Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DEI
HOLDREMOVEDouglas Emmett, Inc. · Real Estate · United States · $2.4B · Avg Vol: $31M/d
Douglas Emmett is an office and residential REIT focused on West Los Angeles and Honolulu. Real estate is highly capital-intensive and leveraged, facing structural headwinds from work-from-home trends, which violates our asset-light quality compounder philosophy.
COMPANY DESCRIPTION
Douglas Emmett, Inc. is a real estate investment trust (REIT) focused on owning, operating, and developing Class A office and luxury multifamily properties. The company's portfolio is strategically concentrated in high-barrier-to-entry, supply-constrained submarkets across Los Angeles and Honolulu, benefiting from strong demand and limited new construction. Its geographic focus provides a competitive moat in premium urban real estate.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 993.7M | 1.0B | 986.5M | 1.0B | 0.3% |
| EPS | 0.55 | -0.26 | 0.13 | 0.09 | -45.3% |
| Shares | 175.8M | 167.2M | 167.4M | 167.5M | -4.7% |
| Debt | 5.2B | 5.6B | 5.5B | 5.6B | 2.2% |
| Equity | 2.6B | 2.2B | 2.1B | 1.9B | -9.4% |
| Op CF | 496.9M | 427.0M | 408.7M | 386.9M | -8.0% |
| Inv CF | -561.0M | -233.6M | -240.8M | -265.3M | — |
| Fin CF | -3.0M | 60.9M | -246.5M | -225.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of DEI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DEI | Douglas Emmett, Inc.(you) | $2.4B | 47 | HOLD |
| KRC | Kilroy Realty Corporation | $4.3B | 49 | HOLD |
| SLG | SL Green Realty Corp. | $3.9B | 35 | SELL |
| ARE | Alexandria Real Estate Equities, Inc. | $8.9B | 49 | HOLD |
| PDM | Piedmont Realty Trust, Inc. | $1.1B | 62 | HOLD |
| CUZ | Cousins Properties Incorporated | $4.7B | 63 | HOLD |
| HIW | Highwoods Properties, Inc. | $3.3B | 75 | BUY |
| BXP | BXP, Inc. | $11.5B | 40 | HOLD |
| HPP | Hudson Pacific Properties, Inc. | $6.4B | 28 | SELL |
| BDN | Brandywine Realty Trust | $540M | 36 | HOLD |
Peer medians: ROE 5.7% · P/E 26.5x · Gross margin 67.6%