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

Correlation

The correlation between MAA and EQR is 0.43, 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

MAA vs. EQR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mid-America Apartment Communities, Inc. (MAA) and Equity Residential (EQR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

MAA:

1.14

EQR:

0.48

Sortino Ratio

MAA:

1.67

EQR:

0.78

Omega Ratio

MAA:

1.21

EQR:

1.10

Calmar Ratio

MAA:

0.62

EQR:

0.39

Martin Ratio

MAA:

4.88

EQR:

1.63

Ulcer Index

MAA:

4.94%

EQR:

6.30%

Daily Std Dev

MAA:

21.24%

EQR:

22.68%

Max Drawdown

MAA:

-60.29%

EQR:

-67.40%

Current Drawdown

MAA:

-19.31%

EQR:

-13.39%

Fundamentals

Market Cap

MAA:

$19.60B

EQR:

$28.02B

EPS

MAA:

$4.81

EQR:

$2.62

PE Ratio

MAA:

33.93

EQR:

27.31

PEG Ratio

MAA:

10.19

EQR:

16.42

PS Ratio

MAA:

8.92

EQR:

9.31

PB Ratio

MAA:

3.20

EQR:

2.46

Total Revenue (TTM)

MAA:

$2.20B

EQR:

$3.00B

Gross Profit (TTM)

MAA:

$705.48M

EQR:

$1.67B

EBITDA (TTM)

MAA:

$1.35B

EQR:

$1.97B

Returns By Period

In the year-to-date period, MAA achieves a 7.68% return, which is significantly higher than EQR's 1.66% return. Over the past 10 years, MAA has outperformed EQR with an annualized return of 11.76%, while EQR has yielded a comparatively lower 4.78% annualized return.


MAA

YTD

7.68%

1M

3.90%

6M

5.28%

1Y

23.30%

5Y*

11.93%

10Y*

11.76%

EQR

YTD

1.66%

1M

4.87%

6M

-0.87%

1Y

10.70%

5Y*

8.47%

10Y*

4.78%

*Annualized

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Risk-Adjusted Performance

MAA vs. EQR — Risk-Adjusted Performance Rank

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

MAA
The Risk-Adjusted Performance Rank of MAA is 8181
Overall Rank
The Sharpe Ratio Rank of MAA is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of MAA is 8080
Sortino Ratio Rank
The Omega Ratio Rank of MAA is 7878
Omega Ratio Rank
The Calmar Ratio Rank of MAA is 7676
Calmar Ratio Rank
The Martin Ratio Rank of MAA is 8686
Martin Ratio Rank

EQR
The Risk-Adjusted Performance Rank of EQR is 6565
Overall Rank
The Sharpe Ratio Rank of EQR is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of EQR is 5959
Sortino Ratio Rank
The Omega Ratio Rank of EQR is 5858
Omega Ratio Rank
The Calmar Ratio Rank of EQR is 6868
Calmar Ratio Rank
The Martin Ratio Rank of EQR is 6969
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.

MAA vs. EQR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Mid-America Apartment Communities, Inc. (MAA) 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.


The current MAA Sharpe Ratio is 1.14, which is higher than the EQR Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of MAA and EQR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

MAA vs. EQR - Dividend Comparison

MAA's dividend yield for the trailing twelve months is around 3.66%, less than EQR's 3.80% yield.


TTM20242023202220212020201920182017201620152014
MAA
Mid-America Apartment Communities, Inc.
3.66%3.80%4.16%2.98%2.25%3.16%2.91%3.86%3.46%3.35%3.39%3.91%
EQR
Equity Residential
3.80%2.82%4.34%4.24%2.67%4.07%2.81%3.27%3.16%20.22%2.71%2.78%

Drawdowns

MAA vs. EQR - Drawdown Comparison

The maximum MAA drawdown since its inception was -60.29%, smaller than the maximum EQR drawdown of -67.40%. Use the drawdown chart below to compare losses from any high point for MAA and EQR. For additional features, visit the drawdowns tool.


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Volatility

MAA vs. EQR - Volatility Comparison

Mid-America Apartment Communities, Inc. (MAA) has a higher volatility of 7.04% compared to Equity Residential (EQR) at 5.65%. This indicates that MAA's price experiences larger fluctuations and is considered to be riskier than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

MAA vs. EQR - Financials Comparison

This section allows you to compare key financial metrics between Mid-America Apartment Communities, 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.


Quarterly
Annual

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


400.00M500.00M600.00M700.00M800.00M20212022202320242025
549.30M
760.81M
(MAA) Total Revenue
(EQR) Total Revenue
Values in USD except per share items

MAA vs. EQR - Profitability Comparison

The chart below illustrates the profitability comparison between Mid-America Apartment Communities, Inc. and Equity Residential over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%20212022202320242025
31.9%
61.7%
(MAA) Gross Margin
(EQR) Gross Margin
MAA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mid-America Apartment Communities, Inc. reported a gross profit of 175.01M and revenue of 549.30M. Therefore, the gross margin over that period was 31.9%.

EQR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.

MAA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mid-America Apartment Communities, Inc. reported an operating income of 159.40M and revenue of 549.30M, resulting in an operating margin of 29.0%.

EQR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equity Residential reported an operating income of 194.27M and revenue of 760.81M, resulting in an operating margin of 25.5%.

MAA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mid-America Apartment Communities, Inc. reported a net income of 181.67M and revenue of 549.30M, resulting in a net margin of 33.1%.

EQR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equity Residential reported a net income of 256.59M and revenue of 760.81M, resulting in a net margin of 33.7%.