Mulya.ai
Ticker
AVB
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?hist_ind
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.763
Beta (levered) ?1.066
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 · 2026-05-17

AVB · AvalonBay Communities, Inc.

$166.022026-05-17
Sector: Real Estate; Industry: REIT - Residential; Sub-Industry: Multi-Family Residential REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-122.5% vs market
Base · active
$0
-115.6% vs market
Bear
$0
-114.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-23
Base $-26
Bull $-37
Market $166
Median $191
Market Price $166
Mulya.ai Base $-26
Analysts Median $191
Mulya.ai IV range ($-23 · $-37)
Analysts Range ($172 · $217)
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
2021.Q4$2.3B26.7%0.6%$609MM$223MM$832MM6.5%3.3%$18.6B$7.07
2022.Q4$2.6B13.0%30.3%1.3%$775MM$640MM$1.4B7.7%4.1%$19.0B$8.01
2023.Q4$2.8B6.7%32.0%1.1%$877MM$622MM$1.5B7.4%4.6%$19.4B$6.54
2024.Q4$2.9B5.3%31.4%0.0%$915MM$641MM$1.6B8.2%4.7%$19.9B$7.62
2025.Q4$3.0B4.3%30.1%0.0%$915MM$743MM$1.7B8.1%4.5%$20.8B$7.4125.8
italics below = DCF projection · 10yr Rev CAGR: 4.6%
2026.Q4$3.1B+2.3%30.1%2.0%$916MM−$434MM$482MM8.0%$447MM4.4%$21.2B$6.4525.7
2027.Q4$3.3B+4.6%28.7%4.0%$896MM−$813MM$82MM8.1%$71MM4.2%$22.0B$6.3126.3
2028.Q4$3.4B+5.7%27.3%6.0%$883MM−$985MM−$103MM8.1%−$81MM3.9%$23.0B$6.2226.7
2029.Q4$3.6B+5.5%26.0%8.0%$866MM−$931MM−$65MM8.2%−$47MM3.7%$23.9B$6.1027.2
2030.Q4$3.8B+5.3%23.2%10.0%$797MM−$880MM−$82MM8.2%−$56MM3.3%$24.8B$5.6229.5
Term. Yr+$5.0B4.1%23.2%20.0%$923MM−$440MM$483MM8.6%$4.8B8.6%
Active scenario IV: $0 (-115.6% vs market)