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PEB vs. APLE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

PEB vs. APLE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pebblebrook Hotel Trust (PEB) and Apple Hospitality REIT, Inc. (APLE). The values are adjusted to include any dividend payments, if applicable.

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PEB vs. APLE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PEB
Pebblebrook Hotel Trust
11.66%-16.15%-14.96%19.68%-40.00%19.19%-29.66%-0.01%-20.47%30.78%
APLE
Apple Hospitality REIT, Inc.
-0.89%-16.61%-1.26%12.31%2.41%25.42%-18.91%21.97%-21.64%3.99%

Fundamentals

Market Cap

PEB:

$1.48B

APLE:

$2.74B

EPS

PEB:

-$0.55

APLE:

$0.74

PS Ratio

PEB:

1.01

APLE:

1.94

PB Ratio

PEB:

0.60

APLE:

0.87

Total Revenue (TTM)

PEB:

$1.48B

APLE:

$1.41B

Gross Profit (TTM)

PEB:

$465.51M

APLE:

$1.05B

EBITDA (TTM)

PEB:

$12.31M

APLE:

$470.77M

Returns By Period

In the year-to-date period, PEB achieves a 11.66% return, which is significantly higher than APLE's -0.89% return. Over the past 10 years, PEB has underperformed APLE with an annualized return of -5.64%, while APLE has yielded a comparatively higher 0.13% annualized return.


PEB

1D
1.20%
1M
-1.48%
YTD
11.66%
6M
11.07%
1Y
25.12%
3Y*
-3.16%
5Y*
-12.07%
10Y*
-5.64%

APLE

1D
0.70%
1M
-5.46%
YTD
-0.89%
6M
-0.19%
1Y
-3.37%
3Y*
-2.80%
5Y*
0.44%
10Y*
0.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PEB vs. APLE — Risk / Return Rank

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

PEB
PEB Risk / Return Rank: 6262
Overall Rank
PEB Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
PEB Sortino Ratio Rank: 6161
Sortino Ratio Rank
PEB Omega Ratio Rank: 5858
Omega Ratio Rank
PEB Calmar Ratio Rank: 6363
Calmar Ratio Rank
PEB Martin Ratio Rank: 6666
Martin Ratio Rank

APLE
APLE Risk / Return Rank: 3535
Overall Rank
APLE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
APLE Sortino Ratio Rank: 3131
Sortino Ratio Rank
APLE Omega Ratio Rank: 3131
Omega Ratio Rank
APLE Calmar Ratio Rank: 3838
Calmar Ratio Rank
APLE Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PEB vs. APLE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pebblebrook Hotel Trust (PEB) 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.


PEBAPLEDifference

Sharpe ratio

Return per unit of total volatility

0.55

-0.12

+0.67

Sortino ratio

Return per unit of downside risk

1.17

0.04

+1.13

Omega ratio

Gain probability vs. loss probability

1.15

1.01

+0.14

Calmar ratio

Return relative to maximum drawdown

0.94

-0.14

+1.08

Martin ratio

Return relative to average drawdown

2.71

-0.34

+3.05

PEB vs. APLE - Sharpe Ratio Comparison

The current PEB Sharpe Ratio is 0.55, which is higher than the APLE Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of PEB and APLE, 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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Sharpe Ratios by Period


PEBAPLEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

-0.12

+0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.31

0.02

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.13

0.00

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.02

0.04

-0.06

Correlation

The correlation between PEB and APLE is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PEB vs. APLE - Dividend Comparison

PEB's dividend yield for the trailing twelve months is around 0.32%, less than APLE's 8.34% yield.


TTM20252024202320222021202020192018201720162015
PEB
Pebblebrook Hotel Trust
0.32%0.35%0.30%0.25%0.30%0.18%0.21%5.67%5.37%4.09%5.11%4.43%
APLE
Apple Hospitality REIT, Inc.
8.34%8.10%6.58%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%

Drawdowns

PEB vs. APLE - Drawdown Comparison

The maximum PEB drawdown since its inception was -84.37%, which is greater than APLE's maximum drawdown of -71.83%. Use the drawdown chart below to compare losses from any high point for PEB and APLE.


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Drawdown Indicators


PEBAPLEDifference

Max Drawdown

Largest peak-to-trough decline

-84.37%

-71.83%

-12.54%

Max Drawdown (1Y)

Largest decline over 1 year

-26.50%

-17.49%

-9.01%

Max Drawdown (5Y)

Largest decline over 5 years

-70.13%

-32.95%

-37.18%

Max Drawdown (10Y)

Largest decline over 10 years

-83.70%

-71.83%

-11.87%

Current Drawdown

Current decline from peak

-67.60%

-21.54%

-46.06%

Average Drawdown

Average peak-to-trough decline

-33.21%

-12.48%

-20.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.24%

7.28%

+1.96%

Volatility

PEB vs. APLE - Volatility Comparison

Pebblebrook Hotel Trust (PEB) has a higher volatility of 10.90% compared to Apple Hospitality REIT, Inc. (APLE) at 6.86%. This indicates that PEB'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


PEBAPLEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.90%

6.86%

+4.04%

Volatility (6M)

Calculated over the trailing 6-month period

24.17%

15.42%

+8.75%

Volatility (1Y)

Calculated over the trailing 1-year period

45.72%

29.23%

+16.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.86%

27.12%

+11.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.73%

34.45%

+8.28%

Financials

PEB vs. APLE - Financials Comparison

This section allows you to compare key financial metrics between Pebblebrook Hotel Trust 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.


Quarterly
Annual

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


100.00M200.00M300.00M400.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
349.02M
326.44M
(PEB) Total Revenue
(APLE) Total Revenue
Values in USD except per share items