American Assets Trust Inc (AAT)vsGladstone Commercial Corporation (GOOD)
AAT
American Assets Trust Inc
$18.36
-0.11%
REAL ESTATE · Cap: $1.42B
GOOD
Gladstone Commercial Corporation
$11.27
+0.27%
REAL ESTATE · Cap: $566.47M
Smart Verdict
WallStSmart Research — data-driven comparison
American Assets Trust Inc generates 168% more annual revenue ($431.87M vs $161.34M). AAT leads profitability with a 12.9% profit margin vs 11.9%. AAT appears more attractively valued with a PEG of 21.85. AAT earns a higher WallStSmart Score of 50/100 (C-).
AAT
Buy50
out of 100
Grade: C-
GOOD
Hold49
out of 100
Grade: D+
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
-1119.0%
Fair Value
$0.95
Current Price
$11.27
$10.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Strong operational efficiency at 40.0%
16.3% revenue growth
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
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AAT
The strongest argument for AAT centers on Price/Book, Operating Margin.
Bull Case : GOOD
The strongest argument for GOOD centers on Operating Margin, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : AAT
The primary concerns for AAT are Market Cap, Return on Equity, Piotroski F-Score.
Bear Case : GOOD
The primary concerns for GOOD are Market Cap, Return on Equity, PEG Ratio. A P/E of 82.9x leaves little room for execution misses.
Key Dynamics to Monitor
AAT profiles as a declining stock while GOOD is a growth play — different risk/reward profiles.
GOOD carries more volatility with a beta of 1.08 — expect wider price swings.
GOOD is growing revenue faster at 16.3% — sustainability is the question.
AAT generates stronger free cash flow (23M), providing more financial flexibility.
Bottom Line
AAT scores higher overall (50/100 vs 49/100). Both earn "Buy" 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.
Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
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