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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Equity to Asset 0.49
ACC's Equity to Asset is ranked higher than
55% of the 600 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.47 vs. ACC: 0.49 )
Ranked among companies with meaningful Equity to Asset only.
ACC' s 10-Year Equity to Asset Range
Min: 0.08  Med: 0.41 Max: 0.52
Current: 0.49
0.08
0.52
Interest Coverage 1.72
ACC's Interest Coverage is ranked lower than
69% of the 473 Companies
in the Global REIT - Residential industry.

( Industry Median: 2.89 vs. ACC: 1.72 )
Ranked among companies with meaningful Interest Coverage only.
ACC' s 10-Year Interest Coverage Range
Min: 0.81  Med: 1.27 Max: 1.94
Current: 1.72
0.81
1.94
F-Score: 5
Z-Score: 0.91
M-Score: -2.66
WACC vs ROIC
2.09%
2.82%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 20.85
ACC's Operating margin (%) is ranked lower than
73% of the 613 Companies
in the Global REIT - Residential industry.

( Industry Median: 45.61 vs. ACC: 20.85 )
Ranked among companies with meaningful Operating margin (%) only.
ACC' s 10-Year Operating margin (%) Range
Min: 17.11  Med: 22.02 Max: 25.54
Current: 20.85
17.11
25.54
Net-margin (%) 14.25
ACC's Net-margin (%) is ranked lower than
72% of the 613 Companies
in the Global REIT - Residential industry.

( Industry Median: 36.72 vs. ACC: 14.25 )
Ranked among companies with meaningful Net-margin (%) only.
ACC' s 10-Year Net-margin (%) Range
Min: -7.21  Med: 1.91 Max: 19
Current: 14.25
-7.21
19
ROE (%) 3.98
ACC's ROE (%) is ranked lower than
69% of the 616 Companies
in the Global REIT - Residential industry.

( Industry Median: 7.02 vs. ACC: 3.98 )
Ranked among companies with meaningful ROE (%) only.
ACC' s 10-Year ROE (%) Range
Min: -5.62  Med: 1.53 Max: 7.63
Current: 3.98
-5.62
7.63
ROA (%) 1.84
ACC's ROA (%) is ranked lower than
67% of the 623 Companies
in the Global REIT - Residential industry.

( Industry Median: 3.27 vs. ACC: 1.84 )
Ranked among companies with meaningful ROA (%) only.
ACC' s 10-Year ROA (%) Range
Min: -0.8  Med: 0.66 Max: 3.15
Current: 1.84
-0.8
3.15
ROC (Joel Greenblatt) (%) 3.75
ACC's ROC (Joel Greenblatt) (%) is ranked lower than
75% of the 507 Companies
in the Global REIT - Residential industry.

( Industry Median: 11.46 vs. ACC: 3.75 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
ACC' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 1.72  Med: 2.98 Max: 7.83
Current: 3.75
1.72
7.83
Revenue Growth (3Y)(%) 7.80
ACC's Revenue Growth (3Y)(%) is ranked higher than
77% of the 424 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.30 vs. ACC: 7.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
ACC' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: -0.80 Max: 7.8
Current: 7.8
0
7.8
EBITDA Growth (3Y)(%) 8.20
ACC's EBITDA Growth (3Y)(%) is ranked higher than
59% of the 376 Companies
in the Global REIT - Residential industry.

( Industry Median: 4.20 vs. ACC: 8.20 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
ACC' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: 0.60 Max: 8.2
Current: 8.2
0
8.2
EPS Growth (3Y)(%) -0.60
ACC's EPS Growth (3Y)(%) is ranked lower than
60% of the 316 Companies
in the Global REIT - Residential industry.

( Industry Median: 4.90 vs. ACC: -0.60 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
ACC' s 10-Year EPS Growth (3Y)(%) Range
Min: 0  Med: -14.00 Max: 7.3
Current: -0.6
0
7.3
» ACC's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2014

ACC Guru Trades in Q3 2014

Paul Tudor Jones 7,380 sh (New)
Chris Davis 583,444 sh (+11.88%)
Pioneer Investments 133,418 sh (unchged)
Ken Fisher 42,825 sh (unchged)
Ron Baron 1,259,280 sh (-0.60%)
RS Investment Management 635,199 sh (-4.83%)
Jim Simons 27,300 sh (-8.17%)
Manning & Napier Advisors, Inc 130,768 sh (-8.60%)
» More
Q4 2014

ACC Guru Trades in Q4 2014

Jim Simons 319,800 sh (+1071.43%)
Ron Baron 1,321,309 sh (+4.93%)
Ken Fisher 44,350 sh (+3.56%)
Pioneer Investments 136,100 sh (+2.01%)
RS Investment Management 637,304 sh (+0.33%)
Paul Tudor Jones Sold Out
Manning & Napier Advisors, Inc 128,028 sh (-2.10%)
Chris Davis 567,539 sh (-2.73%)
» More
Q1 2015

