Brandywine Realty Trust (BDN)vsVornado Realty Trust (VNO)
BDN
Brandywine Realty Trust
$2.69
-3.24%
REAL ESTATE · Cap: $604.52M
VNO
Vornado Realty Trust
$25.98
-0.54%
REAL ESTATE · Cap: $5.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Vornado Realty Trust generates 362% more annual revenue ($1.86B vs $403.56M). VNO leads profitability with a 48.5% profit margin vs -46.1%. BDN appears more attractively valued with a PEG of 1.97. BDN earns a higher WallStSmart Score of 62/100 (C+).
BDN
Buy62
out of 100
Grade: C+
VNO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BDN.
Margin of Safety
+84.6%
Fair Value
$196.56
Current Price
$25.98
$170.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.7% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -19.1% — below average capital efficiency
Currently unprofitable
Expensive relative to growth rate
Revenue declined 8.1%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BDN
The strongest argument for BDN centers on Price/Book, Revenue Growth. Revenue growth of 15.7% demonstrates continued momentum.
Bull Case : VNO
The strongest argument for VNO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.5% and operating margin at 13.6%.
Bear Case : BDN
The primary concerns for BDN are PEG Ratio, Market Cap, Return on Equity.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
BDN profiles as a growth stock while VNO is a declining play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.53 — expect wider price swings.
BDN is growing revenue faster at 15.7% — sustainability is the question.
BDN generates stronger free cash flow (19M), providing more financial flexibility.
Bottom Line
BDN scores higher overall (62/100 vs 61/100) and 15.7% revenue growth. VNO offers better value entry with a 84.6% margin of safety. 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.
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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