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As opportunities arise, we may delay construction until sufficient pre-leasing is reached, and financing is in place. Our development and construction activities include, among others, the risks that: we may abandon development opportunities after expending resources to determine feasibility; construction costs of a project may exceed our original estimates; occupancy rates and rents at a newly…
$22.46
+$0.33 (+1.49%)
EOD Jul 17, 2026
12.02% operating margin is respectable but not wide. ROIC at 1.26%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 14.5%, still solid. Margins contracted 6.3pp, which offsets some of the top-line progress.
At 72x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Operating margin contracted 6.3pp YoY, cost discipline may be slipping.
72.5x earnings. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (FY)
$411M
▲ +14.5% YoY
Net Income (TTM)
$46M
▼ -22.0% YoY
Op. Margin
12.02%
▼ -6.3pp YoY
ROIC
4.70%
▼ -0.6pp YoY
Cash Flow & Balance Sheet
FCF
N/A
Op. Cash Flow (TTM)
$172M
▲ +18.9% YoY
Net Debt
$1.62B
Cash & Equiv.
$31M
5Y CAGR: +10.4%
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At a P/E of 72.5, Acadia Realty Trust (AKR) trades above a two-stage DCF intrinsic value of about $-11.12 per share, so at $22.46 the stock looks overvalued (149.5% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Acadia Realty Trust scores 67/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 3.6%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $-11.12 per share for AKR, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $-8.34. At today's $22.46, that puts the stock about 149.5% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Acadia Realty Trust scores 67 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 12.0% operating margin and a 4.7% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Acadia Realty Trust pays a regular dividend of about $0.80 per share per year (typically in quarterly installments), a yield of roughly 3.6% at the current price. That is a payout ratio of about 229.0% of earnings, so the dividend is stretched at this level. Acadia Realty Trust has grown the dividend at roughly 26.6% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For AKR's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. AKR currently trades above its estimated intrinsic value and scores 67/100 on quality (solid). It also yields about 3.6%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.