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ACC

American Campus Communities, Inc.NYSE:ACC 주식 보고서

시가총액 US$9.1b
주가
n/a
1Y35.5%
7D0.1%
1D0.08%
포트폴리오 가치
​
보기

American Campus Communities, Inc.

NYSE:ACC 주식 리포트

시가총액: 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) 주식 개요

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

ACC 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장3/6
과거 실적4/6
재무 건전성1/6
배당0/6

강점

공정 가치 추정치보다 낮은 18.2% 에서 거래

수익은 매년 20.07% 증가할 것으로 예상됩니다.

지난 1년간 수익이 663.8% 증가했습니다.

위험 분석

이자 지급액이 수익으로 잘 충당되지 않음


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American Campus Communities, Inc. 경쟁사

가격 이력 및 성과

American Campus Communities 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$65.42
52주 최고가US$65.46
52주 최저가US$48.01
베타0.74
1개월 변동0.79%
3개월 변동1.62%
1년 변동35.53%
3년 변동39.76%
5년 변동38.66%
IPO 이후 변동273.83%

최근 뉴스 및 업데이트

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.

주주 수익률

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

수익률 대 산업: ACC은 지난 1년 동안 18.6%의 수익을 기록한 US REITs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: ACC은 지난 1년 동안 17.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

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%

안정적인 주가: ACC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: ACC의 주간 변동성(1%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19933,006Bill Baylesswww.americancampus.com

American Campus Communities, Inc. 기초 지표 요약

American Campus Communities의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
ACC 기초 통계
시가총액US$9.15b
순이익 (TTM)US$70.59m
매출 (TTM)US$1.02b
129.1x
주가수익비율(P/E)
8.9x
주가매출비율(P/S)

ACC는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
ACC 손익계산서 (TTM)
매출US$1.02b
매출원가US$472.71m
총이익US$547.86m
기타 비용US$477.27m
순이익US$70.59m

최근 보고된 실적

Jun 30, 2022

다음 실적 발표일

해당 없음

주당순이익(EPS)0.51
총이익률53.68%
순이익률6.92%
부채/자본 비율104.9%

ACC의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2022/08/09 16:18
종가2022/08/09 00:00
수익2022/06/30
연간 수익2021/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

American Campus Communities, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
Andrew BabinBaird
Jeffrey SpectorBofA Global Research