Alexandria Real Estate Equities Inc (ARE)vsRexford Industrial Realty Inc (REXR)
ARE
Alexandria Real Estate Equities Inc
$39.91
-2.33%
REAL ESTATE · Cap: $7.16B
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Alexandria Real Estate Equities Inc generates 186% more annual revenue ($2.84B vs $991.92M). ARE leads profitability with a -36.1% profit margin vs -39.2%. REXR appears more attractively valued with a PEG of 1.88. ARE earns a higher WallStSmart Score of 51/100 (C-).
ARE
Buy51
out of 100
Grade: C-
REXR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.5%
Fair Value
$108.65
Current Price
$39.91
$68.74 discount
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 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
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -6.5% — below average capital efficiency
Revenue declined 11.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth.
Bull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
REXR is growing revenue faster at -1.6% — sustainability is the question.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARE scores higher overall (51/100 vs 49/100). REXR offers better value entry with a 70.5% 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 →Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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