ALEX Alexander & Baldwin, Inc. - Fundamental Analysis
BEARISH
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ALEX Stock | Fundamental Analysis & Investment Insights
NYSE
Real Estate
REIT - Retail
Current Price
Live
$20.75
Analyst Target
$20.95
+1.0%
Upside
52W High
$21.03
52W Low
$15.07
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$1.51B
P/E
20.54
ROE
7.3%
Profit margin
32.4%
Debt/Equity
0.49
Dividend yield
4.94%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
78%
Analysis Accuracy
The Advanced Deterministic Scorecard reveals a weak financial health profile with a Piotroski F-Score of 4/9, indicating borderline stability, and a missing Altman Z-Score prevents a full distress risk assessment. Despite strong historical price performance and a high dividend yield, the company faces significant headwinds with declining revenue and earnings, poor liquidity ratios, and negative insider sentiment. Valuation metrics appear stretched relative to fundamentals, particularly with a forward P/E of 34.02 amid negative growth. The stock trades above both the Graham Number ($17.77) and intrinsic value estimate ($7.07), suggesting overvaluation absent a turnaround.
Key Strengths
High dividend yield of 4.94% provides income appeal
Strong profitability margins (Gross: 47.19%, Operating: 34.92%, Net: 32.44%)
Low debt/equity ratio of 0.49, indicating conservative leverage
Recent earnings surprises have been strongly positive on average (+43.27% over last 4 quarters)
Outperformed sector peers in 1Y and 3Y price returns despite weak fundamentals
Key Risks
Piotroski F-Score of 4/9 signals weak financial health and operational deterioration
Negative YoY revenue (-19.10%) and earnings growth (-24.70%) indicate shrinking business fundamentals
Poor liquidity with current ratio (0.63) and quick ratio (0.56) below 1.0, raising short-term solvency concerns
High payout ratio of 89.11% threatens dividend sustainability given earnings volatility
Insider selling activity over the past 6 months reflects lack of confidence from management
AI Fair Value Estimate
Based on comprehensive analysis
$17.77
-14.4% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
42
Moderate
32
24
68
30
55
AI Verdict
Overvalued with deteriorating fundamentals and high risk
Key drivers: Low Piotroski score, Negative growth trends, Rich valuation multiples, Bearish insider activity, Elevated forward P/E despite declining earnings
Confidence
80%
Value
32/100
Ref P/E, PEG, Graham Number
Positives
- Price/Book of 1.49 below sector average of 3.65
- Lower P/E than sector average (20.54 vs 64.76)
Watchpoints
- Stock trades above Graham Number ($20.75 > $17.77)
- Intrinsic value ($7.07) far below current price
- Forward P/E of 34.02 suggests high growth expectations not supported by current trends
Future
24/100
Ref Growth rates
Positives
- Analyst target price implies slight upside (+0.96%)
Watchpoints
- Revenue growth YoY: -19.10%
- Earnings growth YoY: -24.70%
- Q/Q EPS growth: -42.9%
- No PEG ratio due to unreliable growth trajectory
Past
68/100
Ref Historical trends
Positives
- 5Y price return of +58.2% outperforms most peers
- Consistent earnings beat streak over last 4 quarters (3/4 beats)
- High average earnings surprise of +43.27% in recent quarters
Watchpoints
- Erratic earnings history with several large negative surprises in prior years
- EPS volatility evident in quarterly progression
Health
30/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Debt/Equity ratio of 0.49 is well below sector average of 3.65
- Positive ROE (7.32%) in a sector where average ROE is deeply negative
Watchpoints
- Piotroski F-Score of 4/9 indicates weak financial health
- Current ratio (0.63) and quick ratio (0.56) signal liquidity risk
- Altman Z-Score unavailable, limiting distress risk analysis
Dividend
55/100
Ref Yield, Payout
Positives
- Dividend yield of 4.94% is attractive in current rate environment
- Dividend strength score of 55/100 suggests moderate reliability
Watchpoints
- Payout ratio of 89.11% is high and may not be sustainable if earnings decline further
- No 5-year average yield data to assess consistency
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$20.75
Analyst Target
$20.95
Upside/Downside
+1.0%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for ALEX and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
ALEX
Alexander & Baldwin, Inc.
