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Upturn AI SWOT - About
AVB 
AvalonBay Communities Inc (AVB)
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Upturn Advisory Summary
09/17/2025: 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.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $219.3
1 Year Target Price $219.3
| 5 | Strong Buy |
| 5 | Buy |
| 14 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 13.57% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 27.38B USD | Price to earnings Ratio 23.62 | 1Y Target Price 219.3 |
Price to earnings Ratio 23.62 | 1Y Target Price 219.3 | ||
Volume (30-day avg) 24 | Beta 0.88 | 52 Weeks Range 178.86 - 233.48 | Updated Date 09/17/2025 |
52 Weeks Range 178.86 - 233.48 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 3.58% | Basic EPS (TTM) 8.14 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 38.39% | Operating Margin (TTM) 30.5% |
Management Effectiveness
Return on Assets (TTM) 2.81% | Return on Equity (TTM) 9.71% |
Valuation
Trailing PE 23.62 | Forward PE 36.1 | Enterprise Value 36103996470 | Price to Sales(TTM) 9.06 |
Enterprise Value 36103996470 | Price to Sales(TTM) 9.06 | ||
Enterprise Value to Revenue 12.11 | Enterprise Value to EBITDA 15.85 | Shares Outstanding 142383008 | Shares Floating 141412587 |
Shares Outstanding 142383008 | Shares Floating 141412587 | ||
Percent Insiders 0.36 | Percent Institutions 95.4 |
Upturn AI SWOT
AvalonBay Communities Inc
Company Overview
History and Background
AvalonBay Communities, Inc. was founded in 1998 through the merger of Avalon Properties and Bay Apartment Communities. It has grown to become a leading real estate investment trust (REIT) focused on developing, redeveloping, acquiring, and managing high-quality apartment communities in leading metropolitan areas.
Core Business Areas
- Apartment Ownership and Operations: This segment involves the ownership, management, and operation of apartment communities. It generates revenue through rental income and ancillary services offered to residents.
- Development and Redevelopment: This segment focuses on the development and redevelopment of apartment communities. It generates revenue through the sale of completed properties and increased rental income from improved communities.
Leadership and Structure
Benjamin Schall serves as the President and CEO. The company operates with a board of trustees and a senior management team overseeing various departments, including development, investments, property management, and finance.
Top Products and Market Share
Key Offerings
- Apartment Rentals: AvalonBay offers a range of apartment rentals, from studio apartments to multi-bedroom units, catering to various demographics. Market share data varies by geographic region but AvalonBay is one of the largest players in the US apartment rental market. Competitors include Equity Residential, UDR, and Camden Property Trust.
- Ancillary Services: AvalonBay provides ancillary services to residents, such as parking, storage, and pet care. The revenue from these services contribute to the overall income. These are services that are offered by all of its competitors.
Market Dynamics
Industry Overview
The apartment rental industry is currently experiencing fluctuating demand influenced by economic conditions, interest rates, and demographic shifts. Urbanization trends and housing affordability issues support long-term demand, while rising construction costs and interest rates can impact development pipelines.
Positioning
AvalonBay is a leading REIT with a focus on high-quality apartment communities in desirable locations. Its competitive advantages include a strong brand reputation, a disciplined investment approach, and a robust development pipeline.
Total Addressable Market (TAM)
The total addressable market for apartment rentals in the US is estimated to be in the hundreds of billions of dollars annually. AvalonBay's positioning in key metropolitan areas allows it to capture a significant portion of this market. Based on 2023 revenue of ~2.6 Billion, there is still substantial room to grow for AvalonBay within the market.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation
- High-Quality Portfolio
- Experienced Management Team
- Disciplined Investment Approach
- Robust Development Pipeline
Weaknesses
- High Leverage
- Geographic Concentration
- Susceptibility to Economic Downturns
- Development Risk
Opportunities
- Expansion into New Markets
- Redevelopment of Existing Properties
- Increased Demand for Rental Housing
- Technological Innovation
- Strategic Acquisitions
Threats
- Rising Interest Rates
- Increased Competition
- Economic Recession
- Changing Demographics
- Regulatory Changes
Competitors and Market Share
Key Competitors
- EQR
- UDR
- CPT
Competitive Landscape
AvalonBay's advantages include its brand recognition, high-quality portfolio, and disciplined investment approach. Disadvantages include its geographic concentration and high leverage compared to some competitors.
Major Acquisitions
Archstone
- Year: 2013
- Acquisition Price (USD millions): 16000
- Strategic Rationale: The acquisition of Archstone expanded AvalonBay's portfolio of high-quality apartment communities in key metropolitan areas.
Growth Trajectory and Initiatives
Historical Growth: AvalonBay has experienced consistent growth in revenue and net income over the past decade, driven by strategic acquisitions, developments, and operational improvements.
Future Projections: Analysts project continued growth for AvalonBay, driven by increasing demand for rental housing and the company's expansion into new markets. Revenue growth is forecasted to be in the 5-7% range over the next few years.
Recent Initiatives: Recent initiatives include the expansion into the Southeast, the introduction of smart home technologies in apartment communities, and focus on sustainable development.
Summary
AvalonBay is a strong company with a high-quality portfolio of apartment communities and a consistent track record of growth. Its focus on strategic acquisitions, developments, and operational improvements have fueled its success. However, AvalonBay needs to be cautious about the economic conditions, rising interest rates, and increased competition, which could threaten its expansion.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AvalonBay Communities Inc. Annual Reports
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 June 30, 2025, the Company owned or held a direct or indirect ownership interest in 315 apartment communities containing 97,212 apartment homes in 11 states and the District of Columbia, of which 20 communities were under development.
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