Alexandria Real Estate Equities Inc (ARE)vsEmpire State Realty OP LP ES (ESBA)
ARE
Alexandria Real Estate Equities Inc
$51.28
-3.46%
REAL ESTATE · Cap: $9.27B
ESBA
Empire State Realty OP LP ES
$5.57
+0.36%
REAL ESTATE · Cap: $1.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Alexandria Real Estate Equities Inc generates 277% more annual revenue ($2.93B vs $776.71M). ESBA leads profitability with a 7.8% profit margin vs -36.1%. ARE earns a higher WallStSmart Score of 51/100 (C-).
ARE
Buy51
out of 100
Grade: C-
ESBA
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.1%
Fair Value
$114.57
Current Price
$51.28
$63.29 discount
Margin of Safety
+82.4%
Fair Value
$36.14
Current Price
$5.57
$30.57 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 648.0% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of -6.5% — below average capital efficiency
Revenue declined 11.5%
Currently unprofitable
Moderate valuation
4.9% revenue growth
Smaller company, higher risk/reward
ROE of 3.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth.
Bull Case : ESBA
The strongest argument for ESBA centers on Price/Book.
Bear Case : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : ESBA
The primary concerns for ESBA are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.21 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARE profiles as a turnaround stock while ESBA is a value play — different risk/reward profiles.
ESBA carries more volatility with a beta of 1.41 — expect wider price swings.
ESBA is growing revenue faster at 4.9% — sustainability is the question.
ARE generates stronger free cash flow (197M), providing more financial flexibility.
Bottom Line
ARE scores higher overall (51/100 vs 41/100). ESBA offers better value entry with a 82.4% 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.
Alexandria Real Estate Equities Inc
REAL ESTATE · REIT - OFFICE · USA
Alexandria Real Estate Equities, Inc. is an American real estate investment trust that invests in office buildings and laboratories leased to tenants in the life science and technology industries.
Visit Website →Empire State Realty OP LP ES
REAL ESTATE · REIT - OFFICE · USA
Empire State Realty OP, L.P. is a subsidiary of Empire State Realty Trust, Inc.
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