American Assets Trust Inc (AAT)vsArmada Hoffler Properties, Inc. (AHRT)
AAT
American Assets Trust Inc
$20.58
-0.96%
REAL ESTATE · Cap: $1.61B
AHRT
Armada Hoffler Properties, Inc.
$5.98
-1.64%
REAL ESTATE · Cap: $630.55M
Smart Verdict
WallStSmart Research — data-driven comparison
American Assets Trust Inc generates 53% more annual revenue ($433.85M vs $283.06M). AAT leads profitability with a 4.2% profit margin vs 2.0%. AAT earns a higher WallStSmart Score of 44/100 (D).
AAT
Hold44
out of 100
Grade: D
AHRT
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.1%
Fair Value
$45.19
Current Price
$20.58
$24.61 discount
Intrinsic value data unavailable for AHRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 23.4%
Reasonable price relative to book value
Strong operational efficiency at 31.1%
Areas to Watch
2.8% revenue growth
Smaller company, higher risk/reward
ROE of 2.2% — below average capital efficiency
4.2% margin — thin
0.0% earnings growth
Smaller company, higher risk/reward
2.0% margin — thin
ROE of -0.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AAT
The strongest argument for AAT centers on Price/Book, Operating Margin.
Bull Case : AHRT
The strongest argument for AHRT centers on Price/Book, Operating Margin.
Bear Case : AAT
The primary concerns for AAT are Revenue Growth, Market Cap, Return on Equity. A P/E of 69.3x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Bear Case : AHRT
The primary concerns for AHRT are EPS Growth, Market Cap, Profit Margin. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AHRT carries more volatility with a beta of 1.09 — expect wider price swings.
AAT is growing revenue faster at 2.8% — sustainability is the question.
AAT generates stronger free cash flow (18M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AAT scores higher overall (44/100 vs 43/100). Both earn "Hold" and "Hold" 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 Hoffler Properties, Inc.
REAL ESTATE · REIT - DIVERSIFIED · USA
AH REALTY TRUST INC is a vertically integrated, self-managed real estate investment trust.
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