Stratus Properties, Inc. (STRS)
NASDAQReal EstateReal Estate - DiversifiedSnapshot 2026-09-14
$19.00+0.26%
Close 2026-09-03 · 1-day change
NASDAQReal EstateReal Estate - DiversifiedSnapshot 2026-09-14
Research Workspace
Put STRS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 12% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 1% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskSTRS's growth depends on improving management execution and sector trends. Revenue performance has been steady, but it lags behind its industry peers. The stock trades at 24× P/FFO, which is 1.8× the peer median of 13×. The market appears to be pricing in more growth than is justified. Risks include management's failure to meet commitments, as indicated by a "Warn" verdict. If STRS cuts guidance, it could lead to a significant negative impact. Peer multiples imply a price about 12% above where it trades. This read is provisional.
Trailing returns as of 2026-09-03. STRS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
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Compare STRS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| STRS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Diversified REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put STRS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Entry into a Material Definitive Agreement
Loan extension supports growth through project financing.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-03. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.