American Assets Trust Inc (AAT)vsGladstone Commercial Corporation (GOOD)
AAT
American Assets Trust Inc
$23.66
-0.84%
REAL ESTATE · Cap: $1.82B
GOOD
Gladstone Commercial Corporation
$12.38
-1.98%
REAL ESTATE · Cap: $622.53M
Smart Verdict
WallStSmart Research — data-driven comparison
American Assets Trust Inc generates 162% more annual revenue ($433.83M vs $165.74M). GOOD leads profitability with a 12.7% profit margin vs 4.2%. AAT appears more attractively valued with a PEG of 9.34. GOOD earns a higher WallStSmart Score of 59/100 (C).
AAT
Hold41
out of 100
Grade: D
GOOD
Buy59
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
+75.0%
Fair Value
$46.22
Current Price
$12.38
$33.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 23.6%
Strong operational efficiency at 39.8%
Earnings expanding 84.4% YoY
Areas to Watch
1.8% revenue growth
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
4.2% margin — thin
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AAT
The strongest argument for AAT centers on Price/Book, Operating Margin.
Bull Case : GOOD
The strongest argument for GOOD centers on Operating Margin, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum.
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 : GOOD
The primary concerns for GOOD are Market Cap, Piotroski F-Score, PEG Ratio. A P/E of 70.8x leaves little room for execution misses. Debt-to-equity of 5.16 is elevated, increasing financial risk.
Key Dynamics to Monitor
GOOD carries more volatility with a beta of 1.07 — expect wider price swings.
GOOD is growing revenue faster at 11.8% — 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
GOOD scores higher overall (59/100 vs 41/100) and 11.8% revenue growth. 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.
Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
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