BHR vs. APLE
BHR (Braemar Hotels & Resorts, Inc.) and APLE (Apple Hospitality REIT, Inc.) are both stocks. Both operate in the REIT - Hotel & Motel industry within the Real Estate sector. Over the past 10 years, BHR returned -14.26%/yr vs 5.04%/yr for APLE. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
BHR vs. APLE - Performance Comparison
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Returns By Period
In the year-to-date period, BHR achieves a -33.10% return, which is significantly lower than APLE's 47.45% return. Over the past 10 years, BHR has underperformed APLE with an annualized return of -14.26%, while APLE has yielded a comparatively higher 5.04% annualized return.
BHR
- 1D
- -4.95%
- 1M
- -23.81%
- YTD
- -33.10%
- 6M
- -32.17%
- 1Y
- -20.46%
- 3Y*
- -15.70%
- 5Y*
- -16.35%
- 10Y*
- -14.26%
APLE
- 1D
- 1.74%
- 1M
- 14.93%
- YTD
- 47.45%
- 6M
- 45.49%
- 1Y
- 58.37%
- 3Y*
- 12.80%
- 5Y*
- 7.76%
- 10Y*
- 5.04%
BHR vs. APLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BHR Braemar Hotels & Resorts, Inc. | -33.10% | 3.02% | 29.59% | -35.17% | -17.90% | 10.63% | -48.38% | 8.84% | -2.17% | -23.98% |
APLE Apple Hospitality REIT, Inc. | 47.45% | -16.61% | -1.26% | 12.31% | 2.41% | 25.42% | -18.91% | 21.97% | -21.64% | 3.99% |
Correlation
The correlation between BHR and APLE is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since May 18, 2015 | 0.52 |
The correlation between BHR and APLE has been stable across timeframes, ranging from 0.50 to 0.59 - a consistent structural relationship.
Fundamentals
BHR:
$192.55M
APLE:
$4.00B
BHR:
-$0.16
APLE:
$0.72
BHR:
0.21
APLE:
2.82
BHR:
$697.18M
APLE:
$1.42B
BHR:
-$87.68M
APLE:
$673.26M
BHR:
$127.89M
APLE:
$388.53M
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Return for Risk
BHR vs. APLE — Risk / Return Rank
BHR
APLE
BHR vs. APLE - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BHR | APLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.98 | ||
| Sortino ratioReturn per unit of downside risk | -4.01 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.41 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.53 | 4.35 | -4.88 |
| Martin ratioReturn relative to average drawdown | -1.33 | 10.08 | -11.41 |
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Drawdowns
BHR vs. APLE - Drawdown Comparison
The maximum BHR drawdown since its inception was -93.49%, which is greater than APLE's maximum drawdown of -71.83%. Use the drawdown chart below to compare losses from any high point for BHR and APLE.
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Drawdown Indicators
| BHR | APLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.49% | -71.83% | -21.66% |
Max Drawdown (1Y)Largest decline over 1 year | -38.85% | -13.49% | -25.36% |
Max Drawdown (3Y)Largest decline over 3 years | -52.92% | -32.95% | -19.97% |
Max Drawdown (5Y)Largest decline over 5 years | -69.66% | -32.95% | -36.71% |
Max Drawdown (10Y)Largest decline over 10 years | -91.14% | -71.83% | -19.31% |
Current DrawdownCurrent decline from peak | -86.28% | 0.00% | -86.28% |
Average DrawdownAverage peak-to-trough decline | -59.39% | -12.34% | -47.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.41% | 5.81% | +9.60% |
Volatility
BHR vs. APLE - Volatility Comparison
Braemar Hotels & Resorts, Inc. (BHR) has a higher volatility of 17.31% compared to Apple Hospitality REIT, Inc. (APLE) at 5.44%. 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.
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Volatility by Period
| BHR | APLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.31% | 5.44% | +11.87% |
Volatility (6M)Calculated over the trailing 6-month period | 34.78% | 16.65% | +18.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.15% | 22.96% | +27.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.00% | 27.27% | +26.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.27% | 34.56% | +31.71% |
Dividends
BHR vs. APLE - Dividend Comparison
BHR's dividend yield for the trailing twelve months is around 7.81%, more than APLE's 5.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 5.67% | 8.10% | 6.58% | 6.08% | 4.82% | 0.25% | 2.32% | 6.77% | 9.12% | 5.61% | 6.01% | 4.01% |
BHR Braemar Hotels & Resorts, Inc. | 7.81% | 6.97% | 6.67% | 8.00% | 1.95% | 0.00% | 0.00% | 8.23% | 7.17% | 6.58% | 3.37% | 2.41% |
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
BHR vs. APLE - Profitability Comparison
BHR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Braemar Hotels & Resorts, Inc. reported a gross profit of 0.00 and revenue of 208.98M. Therefore, the gross margin over that period was 0.0%.
APLE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Hospitality REIT, Inc. reported a gross profit of 249.08M and revenue of 337.74M. Therefore, the gross margin over that period was 73.8%.
BHR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Braemar Hotels & Resorts, Inc. reported an operating income of 39.62M and revenue of 208.98M, resulting in an operating margin of 19.0%.
APLE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Hospitality REIT, Inc. reported an operating income of 48.01M and revenue of 337.74M, resulting in an operating margin of 14.2%.
BHR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Braemar Hotels & Resorts, Inc. reported a net income of 20.87M and revenue of 208.98M, resulting in a net margin of 10.0%.
APLE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Hospitality REIT, Inc. reported a net income of 27.70M and revenue of 337.74M, resulting in a net margin of 8.2%.
Frequently Asked Questions
BHR and APLE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BHR has higher volatility (17.31%) compared to APLE (5.44%). In terms of maximum drawdown, BHR dropped -93.49% vs APLE's -71.83%.
APLE currently has the higher Sharpe Ratio (2.57 vs -0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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