AvalonBay Communities Inc (AVB)vsMid-America Apartment Communities Inc (MAA)
AVB
AvalonBay Communities Inc
$180.84
-1.47%
REAL ESTATE · Cap: $26.05B
MAA
Mid-America Apartment Communities Inc
$125.71
-1.19%
REAL ESTATE · Cap: $15.48B
Smart Verdict
WallStSmart Research — data-driven comparison
AvalonBay Communities Inc generates 38% more annual revenue ($3.06B vs $2.21B). AVB leads profitability with a 37.3% profit margin vs 17.6%. AVB appears more attractively valued with a PEG of 6.49. AVB earns a higher WallStSmart Score of 59/100 (C).
AVB
Buy59
out of 100
Grade: C
MAA
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.4%
Fair Value
$228.65
Current Price
$180.84
$47.81 discount
Margin of Safety
-4.4%
Fair Value
$130.28
Current Price
$125.71
$4.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 37 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 29.3%
Earnings expanding 40.3% YoY
Reasonable price relative to book value
Strong operational efficiency at 26.6%
Areas to Watch
2.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
0.8% revenue growth
ROE of 6.7% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AVB
The strongest argument for AVB centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 37.3% and operating margin at 29.3%.
Bull Case : MAA
The strongest argument for MAA centers on Price/Book, Operating Margin. Profitability is solid with margins at 17.6% and operating margin at 26.6%.
Bear Case : AVB
The primary concerns for AVB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : MAA
The primary concerns for MAA are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
AVB carries more volatility with a beta of 0.80 — expect wider price swings.
AVB is growing revenue faster at 2.5% — sustainability is the question.
AVB generates stronger free cash flow (359M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVB scores higher overall (59/100 vs 50/100), backed by strong 37.3% 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.
Mid-America Apartment Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Mid-America Apartment Communities (MAA) is a publicly traded real estate investment trust based in Memphis, Tennessee that invests in apartments in the Southeastern United States and the Southwestern United States.
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