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ACC

American Campus Communities, Inc.NYSE:ACC Rapport sur les actions

Capitalisation boursière US$9.1b
Prix de l'action
n/a
1Y35.5%
7D0.1%
1D0.08%
Valeur du portefeuille
​
Voir

American Campus Communities, Inc.

NYSE:ACC Rapport sur les actions

Capitalisation boursière : 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) Aperçu de l'action

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

ACC analyse fondamentale
Score flocon de neige
Évaluation1/6
Croissance future3/6
Performances passées4/6
Santé financière1/6
Dividendes0/6

Récompenses

Se négocie à 18.2% en dessous de notre estimation de sa juste valeur

Les bénéfices devraient augmenter 20.07% par an

Les bénéfices ont augmenté de 663.8% au cours de l'année écoulée

Analyse des risques

Les paiements d’intérêts ne sont pas bien couverts par les bénéfices


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American Campus Communities, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 American Campus Communities
Historique des cours de bourse
Prix actuel de l'actionUS$65.42
Plus haut sur 52 semainesUS$65.46
Plus bas sur 52 semainesUS$48.01
Bêta0.74
Variation sur 1 mois0.79%
Variation sur 3 mois1.62%
Variation sur 1 an35.53%
Variation sur 3 ans39.76%
Variation sur 5 ans38.66%
Évolution depuis l'introduction en bourse273.83%

Nouvelles et mises à jour récentes

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.

Rendement pour les actionnaires

ACCUS REITsUS Marché
7D0.1%4.7%-2.0%
1Y35.5%18.6%17.2%

Rendement vs Industrie: ACC a dépassé le secteur US REITs qui a rapporté 18.6 % au cours de l'année écoulée.

Rendement vs marché: ACC a dépassé le marché US qui a rapporté 17.2 % au cours de l'année écoulée.

Volatilité des prix

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

Cours de l'action stable: ACC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de ACC ( 1% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
19933,006Bill Baylesswww.americancampus.com

American Campus Communities, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de American Campus Communities se comparent-ils à sa capitalisation boursière ?
ACC statistiques fondamentales
Capitalisation boursièreUS$9.15b
Bénéfices(TTM)US$70.59m
Recettes(TTM)US$1.02b
129.1x
Ratio P/E
8.9x
Ratio P/S

Le site ACC est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
ACC compte de résultat (TTM)
RecettesUS$1.02b
Coût des recettesUS$472.71m
Marge bruteUS$547.86m
Autres dépensesUS$477.27m
Les revenusUS$70.59m

Derniers bénéfices déclarés

Jun 30, 2022

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)0.51
Marge brute53.68%
Marge bénéficiaire nette6.92%
Ratio dettes/capitaux propres104.9%

Quelles ont été les performances à long terme de ACC?

Voir les performances historiques et les comparaisons

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2022/08/09 09:37
Cours de l'action en fin de journée2022/08/09 00:00
Les revenus2022/06/30
Revenus annuels2021/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

American Campus Communities, Inc. est couverte par 22 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jacob KilsteinArgus Research Company
Andrew BabinBaird
Jeffrey SpectorBofA Global Research