WallStSmart

AvalonBay Communities Inc (AVB)vsUnum Group 6.250% JR NT58 (UNMA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AVB leads profitability with a 33.3% profit margin vs 0.0%. UNMA trades at a lower P/E of 4.4x. 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

UNMA

Avoid

20

out of 100

Grade: F

Growth: 4.0Profit: 4.0Value: 6.7Quality: 6.5
Piotroski: 4/9Altman Z: 0.70
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

Intrinsic value data unavailable for UNMA.

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

UNMA1 strengths · Avg: 10.0/10
P/E RatioValuation
4.4x10/10

Attractively priced relative to earnings

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

UNMA4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

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 : UNMA

The strongest argument for UNMA centers on P/E Ratio.

Bear Case : AVB

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

Bear Case : UNMA

The primary concerns for UNMA are Revenue Growth, EPS Growth, Return on Equity.

Key Dynamics to Monitor

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

UNMA generates stronger free cash flow (474M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AVB scores higher overall (51/100 vs 20/100), backed by strong 33.3% margins. Both earn "Buy" and "Avoid" 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.

Unum Group 6.250% JR NT58

REAL ESTATE · REIT - RESIDENTIAL · USA

Unum Group offers financial protection benefits solutions in the United States, the United Kingdom, and internationally. The company is headquartered in Chattanooga, Tennessee.

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