Brandywine Realty Trust (BDN)vsVornado Realty Trust (VNO)
BDN
Brandywine Realty Trust
$3.24
+2.68%
REAL ESTATE · Cap: $514.69M
VNO
Vornado Realty Trust
$35.82
-0.14%
REAL ESTATE · Cap: $6.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Vornado Realty Trust generates 308% more annual revenue ($1.88B vs $460.50M). VNO leads profitability with a 3.6% profit margin vs -30.1%. BDN appears more attractively valued with a PEG of 1.97. BDN earns a higher WallStSmart Score of 56/100 (C).
BDN
Buy56
out of 100
Grade: C
VNO
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BDN.
Margin of Safety
+33.9%
Fair Value
$45.76
Current Price
$35.82
$9.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 551.0% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
ROE of -21.5% — below average capital efficiency
Expensive relative to growth rate
3.6% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BDN
The strongest argument for BDN centers on Price/Book, EPS Growth.
Bull Case : VNO
The strongest argument for VNO centers on Price/Book.
Bear Case : BDN
The primary concerns for BDN are PEG Ratio, Market Cap, Piotroski F-Score. Debt-to-equity of 3.75 is elevated, increasing financial risk.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 879.8x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
BDN profiles as a turnaround stock while VNO is a value play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.59 — expect wider price swings.
BDN is growing revenue faster at 8.1% — sustainability is the question.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BDN scores higher overall (56/100 vs 43/100). VNO offers better value entry with a 33.9% margin of safety. 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.
Brandywine Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Brandywine Realty Trust (NYSE: BDN) is one of the largest publicly traded, full-service integrated real estate companies in the United States with a primary focus on the Philadelphia, Austin and Washington, DC markets.
Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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