Correlation
The correlation between ALEX and EQR is 0.44, 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.
ALEX vs. EQR
Compare and contrast key facts about Alexander & Baldwin, Inc. (ALEX) and Equity Residential (EQR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALEX or EQR.
Performance
ALEX vs. EQR - Performance Comparison
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Key characteristics
ALEX:
0.64
EQR:
0.52
ALEX:
1.24
EQR:
1.02
ALEX:
1.15
EQR:
1.13
ALEX:
0.46
EQR:
0.57
ALEX:
2.11
EQR:
2.25
ALEX:
7.49%
EQR:
6.47%
ALEX:
19.46%
EQR:
22.75%
ALEX:
-69.78%
EQR:
-67.40%
ALEX:
-24.89%
EQR:
-15.36%
Fundamentals
ALEX:
$1.30B
EQR:
$27.39B
ALEX:
$0.89
EQR:
$2.62
ALEX:
20.16
EQR:
26.69
ALEX:
4.48
EQR:
16.05
ALEX:
5.53
EQR:
9.10
ALEX:
1.30
EQR:
2.41
ALEX:
$229.18M
EQR:
$3.00B
ALEX:
$112.27M
EQR:
$1.67B
ALEX:
$119.38M
EQR:
$1.97B
Returns By Period
In the year-to-date period, ALEX achieves a 2.44% return, which is significantly higher than EQR's -0.66% return. Over the past 10 years, ALEX has underperformed EQR with an annualized return of -1.15%, while EQR has yielded a comparatively higher 4.96% annualized return.
ALEX
2.44%
3.70%
-6.09%
12.29%
0.96%
11.13%
-1.15%
EQR
-0.66%
-2.50%
-5.26%
11.67%
1.23%
6.53%
4.96%
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Risk-Adjusted Performance
ALEX vs. EQR — Risk-Adjusted Performance Rank
ALEX
EQR
ALEX vs. EQR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alexander & Baldwin, Inc. (ALEX) and Equity Residential (EQR). 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.
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Dividends
ALEX vs. EQR - Dividend Comparison
ALEX's dividend yield for the trailing twelve months is around 4.99%, more than EQR's 3.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALEX Alexander & Baldwin, Inc. | 4.99% | 5.04% | 4.64% | 4.43% | 2.67% | 1.98% | 3.29% | 0.00% | 58.15% | 0.56% | 0.59% | 0.43% |
EQR Equity Residential | 3.89% | 2.82% | 4.34% | 4.24% | 2.67% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% | 2.78% |
Drawdowns
ALEX vs. EQR - Drawdown Comparison
The maximum ALEX drawdown since its inception was -69.78%, roughly equal to the maximum EQR drawdown of -67.40%. Use the drawdown chart below to compare losses from any high point for ALEX and EQR.
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Volatility
ALEX vs. EQR - Volatility Comparison
The current volatility for Alexander & Baldwin, Inc. (ALEX) is 4.48%, while Equity Residential (EQR) has a volatility of 6.12%. This indicates that ALEX experiences smaller price fluctuations and is considered to be less risky than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
ALEX vs. EQR - Financials Comparison
This section allows you to compare key financial metrics between Alexander & Baldwin, Inc. and Equity Residential. 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
ALEX vs. EQR - Profitability Comparison
ALEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Alexander & Baldwin, Inc. reported a gross profit of 26.68M and revenue of 53.74M. Therefore, the gross margin over that period was 49.6%.
EQR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Equity Residential reported a gross profit of 469.27M and revenue of 760.81M. Therefore, the gross margin over that period was 61.7%.
ALEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Alexander & Baldwin, Inc. reported an operating income of 23.98M and revenue of 53.74M, resulting in an operating margin of 44.6%.
EQR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Equity Residential reported an operating income of 194.27M and revenue of 760.81M, resulting in an operating margin of 25.5%.
ALEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Alexander & Baldwin, Inc. reported a net income of 21.43M and revenue of 53.74M, resulting in a net margin of 39.9%.
EQR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Equity Residential reported a net income of 256.59M and revenue of 760.81M, resulting in a net margin of 33.7%.