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AVB vs LUV

Comparison between Avalonbay Communities Inc (AVB, Company) and Southwest Airlines Company (LUV, Company).

AVB is from the Real Estate sector, while LUV is from the Industrials sector.

5-Year PerformanceAVB has outperformed LUV, delivering a return of +1.0% compared to +0.6%

AVB vs LUV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AVB
$26B
LUV
$25B
Max Drawdown
Winner
AVB
72.99%
LUV
78.47%
Sharpe Ratio
AVB
-0.18
Winner
LUV
1.30
5Y Beta
Winner
AVB
0.54
LUV
1.29
Industry
AVB
Reit - Residential
LUV
Airlines
P/E Ratio
Winner
AVB
22.57
LUV
72.79
Forward P/E
AVB
42.02
Winner
LUV
16.67
PEG Ratio
AVB
21.18
Winner
LUV
12.53
Dividend Yield
Winner
AVB
3.78%
LUV
1.38%
5Y Dividends CAGR
AVB
6.66%
LUV
N/A
5Y EPS CAGR
Winner
AVB
7.25%
LUV
-30.83%
Debt to Equity
AVB
81.46%
Winner
LUV
0.00%
Free Cash Flow Yield
AVB
6.56%
Winner
LUV
9.46%
P/S Ratio
AVB
8.51
Winner
LUV
0.86
P/B Ratio
Winner
AVB
2.27
LUV
3.62

AVB vs LUV - Historical Returns

Returns include dividend reinvestment.

1M
AVB
+2.62%
Winner
LUV
+23.28%
3M
AVB
+17.50%
Winner
LUV
+31.85%
6M
AVB
+5.81%
Winner
LUV
+26.85%
1Y
AVB
-3.35%
Winner
LUV
+67.78%
5Y(CAGR)
Winner
AVB
+1.02%
LUV
+0.63%
10Y(CAGR)
AVB
+4.28%
Winner
LUV
+4.79%
Max(CAGR)
Winner
AVB
+11.09%
LUV
+6.70%

AVB vs LUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAVBLUV
2026+6.39%+26.79%
2025-13.47%+26.56%
2024+20.77%+20.78%
2023+20.30%-8.93%
2022-33.93%-23.48%
2021+67.26%-4.88%
2020-19.31%-14.67%
2019+27.64%+16.07%
2018+1.61%-29.11%
2017+4.18%+32.03%
2016+0.99%+19.85%
2015+14.32%+1.56%
2014+42.70%+125.82%
2013-10.13%+81.52%
2012+7.26%+22.22%
2011+18.12%-35.23%
2010+43.65%+16.27%
2009+46.00%+27.72%
2008-28.56%-26.84%
2007-24.67%-21.29%
2006+46.10%-6.65%
2005+24.33%+2.37%
2004+66.66%+2.26%
2003+29.20%+13.79%
2002-11.45%-23.75%
2001+0.88%-17.07%
2000+55.50%+111.50%
1999+6.52%-1.49%

AVB vs LUV Drawdown Comparison

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

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

The current AVB drawdown is -15.71%. The current LUV drawdown is -12.65%.

RankAVBLUV
#1-70.03%
Feb 7, 2007 - Apr 1, 2011
-78.25%
Jan 5, 2001 - Mar 4, 2014
#2-46.91%
Feb 18, 2020 - Jul 7, 2021
-64.75%
Jan 2, 2018 - Oct 31, 2023
#3-38.35%
Mar 29, 2022 - Nov 26, 2024
-30.90%
Jan 29, 2015 - Nov 3, 2015
#4-29.41%
Nov 27, 2024 - Mar 27, 2026
-29.86%
Dec 7, 2015 - Dec 7, 2016
#5-29.37%
Apr 12, 2002 - Oct 6, 2003
-20.88%
Jul 7, 2017 - Dec 15, 2017
#6-20.89%
Jun 5, 2017 - Nov 30, 2018
-18.02%
Sep 18, 2014 - Nov 3, 2014
#7-19.99%
Jul 22, 2011 - Feb 2, 2012
-16.42%
May 8, 2000 - Jul 24, 2000
#8-19.55%
Jul 17, 2012 - Jun 5, 2014
-14.25%
Apr 11, 2000 - May 8, 2000
#9-15.10%
May 10, 2016 - Mar 23, 2017
-13.21%
Nov 5, 1999 - Feb 23, 2000
#10-14.16%
Aug 23, 2001 - Mar 21, 2002
-11.73%
Mar 1, 2017 - May 22, 2017
#11-13.78%
Dec 29, 2000 - Aug 3, 2001
-11.25%
Aug 11, 2000 - Oct 3, 2000
#12-13.17%
Dec 29, 2015 - Mar 17, 2016
-10.49%
Feb 29, 2000 - Mar 10, 2000
#13-12.28%
Dec 31, 2004 - May 16, 2005
-8.88%
Jan 2, 2015 - Jan 22, 2015
#14-11.91%
Dec 6, 2018 - Jan 29, 2019
-8.83%
Nov 29, 2000 - Dec 27, 2000
#15-10.74%
Mar 23, 2015 - Aug 17, 2015
-8.55%
Oct 5, 2000 - Oct 19, 2000

Correlation

Correlation between AVB and LUV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

AVB vs LUV dividend yield comparison.

YearAVBLUV
20260.94%0.69%
20253.86%1.74%
20243.09%2.14%
20233.53%3.12%
20223.94%0.00%
20212.52%0.00%
20203.96%0.39%
20192.90%1.30%
20183.38%1.30%
20173.18%0.73%
20163.05%0.75%
20152.72%0.66%
20142.84%0.52%
20133.62%0.69%
20122.86%0.34%
20112.73%0.21%
20103.17%0.14%
20094.35%0.16%
20088.88%0.21%
20073.61%0.15%
20062.40%0.12%
20053.18%0.11%
20043.72%0.11%
20035.86%0.11%
20027.15%0.13%
20015.41%0.10%
20004.47%0.07%
19991.50%0.04%

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