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AVB vs DG

Comparison between Avalonbay Communities Inc (AVB, Company) and Dollar General Corp (DG, Company).

AVB is from the Real Estate sector, while DG is from the Consumer Defensive sector.

5-Year PerformanceAVB has outperformed DG, delivering a return of -0.0% compared to -11.4%

AVB vs DG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AVB
$26B
Winner
DG
$26B
Max Drawdown
Winner
AVB
72.99%
DG
73.72%
Sharpe Ratio
AVB
-0.22
Winner
DG
0.26
5Y Beta
AVB
0.54
Winner
DG
0.03
Industry
AVB
Reit - Residential
DG
Discount Stores
P/E Ratio
AVB
23.39
Winner
DG
17.30
Forward P/E
AVB
42.19
Winner
DG
16.86
PEG Ratio
AVB
21.95
Winner
DG
0.66
Dividend Yield
Winner
AVB
3.69%
DG
1.92%
5Y Dividends CAGR
AVB
6.73%
Winner
DG
13.59%
5Y EPS CAGR
Winner
AVB
7.25%
DG
3.22%
Debt to Equity
AVB
81.46%
Winner
DG
0.00%
Free Cash Flow Yield
AVB
6.32%
Winner
DG
13.22%
P/S Ratio
AVB
8.83
Winner
DG
0.62
P/B Ratio
Winner
AVB
2.36
DG
3.07

AVB vs DG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AVB
+5.65%
DG
+1.00%
3M
Winner
AVB
+11.07%
DG
-5.19%
6M
Winner
AVB
+8.88%
DG
-20.85%
1Y
AVB
-2.50%
Winner
DG
+7.54%
5Y(CAGR)
Winner
AVB
-0.03%
DG
-11.36%
10Y(CAGR)
Winner
AVB
+3.74%
DG
+3.32%
Max(CAGR)
AVB
+11.11%
Winner
DG
+11.23%

AVB vs DG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAVBDG
2026+7.84%-14.66%
2025-13.47%+80.17%
2024+20.77%-44.93%
2023+20.30%-44.24%
2022-33.93%+5.53%
2021+67.26%+13.13%
2020-19.31%+35.39%
2019+27.64%+46.19%
2018+1.61%+16.24%
2017+4.18%+26.71%
2016+0.99%+3.58%
2015+14.32%+2.77%
2014+42.70%+15.52%
2013-10.13%+40.54%
2012+7.26%+7.33%
2011+18.12%+34.14%
2010+43.65%+32.89%
2009+46.00%-1.32%
2008-28.56%N/A
2007-24.67%N/A
2006+46.10%N/A
2005+24.33%N/A
2004+66.66%N/A
2003+29.20%N/A
2002-11.45%N/A
2001+0.88%N/A
2000+55.50%N/A
1999+6.52%N/A

AVB vs DG Drawdown Comparison

The maximum drawdown for AVB was -70.03%, occurring on Mar 2, 2009. Recovery took 1046 trading sessions.

The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.

The current AVB drawdown is -14.56%. The current DG drawdown is -52.40%.

RankAVBDG
#1-70.03%
Feb 7, 2007 - Apr 1, 2011
-72.60%
Oct 28, 2022 - Jan 17, 2025
#2-46.91%
Feb 18, 2020 - Jul 7, 2021
-30.51%
Jul 26, 2016 - Jan 4, 2018
#3-38.35%
Mar 29, 2022 - Nov 26, 2024
-27.58%
Apr 20, 2022 - Oct 28, 2022
#4-29.41%
Nov 27, 2024 - Mar 27, 2026
-25.83%
Jul 20, 2015 - Mar 10, 2016
#5-29.37%
Apr 12, 2002 - Oct 6, 2003
-23.87%
Jul 10, 2012 - Jul 11, 2013
#6-20.89%
Jun 5, 2017 - Nov 30, 2018
-20.96%
Jan 7, 2022 - Apr 6, 2022
#7-19.99%
Jul 22, 2011 - Feb 2, 2012
-19.98%
Oct 13, 2020 - Jul 15, 2021
#8-19.55%
Jul 17, 2012 - Jun 5, 2014
-19.68%
Dec 3, 2010 - May 12, 2011
#9-15.10%
May 10, 2016 - Mar 23, 2017
-18.44%
Feb 21, 2020 - Apr 6, 2020
#10-14.16%
Aug 23, 2001 - Mar 21, 2002
-18.31%
Jan 29, 2018 - Aug 14, 2018
#11-13.78%
Dec 29, 2000 - Aug 3, 2001
-15.89%
Nov 8, 2018 - Feb 7, 2019
#12-13.17%
Dec 29, 2015 - Mar 17, 2016
-14.90%
Jan 10, 2014 - Aug 18, 2014
#13-12.28%
Dec 31, 2004 - May 16, 2005
-13.51%
Aug 10, 2021 - Jan 7, 2022
#14-11.91%
Dec 6, 2018 - Jan 29, 2019
-13.32%
May 31, 2011 - Aug 30, 2011
#15-10.74%
Mar 23, 2015 - Aug 17, 2015
-12.91%
Jun 2, 2010 - Nov 22, 2010

Correlation

Correlation between AVB and DG is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

AVB vs DG dividend yield comparison.

YearAVBDG
20261.87%1.54%
20253.86%1.78%
20243.09%3.11%
20233.53%1.30%
20223.94%1.06%
20212.52%0.69%
20203.96%0.67%
20192.90%0.80%
20183.38%1.05%
20173.18%0.84%
20163.05%1.35%
20152.72%1.22%
20142.84%0.00%
20133.62%0.00%
20122.86%0.00%
20112.73%0.00%
20103.17%0.00%
20094.35%0.00%
20088.88%0.00%
20073.61%0.00%
20062.40%0.00%
20053.18%0.00%
20043.72%0.00%
20035.86%0.00%
20027.15%0.00%
20015.41%0.00%
20004.47%0.00%
19991.50%0.00%

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