AvalonBay Communities Inc (AVB)vsWeyerhaeuser Company (WY)
AVB
AvalonBay Communities Inc
$184.06
0.00%
REAL ESTATE · Cap: $26.28B
WY
Weyerhaeuser Company
$22.06
+0.32%
REAL ESTATE · Cap: $16.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Weyerhaeuser Company generates 122% more annual revenue ($6.85B vs $3.08B). AVB leads profitability with a 33.3% profit margin vs 6.9%. WY appears more attractively valued with a PEG of 1.35. WY earns a higher WallStSmart Score of 57/100 (C).
AVB
Buy51
out of 100
Grade: C-
WY
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$200.74
Current Price
$184.06
$16.68 discount
Margin of Safety
-29.2%
Fair Value
$20.97
Current Price
$22.06
$1.09 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 30.6%
Reasonable price relative to book value
Earnings expanding 87.1% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
2.3% revenue growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 5.0% — below average capital efficiency
6.9% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AVB
The strongest argument for AVB centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.3% and operating margin at 30.6%.
Bull Case : WY
The strongest argument for WY centers on EPS Growth, Price/Book. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : AVB
The primary concerns for AVB are P/E Ratio, Revenue Growth, Piotroski F-Score.
Bear Case : WY
The primary concerns for WY are P/E Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
WY carries more volatility with a beta of 0.89 — expect wider price swings.
AVB is growing revenue faster at 2.3% — sustainability is the question.
AVB generates stronger free cash flow (304M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WY scores higher overall (57/100 vs 51/100). 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.
AvalonBay Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
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