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

EQUITY | REIT - Diversified | New York Stock Exchange

Last Closing

USD 21.64

Change

+0.55 (+2.61)%

Market Cap

USD 1.85B

Volume

0.21M

Analyst Target

USD 28.25
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

American Assets Trust Inc is a full service, vertically integrated and self-administered real estate investment trust. The Company owns, operates, acquires and develops retail, office, multifamily and mixed-use properties.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for REIT - Diversified

Symbol Name Price(Change) Market Cap
VICI VICI Properties Inc

N/A

USD 30.06B
WPC W P Carey Inc

N/A

USD 12.09B
EPRT Essential Properties Realty Tr..

N/A

USD 4.36B
UTG Reaves Utility IF

N/A

USD 4.30B
BNL Broadstone Net Lease Inc

N/A

USD 2.74B
ESRT Empire State Realty Trust Inc

N/A

USD 2.48B
GNL Global Net Lease Inc.

N/A

USD 1.57B
SAFE Safehold Inc

N/A

USD 1.47B
GNL-PA Global Net Lease Inc

N/A

USD 1.27B
AHH-PA Armada Hoffler Properties Inc

N/A

USD 0.97B

ETFs Containing AAT

XLTY 6.52 % 0.00 %

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LUX Tema Luxury ETF 3.67 % 0.00 %

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USD 8.45M
STSX:SW SPDR® MSCI Europe Consum.. 2.91 % 0.00 %

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USD 0.14B
CSPE:LSE SPDR® MSCI Europe Consum.. 2.80 % 0.00 %

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USD 0.14B
LSAF LeaderSharesTM AlphaFacto.. 1.05 % 0.75 %

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USD 0.14B
JPHF 0.01 % 0.79 %

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JPLS 0.01 % 0.60 %

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EWSC 0.01 % 0.40 %

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IUSS 0.00 % 0.00 %

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XCS:CA iShares S&P/TSX Small Cap 0.00 % 0.61 %

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CAD 0.14B
XTN SPDR® S&P Transportation.. 0.00 % 0.35 %

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USD 0.18B
CSTP:LSE SPDR® MSCI Europe Consum.. 0.00 % 0.00 %

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USD 0.25B
XD3E:LSE Xtrackers Euro Stoxx Qual.. 0.00 % 0.00 %

N/A

USD 0.25B
XS3R:LSE Xtrackers MSCI Europe Con.. 0.00 % 0.00 %

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USD 0.07B
STS:PA SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

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USD 0.16B
DXSA:F Xtrackers - Euro Stoxx Se.. 0.00 % 0.00 %

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USD 0.26B
DXSK:F Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

N/A

USD 0.07B
EXH3:F iShares STOXX Europe 600 .. 0.00 % 0.00 %

N/A

USD 0.23B
SPYC:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

N/A

USD 0.12B
XPQP:F Xtrackers MSCI Philippine.. 0.00 % 0.00 %

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USD 0.03B
DXSA:XETRA Xtrackers - Euro Stoxx Se.. 0.00 % 0.00 %

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USD 0.26B
DXSI:XETRA Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

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USD 0.02B
DXSK:XETRA Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

N/A

USD 0.07B
EXH3:XETRA iShares STOXX Europe 600 .. 0.00 % 0.00 %

N/A

USD 0.24B
SPYC:XETRA SPDR® MSCI Europe Consum.. 0.00 % 0.00 %

N/A

USD 0.16B
XPQP:XETRA Xtrackers MSCI Philippine.. 0.00 % 0.00 %

N/A

USD 0.03B
ESIS:F Ishares VI PLC - Ishares .. 0.00 % 0.00 %

N/A

USD 0.57B
ESIS:XETRA iShares MSCI Europe Consu.. 0.00 % 0.00 %

N/A

USD 0.57B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.86% 46% F 18% F
Dividend Return 1.49% 28% F 71% C-
Total Return -2.38% 42% F 19% F
Trailing 12 Months  
Capital Gain 20.22% 92% A 69% C-
Dividend Return 7.36% 46% F 82% B
Total Return 27.58% 92% A 75% C
Trailing 5 Years  
Capital Gain -52.81% 40% F 10% F
Dividend Return 12.99% 33% F 50% F
Total Return -39.83% 30% F 10% F
Average Annual (5 Year Horizon)  
Capital Gain -12.92% 15% F 7% C-
Dividend Return -9.35% 10% F 8% B-
Total Return 3.57% 30% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 33.00% 25% F 33% F
Risk Adjusted Return -28.34% 15% F 13% F
Market Capitalization 1.85B 50% F 61% D-

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 57.10 60% 30%
Price/Book Ratio 1.07 50% 67%
Price / Cash Flow Ratio 8.61 74% 43%
Price/Free Cash Flow Ratio 11.66 82% 35%
Management Effectiveness  
Return on Equity 5.53% 84% 41%
Return on Invested Capital 4.17% 72% 40%
Return on Assets 2.55% 56% 51%
Debt to Equity Ratio 141.05% 22% 22%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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:
Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly 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 compared to book value

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

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector