Mulya.ai
Ticker
AVB
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?hist_ind
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.789
Beta (levered) ?1.063
Terminal OM% ?23.2%
Segment conc. ?93% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

AVB · AvalonBay Communities, Inc.

$190.122026-07-21
Sector: Real Estate; Industry: REIT - Residential; Sub-Industry: Multi-Family Residential REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-119.7% vs market
Base · active
$0
-112.0% vs market
Bear
$0
-112.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-23
Base $-23
Bull $-37
Market $190
Median $194
Market Price $190
Mulya.ai Base $-23
Analysts Median $194
Mulya.ai IV range ($-23 · $-37)
Analysts Range ($172 · $209)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$2.8B32.0%0.7%$880MM$617MM$1.5B7.8%4.5%$19.4B$6.60
2024.Q4$2.8B0.0%32.0%0.0%$886MM$641MM$1.5B8.2%4.5%$19.9B$6.60
2025.Q1$2.9B5.3%31.4%0.0%$915MM$621MM$1.5B8.3%4.6%$20.2B$7.68
2025.Q4$2.9B0.0%31.4%0.0%$917MM$743MM$1.7B8.1%4.5%$20.8B$7.68
2026.Q1$3.1B5.1%29.2%0.0%$894MM$761MM$1.7B8.1%4.3%$20.7B$8.1130.0
italics below = DCF projection · 10yr Rev CAGR: 3.7%
2027.Q1$3.1B+1.8%29.1%2.0%$891MM−$337MM$554MM8.1%$512MM4.3%$21.1B$6.3330.0
2028.Q1$3.2B+3.7%28.0%4.0%$869MM−$662MM$207MM8.1%$177MM4.1%$21.7B$6.1730.8
2029.Q1$3.4B+3.8%26.8%6.0%$845MM−$644MM$201MM8.2%$159MM3.8%$22.4B$6.0031.7
2030.Q1$3.5B+3.8%25.6%8.0%$821MM−$631MM$190MM8.2%$139MM3.6%$23.0B$5.8332.6
2031.Q1$3.6B+3.9%23.2%10.0%$757MM−$621MM$136MM8.3%$92MM3.3%$23.6B$5.3735.4
Term. Yr+$4.6B4.1%23.2%20.0%$852MM−$406MM$446MM8.6%$4.5B8.6%
Active scenario IV: $0 (-112.0% vs market)