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Revisiting Acadia Realty Trust (AKR) Valuation After Recent Share Price Weakness

Simply Wall St · 1d ago

Acadia Realty Trust (AKR) has quietly lagged the broader market this year, with the stock down about 18% year to date, even as revenue and net income have grown at double digit rates.

See our latest analysis for Acadia Realty Trust.

The 1 year share price return of around negative 18 percent and 1 week share price return of roughly negative 4 percent show momentum has faded lately. However, the 3 year total shareholder return above 50 percent still points to a solid longer term payoff for patient investors.

If Acadia’s mixed momentum has you reassessing your watchlist, it could be a good moment to explore fast growing stocks with high insider ownership as potential next wave opportunities.

With analysts seeing upside to fair value and management still growing revenue and earnings at a healthy clip, is Acadia Realty Trust quietly undervalued here, or is the market already discounting every bit of that future growth?

Most Popular Narrative Narrative: 11.6% Undervalued

With Acadia Realty Trust last closing at $19.69 against a narrative fair value of $22.29, the storyline leans toward upside that markets have not fully embraced yet.

The expanding scale in key urban corridors yields tangible operational leverage: enhanced tenant curation, premium rents, and national retailer relationships, resulting in higher occupancy, better tenant retention, and improved margins that can support future earnings growth.

Read the complete narrative.

Want to know what kind of revenue runway and profit profile are baked into that fair value, and how ambitious the future earnings multiple really is? The narrative leans on compounding growth, subtle margin shifts, and a valuation framework more often seen in fast growing sectors than in traditional retail landlords. Curious which specific financial levers have to fire perfectly for this upside case to hold together? The full narrative walks through the numbers that make this price target tick.

Result: Fair Value of $22.29 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, that upside case depends on affluent urban spending and capital markets staying supportive, while e commerce and higher financing costs could still squeeze cash flows.

Find out about the key risks to this Acadia Realty Trust narrative.

Build Your Own Acadia Realty Trust Narrative

If you are not fully aligned with this outlook, or would rather review the figures yourself, you can build a personalized view in under three minutes with Do it your way.

A great starting point for your Acadia Realty Trust research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.