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EQR vs. MAIN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EQR and MAIN is 0.54, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

EQR vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equity Residential (EQR) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

500.00%1,000.00%1,500.00%NovemberDecember2025FebruaryMarchApril
239.95%
1,487.51%
EQR
MAIN

Key characteristics

Sharpe Ratio

EQR:

0.57

MAIN:

0.96

Sortino Ratio

EQR:

0.93

MAIN:

1.38

Omega Ratio

EQR:

1.12

MAIN:

1.20

Calmar Ratio

EQR:

0.49

MAIN:

0.97

Martin Ratio

EQR:

2.12

MAIN:

3.80

Ulcer Index

EQR:

6.03%

MAIN:

5.34%

Daily Std Dev

EQR:

22.49%

MAIN:

21.28%

Max Drawdown

EQR:

-67.40%

MAIN:

-64.53%

Current Drawdown

EQR:

-17.06%

MAIN:

-12.93%

Fundamentals

Market Cap

EQR:

$27.89B

MAIN:

$4.84B

EPS

EQR:

$2.72

MAIN:

$5.85

PE Ratio

EQR:

25.48

MAIN:

9.34

PEG Ratio

EQR:

16.52

MAIN:

2.09

PS Ratio

EQR:

9.36

MAIN:

8.94

PB Ratio

EQR:

2.46

MAIN:

1.70

Total Revenue (TTM)

EQR:

$2.24B

MAIN:

$418.72M

Gross Profit (TTM)

EQR:

$1.20B

MAIN:

$389.56M

EBITDA (TTM)

EQR:

$1.37B

MAIN:

$263.54M

Returns By Period

In the year-to-date period, EQR achieves a -2.65% return, which is significantly higher than MAIN's -5.42% return. Over the past 10 years, EQR has underperformed MAIN with an annualized return of 4.05%, while MAIN has yielded a comparatively higher 14.08% annualized return.


EQR

YTD

-2.65%

1M

-3.31%

6M

-6.44%

1Y

9.69%

5Y*

5.32%

10Y*

4.05%

MAIN

YTD

-5.42%

1M

-6.04%

6M

8.78%

1Y

20.34%

5Y*

26.70%

10Y*

14.08%

*Annualized

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Risk-Adjusted Performance

EQR vs. MAIN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQR
The Risk-Adjusted Performance Rank of EQR is 7070
Overall Rank
The Sharpe Ratio Rank of EQR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of EQR is 6464
Sortino Ratio Rank
The Omega Ratio Rank of EQR is 6363
Omega Ratio Rank
The Calmar Ratio Rank of EQR is 7373
Calmar Ratio Rank
The Martin Ratio Rank of EQR is 7474
Martin Ratio Rank

MAIN
The Risk-Adjusted Performance Rank of MAIN is 8181
Overall Rank
The Sharpe Ratio Rank of MAIN is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of MAIN is 7676
Sortino Ratio Rank
The Omega Ratio Rank of MAIN is 7878
Omega Ratio Rank
The Calmar Ratio Rank of MAIN is 8484
Calmar Ratio Rank
The Martin Ratio Rank of MAIN is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EQR vs. MAIN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Equity Residential (EQR) and Main Street Capital Corporation (MAIN). 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.


The chart of Sharpe ratio for EQR, currently valued at 0.57, compared to the broader market-2.00-1.000.001.002.003.00
EQR: 0.57
MAIN: 0.96
The chart of Sortino ratio for EQR, currently valued at 0.93, compared to the broader market-6.00-4.00-2.000.002.004.00
EQR: 0.93
MAIN: 1.38
The chart of Omega ratio for EQR, currently valued at 1.12, compared to the broader market0.501.001.502.00
EQR: 1.12
MAIN: 1.20
The chart of Calmar ratio for EQR, currently valued at 0.49, compared to the broader market0.001.002.003.004.005.00
EQR: 0.49
MAIN: 0.97
The chart of Martin ratio for EQR, currently valued at 2.12, compared to the broader market-5.000.005.0010.0015.0020.00
EQR: 2.12
MAIN: 3.80

The current EQR Sharpe Ratio is 0.57, which is lower than the MAIN Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of EQR and MAIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.57
0.96
EQR
MAIN

Dividends

EQR vs. MAIN - Dividend Comparison

EQR's dividend yield for the trailing twelve months is around 3.97%, less than MAIN's 7.66% yield.


TTM20242023202220212020201920182017201620152014
EQR
Equity Residential
3.97%2.82%4.34%4.24%2.67%4.07%2.81%3.27%3.16%20.22%2.71%2.78%
MAIN
Main Street Capital Corporation
7.66%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.02%7.42%9.15%8.72%

Drawdowns

EQR vs. MAIN - Drawdown Comparison

The maximum EQR drawdown since its inception was -67.40%, roughly equal to the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for EQR and MAIN. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.06%
-12.93%
EQR
MAIN

Volatility

EQR vs. MAIN - Volatility Comparison

Equity Residential (EQR) and Main Street Capital Corporation (MAIN) have volatilities of 13.67% and 13.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.67%
13.75%
EQR
MAIN

Financials

EQR vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between Equity Residential and Main Street Capital 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items