WallStSmart

AvalonBay Communities Inc (AVB)vsCamden Property Trust (CPT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AvalonBay Communities Inc generates 95% more annual revenue ($3.08B vs $1.58B). AVB leads profitability with a 33.3% profit margin vs 20.6%. AVB appears more attractively valued with a PEG of 6.97. AVB earns a higher WallStSmart Score of 51/100 (C-).

AVB

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 7.5Value: 4.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.01

CPT

Hold

45

out of 100

Grade: D+

Growth: 2.7Profit: 6.5Value: 3.3Quality: 5.5
Piotroski: 5/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVBUndervalued (+10.4%)

Margin of Safety

+10.4%

Fair Value

$200.74

Current Price

$184.06

$16.68 discount

UndervaluedFair: $200.74Overvalued
CPTFair Value (-1.7%)

Margin of Safety

-1.7%

Fair Value

$108.94

Current Price

$103.01

$5.93 premium

UndervaluedFair: $108.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVB3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.3%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

CPT2 strengths · Avg: 8.5/10
Profit MarginProfitability
20.6%9/10

Keeps 21 of every $100 in revenue as profit

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

AVB4 concerns · Avg: 3.3/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Revenue GrowthGrowth
2.3%4/10

2.3% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.972/10

Expensive relative to growth rate

CPT4 concerns · Avg: 2.8/10
P/E RatioValuation
34.9x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.283/10

Elevated debt levels

PEG RatioValuation
9.172/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.8%2/10

Revenue declined 0.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : AVB

The strongest argument for AVB centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.3% and operating margin at 30.6%.

Bull Case : CPT

The strongest argument for CPT centers on Profit Margin, Price/Book. Profitability is solid with margins at 20.6% and operating margin at 16.1%.

Bear Case : AVB

The primary concerns for AVB are P/E Ratio, Revenue Growth, Piotroski F-Score.

Bear Case : CPT

The primary concerns for CPT are P/E Ratio, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

AVB profiles as a value stock while CPT is a declining play — different risk/reward profiles.

CPT carries more volatility with a beta of 0.78 — expect wider price swings.

AVB is growing revenue faster at 2.3% — sustainability is the question.

AVB generates stronger free cash flow (304M), providing more financial flexibility.

Bottom Line

AVB scores higher overall (51/100 vs 45/100), backed by strong 33.3% margins. 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.

AvalonBay Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.

Camden Property Trust

REAL ESTATE · REIT - RESIDENTIAL · USA

Camden Property Trust, an S&P 400 company, is a real estate company primarily engaged in the ownership, management, development, remodeling, acquisition, and construction of multi-family apartment communities.

Visit Website →

Want to dig deeper into these stocks?