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Upturn AI SWOT - About
AVB 
AvalonBay Communities Inc (AVB)
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Upturn Advisory Summary
03/27/2025: AVB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -12.28% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.38B USD | Price to earnings Ratio 28.1 | 1Y Target Price 238.05 |
Price to earnings Ratio 28.1 | 1Y Target Price 238.05 | ||
Volume (30-day avg) 694195 | Beta 1.01 | 52 Weeks Range 173.26 - 237.44 | Updated Date 03/30/2025 |
52 Weeks Range 173.26 - 237.44 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 3.28% | Basic EPS (TTM) 7.6 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 36.5% | Operating Margin (TTM) 31.54% |
Management Effectiveness
Return on Assets (TTM) 2.9% | Return on Equity (TTM) 9.12% |
Valuation
Trailing PE 28.1 | Forward PE 39.06 | Enterprise Value 38524730485 | Price to Sales(TTM) 10.25 |
Enterprise Value 38524730485 | Price to Sales(TTM) 10.25 | ||
Enterprise Value to Revenue 13.22 | Enterprise Value to EBITDA 17.87 | Shares Outstanding 142255008 | Shares Floating 141289577 |
Shares Outstanding 142255008 | Shares Floating 141289577 | ||
Percent Insiders 0.37 | Percent Institutions 97.06 |
Analyst Ratings
Rating 3.67 | Target Price 239.95 | Buy 6 | Strong Buy 5 |
Buy 6 | Strong Buy 5 | ||
Hold 13 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AvalonBay Communities Inc
Company Overview
History and Background
AvalonBay Communities, Inc. (AVB) was founded in 1998 through the merger of Avalon Properties and Bay Apartment Communities. It has grown to become one of the largest publicly traded real estate investment trusts (REITs) focused on the development, redevelopment, acquisition, and management of high-quality apartment communities in leading metropolitan areas.
Core Business Areas
- Apartment Ownership and Operation: Core business involves owning, operating, and managing apartment communities. Focuses on high-barrier-to-entry markets.
- Development and Redevelopment: Develops and redevelops apartment communities to enhance portfolio and increase property value.
- Acquisitions: Acquires existing apartment communities strategically to expand its portfolio.
Leadership and Structure
Benjamin Schall serves as the President and CEO. The company operates with a structured management team overseeing various functional areas, including development, property management, and finance, governed by a Board of Trustees.
Top Products and Market Share
Key Offerings
- Apartment Residences: Offers a range of apartment residences, from studios to multi-bedroom units, in various urban and suburban locations. Targets affluent demographic. Competitors include Equity Residential (EQR) and UDR Inc. (UDR). Market share data is not directly available at the product level, but overall AvalonBay has a significant share among publicly traded REITs.
Market Dynamics
Industry Overview
The apartment REIT industry is influenced by factors such as interest rates, employment growth, and housing affordability. Demand is driven by population growth, urbanization, and lifestyle preferences. Supply is dictated by construction costs, zoning regulations and available financing.
Positioning
AvalonBay is a leading apartment REIT with a focus on high-quality properties in high-barrier-to-entry markets. Its competitive advantages include a strong brand, development expertise, and efficient property management.
Total Addressable Market (TAM)
The TAM for multifamily housing in the US is estimated to be in the trillions of dollars. AvalonBay is positioned to capture a portion of this market by focusing on affluent renters in specific geographic areas and developing new properties.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- High-Quality Portfolio
- Development Expertise
- Efficient Property Management
- Focus on High-Barrier-to-Entry Markets
Weaknesses
- High Debt Levels
- Sensitivity to Interest Rate Changes
- Geographic Concentration
- Susceptibility to Economic Downturns
Opportunities
- Expansion into New Markets
- Development of Mixed-Use Properties
- Technological Innovations in Property Management
- Increasing Demand for Rental Housing
Threats
- Rising Interest Rates
- Increased Competition
- Economic Downturn
- New Housing Supply
- Changes in Government Regulations
Competitors and Market Share
Key Competitors
- EQR
- UDR
- MAA
- INVH
Competitive Landscape
AvalonBay competes effectively based on its high-quality portfolio, development expertise, and strong brand. However, it faces competition from other large REITs and private developers.
Major Acquisitions
Archstone (partial portfolio)
- Year: 2013
- Acquisition Price (USD millions): 3400
- Strategic Rationale: Expanded AVB's presence in key markets such as New York, Southern California, and the Washington, D.C. metropolitan area.
Growth Trajectory and Initiatives
Historical Growth: AvalonBay has grown through development, acquisitions, and organic rent growth.
Future Projections: Future growth is expected to come from continued development and acquisition activities, as well as rent increases. Analyst estimates vary.
Recent Initiatives: Recent initiatives may include new development projects, property renovations, and technological implementations.
Summary
AvalonBay is a strong REIT with a focus on high-quality apartment communities in desirable locations. Its development expertise and brand recognition are advantages, but it faces risks from rising interest rates and increased competition. The company's strategic initiatives and focus on innovation position it well for future growth, but careful monitoring of economic conditions is crucial.
Similar Companies
- EQR
- UDR
- MAA
- INVH
- ESS
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market conditions are subject to change. Market share percentages are based on total market capitalization of the respective companies in relation to total REIT market cap.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AvalonBay Communities Inc
Exchange NYSE | Headquaters Arlington, VA, United States | ||
IPO Launch date 1994-03-10 | President, CEO & Director Mr. Benjamin W. Schall | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 2928 | Website https://www.avalonbay.com |
Full time employees 2928 | Website https://www.avalonbay.com | ||
AvalonBay Communities, Inc., a member of the S&P 500, is an equity REIT that develops, redevelops, acquires and manages apartment communities in leading metropolitan areas in New England, the New York/New Jersey Metro area, the Mid-Atlantic, the Pacific Northwest, and Northern and Southern California, as well as in the Company's expansion regions of Raleigh-Durham and Charlotte, North Carolina, Southeast Florida, Dallas and Austin, Texas, and Denver, Colorado. As of December 31, 2024, the Company owned or held a direct or indirect ownership interest in 306 apartment communities containing 93,518 apartment homes in 12 states and the District of Columbia, of which 17 communities were under development.
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