BHR vs. APLE
Compare and contrast key facts about Braemar Hotels & Resorts, Inc. (BHR) and Apple Hospitality REIT, Inc. (APLE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHR or APLE.
Key characteristics
| BHR | APLE | |
|---|---|---|
| YTD Return | 10.36% | -8.78% |
| 1Y Return | -22.82% | 8.00% |
| 3Y Return (Ann) | -21.16% | 2.28% |
| 5Y Return (Ann) | -24.05% | 1.86% |
| Sharpe Ratio | -0.41 | 0.28 |
| Daily Std Dev | 61.77% | 23.46% |
| Max Drawdown | -93.48% | -71.85% |
| Current Drawdown | -81.79% | -12.30% |
Fundamentals
| BHR | APLE | |
|---|---|---|
| Market Cap | $237.57M | $3.64B |
| EPS | -$1.13 | $0.77 |
| PE Ratio | 72.69 | 19.48 |
| Revenue (TTM) | $739.09M | $1.34B |
| Gross Profit (TTM) | $199.50M | $559.79M |
| EBITDA (TTM) | $154.69M | $436.75M |
Correlation
The correlation between BHR and APLE is 0.52, 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
BHR vs. APLE - Performance Comparison
In the year-to-date period, BHR achieves a 10.36% return, which is significantly higher than APLE's -8.78% 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
BHR vs. APLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Braemar Hotels & Resorts, Inc. (BHR) and Apple Hospitality REIT, Inc. (APLE). 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
BHR vs. APLE - Dividend Comparison
BHR's dividend yield for the trailing twelve months is around 7.43%, more than APLE's 6.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHR Braemar Hotels & Resorts, Inc. | 7.43% | 8.00% | 1.95% | 6.74% | 0.00% | 7.11% | 7.17% | 6.58% | 3.37% | 2.41% | 1.17% | 0.27% |
APLE Apple Hospitality REIT, Inc. | 6.80% | 6.08% | 4.78% | 0.25% | 2.31% | 6.74% | 9.04% | 5.56% | 5.96% | 3.97% | 0.00% | 0.00% |
Drawdowns
BHR vs. APLE - Drawdown Comparison
The maximum BHR drawdown since its inception was -93.48%, which is greater than APLE's maximum drawdown of -71.85%. Use the drawdown chart below to compare losses from any high point for BHR and APLE. For additional features, visit the drawdowns tool.
Volatility
BHR vs. APLE - Volatility Comparison
Braemar Hotels & Resorts, Inc. (BHR) has a higher volatility of 24.55% compared to Apple Hospitality REIT, Inc. (APLE) at 6.03%. This indicates that BHR's price experiences larger fluctuations and is considered to be riskier than APLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BHR vs. APLE - Financials Comparison
This section allows you to compare key financial metrics between Braemar Hotels & Resorts, Inc. and Apple Hospitality REIT, Inc.. 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