Alexandria Real Estate Equities Inc (ARE)vsBrandywine Realty Trust (BDN)
ARE
Alexandria Real Estate Equities Inc
$46.26
+1.49%
REAL ESTATE · Cap: $7.94B
BDN
Brandywine Realty Trust
$3.11
0.00%
REAL ESTATE · Cap: $540.24M
Smart Verdict
WallStSmart Research — data-driven comparison
Alexandria Real Estate Equities Inc generates 570% more annual revenue ($2.93B vs $437.50M). ARE leads profitability with a -36.1% profit margin vs -45.7%. BDN appears more attractively valued with a PEG of 1.97. BDN earns a higher WallStSmart Score of 55/100 (C-).
ARE
Buy51
out of 100
Grade: C-
BDN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$132.62
Current Price
$46.26
$86.36 discount
Margin of Safety
+82.2%
Fair Value
$17.25
Current Price
$3.11
$14.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 648.0% YoY
Reasonable price relative to book value
Earnings expanding 551.0% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -4.1% — below average capital efficiency
Revenue declined 11.5%
Currently unprofitable
Expensive relative to growth rate
Smaller company, higher risk/reward
Operating margin of 3.9%
ROE of -23.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth.
Bull Case : BDN
The strongest argument for BDN centers on Price/Book, EPS Growth.
Bear Case : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : BDN
The primary concerns for BDN are PEG Ratio, Market Cap, Operating Margin.
Key Dynamics to Monitor
BDN carries more volatility with a beta of 1.26 — expect wider price swings.
BDN is growing revenue faster at 6.3% — sustainability is the question.
ARE generates stronger free cash flow (197M), providing more financial flexibility.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BDN scores higher overall (55/100 vs 51/100). ARE offers better value entry with a 59.5% margin of safety. 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.
Alexandria Real Estate Equities Inc
REAL ESTATE · REIT - OFFICE · USA
Alexandria Real Estate Equities, Inc. is an American real estate investment trust that invests in office buildings and laboratories leased to tenants in the life science and technology industries.
Visit Website →Brandywine Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Brandywine Realty Trust (NYSE: BDN) is one of the largest publicly traded, full-service integrated real estate companies in the United States with a primary focus on the Philadelphia, Austin and Washington, DC markets.
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