Alexandria Real Estate Equities (ARE)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from ARE's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Alexandria Real Estate Equities's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.1B | $2.6B | $2.9B | $3.1B | $3.0B |
| Net income | $571M | $522M | $104M | $323M | -$1.4B |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | $3.82 | $3.18 | $0.54 | $1.80 | -$8.44 |
| Operating margin | 12.1% | 17.9% | 6.9% | 13.7% | -59.2% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own ARE
From each investor's latest 13F filing (what a 13F shows). 4 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $404M | 0.14% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
New position | $18M | 0.03% | Q2 2026 |
| Ric Dillon Diamond Hill Capital Management |
Added | $12M | 0.10% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $9M | 0.02% | Q2 2026 |
Insider buying
Open-market purchases by Alexandria Real Estate Equities's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Joel S Marcus Executive Chairman |
5,000 | $49.68 | $248,400 |
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In the full deep dive
Questions
Are Alexandria Real Estate Equities insiders buying the stock?
1 open-market insider purchase of ARE in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Alexandria Real Estate Equities?
4 of the superinvestors Investingly tracks hold ARE in their latest 13F, including Cliff Asness, Ron Baron, Ric Dillon.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.