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

Correlation

The correlation between MAA and EQR is 0.62, 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.


-0.50.00.51.00.6

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.

0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
8.76%
4.33%
MAA
EQR

Key characteristics

Sharpe Ratio

MAA:

0.78

EQR:

0.92

Sortino Ratio

MAA:

1.25

EQR:

1.35

Omega Ratio

MAA:

1.14

EQR:

1.16

Calmar Ratio

MAA:

0.37

EQR:

0.53

Martin Ratio

MAA:

3.69

EQR:

5.24

Ulcer Index

MAA:

4.25%

EQR:

3.36%

Daily Std Dev

MAA:

20.02%

EQR:

19.18%

Max Drawdown

MAA:

-60.29%

EQR:

-67.40%

Current Drawdown

MAA:

-27.55%

EQR:

-17.50%

Fundamentals

Market Cap

MAA:

$18.72B

EQR:

$28.46B

EPS

MAA:

$4.43

EQR:

$2.37

PE Ratio

MAA:

35.23

EQR:

30.70

PEG Ratio

MAA:

10.19

EQR:

7.72

Total Revenue (TTM)

MAA:

$2.18B

EQR:

$2.93B

Gross Profit (TTM)

MAA:

$746.38M

EQR:

$518.20M

EBITDA (TTM)

MAA:

$1.29B

EQR:

$1.81B

Returns By Period

In the year-to-date period, MAA achieves a 15.96% return, which is significantly lower than EQR's 16.99% return. Over the past 10 years, MAA has outperformed EQR with an annualized return of 10.85%, while EQR has yielded a comparatively lower 4.41% annualized return.


MAA

YTD

15.96%

1M

-5.50%

6M

8.76%

1Y

18.00%

5Y*

6.47%

10Y*

10.85%

EQR

YTD

16.99%

1M

-6.72%

6M

4.33%

1Y

19.10%

5Y*

0.87%

10Y*

4.41%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for MAA, currently valued at 0.78, compared to the broader market-4.00-2.000.002.000.780.92
The chart of Sortino ratio for MAA, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.001.251.35
The chart of Omega ratio for MAA, currently valued at 1.14, compared to the broader market0.501.001.502.001.141.16
The chart of Calmar ratio for MAA, currently valued at 0.37, compared to the broader market0.002.004.006.000.370.53
The chart of Martin ratio for MAA, currently valued at 3.69, compared to the broader market0.0010.0020.003.695.24
MAA
EQR

The current MAA Sharpe Ratio is 0.78, which is comparable to the EQR Sharpe Ratio of 0.92. 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.78
0.92
MAA
EQR

Dividends

MAA vs. EQR - Dividend Comparison

MAA's dividend yield for the trailing twelve months is around 3.93%, more than EQR's 3.87% yield.


TTM20232022202120202019201820172016201520142013
MAA
Mid-America Apartment Communities, Inc.
3.93%4.16%2.98%2.25%3.16%2.91%3.86%3.46%3.35%3.39%3.91%4.58%
EQR
Equity Residential
3.87%4.34%4.24%2.67%4.07%2.81%3.27%3.16%20.22%2.71%2.78%3.57%

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-27.55%
-17.50%
MAA
EQR

Volatility

MAA vs. EQR - Volatility Comparison

The current volatility for Mid-America Apartment Communities, Inc. (MAA) is 4.90%, while Equity Residential (EQR) has a volatility of 5.58%. This indicates that MAA experiences smaller price fluctuations and is considered to be less risky than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.90%
5.58%
MAA
EQR

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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