American Assets Trust Inc (AAT)vsArmada Hflr Pr (AHH)
AAT
American Assets Trust Inc
$18.36
-0.11%
REAL ESTATE · Cap: $1.42B
AHH
Armada Hflr Pr
$6.25
+0.48%
REAL ESTATE · Cap: $647.90M
Smart Verdict
WallStSmart Research — data-driven comparison
American Assets Trust Inc generates 53% more annual revenue ($431.87M vs $283.06M). AAT leads profitability with a 12.9% profit margin vs 2.0%. AHH appears more attractively valued with a PEG of 6.94. AHH earns a higher WallStSmart Score of 55/100 (C).
AAT
Buy50
out of 100
Grade: C-
AHH
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-195.5%
Fair Value
$6.26
Current Price
$18.36
$12.10 premium
Margin of Safety
+32.4%
Fair Value
$10.30
Current Price
$6.25
$4.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Reasonable price relative to book value
Strong operational efficiency at 31.1%
Areas to Watch
Smaller company, higher risk/reward
ROE of 6.4% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Smaller company, higher risk/reward
2.0% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AAT
The strongest argument for AAT centers on Price/Book, Operating Margin.
Bull Case : AHH
The strongest argument for AHH centers on Price/Book, Operating Margin.
Bear Case : AAT
The primary concerns for AAT are Market Cap, Return on Equity, Piotroski F-Score.
Bear Case : AHH
The primary concerns for AHH are P/E Ratio, Market Cap, Profit Margin. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AAT profiles as a declining stock while AHH is a value play — different risk/reward profiles.
AHH carries more volatility with a beta of 1.06 — expect wider price swings.
AAT is growing revenue faster at -2.9% — sustainability is the question.
AAT generates stronger free cash flow (23M), providing more financial flexibility.
Bottom Line
AHH scores higher overall (55/100 vs 50/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Assets Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
American Assets Trust, Inc. is a self-managed, vertically integrated, full-service real estate investment trust, or REIT, based in San Diego, California.
Armada Hflr Pr
REAL ESTATE · REIT - DIVERSIFIED · USA
Armada Hoffler Properties, Inc. (NYSE: AHH) is a vertically integrated, self-managed real estate investment trust (REIT) with four decades of experience in the development, construction, acquisition and management of high-end office, retail and institutional grade quality. and multi-family properties located primarily in the mid-Atlantic and southeastern United States.
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