PEB vs. APLE
PEB (Pebblebrook Hotel Trust) 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, PEB returned -1.25%/yr vs 4.49%/yr for APLE. A 0.74 correlation means they provide meaningful diversification when combined.
Performance
PEB vs. APLE - Performance Comparison
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Returns By Period
In the year-to-date period, PEB achieves a 62.32% return, which is significantly higher than APLE's 44.57% return. Over the past 10 years, PEB has underperformed APLE with an annualized return of -1.25%, while APLE has yielded a comparatively higher 4.49% annualized return.
PEB
- 1D
- -1.92%
- 1M
- 24.22%
- YTD
- 62.32%
- 6M
- 62.75%
- 1Y
- 92.93%
- 3Y*
- 12.81%
- 5Y*
- -4.89%
- 10Y*
- -1.25%
APLE
- 1D
- -0.06%
- 1M
- 15.34%
- YTD
- 44.57%
- 6M
- 44.69%
- 1Y
- 53.03%
- 3Y*
- 12.71%
- 5Y*
- 7.27%
- 10Y*
- 4.49%
PEB vs. APLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 62.32% | -16.15% | -14.96% | 19.68% | -40.00% | 19.19% | -29.66% | -0.01% | -20.47% | 30.78% |
APLE Apple Hospitality REIT, Inc. | 44.57% | -16.61% | -1.26% | 12.31% | 2.41% | 25.42% | -18.91% | 21.97% | -21.64% | 3.99% |
Correlation
The correlation between PEB and APLE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since May 18, 2015 | 0.74 |
The correlation between PEB and APLE has been stable across timeframes, ranging from 0.74 to 0.81 - a consistent structural relationship.
Fundamentals
PEB:
$2.08B
APLE:
$3.92B
PEB:
-$0.54
APLE:
$0.72
PEB:
1.43
APLE:
2.77
PEB:
0.85
APLE:
1.25
PEB:
$1.50B
APLE:
$1.42B
PEB:
$187.07M
APLE:
$673.26M
PEB:
$221.67M
APLE:
$388.53M
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Return for Risk
PEB vs. APLE — Risk / Return Rank
PEB
APLE
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.
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.
| PEB | APLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.38 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 5.70 | 3.95 | +1.75 |
| Martin ratioReturn relative to average drawdown | 14.03 | 9.15 | +4.88 |
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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
| PEB | APLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.37% | -71.83% | -12.54% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -13.49% | -2.90% |
Max Drawdown (3Y)Largest decline over 3 years | -53.43% | -32.95% | -20.48% |
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 DrawdownCurrent decline from peak | -52.90% | -0.06% | -52.84% |
Average DrawdownAverage peak-to-trough decline | -33.59% | -12.35% | -21.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 5.81% | +0.84% |
Volatility
PEB vs. APLE - Volatility Comparison
Pebblebrook Hotel Trust (PEB) has a higher volatility of 11.39% compared to Apple Hospitality REIT, Inc. (APLE) at 5.66%. 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
| PEB | APLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.39% | 5.66% | +5.73% |
Volatility (6M)Calculated over the trailing 6-month period | 24.22% | 16.61% | +7.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.36% | 22.92% | +11.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.05% | 27.26% | +11.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.76% | 34.57% | +8.19% |
Dividends
PEB vs. APLE - Dividend Comparison
PEB's dividend yield for the trailing twelve months is around 0.22%, less than APLE's 5.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 5.78% | 8.10% | 6.58% | 6.08% | 4.82% | 0.25% | 2.32% | 6.77% | 9.12% | 5.61% | 6.01% | 4.01% |
PEB Pebblebrook Hotel Trust | 0.22% | 0.35% | 0.30% | 0.25% | 0.30% | 0.18% | 0.21% | 5.67% | 5.37% | 4.09% | 5.11% | 4.43% |
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.
Total Revenue: Total amount of money received from sales and other business activities
PEB vs. APLE - Profitability Comparison
PEB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported a gross profit of 0.00 and revenue of 345.66M. 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%.
PEB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported an operating income of 8.05M and revenue of 345.66M, resulting in an operating margin of 2.3%.
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%.
PEB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported a net income of -29.70M and revenue of 345.66M, resulting in a net margin of -8.6%.
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
PEB and APLE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEB has higher volatility (11.39%) compared to APLE (5.66%). In terms of maximum drawdown, PEB dropped -84.37% vs APLE's -71.83%.
PEB currently has the higher Sharpe Ratio (2.72 vs 2.33), 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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