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Douglas Emmett Inc (DEI) Stock Fundamental Analysis & AI Rating 2026

DEI NYSE Real Estate Investment Trusts MD CIK: 0001364250
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
72% Confidence
AGREEMENT
HOLD
62% Conf
SELL
82% Conf

📊 DEI Key Takeaways

Revenue: $1.0B
Net Margin: 1.6%
Free Cash Flow: $367.3M
Current Ratio: N/A
Debt/Equity: 2.91x
EPS: $0.09
AI Rating: HOLD with 62% confidence
Douglas Emmett Inc (DEI) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of 1.6%, and return on equity (ROE) of 0.9%, Douglas Emmett Inc demonstrates mixed fundamentals in the Real Estate sector. Below is our complete DEI stock analysis for 2026.

Is Douglas Emmett Inc (DEI) a Good Investment?

Claude

Douglas Emmett demonstrates solid operational performance with strong free cash flow generation (36.6% FCF margin) and revenue growth, but concerning profitability metrics and high leverage (2.91x Debt/Equity) limit upside potential. The company's razor-thin net margin of 1.6% and weak returns on equity (0.9%) suggest operational challenges despite reasonable gross margins, raising questions about underlying business quality.

ChatGPT

Douglas Emmett shows resilient property-level economics and strong cash generation, but those strengths are outweighed by very weak bottom-line profitability and a heavily levered balance sheet. Revenue growth of 1.8% is modest, while diluted EPS declined sharply and returns on assets and equity remain extremely low. With debt at 2.91x equity and interest coverage only 2.3x, the company’s fundamental profile looks pressured rather than improving meaningfully.

Why Buy Douglas Emmett Inc Stock? DEI Key Strengths

Claude
  • + Strong free cash flow generation at $367.3M with 36.6% FCF margin demonstrates operational efficiency
  • + Solid revenue growth of 1.8% YoY with net income growth of 9.9% shows improving profitability trajectory
  • + Substantial gross margin of 63.4% indicates pricing power and cost management in core operations
ChatGPT
  • + Strong gross margin of 63.4% indicates solid asset-level profitability
  • + Free cash flow of $367.31M and a 36.6% FCF margin support internal liquidity
  • + Revenue and net income are still growing modestly year over year

DEI Stock Risks: Douglas Emmett Inc Investment Risks

Claude
  • ! Dangerously high leverage at 2.91x Debt/Equity with $5.5B long-term debt against only $1.9B equity creates financial fragility
  • ! Extremely low net margin of 1.6% and poor returns (ROE 0.9%, ROA 0.2%) indicate structural profitability challenges despite revenue scale
  • ! Deteriorating EPS of -30.8% YoY despite net income growth suggests significant dilution from equity issuance, concerning for shareholders
  • ! Tight interest coverage of 2.3x leaves minimal cushion for operational disruptions or interest rate increases
ChatGPT
  • ! Net margin of 1.6% and ROE of 0.9% show very weak overall earnings power
  • ! High leverage with $5.55B of long-term debt and 2.91x debt-to-equity raises balance-sheet risk
  • ! Interest coverage of 2.3x leaves limited cushion if financing costs stay elevated or operating income weakens

Key Metrics to Watch

Claude
  • * Net profit margin trend and operating leverage improvement as scale increases
  • * Debt/Equity ratio trajectory and deleveraging progress from free cash flow
  • * Same-store NOI growth and occupancy rates in real estate portfolio
  • * Interest coverage ratio and debt service coverage ratios
ChatGPT
  • * Interest coverage and total debt refinancing progress
  • * Funds from operations or recurring cash earnings relative to occupancy and rental revenue growth

Douglas Emmett Inc (DEI) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$16.3M
EPS (Diluted)
$0.09
Free Cash Flow
$367.3M
Total Assets
$9.3B
Cash Position
$340.8M

💡 AI Analyst Insight

The 36.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

DEI Profit Margin, ROE & Profitability Analysis

Gross Margin 63.4%
Operating Margin 12.8%
Net Margin 1.6%
ROE 0.9%
ROA 0.2%
FCF Margin 36.6%

DEI vs Real Estate Sector: How Douglas Emmett Inc Compares

How Douglas Emmett Inc compares to Real Estate sector averages

Net Margin
DEI 1.6%
vs
Sector Avg 20.0%
DEI Sector
ROE
DEI 0.9%
vs
Sector Avg 8.0%
DEI Sector
Current Ratio
DEI 0.0x
vs
Sector Avg 1.5x
DEI Sector
Debt/Equity
DEI 2.9x
vs
Sector Avg 1.5x
DEI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Douglas Emmett Inc Stock Overvalued? DEI Valuation Analysis 2026

Based on fundamental analysis, Douglas Emmett Inc shows some fundamental concerns relative to the Real Estate sector in 2026.

