ALXALEXANDERS INC
Real Estate Investment Trusts
- Revenue
- $213M
- 5.8% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear260% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowFired126% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $206M | $206M | $225M | $226M | $213M | 5.8% |
| Net income | $133M | $58M | $102M | $43M | $28M | 35% |
| Operating cash flow | $118M | $103M | $109M | $54M | $73M | 36% |
| Stock-based comp | $450K | $450K | $450K | $450K | $394K | 12% |
| Dividends | $92M | $92M | $92M | $92M | $92M | 0.1% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $196K | $196K | 107 | 127 |
| FY2024 | $189K | $189K | 89 | 118 |
| FY2023 | $182K | $182K | 87 | 112 |
| FY2022 | $175K | $175K | 82 | 101 |
| FY2021 | $170K | $170K | 90 | 134 |