ACC Guru Trades in Q1 2015

Jim Simons 624,700 sh (+95.34%)
Pioneer Investments 142,018 sh (+4.35%)
Ron Baron 1,377,909 sh (+4.28%)
Manning & Napier Advisors, Inc 118,739 sh (-7.26%)
RS Investment Management 557,339 sh (-12.55%)
Ken Fisher 34,050 sh (-23.22%)
Chris Davis 352,855 sh (-37.83%)
» More
Q2 2015

ACC Guru Trades in Q2 2015

Chris Davis 429,466 sh (+21.71%)
Ron Baron 1,344,404 sh (-2.43%)
RS Investment Management 513,919 sh (-7.79%)
RS Investment Management 513,919 sh (-7.79%)
Manning & Napier Advisors, Inc 103,130 sh (-13.15%)
Jim Simons 534,600 sh (-14.42%)
Ken Fisher 25,755 sh (-24.36%)
Pioneer Investments 69,700 sh (-50.92%)
» More
» Details

Insider Trades

Latest Guru Trades with ACC

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on American Campus Communities Inc

Baron Funds Comments on American Campus Communities Inc. - Feb 21, 2014

The shares of American Campus Communities, Inc. (NYSE:ACC), the largest student housing REIT, performed poorly in 2013. Although the company has a track record of strong operations, there were a series of leasing, integration, and communication missteps that negatively impacted the shares. Additional concerns include new supply, decelerating enrollment growth, online education, and rising student debt. We are re-evaluating our investment in the company.



From Baron Funds fourth quarter 2013 shareholder letter.



Check out Ron Baron latest stock trades

Baron Funds Comments on American Campus Communities Inc. - Nov 25, 2013

American Campus Communities, Inc. (NYSE:ACC), an owner, manager, and developer of student housing, decreased 15.2% in the third quarter as the company's lease rates were weaker than expected. Supply in some of its markets increased, and REITS were hurt in the third quarter from rising yields as the 10-year Treasury yield approached 3% and made dividend yields on many REITs less attractive. However, we continue to believe the company is the best in its industry at developing properties and should improve its yields next year as the market absorbs the excess supply. (David Baron)

From Ron Baron's Baron Funds third quarter 2013 commentary.


Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 35.14
ACC's P/E(ttm) is ranked lower than
81% of the 501 Companies
in the Global REIT - Residential industry.

( Industry Median: 15.90 vs. ACC: 35.14 )
Ranked among companies with meaningful P/E(ttm) only.
ACC' s 10-Year P/E(ttm) Range
Min: 20.81  Med: 56.93 Max: 725.56
Current: 35.14
20.81
725.56
Forward P/E 46.08
ACC's Forward P/E is ranked lower than
89% of the 319 Companies
in the Global REIT - Residential industry.

( Industry Median: 17.99 vs. ACC: 46.08 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 36.80
ACC's PE(NRI) is ranked lower than
80% of the 492 Companies
in the Global REIT - Residential industry.

( Industry Median: 16.40 vs. ACC: 36.80 )
Ranked among companies with meaningful PE(NRI) only.
ACC' s 10-Year PE(NRI) Range
Min: 36.84  Med: 86.60 Max: 1088.33
Current: 36.8
36.84
1088.33
P/B 1.32
ACC's P/B is ranked lower than
68% of the 607 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.13 vs. ACC: 1.32 )
Ranked among companies with meaningful P/B only.
ACC' s 10-Year P/B Range
Min: 0.86  Med: 1.74 Max: 2.49
Current: 1.32
0.86
2.49
P/S 4.92
ACC's P/S is ranked higher than
68% of the 619 Companies
in the Global REIT - Residential industry.

( Industry Median: 6.90 vs. ACC: 4.92 )
Ranked among companies with meaningful P/S only.
ACC' s 10-Year P/S Range
Min: 2.44  Med: 5.41 Max: 9.28
Current: 4.92
2.44
9.28
POCF 13.24
ACC's POCF is ranked higher than
51% of the 521 Companies
in the Global REIT - Residential industry.

( Industry Median: 14.04 vs. ACC: 13.24 )
Ranked among companies with meaningful POCF only.
ACC' s 10-Year POCF Range
Min: 13.07  Med: 19.28 Max: 50.49
Current: 13.24
13.07
50.49
EV-to-EBIT 32.31
ACC's EV-to-EBIT is ranked lower than
74% of the 542 Companies
in the Global REIT - Residential industry.

