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ISIN
US0152711091
CUSIP
015271109
IPO Date
May 27, 1997

Highlights

EPS (TTM)
-$8.32
Total Revenue (TTM)
$2.90B
Gross Profit (TTM)
$1.98B
EBITDA (TTM)
$646.49M
Year Range
$39.41 - $88.24
Target Price
$55.38
ROA (TTM)
-3.11%
ROE (TTM)
-5.49%

Share Price Chart


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Performance

ARE Performance Chart

Alexandria Real Estate Equities, Inc. (ARE) is up 8.6% since the beginning of the year. At $52 per share, ARE is trading 40.7% below its 52-week high of $88. Investors who bought $1,000 worth of ARE shares 5 years ago would now be looking at an investment worth $336.


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S&P 500 Index

Returns By Period

Alexandria Real Estate Equities, Inc. (ARE) has returned 8.57% so far this year and -23.93% over the past 12 months. Over the last ten years, ARE has returned -2.72% per year, falling short of the S&P 500 Index benchmark, which averaged 13.24% annually.


Alexandria Real Estate Equities, Inc.

1D
-1.21%
1M
13.72%
YTD
8.57%
6M
16.03%
1Y
-23.93%
3Y*
-20.22%
5Y*
-19.62%
10Y*
-2.72%

Benchmark (S&P 500 Index)

1D
-1.62%
1M
-1.97%
YTD
6.16%
6M
5.52%
1Y
20.34%
3Y*
19.12%
5Y*
11.34%
10Y*
13.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARE Monthly Returns History

Based on dividend-adjusted daily data since May 28, 1997, ARE's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Aug 2009 with a return of +46.2%, while the worst month was Oct 2008 at -38.2%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ARE closed higher 52% of trading days. The best single day was Dec 16, 2008 with a return of +18.1%, while the worst single day was Dec 1, 2008 at -24.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.65%-1.10%-12.74%-12.73%22.64%5.29%8.57%
2025-0.21%5.04%-8.27%-21.46%-3.40%5.37%5.23%7.86%2.70%-30.14%-7.82%-7.47%-46.60%
2024-4.63%3.17%4.42%-10.12%2.70%-0.60%0.27%1.94%0.39%-6.06%-1.18%-10.29%-19.44%
202310.35%-6.82%-15.32%-1.12%-8.63%1.14%10.74%-7.43%-12.87%-6.96%17.47%17.03%-9.11%
2022-12.61%-2.79%6.86%-9.49%-8.90%-11.89%14.31%-7.47%-7.84%3.65%7.10%-5.59%-32.62%
2021-6.23%-4.44%3.55%10.23%-1.57%2.69%10.66%2.50%-6.87%6.84%-1.99%12.02%28.09%

Benchmark Metrics

Alexandria Real Estate Equities, Inc. has an annualized alpha of 3.64%, beta of 0.88, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since May 28, 1997.

  • This stock participated in 89.93% of S&P 500 Index downside but only 87.82% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.31 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
3.64%
Beta
0.88
0.31
Upside Capture
87.82%
Downside Capture
89.93%

Return for Risk

Risk / Return Rank

ARE ranks 24 for risk / return — below 24% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


ARE Risk / Return Rank: 2424
Overall Rank
ARE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
ARE Sortino Ratio Rank: 2222
Sortino Ratio Rank
ARE Omega Ratio Rank: 2020
Omega Ratio Rank
ARE Calmar Ratio Rank: 2727
Calmar Ratio Rank
ARE Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Alexandria Real Estate Equities, Inc. (ARE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AREBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.21

Sortino ratioReturn per unit of downside risk

-2.77

Omega ratioGain probability vs. loss probability

0.93

1.30

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.47

2.25

-2.71

Martin ratioReturn relative to average drawdown

-0.74

10.14

-10.88

Dividends

Dividend History

Alexandria Real Estate Equities, Inc. provided a 7.80% dividend yield over the last twelve months, with an annual payout of $4.08 per share.


2.00%4.00%6.00%8.00%10.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.08$4.68$5.19$4.96$4.72$4.48$4.24$4.00$3.73$3.45$3.23$3.05

Dividend yield

7.80%9.56%5.32%3.91%3.24%2.01%2.38%2.48%3.24%2.64%2.91%3.38%

Monthly Dividends

The table displays the monthly dividend distributions for Alexandria Real Estate Equities, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.72$0.00$0.00$0.00$0.72
2025$0.00$0.00$1.32$0.00$0.00$1.32$0.00$0.00$1.32$0.00$0.00$0.72$4.68
2024$0.00$0.00$1.27$0.00$0.00$1.30$0.00$0.00$1.30$0.00$0.00$1.32$5.19
2023$0.00$0.00$1.21$0.00$0.00$1.24$0.00$0.00$1.24$0.00$0.00$1.27$4.96
2022$0.00$0.00$1.15$0.00$0.00$1.18$0.00$0.00$1.18$0.00$0.00$1.21$4.72
2021$0.00$0.00$1.09$0.00$0.00$1.12$0.00$0.00$1.12$0.00$0.00$1.15$4.48

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Alexandria Real Estate Equities, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Alexandria Real Estate Equities, Inc. was 77.92%, occurring on Apr 28, 2026. The portfolio has not yet recovered.

The current Alexandria Real Estate Equities, Inc. drawdown is 71.42%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-77.92%Apr 2026
4y 3mo
4y 5moDec 2021 - now
Financial crisis2007–2009
-71.87%May 2009
7mo 23d5y 8mo
6y 3moSep 2008 - Jan 2015
COVID crash2020
-34.31%Mar 2020
1mo 4d4mo 7d
5mo 11dFeb 2020 - Jul 2020
2016 bear market2016
-27.66%Feb 2016
10mo 25d3mo 14d
1y 2moMar 2015 - May 2016
1998 bear market1998
-23.99%Sep 1998
4mo 16d8mo 17d
1y 28dMay 1998 - Jun 1999

Drawdown Indicators


AREBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-77.92%

-56.78%

-21.14%

Max Drawdown (1Y)

Largest decline over 1 year

-51.61%

-9.10%

-42.51%

Max Drawdown (3Y)

Largest decline over 3 years

-65.64%

-18.90%

-46.74%

Max Drawdown (5Y)

Largest decline over 5 years

-77.92%

-25.43%

-52.49%

Max Drawdown (10Y)

Largest decline over 10 years

-77.92%

-33.92%

-44.00%

Current Drawdown

Current decline from peak

-71.42%

-4.50%

-66.92%

Average Drawdown

Average peak-to-trough decline

-17.73%

-10.72%

-7.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.35%

2.01%

+30.34%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Alexandria Real Estate Equities, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Alexandria Real Estate Equities, Inc. is priced in the market compared to other companies in the REIT - Office industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ARE relative to other companies in the REIT - Office industry. Currently, ARE has a P/S ratio of 2.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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