AvalonBay Communities Inc (AVB)vsTerreno Realty Corporation (TRNO)
AVB
AvalonBay Communities Inc
$184.06
0.00%
REAL ESTATE · Cap: $26.28B
TRNO
Terreno Realty Corporation
$66.38
+0.96%
REAL ESTATE · Cap: $7.23B
Smart Verdict
WallStSmart Research — data-driven comparison
AvalonBay Communities Inc generates 513% more annual revenue ($3.08B vs $502.88M). TRNO leads profitability with a 77.3% profit margin vs 33.3%. AVB appears more attractively valued with a PEG of 6.97. TRNO earns a higher WallStSmart Score of 56/100 (C).
AVB
Buy51
out of 100
Grade: C-
TRNO
Buy56
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
+68.6%
Fair Value
$208.21
Current Price
$66.38
$141.83 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
Keeps 77 of every $100 in revenue as profit
Strong operational efficiency at 41.8%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
2.3% revenue growth
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Earnings declined 40.2%
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 77.3% and operating margin at 41.8%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : AVB
The primary concerns for AVB are P/E Ratio, Revenue Growth, Piotroski F-Score.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AVB profiles as a value stock while TRNO is a mature play — different risk/reward profiles.
TRNO carries more volatility with a beta of 1.04 — expect wider price swings.
TRNO is growing revenue faster at 11.1% — sustainability is the question.
AVB generates stronger free cash flow (304M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (56/100 vs 51/100), backed by strong 77.3% margins and 11.1% revenue growth. 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.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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