Primary
|
+58.2% | +26.3% | +25.3% | +16.0% | +0.5% | -0.5% |
|
AAT
American Assets Trust, Inc.
Peer
|
-18.7% | -20.1% | -20.4% | -8.6% | -4.6% | 0.0% |
|
ABR
Arbor Realty Trust, Inc.
Peer
|
-7.8% | -22.3% | -34.2% | -32.0% | -2.4% | -6.4% |
|
ARI
Apollo Commercial Real Estate Finance, Inc.
Peer
|
+49.1% | +20.2% | +23.8% | +5.8% | +2.0% | -2.3% |
|
ALX
Alexander's, Inc.
Peer
|
+28.6% | +33.4% | +37.1% | -2.2% | +11.4% | +0.9% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
20.54
Forward P/E
34.02
PEG Ratio
N/A
P/B Ratio
1.49
P/S Ratio
6.68
EV/Revenue
8.77
EV/EBITDA
17.01
Market Cap
$1.51B
Profitability
Profit margins and return metrics
Profit Margin
32.44%
Operating Margin
34.92%
Gross Margin
47.19%
ROE
7.32%
ROA
2.96%
Growth
Revenue and earnings growth rates
Revenue Growth
-19.1%
Earnings Growth
-24.7%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-24.6%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.49
Low debt
Current Ratio
0.63
Weak
Quick Ratio
0.56
Poor
Cash/Share
$0.27
Quarterly Earnings History
EPS performance vs analyst estimates
2026-03-02
$N/A
2025-10-30
$0.2
+33.3% surprise
2025-07-24
$0.35
+9.4% surprise
2025-04-24
$0.29
+87.1% surprise
Real Estate Sector Comparison
Comparing ALEX against 56 companies in the Real Estate sector
(1 bullish, 9 neutral, 46 bearish)
P/E Ratio
20.54
This Stock
vs
48.41
Sector Avg
-57.6%
(Discount)
Return on Equity (ROE)
7.32%
This Stock
vs
-78.05%
Sector Avg
-109.4%
(Below Avg)
Profit Margin
32.44%
This Stock
vs
26.54%
Sector Avg
+22.2%
(Superior)
Debt to Equity
0.49
This Stock
vs
3.27
Sector Avg
-85.1%
(Less Debt)
Revenue Growth
-19.1%
This Stock
vs
1826.76%
Sector Avg
-101.0%
(Slower)
Current Ratio
0.63
This Stock
vs
8.06
Sector Avg
-92.2%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
ALEX
Alexander & Baldwin, Inc.
|
BEARISH | $1.51B | 20.54 | 7.3% | 32.4% | $20.75 | |
|
AAT
American Assets Trust, Inc.
|
BEARISH | $1.39B | 17.8 | 7.0% | 14.1% | $17.98 | |
|
ABR
Arbor Realty Trust, Inc.
|
BEARISH | $1.64B | 10.05 | 6.6% | 35.1% | $7.74 | |
|
ARI
Apollo Commercial Real...
|
BEARISH | $1.38B | 11.4 | 7.4% | 51.3% | $9.92 | |
|
ALX
Alexander's, Inc.
|
BEARISH | $1.24B | 34.38 | 23.0% | 17.0% | $243.04 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-29 | PARKER LANCE K | Chief Executive Officer | Stock Award | 163,208 | - |
| 2025-12-29 | CHUN CLAYTON K.Y. | Chief Financial Officer | Stock Award | 80,671 | - |
| 2025-12-10 | CHING MEREDITH J | Officer | Sale | 700 | $14,622 |
| 2025-11-10 | CHING MEREDITH J | Officer | Sale | 700 | $10,837 |
| 2025-10-10 | CHING MEREDITH J | Officer | Sale | 700 | $11,729 |
| 2025-09-10 | CHING MEREDITH J | Officer | Sale | 700 | $13,129 |
| 2025-08-11 | CHING MEREDITH J | Officer | Sale | 700 | $12,701 |
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
HOLD
3 analysts
Janney Montgomery Scott
2025-12-11
Buy
Neutral
Piper Sandler
2025-12-09
Overweight
Neutral
JMP Securities
2025-09-02
Market Perform
Market Perform
Past News Coverage
Recent headlines mentioning ALEX from our newsroom.
Newest → oldest
No matching news yet.