American Assets Trust Inc (AAT)vsArmada Hflr Pr (AHH)
AAT
American Assets Trust Inc
$23.66
-0.84%
REAL ESTATE · Cap: $1.82B
AHH
Armada Hflr Pr
$6.25
+0.48%
REAL ESTATE · Cap: $647.90M
Smart Verdict
WallStSmart Research — data-driven comparison
American Assets Trust Inc generates 53% more annual revenue ($433.83M vs $283.06M). AAT leads profitability with a 4.2% profit margin vs 0.0%. AHH appears more attractively valued with a PEG of 6.94. AHH earns a higher WallStSmart Score of 55/100 (C).
AAT
Hold41
out of 100
Grade: D
AHH
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.9%
Fair Value
$37.66
Current Price
$23.66
$14.00 discount
Margin of Safety
+25.1%
Fair Value
$9.29
Current Price
$6.25
$3.04 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 23.6%
Reasonable price relative to book value
Areas to Watch
1.8% revenue growth
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
4.2% margin — thin
Moderate valuation
Smaller company, higher risk/reward
0.0% margin — thin
Operating margin of 0.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : AAT
The strongest argument for AAT centers on Price/Book, Operating Margin.
Bull Case : AHH
The strongest argument for AHH centers on Price/Book.
Bear Case : AAT
The primary concerns for AAT are Revenue Growth, Market Cap, Return on Equity. A P/E of 78.1x leaves little room for execution misses. Debt-to-equity of 1.50 is elevated, increasing financial risk.
Bear Case : AHH
The primary concerns for AHH are P/E Ratio, Market Cap, Profit Margin. Thin 0.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AHH carries more volatility with a beta of 1.06 — expect wider price swings.
AAT is growing revenue faster at 1.8% — sustainability is the question.
AAT generates stronger free cash flow (18M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AHH scores higher overall (55/100 vs 41/100). AAT offers better value entry with a 50.9% 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.
American Assets Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
American Assets Trust, Inc. is a self-managed, vertically integrated, full-service real estate investment trust, or REIT, based in San Diego, California.
Armada Hflr Pr
REAL ESTATE · REIT - DIVERSIFIED · USA
Armada Hoffler Properties, Inc. (NYSE: AHH) is a vertically integrated, self-managed real estate investment trust (REIT) with four decades of experience in the development, construction, acquisition and management of high-end office, retail and institutional grade quality. and multi-family properties located primarily in the mid-Atlantic and southeastern United States.
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