AAT:NYE-American Assets Trust, Inc (USD)

COMMON STOCK | REIT—Diversified | NYE

Last Closing Price

USD 24.69

Change

+0.26 (+1.06)%

Market Cap

USD 1.47B

Volume

0.47M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

American Assets Trust, Inc. is a full service, vertically integrated and self-administered real estate investment trust, or REIT, headquartered in San Diego, California. The company has over 50 years of experience in acquiring, improving, developing and managing premier retail, office and residential properties throughout the United States in some of the nation's most dynamic, high-barrier-to-entry markets primarily in Southern California, Northern California, Oregon, Washington, Texas and Hawaii. The company's retail portfolio comprises approximately 3.1 million rentable square feet, and its office portfolio comprises approximately 3.4 million square feet. In addition, the company owns one mixed-use property (including approximately 97,000 rentable square feet of retail space and a 369-room all-suite hotel) and 2,112 multifamily units. In 2011, the company was formed to succeed to the real estate business of American Assets, Inc., a privately held corporation founded in 1967 and, as such, has significant experience, long-standing relationships and extensive knowledge of its core markets, submarkets and asset classes.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-03-27 )

Largest Industry Peers for REIT—Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
WPC W. P. Carey Inc

-0.35 (-0.58%)

USD9.07B 29.57 12.35
MGP MGM Growth Properties LLC

+0.14 (+0.63%)

USD7.40B 23.05 14.03
PSB-PW PS Business Parks, Inc

-1.15 (-4.84%)

USD5.83B 6.02 6.06
STOR STORE Capital Corporation

-1.72 (-8.00%)

USD4.16B 13.76 11.99
PSB PS Business Parks, Inc

+3.52 (+2.82%)

USD3.52B 32.46 15.71
ESRT Empire State Realty Trust, Inc

-0.02 (-0.23%)

USD3.03B 29.86 11.47
FISK Empire State Realty OP, L.P

-0.15 (-1.71%)

USD2.72B 22.34 12.39
SRC Spirit Realty Capital, Inc

-0.78 (-2.76%)

USD2.63B 14.15 10.34
ESBA Empire State Realty OP, L.P

-0.07 (-0.80%)

USD2.53B 21.55 11.62
OGCP Empire State Realty OP, L.P

+0.80 (+10.13%)

USD2.44B 20.10 12.40

ETFs Containing AAT

Symbol Name Weight Mer Price(Change) Market Cap
FDM First Trust Dow Jones Sel.. 0.00 % 0.60 %

-1.14 (-3.58%)

USD0.14B

Market Performance

  Market Performance vs.
Industry/Classification (REIT—Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -46.21% 33% F 20% F
Dividend Return 0.65% 20% F 38% F
Total Return -45.56% 33% F 21% F
Trailing 12 Months  
Capital Gain -46.65% 22% F 21% F
Dividend Return 2.51% 12% F 58% F
Total Return -44.14% 22% F 21% F
Trailing 5 Years  
Capital Gain -42.66% 53% F 30% F
Dividend Return 12.32% 43% F 48% F
Total Return -30.34% 40% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain 4.75% 59% F 59% F
Dividend Return 2.66% 38% F 57% F
Total Return 7.41% 52% F 57% F
Risk Return Profile  
Volatility (Standard Deviation) 16.22% 56% F 48% F
Risk Adjusted Return 45.68% 52% F 48% F
Market Capitalization 1.47B 48% F 65% D
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(REIT—Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 28.91 35% F 16% F
Price/Book Ratio 1.12 48% F 45% F
Price / Cash Flow Ratio 9.54 62% D- 32% F
EV/EBITDA 12.99 52% F 26% F
Management Effectiveness  
Return on Equity 5.74% 62% D- 38% F
Return on Invested Capital 4.73% 48% F 40% F
Return on Assets 2.85% 57% F 54% F
Debt to Equity Ratio 103.43% 47% F 34% F
Technical Ratios  
Short Ratio 2.65 26% F 39% F
Short Percent 4.11% 20% F 61% D-
Beta 0.54 71% C- 76% C
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.