Alexandria Real Estate Equities Inc (ARE)vsVornado Realty Trust (VNO)
ARE
Alexandria Real Estate Equities Inc
$53.85
+0.96%
REAL ESTATE · Cap: $9.18B
VNO
Vornado Realty Trust
$35.28
-0.84%
REAL ESTATE · Cap: $7.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Alexandria Real Estate Equities Inc generates 51% more annual revenue ($2.84B vs $1.88B). VNO leads profitability with a 3.6% profit margin vs -36.1%. VNO appears more attractively valued with a PEG of 2.20. ARE earns a higher WallStSmart Score of 51/100 (C-).
ARE
Buy51
out of 100
Grade: C-
VNO
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.0%
Fair Value
$109.68
Current Price
$53.85
$55.83 discount
Margin of Safety
+34.2%
Fair Value
$45.97
Current Price
$35.28
$10.69 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
Areas to Watch
Expensive relative to growth rate
ROE of -6.5% — below average capital efficiency
Revenue declined 11.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
3.6% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth.
Bull Case : VNO
The strongest argument for VNO centers on Price/Book.
Bear Case : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 1186.0x leaves little room for execution misses. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARE profiles as a turnaround stock while VNO is a value play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.54 — expect wider price swings.
VNO is growing revenue faster at 5.0% — sustainability is the question.
VNO generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
ARE scores higher overall (51/100 vs 43/100). VNO offers better value entry with a 34.2% margin of safety. 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.
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 →Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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