WallStSmart

BXP, Inc. (BXP)vsVornado Realty Trust (VNO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BXP, Inc. generates 70% more annual revenue ($3.19B vs $1.88B). BXP leads profitability with a 9.3% profit margin vs 3.6%. VNO appears more attractively valued with a PEG of 2.20. BXP earns a higher WallStSmart Score of 53/100 (C-).

BXP

Buy

53

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 6.0Quality: 2.5
Piotroski: 3/9Altman Z: 0.51

VNO

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 5.0Value: 5.3Quality: 5.5
Piotroski: 5/9Altman Z: 0.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BXPUndervalued (+45.9%)

Margin of Safety

+45.9%

Fair Value

$114.24

Current Price

$64.31

$49.93 discount

UndervaluedFair: $114.24Overvalued
VNOUndervalued (+34.2%)

Margin of Safety

+34.2%

Fair Value

$45.97

Current Price

$35.28

$10.69 discount

UndervaluedFair: $45.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BXP2 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

VNO1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Areas to Watch

BXP4 concerns · Avg: 3.8/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

P/E RatioValuation
34.5x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Return on EquityProfitability
5.8%3/10

ROE of 5.8% — below average capital efficiency

VNO4 concerns · Avg: 3.0/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

Debt/EquityHealth
1.573/10

Elevated debt levels

P/E RatioValuation
1186.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : BXP

The strongest argument for BXP centers on Price/Book, Operating Margin.

Bull Case : VNO

The strongest argument for VNO centers on Price/Book.

Bear Case : BXP

The primary concerns for BXP are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 3.17 is elevated, increasing financial risk.

Bear Case : VNO

The primary concerns for VNO are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 1186.0x leaves little room for execution misses. Debt-to-equity of 1.57 is elevated, increasing financial risk.

Key Dynamics to Monitor

VNO carries more volatility with a beta of 1.54 — expect wider price swings.

VNO is growing revenue faster at 5.0% — sustainability is the question.

BXP generates stronger free cash flow (97M), providing more financial flexibility.

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

Bottom Line

BXP scores higher overall (53/100 vs 43/100). VNO offers better value entry with a 34.2% 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.

BXP, Inc.

REAL ESTATE · REIT - OFFICE · USA

Boston Properties, Inc. is a publicly traded real estate investment trust that invests in office buildings in Boston, Los Angeles, New York City, San Francisco, and Washington, D.C.

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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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