Alexandria Real Estate Equities Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Alexandria Real Estate Equities Inc (ARE) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Alexandria Real Estate Equities Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 2,840M vs 18,267M combined for tracked competitors (13.5% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-6.7% annualized vs trailing 12 months), vs accelerating (+11.8%) for its tracked peer group.
- Growth: Alexandria Real Estate Equities Inc generated -13.0% revenue growth year over year in Q2 2026, vs 26.4% for its tracked competitors combined.
- Profitability: Its -5.9% net margin compares with 8.9% for the peer group.
- Scale: Alexandria Real Estate Equities Inc ranks #45 of 187 companies by market capitalization in the Real Estate Investment Trusts industry, holding 0.5% of industry market cap.
- Peer revenue share: Alexandria Real Estate Equities Inc accounted for 11.5% of combined revenue among its tracked peer group, down from 15.9% a year earlier.
- Peer differentiation: Revenue per employee of $53.59M compares with $2.70M for the peer group (19.8x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ARE Sales vs. its Competitors, Q2 2026
Alexandria Real Estate Equities Inc reported revenue contraction of 13.03 % year on year in Q2 2026, below its competitors' combined revenue growth of 26.36 %.
With a net margin of -5.88 %, Alexandria Real Estate Equities Inc reported lower profitability than its competitors (8.88 %).
Alexandria Real Estate Equities Inc generated 11.49 % of the combined sales of its peer group, down from 15.87 % a year earlier.
Alexandria Real Estate Equities Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Alexandria Real Estate Equities Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Alexandria Real Estate Equities Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Alexandria Real Estate Equities Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Alexandria Real Estate Equities Inc's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -0.8% year over year, combined, vs -13.0% for Alexandria Real Estate Equities Inc. Alexandria Real Estate Equities Inc's share of combined industry revenue moved from 1.05% to 0.92%, a loss of 0.13 percentage points.
Alexandria Real Estate Equities Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Alexandria Real Estate Equities Inc | No | No | No | Yes |
| Competitors combined (22) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 7) | 12.50 % (1 of 8) | 0.00 % (0 of 8) | 37.50 % (3 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ARE Stock Performance relative to its Competitors
ARE Stock Performance relative to Similar-Size Competitors
ARE Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Kennedy wilson Holdings Inc | 282.9% | Outperformed |
| 2 | Welltower Inc | 282.9% | Outperformed |
| 3 | Ventas inc | 282.9% | Outperformed |
| 4 | Copt Defense Properties | 282.9% | Outperformed |
| 5 | Piedmont Realty Trust Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Alexandria Real Estate Equities Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Alexandria Real Estate Equities Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Alexandria Real Estate Equities Inc | 7,105.28 | 2,840.16 |
| Welltower Inc | 170,560.99 | 11,766.87 |
| Prologis Inc | 120,413.30 | 8,948.19 |
| Ventas inc | 42,734.58 | 6,441.57 |
| Equity Residential | 24,437.67 | 3,030.82 |
| Bxp Inc | 9,450.04 | 3,525.68 |
| SUBTOTAL | 393,132.33 | 46,660.66 |
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Sources: Alexandria Real Estate Equities Inc's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Alexandria Real Estate Equities Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Alexandria Real Estate Equities Inc's Competitors Named by the Company
Competitive relationships identified from Alexandria Real Estate Equities Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Information Systems | Company report | 85% |
| Power Reit | Company report | 85% |
| Equity Residential | Company report | 85% |
| Bxp Inc | Company report | 85% |
| Kilroy Realty Corporation | Company report | 85% |
| Brandywine Realty Trust | Company report | 85% |
| Ventas inc | Company report | 85% |
| Douglas Emmett Inc | Company report | 85% |
| Jbg Smith Properties | Company report | 85% |
| Hudson Pacific Properties Inc | Company report | 85% |
