American Assets Trust Inc (AAT)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
AAT
American Assets Trust Inc
$21.50
+0.56%
REAL ESTATE · Cap: $1.66B
TBB
AT&T Inc. 5.35% GLB NTS 66
$19.51
+0.36%
REAL ESTATE · Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
AAT leads profitability with a 4.1% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. AAT earns a higher WallStSmart Score of 44/100 (D).
AAT
Hold44
out of 100
Grade: D
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.5%
Fair Value
$37.41
Current Price
$21.50
$15.91 discount
Intrinsic value data unavailable for TBB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 24.3%
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
1.4% revenue growth
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
4.1% margin — thin
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AAT
The strongest argument for AAT centers on Price/Book, Operating Margin.
Bull Case : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : AAT
The primary concerns for AAT are Revenue Growth, Market Cap, Return on Equity. A P/E of 71.3x leaves little room for execution misses. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
AAT is growing revenue faster at 1.4% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AAT scores higher overall (44/100 vs 25/100). Both earn "Hold" 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.
AT&T Inc. 5.35% GLB NTS 66
REAL ESTATE · REIT - RESIDENTIAL · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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