( Industry Median: 20.59 vs. ACC: 32.31 )
Ranked among companies with meaningful EV-to-EBIT only.
ACC' s 10-Year EV-to-EBIT Range
Min: 34.9  Med: 47.90 Max: 81.6
Current: 32.31
34.9
81.6
PEG 11.87
ACC's PEG is ranked lower than
89% of the 167 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.80 vs. ACC: 11.87 )
Ranked among companies with meaningful PEG only.
ACC' s 10-Year PEG Range
Min: 5.81  Med: 25.55 Max: 468.88
Current: 11.87
5.81
468.88
Shiller P/E 48.53
ACC's Shiller P/E is ranked lower than
85% of the 286 Companies
in the Global REIT - Residential industry.

( Industry Median: 20.71 vs. ACC: 48.53 )
Ranked among companies with meaningful Shiller P/E only.
ACC' s 10-Year Shiller P/E Range
Min: 44.6  Med: 105.79 Max: 251.16
Current: 48.53
44.6
251.16
Current Ratio 0.84
ACC's Current Ratio is ranked lower than
52% of the 574 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.90 vs. ACC: 0.84 )
Ranked among companies with meaningful Current Ratio only.
ACC' s 10-Year Current Ratio Range
Min: 0.52  Med: 1.37 Max: 2.93
Current: 0.84
0.52
2.93
Quick Ratio 0.84
ACC's Quick Ratio is ranked higher than
51% of the 574 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.80 vs. ACC: 0.84 )
Ranked among companies with meaningful Quick Ratio only.
ACC' s 10-Year Quick Ratio Range
Min: 0.52  Med: 1.37 Max: 2.93
Current: 0.84
0.52
2.93
Days Sales Outstanding 3.92
ACC's Days Sales Outstanding is ranked higher than
85% of the 507 Companies
in the Global REIT - Residential industry.

( Industry Median: 18.63 vs. ACC: 3.92 )
Ranked among companies with meaningful Days Sales Outstanding only.
ACC' s 10-Year Days Sales Outstanding Range
Min: 5.02  Med: 6.43 Max: 11.54
Current: 3.92
5.02
11.54

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 4.65
ACC's Dividend Yield is ranked lower than
69% of the 795 Companies
in the Global REIT - Residential industry.

( Industry Median: 5.48 vs. ACC: 4.65 )
Ranked among companies with meaningful Dividend Yield only.
ACC' s 10-Year Dividend Yield Range
Min: 0.73  Med: 4.26 Max: 8.66
Current: 4.65
0.73
8.66
Dividend Payout 1.58
ACC's Dividend Payout is ranked lower than
76% of the 621 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.89 vs. ACC: 1.58 )
Ranked among companies with meaningful Dividend Payout only.
ACC' s 10-Year Dividend Payout Range
Min: 0.38  Med: 1.54 Max: 33.8
Current: 1.58
0.38
33.8
Dividend growth (3y) 3.60
ACC's Dividend growth (3y) is ranked higher than
52% of the 327 Companies
in the Global REIT - Residential industry.

( Industry Median: 3.30 vs. ACC: 3.60 )
Ranked among companies with meaningful Dividend growth (3y) only.
ACC' s 10-Year Dividend growth (3y) Range
Min: 0  Med: 0.00 Max: 101.5
Current: 3.6
0
101.5
Yield on cost (5-Year) 5.13
ACC's Yield on cost (5-Year) is ranked lower than
67% of the 798 Companies
in the Global REIT - Residential industry.

( Industry Median: 5.85 vs. ACC: 5.13 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
ACC' s 10-Year Yield on cost (5-Year) Range
Min: 0.81  Med: 4.70 Max: 9.56
Current: 5.13
0.81
9.56
Share Buyback Rate -14.80
ACC's Share Buyback Rate is ranked lower than
73% of the 399 Companies
in the Global REIT - Residential industry.

