Other Assets	41	24	27	25	21	29	34	22	18	24	22	23
Finite Lived Intangible Assets Net	13	15	18	13	13	8	7	3	2	1	1	2
Indefinite Lived Trademarks	16	16	16	16	16	16	16	16	16	16	16	16
Goodwill	70	70	70	54	54	54	54	54	54	54	54	54
Assets	2,438	2,421	2,432	2,391	2,303	2,114	2,042	1,937	1,878	1,886	1,896	1,891
Liabilities And Stockhold…
Debt And Capital Lease Obligations	1,120	1,093	1,098	1,042	950	1,406	1,317	1,180	1,107	1,093	1,087	1,055
Accounts Payable And Other Accrued Liabilities	44	45	39	45	35	42	38	56	39	38	29	41
Other Liabilities	-	-	0	0	0	0	0	0	0	0	0	0
Dividends Payable Current And Noncurrent	8	9	9	9	8	10	9	9	9	9	9	9
Deferred Income Tax Liabilities Net	6	7	7	6	6	6	6	6	6	6	6	6
Liabilities	1,179	1,153	1,152	1,102	1,000	1,464	1,371	1,251	1,161	1,147	1,132	1,111
Preferred Stock Value	-	0	-	-	-	-	-	-	-	-	-	-
Stockholders Equity
Common Stock Value	0	-	-	-	-	-	-	-	-	-	-	-
Additional Paid In Capital Common Stock	1,837	1,837	1,837	1,840	1,837	895	895	895	895	895	895	895
Accumulated Distributions In Excess Of Net Income	-507	-485	-463	-441	-419	-396	-382	-368	-353	-339	-324	-310
Retained Earnings Accumulated Deficit	-174	-185	-194	-197	-202	-194	-186	-182	-176	-172	-167	-166
Accumulated Other Comprehensive Income Loss Net Of…	-0	0	1	0	1	-2	-2	-2	-0	0	1	2
Stockholders Equity	1,259	1,269	1,180	1,202	1,217	303	326	344	366	385	496	514
Partners Capital Attributable To Noncontrolling In…	103	101	100	87	86	85	86	87	89	90	91	93
Other Minority Interests	-	-	0	0	0	0	0	0	0	0	0	0
Minority Interest	103	101	100	87	86	85	87	88	89	90	92	93
Liabilities And Stockholders Equity	2,438	2,421	2,432	2,391	2,303	2,114	2,042	1,937	1,878	1,886	1,896	1,891
Series A Convertible Preferred Stock	-	-	0	0	0	0	0	0	-	0	0	0
Preferred Stock	-	0	0	0	-196	196	0	0	0	196	0	0
Common Stock Par Or Stated Value Per Share	0.001	0.001	0.001	0.001	0.001	0.001	0.001	-	-	-	-	-
Common Stock Shares Authorized	175	141	141	141	175	565	0	-	-	-	-	-
Common Stock Shares Issued	55	55	55	31	31	0	0	-	-	-	-	-
Shares Outstanding	55	55	55	31	31	0	0	-	-	-	-	-

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-3.61%	3.15%	7.59%	-	-	-	-	-	-	-	-	-
2025	0.32%	-1.03%	-0.22%	7.49%	9.00%	12.26%	-3.92%	-7.33%	-5.74%	-9.12%	-0.02%	-10.34%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Leverage & Debt
Interest Coverage TTM	1.26	1.14	0.99	0.88	0.87	0.91	0.96	0.99	1.04	1.10	1.14	1.19
Per Share Metrics
Diluted EPS TTM	-	0.24	-0.04	-0.05	-0.26	-0.28	-0.24	-0.69	-0.45	-0.25	-0.12	0.33
Free Cash Flow Per Share TTM	-0.37	-2.26	-4.63	-6.33	-5.48	-7.36	-3.83	1.76	1.38	2.32	2.60	2.94
Dividend Per Share TTM	1.60	1.55	1.58	1.15	0.92	1.64	1.55	1.47	1.44	1.43	1.83	1.92
Margin Metrics
Gross Profit Margin TTM	82.67%	69.90%	69.28%	68.49%	69.28%	70.10%	70.18%	70.35%	70.99%	71.57%	71.95%	71.95%
Operating Profit Margin TTM	21.44%	19.76%	21.02%	22.07%	24.91%	28.71%	29.21%	29.22%	29.59%	29.94%	30.31%	30.19%
Net Profit Margin TTM	10.74%	4.52%	-0.62%	-1.10%	-5.67%	-2.73%	-2.48%	-7.08%	-4.73%	-2.58%	-1.18%	3.41%
Growth Metrics
Net Revenue Growth (1Y)	21.10%	19.80%	18.62%	12.57%	8.86%	5.37%	1.72%	0.90%	1.25%	5.01%	9.57%	14.08%
Net Income Growth (1Y)	-329.26%	-298.58%	-70.49%	-82.47%	30.61%	11.51%	114.38%	-309.50%	-251.02%	-135.30%	-112.67%	-12.14%
EPS Growth (1Y)	-325.33%	-186.35%	-84.94%	-92.33%	-41.93%	12.39%	96.95%	-310.29%	-251.08%	-135.29%	-111.98%	-19.52%
Valuation Metrics
P/E TTM	54.47	123.73	-818.24	-684.86	-130.34	-	-	-	-	-	-	-
P/B TTM	1.42	1.30	1.11	1.66	1.54	-	-	-	-	-	-	-
P/S TTM	5.85	5.60	5.06	7.55	7.39	-	-	-	-	-	-	-
Market Cap	1.79B	1.65B	1.42B	1.99B	1.87B	-	-	-	-	-	-	-
Enterprise Value	1.75B	1.61B	1.37B	1.94B	1.83B	-	-	-	-	-	-	-
Calculated Values
Free Cash Flow TTM	-20.31M	-124.99M	-219.17M	-348.53M	-298.19M	-176.74M	-92.39M	42.36M	33.42M	56.09M	57.57M	71.23M
Net Debt	-38.19M	-38.21M	-54.22M	-47.81M	-37.72M	-35.17M	-23.11M	-36.70M	-34.68M	-39.16M	-45.08M	-34.24M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-16Sale