Return on Equity
0.9%
Sector avg: 8%
Net Profit Margin
1.6%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.91x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Douglas Emmett Inc Balance Sheet: DEI Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.91x
Debt/Assets
62.6%
Interest Coverage
2.32x
Long-term Debt
$5.5B

DEI Revenue & Earnings Growth: 5-Year Financial Trend

DEI 5-year financial data: Year 2018: Revenue $102.5M, Net Income N/A, EPS N/A. Year 2019: Revenue $108.7M, Net Income N/A, EPS N/A. Year 2020: Revenue $108.7M, Net Income N/A, EPS N/A. Year 2021: Revenue $108.7M, Net Income $363.7M, EPS $2.09. Year 2022: Revenue $84.9M, Net Income $50.4M, EPS $0.28.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Douglas Emmett Inc's revenue has declined by 17% over the 5-year period, indicating business contraction. The most recent EPS of $-0.26 indicates the company is currently unprofitable.

DEI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
36.6%
Free cash flow / Revenue

DEI Quarterly Earnings & Performance

Quarterly financial performance data for Douglas Emmett Inc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $250.6M $4.6M $0.03
Q2 2025 $245.8M -$5.8M $-0.04
Q1 2025 $245.0M $8.9M $0.05
Q3 2024 $250.8M -$2.3M $-0.02
Q2 2024 $245.8M -$7.3M $-0.04
Q1 2024 $245.0M $8.9M $0.05
Q3 2023 $22.1M -$2.3M $-0.02
Q2 2023 $21.5M -$7.3M $-0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Douglas Emmett Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$386.9M
Cash generated from operations
Capital Expenditures
$19.5M
Investment in assets
Dividends Paid
$127.3M
Returned to shareholders

DEI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Douglas Emmett Inc (CIK: 0001364250)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 8-K nysedei-20260406.htm View →
Feb 20, 2026 10-K nysedei-20251231.htm View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771449020.xml View →
Feb 10, 2026 8-K nysedei-20260210.htm View →
Dec 17, 2025 4 xslF345X05/wk-form4_1766014994.xml View →

Frequently Asked Questions about DEI

What is the AI rating for DEI?

Douglas Emmett Inc (DEI) has a Combined AI Rating of SELL from Claude (HOLD) and ChatGPT (SELL) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DEI's key strengths?

Claude: Strong free cash flow generation at $367.3M with 36.6% FCF margin demonstrates operational efficiency. Solid revenue growth of 1.8% YoY with net income growth of 9.9% shows improving profitability trajectory. ChatGPT: Strong gross margin of 63.4% indicates solid asset-level profitability. Free cash flow of $367.31M and a 36.6% FCF margin support internal liquidity.

What are the risks of investing in DEI?

Claude: Dangerously high leverage at 2.91x Debt/Equity with $5.5B long-term debt against only $1.9B equity creates financial fragility. Extremely low net margin of 1.6% and poor returns (ROE 0.9%, ROA 0.2%) indicate structural profitability challenges despite revenue scale. ChatGPT: Net margin of 1.6% and ROE of 0.9% show very weak overall earnings power. High leverage with $5.55B of long-term debt and 2.91x debt-to-equity raises balance-sheet risk.

What is DEI's revenue and growth?

Douglas Emmett Inc reported revenue of $1.0B.

Does DEI pay dividends?

Douglas Emmett Inc pays dividends, with $127.3M distributed to shareholders in the trailing twelve months.

Where can I find DEI SEC filings?

Official SEC filings for Douglas Emmett Inc (CIK: 0001364250) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DEI's EPS?

Douglas Emmett Inc has a diluted EPS of $0.09.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is DEI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Douglas Emmett Inc has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DEI stock overvalued or undervalued?

Valuation metrics for DEI: ROE of 0.9% (sector avg: 8%), net margin of 1.6% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy DEI stock in 2026?

Our dual AI analysis gives Douglas Emmett Inc a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DEI's free cash flow?

Douglas Emmett Inc's operating cash flow is $386.9M, with capital expenditures of $19.5M. FCF margin is 36.6%.

How does DEI compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 1.6% (avg: 20%), ROE 0.9% (avg: 8%), current ratio N/A (avg: 1.5).

Is Douglas Emmett Inc carrying too much debt?

DEI has a debt-to-equity ratio of 2.91x, which is above the Real Estate sector average of 1.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI