Event-Driven Stocks

SmartStop Self Storage REIT, Inc.

SMANYSE

Real Estate · Real Estate Investment Trusts · MD · SEC filings ↗ · Compare ⊕

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Signs5 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$281.1M$237.0M$233.0M$212.6M$168.8M$124.0M
Operating income$59.1M$69.2M$70.6M$65.9M$16.5M−$31.1M
Net income−$8.8M−$18.4M−$2.7M$21.7M−$19.6M−$37.7M
Total assets$2.43B$2.04B$1.90B$1.95B$1.62B$1.28B
Total liabilities$1.15B$1.37B$1.13B$1.11B$943.2M$785.3M
Equity$1.18B$325.7M$404.3M$467.4M$342.7M$183.2M
EPS (diluted)$-0.20$-0.03$0.07$-0.37$-0.91
Shares out.55.4M092.1M79.4M59.6M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
21.0%
Net margin
−3.1%
Return on equity
−0.7%
Return on assets
−0.4%
Return on capital (ROCE)
Liabilities / assets
47.4%
Debt / equity
0.98×
Book value / share
$21.32
Revenue growth (YoY)
18.6%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
3.9%clean
Piotroski F-Score
4/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
85
/ 100
Profitability 25Growth 100Catalyst 100Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 warning5 good
  • Reported a net loss
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
2 acquisitions4 disposals2 open-market buy(s)net +5,117 shares · last 6
InsiderDateTypeSharesPrice
Mueller David JDirectorMay 18, 2026Sell425$29.67
Mueller David JDirectorApr 16, 2026Sell425$31.78
Mueller David JDirectorMar 16, 2026Sell425$32.81
Schwartz H. MichaelOfficer — Chief Executive OfficerNov 17, 2025Buy6,250$31.71
Look NicholasOfficer — General Counsel and SecretaryNov 14, 2025Sell458$32.85
Barry James R.Officer — CFO and TreasurerNov 11, 2025Buy600$33.55

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20263.6M5.3-19.6%
Apr 30, 20264.5M7.2+4.8%
Apr 15, 20264.3M7.8-13.4%
Mar 31, 20264.9M3.3+46.8%
Mar 13, 20263.4M3.5+1.6%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)