( Industry Median: -7.00 vs. ACC: -14.80 )
Ranked among companies with meaningful Share Buyback Rate only.
ACC' s 10-Year Share Buyback Rate Range
Min: 0  Med: -23.60 Max: -181.1
Current: -14.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.33
ACC's Price/Tangible Book is ranked lower than
66% of the 595 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.14 vs. ACC: 1.33 )
Ranked among companies with meaningful Price/Tangible Book only.
ACC' s 10-Year Price/Tangible Book Range
Min: 0.95  Med: 1.73 Max: 2.35
Current: 1.33
0.95
2.35
Price/Median PS Value 0.90
ACC's Price/Median PS Value is ranked higher than
66% of the 565 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.03 vs. ACC: 0.90 )
Ranked among companies with meaningful Price/Median PS Value only.
ACC' s 10-Year Price/Median PS Value Range
Min: 0.5  Med: 0.99 Max: 1.55
Current: 0.9
0.5
1.55
Price/Peter Lynch Fair Value 5.56
ACC's Price/Peter Lynch Fair Value is ranked lower than
91% of the 144 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.22 vs. ACC: 5.56 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
ACC' s 10-Year Price/Peter Lynch Fair Value Range
Min: 6.26  Med: 13.83 Max: 92.2
Current: 5.56
6.26
92.2
Price/Graham Number 1.43
ACC's Price/Graham Number is ranked lower than
76% of the 489 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.89 vs. ACC: 1.43 )
Ranked among companies with meaningful Price/Graham Number only.
ACC' s 10-Year Price/Graham Number Range
Min: 1.39  Med: 2.70 Max: 6.62
Current: 1.43
1.39
6.62
Earnings Yield (Greenblatt) (%) 3.07
ACC's Earnings Yield (Greenblatt) (%) is ranked lower than
68% of the 592 Companies
in the Global REIT - Residential industry.

( Industry Median: 4.40 vs. ACC: 3.07 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
ACC' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 1.2  Med: 2.10 Max: 3.07
Current: 3.07
1.2
3.07
Forward Rate of Return (Yacktman) (%) -3.07
ACC's Forward Rate of Return (Yacktman) (%) is ranked lower than
59% of the 344 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.25 vs. ACC: -3.07 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
ACC' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -33.4  Med: -2.10 Max: 19.9
Current: -3.07
-33.4
19.9

Analyst Estimate

Dec15 Dec16
Revenue(Mil) 570 584
EPS($) 0.61 0.73
EPS without NRI($) 0.61 0.73

Business Description

Industry: REITs » REIT - Residential
Compare:PPS, EQR, AVB, AGNC, AIV » details
Traded in other countries:FGA.Germany,
American Campus Communities Inc was incorporated in 2004 and commenced operations effective with the completion of its initial public offering on August 17, 2004. The Company is a real estate investment trust (REIT). The Company is the owner, manager and developer of high quality student housing properties in the United States in terms of beds owned, developed, and under management. Its an integrated, self-managed and self-administered equity REIT with expertise in the acquisition, design, financing, development, construction management, leasing and management of student housing properties. The Company operates in four reportable segments: Wholly-Owned Properties, On-Campus Participating Properties, Development Services and Property Management Services. Wholly-Owned Properties includes Off-campus properties which are generally located in close proximity to the school campus, generally with pedestrian, bicycle, or university shuttle access. Off-campus housing tends to offer more relaxed rules and regulations than on-campus housing, resulting in off-campus housing being generally more appealing to upper-classmen. Its On-Campus Participating Properties segment includes four on-campus properties owned by one of its taxable REIT subsidiaries (TRSs) that are operated under long-term ground/facility leases with two university systems. Its Development Services segment consists of development and construction management services that it provides through one of its TRSs for third-party owners. These services range from short-term consulting projects to long-term full-scale development and construction projects. Its Property Management Services segment, conducted by its TRSs, includes management contracts in which it is typically responsible for all aspects of operations, including marketing, leasing administration, facilities maintenance, business administration, accounts payable, accounts receivable, financial reporting, capital projects, and residence life student development. The property portfolio contained 167 properties with approximately 102,400 beds in 33,400 apartment units. The property portfolio consisted of approximately 144 owned off-campus student housing properties that are in close proximity to colleges and universities, 18 American Campus Equity (ACE) properties operated under ground/facility leases with eight university systems and five on-campus participating properties operated under ground/facility leases with the related university systems. It faces significant competition from university-owned on-campus student housing, from other off-campus student housing properties and from traditional multifamily housing located within close proximity to universities. The Companys properties in its portfolio are subject to various federal, state and local regulatory requirements, such as state and local fire and life safety requirements.
» More Articles for ACC

Headlines

Articles On GuruFocus.com
Amica Mature Lifestyles Inc. Agrees to be Acquired by BayBridge Seniors Housing Inc. Sep 02 2015 
Baron Funds Comments on American Campus Communities Inc. Feb 21 2014 
Baron Funds Comments on American Campus Communities Inc. Nov 25 2013 
Top Five Guru-Held REITs as of Q2 Sep 16 2013 
Weekend Fishing in A Virtual Sea of 52-Week Lows Aug 31 2013 
Insider Buys at 52-Week Lows Aug 24 2013 
CEO and CFO Buys at 52-Week Lows May 01 2013 
American Campus Communities Inc. Reports Operating Results (10-Q) Nov 08 2010 
American Campus Communities Inc. Reports Operating Results (10-Q) Aug 04 2010 
American Campus Communities Inc. (ACC) President and CEO William C Jr Bayless sells 13,255 Shares Jun 15 2010 

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