Janus Living operates a portfolio of single-family rental and build-to-rent residential communities, and it has been growing top-line revenue at 45.4% a year, but operating margin is still slightly negative at -1.2% and ROE sits at 0.5%, so the earnings base is thin. Gross margin of 30.3% suggests the rental and development economics are workable, which is the piece worth testing: whether the revenue growth is converting into operating leverage as the portfolio matures. The main near-term question is whether acquisitions and lease-up can keep pace without diluting returns, since a 9.1B market cap leaves little room for execution slips in a rate-sensitive sector. Its 47/100 score and absence from any major index argue for treating this as a screening candidate rather than a high-conviction idea. It merits a deeper look only if the portfolio manager is comfortable underwriting a turnaround in profitability from a near-breakeven base.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 10 Oct 2026, 00:00 CEST | ACCE price target | $26.00 | first publication | $28.10 |
| 10 Oct 2026, 00:00 CEST | Fair value | $11.88 | $9.77 | $28.10 |
| 4 Oct 2026, 00:00 CEST | Fair value | $9.77 | $9.62 | $29.05 |
| 19 Sept 2026, 00:00 CEST | Fair value | $9.62 | $10.15 | $30.23 |
| 16 Sept 2026, 00:00 CEST | Fair value | $10.15 | $10.39 | $31.07 |
| 8 Sept 2026, 00:00 CEST | Fair value | $10.39 | $10.56 | $30.79 |
| 5 Sept 2026, 00:00 CEST | Fair value | $10.56 | $10.74 | $31.29 |
| 3 Sept 2026, 00:00 CEST | Fair value | $10.74 | $10.45 | $30.90 |
| 31 Aug 2026, 00:00 CEST | Fair value | $10.45 | $12.55 | $30.50 |
| 23 Aug 2026, 00:00 CEST | Fair value | $12.55 | $13.09 | $30.76 |
Answered from Janus Living Inc. Class A-1 Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| JAN Janus Living Inc. Class A-1 Common Stock | $28.31 | - | - | - | 0.5% | 27 | 47 |
| AIZN Assurant Inc. 5.25% Subordinated Notes due 2061 | $17.10 | $31 | 45% below | - | 7.5% | 38 | 26 |
| CPT Camden Property Trust Common Stock | $102.00 | $102 | At fair value | 33.9x | 7.9% | 72 | 41 |
| ELS Equity Lifestyle Properties Inc. Common Stock | $60.84 | - | - | 29.3x | 22.3% | 77 | 48 |
| AMH American Homes 4 Rent Common Shares of Beneficial Interest | $31.92 | $22 | 42% above | 25.3x | 7.1% | 77 | 55 |
| UDR UDR Inc. Common Stock | $35.84 | $25 | 42% above | 22.7x | 13.7% | 72 | 52 |
| MAA Mid-America Apartment Communities Inc. Common Stock | $119.78 | $105 | 14% above | 35.4x | 7.0% | 69 | 48 |
Where JAN ranks against its sector peers on each metric.