Alexander & Baldwin Holdings Inc (ALEX)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
ALEX
Alexander & Baldwin Holdings Inc
$20.84
+0.05%
REAL ESTATE · Cap: $1.52B
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
ALEX leads profitability with a 0.3% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. ALEX earns a higher WallStSmart Score of 51/100 (C-).
ALEX
Buy51
out of 100
Grade: C-
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.0%
Fair Value
$15.64
Current Price
$20.84
$5.20 premium
Intrinsic value data unavailable for TBB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of 0.1% — below average capital efficiency
0.3% margin — thin
Operating margin of 0.3%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : ALEX
The strongest argument for ALEX centers on Price/Book.
Bull Case : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : ALEX
The primary concerns for ALEX are Market Cap, Return on Equity, Profit Margin. Thin 0.3% margins leave little buffer for downturns.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
TBB is growing revenue faster at 0.0% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ALEX scores higher overall (51/100 vs 25/100). 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.
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.
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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