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ACC

American Campus Communities, Inc.Informe acción NYSE:ACC

Capitalización bursátil US$9.1b
Precio de las acciones
n/a
1Y35.5%
7D0.1%
1D0.08%
Valor de la cartera
​
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American Campus Communities, Inc.

Informe acción NYSE:ACC

Capitalización de mercado: US$9.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

American Campus Communities (ACC) Resumen de Acciones

American Campus Communities, Inc. is the largest owner, manager and developer of high-quality student housing communities in the United States. Saber más

Análisis fundamental de ACC
Puntuación del snowflake
Valoración1/6
Crecimiento futuro3/6
Rendimiento pasado4/6
Salud financiera1/6
Dividendos0/6

Recompensas

Cotiza un 18.2% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 20.07%

Los beneficios aumentaron un 663.8% el pasado año

Análisis de riesgos

Los pagos de intereses no están bien cubiertos por los beneficios


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Competidores de American Campus Communities, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del American Campus Communities
Precios históricos de las acciones
Precio actual de la acciónUS$65.42
Máximo en las últimas 52 semanasUS$65.46
Mínimo de 52 semanasUS$48.01
Beta0.74
Cambio en 1 mes0.79%
Variación en 3 meses1.62%
Cambio de 1 año35.53%
Variación en 3 años39.76%
Variación en 5 años38.66%
Variación desde la OPV273.83%

Noticias y actualizaciones recientes

Seeking Alpha • Jul 22

American Campus Communities Q2 Earnings Preview

American Campus Communities (NYSE:ACC) is scheduled to announce Q2 earnings results on Monday, July 25th, before market open. The consensus EPS Estimate is $0.54 (+28.6% Y/Y) and the consensus Revenue Estimate is $236M (+13.2% Y/Y). Over the last 1 year, ACC has beaten EPS estimates 100% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 0 downward. Revenue estimates have seen 2 upward revisions and 0 downward.
Seeking Alpha • May 03

Student Housing REITs: It's Not Goodbye, It's See You Later

Student housing has seen a swift recovery and brightening outlook over the past twelve months as the effects of soaring rents have more-than-offset ongoing COVID issues and longer-term enrollment headwinds. American Campus - the first of three student housing REITs and last one still publicly traded- was scooped-up last month by Blackstone - one of its five major REIT acquisitions since June. Given the abundance of private institutional capital targeting student housing assets and prior acquisitions of EDR and Campus Crest, in January, we projected a potential takeout of ACC at $65/share. Blackstone's $12.8 billion takeout at $65.47/share bid - nearly spot-on with that call - is a healthy 14% premium to ACC's prior close. These massive acquisitions have become necessary to feed its fledging non-traded REIT business, BREIT. BREIT has grown into a $100B behemoth in less than five years despite its high fee structure, capitalizing on investor interest for private real estate, and a questionable perception of lower volatility compared to public REITs.
Seeking Alpha • Apr 25

Merger Arbitrage Mondays - Blackstone Acquires American Campus Communities

The largest deal announced last week was the acquisition of American Campus Communities (ACC) by Blackstone (BX) for nearly $13 billion. The deal represents a premium of 30% over the closing stock price of February 16, 2022, the date immediately prior to the company disclosing receipt from Land & Buildings. ACC also has a 'Cut-Off' time until May 28, 2022, during which it can enter into a definitive agreement with other interested parties.

Recent updates

Seeking Alpha • Jul 22

American Campus Communities Q2 Earnings Preview

American Campus Communities (NYSE:ACC) is scheduled to announce Q2 earnings results on Monday, July 25th, before market open. The consensus EPS Estimate is $0.54 (+28.6% Y/Y) and the consensus Revenue Estimate is $236M (+13.2% Y/Y). Over the last 1 year, ACC has beaten EPS estimates 100% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 0 downward. Revenue estimates have seen 2 upward revisions and 0 downward.
Seeking Alpha • May 03

Student Housing REITs: It's Not Goodbye, It's See You Later

Student housing has seen a swift recovery and brightening outlook over the past twelve months as the effects of soaring rents have more-than-offset ongoing COVID issues and longer-term enrollment headwinds. American Campus - the first of three student housing REITs and last one still publicly traded- was scooped-up last month by Blackstone - one of its five major REIT acquisitions since June. Given the abundance of private institutional capital targeting student housing assets and prior acquisitions of EDR and Campus Crest, in January, we projected a potential takeout of ACC at $65/share. Blackstone's $12.8 billion takeout at $65.47/share bid - nearly spot-on with that call - is a healthy 14% premium to ACC's prior close. These massive acquisitions have become necessary to feed its fledging non-traded REIT business, BREIT. BREIT has grown into a $100B behemoth in less than five years despite its high fee structure, capitalizing on investor interest for private real estate, and a questionable perception of lower volatility compared to public REITs.
Seeking Alpha • Apr 25

Merger Arbitrage Mondays - Blackstone Acquires American Campus Communities

The largest deal announced last week was the acquisition of American Campus Communities (ACC) by Blackstone (BX) for nearly $13 billion. The deal represents a premium of 30% over the closing stock price of February 16, 2022, the date immediately prior to the company disclosing receipt from Land & Buildings. ACC also has a 'Cut-Off' time until May 28, 2022, during which it can enter into a definitive agreement with other interested parties.
Seeking Alpha • Jan 28

