Which is better, AAT or BXMT?

On the Buffett-Fit framework, American Assets Trust, Inc. (AAT) currently grades higher than BXMT — 64/100 (D grade) vs 56/100 (D). That said, "better" depends on which framework you trust — AAT wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Charlie Munger, and Terry Smith; BXMT wins on none. The full pillar breakdown is on this page.

Should I buy AAT or BXMT?

This page is an educational comparison, not investment advice. Both AAT and BXMT are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is AAT better than BXMT for value investing?

On the Buffett-style value-investing framework, AAT currently grades higher — 64/100 vs 56/100, a 8-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between AAT and BXMT on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). AAT currently scores 64/100 (D grade); BXMT scores 56/100 (D grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, AAT or BXMT?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. AAT and BXMT are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, AAT or BXMT?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are AAT and BXMT both Real Estate stocks?

Yes — both American Assets Trust, Inc. (AAT) and Blackstone Mortgage Trust, Inc. (BXMT) operate in the Real Estate sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this AAT vs BXMT comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

American Assets

Blackstone Mortgage

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

AAT

American Assets

Market cap

$1.4B

Sector

Real Estate

BXMT

Blackstone Mortgage

Market cap

$3.03B

Sector

Real Estate

Overall winner

American Assets AAT

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	AAT	BXMT	Winner
Warren Buffett	64D	56D	AAT
Benjamin Graham	63C	40D	AAT
Philip Fisher	65C	55C	AAT
Peter Lynch	65C	39D	AAT
Joel Greenblatt	26F	26F	Tie
Charlie Munger	56D	53D	AAT
Terry Smith	55D	51D	AAT

Side-by-side metrics

Metric	AAT	BXMT
Market cap	$1.4B	$3.03B
P/E (TTM)	57.0x	29.9x
EV/EBIT	19.7x	16.9x
ROIC (TTM)	3.52%	4.42%
Gross margin	60.76%	62.56%
Net margin	5.11%	6.75%
Revenue CAGR 5y	3.79%	15.74%
EPS CAGR 5y	18.28%	-30.67%
Debt / Equity	1.5x	4.7x
Dividend yield	6.46%	10.27%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

AAT leads on

EPS CAGR 5y18.28%vs -30.67%+160%
Debt / Equity1.5xvs 4.7x+68%

BXMT leads on

Revenue CAGR 5y15.74%vs 3.79%+76%
Market cap$3.03Bvs $1.4B+54%
P/E (TTM)29.9xvs 57.0x+48%
Dividend yield10.27%vs 6.46%+37%

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

American Assets

Blackstone Mortgage

Fit scores by strategy

Side-by-side metrics

Where each one wins

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