| Equity Commonwealth | Company report | 85% |
| Beamr Imaging Ltd | Company report | 85% |
Company report basis, confidence, active dates and source counts for Alexandria Real Estate Equities Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from Alexandria Real Estate Equities Inc reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Alexandria Real Estate Equities Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Alexandria Real Estate Equities Inc | Reportable Segment, Aggregation before Other Operating 93.26 % |
| Welltower Inc | Senior Housing - Operating 77.53 % |
| Prologis Inc | Real Estate Operations Segment 93.26 % |
| Ventas inc | Senior Housing Operating Portfolio (shop) 78.02 % |
| Kilroy Realty Corporation | Office and Life Science Properties 100.00 % |
| Copt Defense Properties | Fort Meade and Baltimore Washington Corridor 43.63 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Alexandria Real Estate Equities Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Alexandria Real Estate Equities Inc | 7,105 | 53,588,000 | -15,731,906 |
| Welltower Inc | 170,561 | 16,526,507 | 2,046,201 |
| Prologis Inc | 120,413 | 3,193,499 | 1,417,057 |
| Ventas inc | 42,735 | 11,884,817 | 503,631 |
| Equity Residential | 24,438 | 1,894,260 | 562,004 |
| Bxp Inc | 9,450 | 4,268,383 | 500,507 |
| PEERS TOTAL | 386,027 | 2,701,967 | 389,644 |
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Alexandria Real Estate Equities Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Welltower Inc | United States 76.30 % |
| Beamr Imaging Ltd | US 79.22 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Alexandria Real Estate Equities Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 181 companies in Alexandria Real Estate Equities Inc's industry classification, broader than the peer set above. Market cap in millions of $.Alexandria Real Estate Equities Inc ranks #45 of 181 companies by market capitalization in its industry, holding 0.49 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 411, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Welltower Inc | 170,561 | 11.82 % |
| 2 | Prologis Inc | 120,413 | 8.35 % |
| 3 | Equinix Inc | 97,746 | 6.78 % |
| 4 | American Tower Corporation | 86,385 | 5.99 % |
| 5 | Simon Property Group inc | 1,234 | 5.2% |
| 6 | Digital Realty Trust Inc | 1,234 | 5.2% |
| 7 | Public Storage | 1,234 | 5.2% |
| 8 | Realty Income Corporation | 1,234 | 5.2% |
| 9 | Ventas inc | 1,234 | 5.2% |
| 10 | Crown Castle Inc | 1,234 | 5.2% |
| 45 | Alexandria Real Estate Equities Inc | 7,105 | 0.49 % |
Market cap and industry share for the rest of Alexandria Real Estate Equities Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-10-16.
Alexandria Real Estate Equities Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 40 | Rexford Industrial Realty Inc | 8,245 | -11.76 % |
| 41 | Agree Realty Corporation | 8,077 | -9.65 % |
| 42 | Nnn Reit Inc | 7,877 | -3.28 % |
| 43 | Janus Living Inc | 7,874 | 4,749.43 % |
| 44 | First Industrial Realty Trust Inc | 1,234 | 12.3% |
| 45 | Alexandria Real Estate Equities Inc | 7,105 | -42.93 % |
| 46 | Stag Industrial inc | 1,234 | 12.3% |
| 47 | Macerich Co | 1,234 | 12.3% |
| 48 | Vornado Realty Trust | 1,234 | 12.3% |
| 49 | Healthcare Realty Trust Incorporated | 1,234 | 12.3% |
| 50 | Essential Properties Realty Trust Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Alexandria Real Estate Equities Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-10-16. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Alexandria Real Estate Equities Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Real Estate Investment Trusts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (288 companies). See the full Real Estate Investment Trusts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 68.20 % | 42.96 % (avg) | +25.2 pp |
| Operating Margin | -63.28 % | industry median | -87.1 pp |
| EBITDA Margin | 17.37 % | 38.70 % (avg) | -21.3 pp |
| Capital Intensity (Capex / Revenue) | 61.24 % | 28.03 % (avg) | +33.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Alexandria Real Estate Equities Inc's Valuation vs Competitive Position
Valuation multiples vs the Real Estate Investment Trusts industry average (288 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Real Estate Investment Trusts industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 31.9x | - |