American Campus Communities: Student Housing - Back To School, Finally

American Campus Communities - along with the broader student housing sector - have delivered a swifter-than-expected rebound as students at flagship universities returned to campus for the 2021-2022 academic year. Despite the broader enrollment declines at the national level due to a myriad of short-term and structural headwinds, student housing fundamentals in these top-tier university markets have improved above pre-pandemic. Non-student apartment rents are soaring by double-digit rates, which allowed ACC to achieve robust rental rate growth of 3.8% and occupancy at 95.8% for the Fall 2021 semester- near record-highs. Beneficiaries of the soaring rents across the nation, ACC also delivered double-digit same-store NOI growth last quarter and now expects to see a full return to pre-pandemic FFO in full-year 2022. ACC has made several positive strides to unlock value through improved corporate governance and capital allocation. Given its deep NAV discount and the ample institutional interest in student housing, ACC is also a takeout candidate.
Seeking Alpha • Dec 20

American Campus Communities: Still Too Pricey

American Campus Communities continues to grow this year after seeing a pullback in 2020. Shares of the company are cheap relative to the competition, but they are still pricey on an absolute basis. The firm is a quality one with an interesting catalyst, but unless you're banking on the said catalyst, there are probably better prospects to be had today.
Seeking Alpha • Oct 13

American Campus Communities' Rebound Is Fully Priced In, But The Looming Enrollment Cliff Is Not

ACC is enjoying a strong rebound from the ravages of COVID-19 and online classes. The student housing REIT expects to see a full recovery in occupancy in the Fall of 2022. But investors should weigh present strength against a probable future higher ed enrollment cliff. It's a matter of simple demographics. Moreover, damaged relations with China, the largest "importer" of foreign students to US universities, seems to have triggered a sea change in the Chinese attitude about obtaining an American education. I give my argument for why ACC's valuation is too rich given the headwinds it will eventually face.
Seeking Alpha • Jul 28

Student Housing: Mask On, Mask Off

American Campus Communities - along with the broader student housing sector - hope for a swift rebound in occupancy this academic year as students at flagship universities return to campus. Two steps forward, one step back. The recent reacceleration in worldwide COVID cases - and resulting "public health" mandates - threaten to delay the complete return of in-person learning. Tale of two Americas: ACC's focus on highly-selective flagship universities across Sunbelt markets - most of which offered in-person classes throughout the pandemic - has proven to be especially critical. ACC reported encouraging Q2 results this week as pre-leasing accelerated significantly to 91.7% for the upcoming year while NOI growth surged 11.6% and its critical Disney development remains on track. While apparent near-term and longer-term risks remain for the student housing asset class, valuations now appear fairly attractive given the robust strength across the broader multifamily housing sector.
Seeking Alpha • Jun 22

Why American Campus Communities May Be Your Smart Buy

American Campus Communities has unique advantages as the largest institutional player in the student housing space. It's set to benefit from universities increasingly seeking avenues to monetize and outsource their aging residences. I also highlight the dividend, balance sheet, valuation, and near-term outlook.

Rentabilidad de los accionistas

ACCUS REITsMercado US
7D0.1%-0.3%-1.5%
1Y35.5%4.8%17.8%

Rentabilidad vs. Industria: ACC superó a la industria US REITs, que obtuvo un rendimiento del 4.8% el año pasado.

Rentabilidad vs. Mercado: ACC superó al mercado US, que obtuvo un rendimiento del 17.8% el año pasado.

Volatilidad de los precios

Is ACC's price volatile compared to industry and market?
ACC volatility
ACC Average Weekly Movement0.5%
REITs Industry Average Movement3.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: ACC no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ACC (1%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19933,006Bill Baylesswww.americancampus.com

Resumen de fundamentos de American Campus Communities, Inc.

¿Cómo se comparan los beneficios e ingresos de American Campus Communities con su capitalización de mercado?
Estadísticas fundamentales de ACC
Capitalización bursátilUS$9.15b
Beneficios(TTM)US$70.59m
Ingresos (TTM)US$1.02b
129.1x
Ratio precio-beneficio (PE)
8.9x
Ratio precio-ventas (PS)

¿Está ACC sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ACC
IngresosUS$1.02b
Coste de los ingresosUS$472.71m
Beneficio brutoUS$547.86m
Otros gastosUS$477.27m
BeneficiosUS$70.59m

Últimos beneficios comunicados

Jun 30, 2022

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.51
Margen bruto53.68%
Margen de beneficio neto6.92%
Ratio deuda/patrimonio104.9%

¿Cómo se ha desempeñado ACC a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2022/08/09 14:44
Precio de las acciones al final del día2022/08/09 00:00
Beneficios2022/06/30
Ingresos anuales2021/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

American Campus Communities, Inc. está cubierta por 22 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jacob KilsteinArgus Research Company
Andrew BabinBaird
Jeffrey SpectorBofA Global Research