Owner: Mueller, David J

Title: -

Shares: 425

Price/Share: $32.44

Value: $13,787.00

Shares Owned: 5,490

Relationship: Director

Ownership: Direct

2026-05-18Sale

Owner: Mueller, David J

Title: -

Shares: 425

Price/Share: $29.67

Value: $12,609.75

Shares Owned: 5,915

Relationship: Director

Ownership: Direct

2026-04-16Sale

Owner: Mueller, David J

Title: -

Shares: 425

Price/Share: $31.78

Value: $13,506.50

Shares Owned: 6,340

Relationship: Director

Ownership: Direct

2026-03-16Sale

Owner: Mueller, David J

Title: -

Shares: 425

Price/Share: $32.81

Value: $13,944.25

Shares Owned: 6,766

Relationship: Director

Ownership: Direct

2025-11-17Purchase

Owner: Schwartz, H. Michael

Title: Chief Executive Officer

Shares: 6,250

Price/Share: $31.71

Value: $198,187.50

Shares Owned: 24,250

Relationship: Director,Officer

Ownership: Indirect

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-16	Mueller, David J	Director	-	Direct	Sale	425	32.44	$13,787.00	5,490	4
2026-05-18	Mueller, David J	Director	-	Direct	Sale	425	29.67	$12,609.75	5,915	4
2026-04-16	Mueller, David J	Director	-	Direct	Sale	425	31.78	$13,506.50	6,340	4
2026-03-16	Mueller, David J	Director	-	Direct	Sale	425	32.81	$13,944.25	6,766	4
2025-11-17	Schwartz, H. Michael	Director,Officer	Chief Executive Officer	Indirect	Purchase	6,250	31.71	$198,187.50	24,250	4
2025-11-14	Look, Nicholas	Officer	General Counsel and Secretary	Direct	Sale	458	32.85	$15,045.30	1,613	4
2025-11-11	Barry, James R.	Officer	CFO and Treasurer	Direct	Purchase	600	33.55	$20,130.00	3,375	4
2025-04-03	Schwartz, H. Michael	Director,Officer	Chief Executive Officer	Indirect	Purchase	18,000	30.00	$540,000.00	18,000	4
2025-04-02	Terjung, Michael O	Officer	Chief Accounting Officer	Direct	Purchase	6,000	30.00	$180,000.00	6,000	4
2025-04-02	Perry, Harold	Director	-	Direct	Purchase	3,000	30.00	$90,000.00	3,000	4
2025-04-02	Robinson, Joseph H	Officer	Chief Operations Officer	Direct	Purchase	500	30.00	$15,000.00	500	4
2025-04-02	Johnson, Wayne	Officer	President and CIO	Direct	Purchase	3,000	30.00	$90,000.00	3,000	4
2025-04-02	Look, Nicholas	Officer	General Counsel and Secretary	Direct	Purchase	1,000	30.00	$30,000.00	1,000	4
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Institutional Ownership

No data available for chart

2026-03-31

78.26%

Inst. Shares: 43,230,871

Shares Outstanding: 55,237,360

2025-12-31

78.69%

Inst. Shares: 37,222,277

Shares Outstanding: 47,299,813

2025-09-30

54.26%

Inst. Shares: 29,893,778

Shares Outstanding: 55,097,961

2025-06-30

56.53%

Inst. Shares: 30,765,430

Shares Outstanding: 54,419,801

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	43,230,871	55,237,360	78.26%
2025-12-31	37,222,277	47,299,813	78.69%
2025-09-30	29,893,778	55,097,961	54.26%
2025-06-30	30,765,430	54,419,801	56.53%
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SmartStop Self Storage REIT, Inc. (SMA) — SEC Financial Statements & Analysis

SmartStop Self Storage REIT, Inc. (SMA) is a real estate investment trusts company, incorporated in MD. SmartStop Self Storage REIT, Inc. trades on NYSE as: SMA. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), SmartStop Self Storage REIT, Inc. reported a 21.10% year-over-year revenue growth, a Gross Profit Margin of 82.67% (TTM), a Price-to-Sales (P/S) ratio of 5.85x (TTM), a Price-to-Book (P/B) ratio of 1.42x (TTM), at a market cap of $1.79B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 21.10%
Gross Profit Margin TTM: 82.67%
P/S TTM: 5.85x
P/B TTM: 1.42x
Market Cap: $1.79B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is SmartStop Self Storage REIT, Inc. in?

SmartStop Self Storage REIT, Inc. (SMA) operates in the Real Estate Investment Trusts industry.

What is SMA's market cap?

SmartStop Self Storage REIT, Inc. (SMA) has a market capitalization of $1.79B as of 2026-06-30.

What is SMA's P/E ratio?

SmartStop Self Storage REIT, Inc. (SMA)'s trailing twelve month P/E ratio is 54.47x as of 2026-06-30.

What exchange does SMA trade on?

SmartStop Self Storage REIT, Inc. (SMA) trades on the NYSE.

Where is SmartStop Self Storage REIT, Inc. incorporated?

SmartStop Self Storage REIT, Inc. is incorporated in MD.