WallStSmart

American Assets Trust Inc (AAT)vsMacKenzie Realty Capital, Inc. Common Stock (MKZR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Assets Trust Inc generates 2376% more annual revenue ($431.87M vs $17.44M). AAT leads profitability with a 12.9% profit margin vs -126.1%. AAT earns a higher WallStSmart Score of 50/100 (C-).

AAT

Buy

50

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 4.7Quality: 5.5
Piotroski: 3/9

MKZR

Avoid

31

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.0Quality: 2.5
Piotroski: 2/9Altman Z: -0.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AATSignificantly Overvalued (-195.5%)

Margin of Safety

-195.5%

Fair Value

$6.26

Current Price

$18.36

$12.10 premium

UndervaluedFair: $6.26Overvalued

Intrinsic value data unavailable for MKZR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAT2 strengths · Avg: 9.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
21.3%8/10

Strong operational efficiency at 21.3%

MKZR1 strengths · Avg: 10.0/10
Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Areas to Watch

AAT4 concerns · Avg: 2.8/10
Market CapQuality
$1.42B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.4%3/10

ROE of 6.4% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
21.852/10

Expensive relative to growth rate

MKZR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.67M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-21.4%2/10

ROE of -21.4% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : AAT

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

Bull Case : MKZR

The strongest argument for MKZR centers on Price/Book.

Bear Case : AAT

The primary concerns for AAT are Market Cap, Return on Equity, Piotroski F-Score.

Bear Case : MKZR

The primary concerns for MKZR are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 2.52 is elevated, increasing financial risk.

Key Dynamics to Monitor

AAT profiles as a declining stock while MKZR is a turnaround play — different risk/reward profiles.

AAT is growing revenue faster at -2.9% — sustainability is the question.

AAT generates stronger free cash flow (23M), providing more financial flexibility.

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

Bottom Line

AAT scores higher overall (50/100 vs 31/100). Both earn "Buy" and "Avoid" 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.

MacKenzie Realty Capital, Inc. Common Stock

REAL ESTATE · REIT - DIVERSIFIED · USA

MacKenzie, founded in 2013, is a West Coast-focused REIT that intends to invest at least 80% of its total assets in real property, and up to a maximum of 20% of its total assets in illiquid real estate securities.

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