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AVB vs ES

Comparison between Avalonbay Communities Inc (AVB, Company) and Eversource Energy (ES, Company).

AVB is from the Real Estate sector, while ES is from the Utilities sector.

5-Year PerformanceAVB has outperformed ES, delivering a return of +1.7% compared to +0.2%

AVB vs ES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AVB
$26B
Winner
ES
$26B
Max Drawdown
AVB
72.99%
Winner
ES
46.76%
Sharpe Ratio
AVB
-0.44
Winner
ES
0.50
5Y Beta
AVB
0.58
Winner
ES
0.26
Industry
AVB
Reit - Residential
ES
Utilities - Regulated Electric
P/E Ratio
AVB
22.94
Winner
ES
14.73
Forward P/E
AVB
40.00
Winner
ES
14.97
PEG Ratio
AVB
21.53
Winner
ES
0.15
Dividend Yield
AVB
3.79%
Winner
ES
4.47%
5Y Dividends CAGR
Winner
AVB
6.66%
ES
5.97%
5Y EPS CAGR
Winner
AVB
7.25%
ES
5.26%
Debt to Equity
Winner
AVB
81.46%
ES
178.48%
Free Cash Flow Yield
Winner
AVB
6.45%
ES
0.91%

AVB vs ES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AVB
+6.94%
ES
+5.41%
3M
Winner
AVB
+4.90%
ES
-3.23%
6M
AVB
+3.99%
Winner
ES
+11.51%
1Y
AVB
-5.22%
Winner
ES
+13.79%
5Y(CAGR)
Winner
AVB
+1.71%
ES
+0.21%
10Y(CAGR)
AVB
+3.63%
Winner
ES
+6.13%
Max(CAGR)
Winner
AVB
+11.00%
ES
+8.04%

AVB vs ES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAVBES
2026+3.11%+4.59%
2025-13.47%+23.04%
2024+20.77%-5.55%
2023+20.30%-23.74%
2022-33.93%-3.09%
2021+67.26%+10.78%
2020-19.31%+6.77%
2019+27.64%+37.76%
2018+1.61%+6.47%
2017+4.18%+18.29%
2016+0.99%+12.17%
2015+14.32%-1.66%
2014+42.70%+32.68%
2013-10.13%+10.32%
2012+7.26%+13.45%
2011+18.12%+16.51%
2010+43.65%+28.72%
2009+46.00%+9.86%
2008-28.56%-20.34%
2007-24.67%+13.02%
2006+46.10%+46.94%
2005+24.33%+10.23%
2004+66.66%-3.06%
2003+29.20%+34.78%
2002-11.45%-13.16%
2001+0.88%-23.40%
2000+55.50%+18.26%
1999+6.52%-2.10%

AVB vs ES Drawdown Comparison

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

The maximum drawdown for ES was -43.12%, occurring on Oct 9, 2002. Recovery took 1120 trading sessions.

The current AVB drawdown is -18.31%. The current ES drawdown is -12.10%.

RankAVBES
#1-70.03%
Feb 7, 2007 - Apr 1, 2011
-43.12%
Dec 29, 2000 - Jun 17, 2005
#2-46.91%
Feb 18, 2020 - Jul 7, 2021
-41.67%
Aug 18, 2022 - Oct 23, 2023
#3-38.35%
Mar 29, 2022 - Nov 26, 2024
-41.15%
Apr 3, 2007 - Oct 5, 2010
#4-29.41%
Nov 27, 2024 - Mar 27, 2026
-36.85%
Mar 4, 2020 - Apr 20, 2022
#5-29.37%
Apr 12, 2002 - Oct 6, 2003
-22.54%
Sep 11, 2000 - Dec 29, 2000
#6-20.89%
Jun 5, 2017 - Nov 30, 2018
-18.46%
Aug 2, 2005 - Jul 10, 2006
#7-19.99%
Jul 22, 2011 - Feb 2, 2012
-18.14%
Jan 29, 2015 - Feb 1, 2016
#8-19.55%
Jul 17, 2012 - Jun 5, 2014
-17.63%
Nov 14, 2017 - Oct 24, 2018
#9-15.10%
May 10, 2016 - Mar 23, 2017
-16.42%
May 27, 2022 - Aug 15, 2022
#10-14.16%
Aug 23, 2001 - Mar 21, 2002
-15.45%
May 18, 2011 - Dec 27, 2011
#11-13.78%
Dec 29, 2000 - Aug 3, 2001
-15.12%
Nov 18, 1999 - Apr 14, 2000
#12-13.17%
Dec 29, 2015 - Mar 17, 2016
-14.48%
Jul 5, 2016 - Mar 15, 2017
#13-12.28%
Dec 31, 2004 - May 16, 2005
-11.85%
Apr 30, 2013 - Aug 1, 2013
#14-11.91%
Dec 6, 2018 - Jan 29, 2019
-11.06%
Jun 30, 2014 - Oct 14, 2014
#15-10.74%
Mar 23, 2015 - Aug 17, 2015
-10.65%
Aug 1, 2013 - Feb 11, 2014

Correlation

Correlation between AVB and ES is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

AVB vs ES dividend yield comparison.

YearAVBES
20260.97%2.26%
20253.86%4.47%
20243.09%4.98%
20233.53%4.37%
20223.94%3.04%
20212.52%2.65%
20203.96%2.62%
20192.90%2.52%
20183.38%3.11%
20173.18%3.01%
20163.05%3.22%
20152.72%3.27%
20142.84%2.93%
20133.62%3.47%
20122.86%3.38%
20112.73%3.05%
20103.17%3.45%
20094.35%3.05%
20088.88%2.13%
20073.61%2.48%
20062.40%2.57%
20053.18%3.43%
20043.72%3.32%
20035.86%2.85%
20027.15%3.46%
20015.41%2.55%
20004.47%0.82%
19991.50%0.00%

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