AVB AvalonBay Communities
too hard · 56
Owner-earnings value$187.38
Price$194.35
Margin of safety
-3.6%
Quality gate · 56/100
⚠ sub-hurdle returns (median roic 6% < 9%)
Median ROIC6.4%
Gross margin62.8%
Net debt / EBITDA4.0x
FCF conversion129%
Share count / yr+0.0%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 1.40B |
| Owner-earnings yield | 5.1% |
| Free-cash-flow yield | 5.1% |
| Growth used (normalized) | 5.4% |
| Market-implied growth (reverse DCF) | 6.3% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.47B | 5.4% | 1.35B |
| 2 | 1.55B | 5.2% | 1.30B |
| 3 | 1.63B | 4.9% | 1.26B |
| 4 | 1.70B | 4.6% | 1.21B |
| 5 | 1.78B | 4.4% | 1.15B |
| 6 | 1.85B | 4.1% | 1.10B |
| 7 | 1.92B | 3.8% | 1.05B |
| 8 | 1.99B | 3.5% | 997.15M |
| 9 | 2.05B | 3.3% | 944.75M |
| 10 | 2.11B | 3.0% | 892.74M |
Recent news
score · 8 articles
- Merger Value Hit a First-Half Record as Deal Sizes Grew
- Global M&A Tops $2.5 Trillion After First-Half Deals Surge
- Top Stock Reports for Microsoft, Exxon Mobil & Dell
- Is AvalonBay Communities, Inc. (AVB) A Good Stock To Buy Now?
- AvalonBay (AVB): The Best Interest Rate Sensitive Stock to Buy Now
- Why NYC’s Rent Freeze Isn’t Hitting Real Estate Stocks Harder
- Is AvalonBay Stock Underperforming the S&P 500?
- AvalonBay (AVB) Could Benefit From a Changing Housing Market, Says Mizuho
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~6%/yr owner-earnings growth over 10y (reverse DCF); model credits 5%.