AHH vs. WSR
Compare and contrast key facts about Armada Hoffler Properties, Inc. (AHH) and Whitestone REIT (WSR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AHH or WSR.
Key characteristics
| AHH | WSR | |
|---|---|---|
| YTD Return | -10.69% | -4.20% |
| 1Y Return | -2.11% | 42.68% |
| 3Y Return (Ann) | -1.53% | 10.27% |
| 5Y Return (Ann) | -2.32% | 3.77% |
| 10Y Return (Ann) | 7.53% | 5.34% |
| Sharpe Ratio | -0.03 | 1.59 |
| Daily Std Dev | 26.15% | 25.30% |
| Max Drawdown | -62.05% | -63.62% |
| Current Drawdown | -27.97% | -10.56% |
Fundamentals
| AHH | WSR | |
|---|---|---|
| Market Cap | $959.72M | $586.57M |
| EPS | -$0.07 | $0.48 |
| PE Ratio | 32.94 | 24.13 |
| PEG Ratio | 6.94 | 0.00 |
| Revenue (TTM) | $667.16M | $145.24M |
| Gross Profit (TTM) | $154.16M | $96.47M |
| EBITDA (TTM) | $164.23M | $77.82M |
Correlation
The correlation between AHH and WSR is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AHH vs. WSR - Performance Comparison
In the year-to-date period, AHH achieves a -10.69% return, which is significantly lower than WSR's -4.20% return. Over the past 10 years, AHH has outperformed WSR with an annualized return of 7.53%, while WSR has yielded a comparatively lower 5.34% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AHH vs. WSR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Armada Hoffler Properties, Inc. (AHH) and Whitestone REIT (WSR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AHH vs. WSR - Dividend Comparison
AHH's dividend yield for the trailing twelve months is around 7.29%, more than WSR's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHH Armada Hoffler Properties, Inc. | 7.29% | 6.27% | 6.26% | 4.20% | 3.92% | 4.58% | 5.69% | 4.89% | 6.18% | 6.49% | 6.74% | 4.31% |
WSR Whitestone REIT | 4.17% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% | 7.54% | 7.82% |
Drawdowns
AHH vs. WSR - Drawdown Comparison
The maximum AHH drawdown since its inception was -62.05%, roughly equal to the maximum WSR drawdown of -63.62%. Use the drawdown chart below to compare losses from any high point for AHH and WSR. For additional features, visit the drawdowns tool.
Volatility
AHH vs. WSR - Volatility Comparison
The current volatility for Armada Hoffler Properties, Inc. (AHH) is 7.32%, while Whitestone REIT (WSR) has a volatility of 7.71%. This indicates that AHH experiences smaller price fluctuations and is considered to be less risky than WSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AHH vs. WSR - Financials Comparison
This section allows you to compare key financial metrics between Armada Hoffler Properties, Inc. and Whitestone REIT. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities