AVB vs. KIM
Compare and contrast key facts about AvalonBay Communities, Inc. (AVB) and Kimco Realty Corporation (KIM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVB or KIM.
Key characteristics
| AVB | KIM | |
|---|---|---|
| YTD Return | 28.05% | 21.17% |
| 1Y Return | 45.37% | 48.26% |
| 3Y Return (Ann) | 2.54% | 6.98% |
| 5Y Return (Ann) | 5.80% | 8.27% |
| 10Y Return (Ann) | 7.46% | 4.94% |
| Sharpe Ratio | 2.20 | 1.86 |
| Sortino Ratio | 3.22 | 2.73 |
| Omega Ratio | 1.38 | 1.34 |
| Calmar Ratio | 1.35 | 1.53 |
| Martin Ratio | 12.47 | 4.29 |
| Ulcer Index | 3.46% | 10.25% |
| Daily Std Dev | 19.55% | 23.61% |
| Max Drawdown | -72.99% | -85.65% |
| Current Drawdown | -0.42% | 0.00% |
Fundamentals
| AVB | KIM | |
|---|---|---|
| Market Cap | $33.25B | $16.80B |
| EPS | $7.50 | $0.55 |
| PE Ratio | 31.17 | 45.33 |
| PEG Ratio | 6.42 | 3.71 |
| Total Revenue (TTM) | $2.85B | $1.97B |
| Gross Profit (TTM) | $970.01M | $924.91M |
| EBITDA (TTM) | $1.75B | $809.25M |
Correlation
The correlation between AVB and KIM is 0.61, 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
AVB vs. KIM - Performance Comparison
In the year-to-date period, AVB achieves a 28.05% return, which is significantly higher than KIM's 21.17% return. Over the past 10 years, AVB has outperformed KIM with an annualized return of 7.46%, while KIM has yielded a comparatively lower 4.94% 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
AVB vs. KIM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and Kimco Realty Corporation (KIM). 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
AVB vs. KIM - Dividend Comparison
AVB's dividend yield for the trailing twelve months is around 2.89%, less than KIM's 4.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 2.89% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% | 2.84% | 3.62% |
KIM Kimco Realty Corporation | 4.21% | 4.79% | 3.97% | 2.76% | 3.60% | 5.41% | 7.65% | 6.01% | 4.11% | 3.68% | 3.64% | 4.33% |
Drawdowns
AVB vs. KIM - Drawdown Comparison
The maximum AVB drawdown since its inception was -72.99%, smaller than the maximum KIM drawdown of -85.65%. Use the drawdown chart below to compare losses from any high point for AVB and KIM. For additional features, visit the drawdowns tool.
Volatility
AVB vs. KIM - Volatility Comparison
AvalonBay Communities, Inc. (AVB) has a higher volatility of 7.05% compared to Kimco Realty Corporation (KIM) at 5.97%. This indicates that AVB's price experiences larger fluctuations and is considered to be riskier than KIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AVB vs. KIM - Financials Comparison
This section allows you to compare key financial metrics between AvalonBay Communities, Inc. and Kimco Realty Corporation. 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