Alexandria Real Estate Equities Inc (ARE)vsVornado Realty Trust (VNO)
ARE
Alexandria Real Estate Equities Inc
$47.39
-4.30%
REAL ESTATE · Cap: $8.21B
VNO
Vornado Realty Trust
$25.41
-4.04%
REAL ESTATE · Cap: $5.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Alexandria Real Estate Equities Inc generates 62% more annual revenue ($3.02B vs $1.86B). VNO leads profitability with a 48.5% profit margin vs -47.4%. ARE appears more attractively valued with a PEG of 3.24. VNO earns a higher WallStSmart Score of 61/100 (C+).
ARE
Buy53
out of 100
Grade: C-
VNO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARE.
Margin of Safety
+84.0%
Fair Value
$188.60
Current Price
$25.41
$163.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 648.0% YoY
Strong operational efficiency at 22.7%
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Earnings expanding 1263.0% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -5.9% — below average capital efficiency
Revenue declined 5.2%
Negative free cash flow — burning cash
Expensive relative to growth rate
Revenue declined 8.1%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth, Operating Margin.
Bull Case : VNO
The strongest argument for VNO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.5% and operating margin at 13.6%.
Bear Case : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
ARE profiles as a turnaround stock while VNO is a declining play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.53 — expect wider price swings.
ARE is growing revenue faster at -5.2% — sustainability is the question.
VNO generates stronger free cash flow (-563M), providing more financial flexibility.
Bottom Line
VNO scores higher overall (61/100 vs 53/100), backed by strong 48.5% 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.
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 →Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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