WallStSmart

Alexander & Baldwin Holdings Inc (ALEX)vsKimco Realty Corporation (KIM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kimco Realty Corporation generates 896% more annual revenue ($2.14B vs $214.96M). ALEX leads profitability with a 30.1% profit margin vs 27.3%. KIM appears more attractively valued with a PEG of 3.37. KIM earns a higher WallStSmart Score of 56/100 (C).

ALEX

Buy

51

out of 100

Grade: C-

Growth: 2.0Profit: 7.0Value: 4.7Quality: 5.0
Piotroski: 4/9

KIM

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 4.7Quality: 6.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALEXSignificantly Overvalued (-243.8%)

Margin of Safety

-243.8%

Fair Value

$6.05

Current Price

$20.84

$14.79 premium

UndervaluedFair: $6.05Overvalued
KIMSignificantly Overvalued (-294.1%)

Margin of Safety

-294.1%

Fair Value

$5.58

Current Price

$22.41

$16.83 premium

UndervaluedFair: $5.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALEX3 strengths · Avg: 9.3/10
Profit MarginProfitability
30.1%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
30.9%10/10

Strong operational efficiency at 30.9%

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

KIM3 strengths · Avg: 9.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

ALEX4 concerns · Avg: 2.5/10
Market CapQuality
$1.52B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

PEG RatioValuation
4.482/10

Expensive relative to growth rate

Revenue GrowthGrowth
-17.6%2/10

Revenue declined 17.6%

KIM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.5x4/10

Moderate valuation

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ALEX

The strongest argument for ALEX centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 30.1% and operating margin at 30.9%.

Bull Case : KIM

The strongest argument for KIM centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 27.3% and operating margin at 33.0%.

Bear Case : ALEX

The primary concerns for ALEX are Market Cap, Return on Equity, PEG Ratio.

Bear Case : KIM

The primary concerns for KIM are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

ALEX profiles as a declining stock while KIM is a value play — different risk/reward profiles.

KIM carries more volatility with a beta of 1.06 — expect wider price swings.

KIM is growing revenue faster at 3.2% — sustainability is the question.

KIM generates stronger free cash flow (143M), providing more financial flexibility.

Bottom Line

KIM scores higher overall (56/100 vs 51/100), backed by strong 27.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alexander & Baldwin Holdings Inc

REAL ESTATE · REIT - RETAIL · USA

Alexander & Baldwin, Inc. (A&B) is Hawaii's leading commercial real estate company and the largest neighborhood grocery shopping center owner in the state.

Kimco Realty Corporation

REAL ESTATE · REIT - RETAIL · USA

Kimco Realty Corporation is a real estate investment trust (REIT) that invests in shopping centers.

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