| EV / EBITDA | 39.9x | 17.2x | +22.7x |
| P/B | 0.4x | 1.8x | -1.4x |
| Return on Equity | -4.24 % | industry aggregate | -10.19 % |
| Return on Invested Capital | -3.43 % | 1.85 % (avg) | -5.28 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Alexandria Real Estate Equities Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 17.67 % | 15.36 % | 23.14 % | 12.12 % | 22.46 % | 11.46 % | 7.99 % | -2.88 % |
| Operating Margin | 28.02 % | 27.43 % | 25.24 % | 22.01 % | 21.68 % | 9.45 % | 19.68 % | -51.75 % |
| Return on Invested Capital | 1.85 % | 1.72 % | 1.51 % | 1.09 % | 1.04 % | 0.44 % | 0.96 % | -2.83 % |
| P/E | 32.9x | 51.7x | 28.5x | 53.2x | 47.2x | 199.3x | 60.9x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Alexandria Real Estate Equities Inc's Strategic Group Map
Every company in Alexandria Real Estate Equities Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Alexandria Real Estate Equities Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Alexandria Real Estate Equities Inc's BCG Growth-Share Matrix
Relative market share (vs Alexandria Real Estate Equities Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Alexandria Real Estate Equities Inc falls in the Dog quadrant: relative market share of 0.04x vs its largest competitor, in an industry growing revenue 2.0% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Alexandria Real Estate Equities Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 411 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 61.24 % vs industry average 28.03 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Alexandria Real Estate Equities Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Alexandria Real Estate Equities Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Alexandria Real Estate Equities Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Alexandria Real Estate Equities Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Alexandria Real Estate Equities Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Operating margin 87.1 points below the industry median.
- Return on equity 10.2 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-6.7% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.04x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (31.80 %) show financial-distress signals, a possible opening to gain share.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Alexandria Real Estate Equities Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Alexandria Real Estate Equities Inc | 0.21 | 0.30 | 0.61 |
| Welltower Inc | 2.32 | 3.26 | 0.26 |
| Prologis Inc | 0.60 | 0.60 | 0.61 |
| Ventas inc | 0.25 | 0.31 | 0.96 |
| Equity Residential | 0.08 | 0.08 | 0.42 |
| Bxp Inc | 0.75 | 0.89 | 1.45 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Alexandria Real Estate Equities Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Alexandria Real Estate Equities Inc | Q2 2026 | -13.0 % | - |
| Welltower Inc | Q1 2026 | +38.3 % | +192.4 % |
| Prologis Inc | Q1 2026 | +7.4 % | +63.4 % |
| Ventas inc | Q2 2026 | +21.7 % | +1.1 % |
| Equity Residential | Q2 2026 | -10.7 % | -40.8 % |
| Bxp Inc | Q2 2026 | +3.1 % | -14.0 % |
| PEERS TOTAL | +19.3 % | +87.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Alexandria Real Estate Equities Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Alexandria Real Estate Equities Inc | Q2 2026 | -7.6 % | -7.3 % |
| Welltower Inc | Q1 2026 | +40.7 % | -37.0 % |
| Prologis Inc | Q1 2026 | -83.2 % | -36.5 % |
| Ventas inc | Q2 2026 | +26.1 % | +393.4 % |
| Equity Residential | Q2 2026 | +4.8 % | -80.8 % |
| Bxp Inc | Q2 2026 | +1.2 % | +13.1 % |
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Alexandria Real Estate Equities Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Alexandria Real Estate Equities Inc | - | - | - |
| Welltower Inc | 2.33% | 2.29% | 3.58% |
| Prologis Inc | 4.04% | 2.57% | 6.90% |
| Ventas inc | 0.98% | 0.91% | 2.06% |
| Equity Residential | 4.35% | 3.91% | 8.16% |
| Bxp Inc | 1.61% | 1.44% | 5.40% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Alexandria Real Estate Equities Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Alexandria Real Estate Equities Inc | - | 2.50 |
| Welltower Inc | 116.26 | 14.50 |
| Prologis Inc | 31.92 | 13.46 |
| Ventas inc | 159.00 | 6.63 |
| Equity Residential | 27.68 | 8.06 |
| Bxp Inc | 31.83 | 2.68 |
| PEERS AVERAGE | 71.67 | 8.43 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.