Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BDN
HOLDBrandywine Realty Trust · Real Estate · United States · $551M · Avg Vol: $7M/d
COMPANY DESCRIPTION
Brandywine Realty Trust is a fully integrated real estate investment trust that owns, develops, and manages a premier portfolio of Class A office, mixed-use, and life science properties, primarily in the Philadelphia and Austin metro areas. The company is distinguished by its master-planned, transit-oriented developments, such as the Schuylkill Yards project. This geographic concentration and expertise in complex urban development provide a strong competitive moat in high-barrier-to-entry submarkets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 506.1M | 514.7M | 505.5M | 484.5M | -1.4% | 452.3M | 488.7M | 476.7M | -0.8% |
| EPS | 0.31 | -1.15 | -1.13 | -1.03 | — | -0.82 | -0.81 | -0.67 | — |
| Shares | 171.6M | 172.1M | 172.7M | 173.7M | +1.2% | 172.2M | — | — | — |
| Debt | 2.0B | 2.2B | 2.2B | 2.6B | 9.1% | 2.6B | — | — | — |
| Equity | 1.6B | 1.3B | 1.0B | 792.7M | -21.3% | — | — | — | — |
| Op CF | 209.3M | 177.3M | 181.1M | 116.7M | -17.7% | 121.8M | — | — | — |
| Inv CF | -190.6M | -174.9M | -120.2M | -206.3M | — | — | — | — | — |
| Fin CF | -28.6M | 46.8M | -32.3M | 55.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of BDN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BDN | Brandywine Realty Trust(you) | $551M | 45 | HOLD |
| HPP | Hudson Pacific Properties, Inc. | $834M | 51 | HOLD |
| ESBA | Empire State Realty OP, L.P. | $1.5B | 34 | SELL |
| DEI | Douglas Emmett, Inc. | $2.5B | 42 | HOLD |
| NLOP | Net Lease Office Properties | $168M | 54 | HOLD |
| OPI | Office Properties Income Trust | $403M | 15 | STRONG SELL |
| PSTL | Postal Realty Trust, Inc. | $902M | 71 | BUY |
| DEA | Easterly Government Properties, Inc. | $1.2B | 66 | BUY |
| ONL | Orion Properties Inc. | $148M | 58 | HOLD |
| PDM | Piedmont Realty Trust, Inc. | $1.2B | 72 | BUY |
Peer medians: ROE 5.0% · P/E 26.5x · Gross margin 67.4%