AvalonBay Communities Inc (AVB)vsEquity Lifestyle Properties Inc (ELS)
AVB
AvalonBay Communities Inc
$184.06
0.00%
REAL ESTATE · Cap: $26.28B
ELS
Equity Lifestyle Properties Inc
$58.85
+1.52%
REAL ESTATE · Cap: $11.62B
Smart Verdict
WallStSmart Research — data-driven comparison
AvalonBay Communities Inc generates 94% more annual revenue ($3.08B vs $1.59B). AVB leads profitability with a 33.3% profit margin vs 24.6%. ELS appears more attractively valued with a PEG of 4.61. ELS earns a higher WallStSmart Score of 55/100 (C-).
AVB
Buy51
out of 100
Grade: C-
ELS
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$200.74
Current Price
$184.06
$16.68 discount
Margin of Safety
+42.0%
Fair Value
$113.61
Current Price
$58.85
$54.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 30.6%
Reasonable price relative to book value
Strong operational efficiency at 33.4%
Every $100 of equity generates 22 in profit
Keeps 25 of every $100 in revenue as profit
Areas to Watch
Moderate valuation
2.3% revenue growth
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
4.5% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 : ELS
The strongest argument for ELS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 24.6% and operating margin at 33.4%.
Bear Case : AVB
The primary concerns for AVB are P/E Ratio, Revenue Growth, Piotroski F-Score.
Bear Case : ELS
The primary concerns for ELS are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.89 is elevated, increasing financial risk.
Key Dynamics to Monitor
AVB carries more volatility with a beta of 0.77 — expect wider price swings.
ELS is growing revenue faster at 4.5% — sustainability is the question.
AVB generates stronger free cash flow (304M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ELS scores higher overall (55/100 vs 51/100), backed by strong 24.6% margins. 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.
AvalonBay Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
Equity Lifestyle Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
We are a self-managed and self-managed real estate investment trust (?
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