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What is Avalonbay Communities Inc worth?

With the base-case assumptions below, a discounted cash flow model on Avalonbay Communities Inc's reported free cash flow gives $123.16 per share. The share price was $184.06 on August 14, 2026, 49% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$1.41B
Average free cash flow, last 5 years
$1.31B
Cash
$80.7M
balance sheet of June 30, 2026
Debt
$9.02B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
142,826,382
Revenue growth per year, last 5 years
5.7%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear0.5%1.5%2.0%10.0%$53.72-71%
Base5.5%4.0%2.5%9.0%$123.16-33%
Bull10.5%7.0%3.0%8.0%$261.60+42%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$174.13$189.64$208.61$232.32$262.80
8.0%$136.12$146.19$158.08$172.35$189.79
9.0%$108.34$115.22$123.16$132.42$143.37
10.0%$87.16$92.05$97.60$103.94$111.25
11.0%$70.50$74.08$78.09$82.60$87.71

Where the presets come from

Base: years 1 to 5 grow at Avalonbay Communities Inc's revenue growth rate over the last 5 fiscal years (5.7% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Avalonbay Communities Inc company page