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EQR vs DG

Comparison between Equity Residential Properties Trust (EQR, Company) and Dollar General Corp (DG, Company).

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

5-Year PerformanceEQR has outperformed DG, delivering a return of +1.5% compared to -10.4%

EQR vs DG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EQR
$26B
DG
$25B
Max Drawdown
Winner
EQR
70.35%
DG
73.72%
Sharpe Ratio
Winner
EQR
0.37
DG
0.15
5Y Beta
EQR
0.53
Winner
DG
0.04
Industry
EQR
Reit - Residential
DG
Discount Stores
P/E Ratio
EQR
27.26
Winner
DG
16.58
Forward P/E
EQR
52.63
Winner
DG
15.77
PEG Ratio
EQR
8.15
Winner
DG
0.63
Dividend Yield
Winner
EQR
3.98%
DG
2.05%
5Y Dividends CAGR
EQR
2.97%
Winner
DG
14.48%
5Y EPS CAGR
Winner
EQR
7.18%
DG
3.22%
Debt to Equity
EQR
0.00%
DG
0.00%
Free Cash Flow Yield
EQR
6.31%
Winner
DG
13.80%
P/S Ratio
EQR
8.52
Winner
DG
0.59
P/B Ratio
Winner
EQR
2.39
DG
2.87

EQR vs DG - Historical Returns

Returns include dividend reinvestment.

1M
EQR
+3.62%
Winner
DG
+12.18%
3M
Winner
EQR
+17.65%
DG
-6.49%
6M
Winner
EQR
+14.58%
DG
-19.21%
1Y
Winner
EQR
+9.55%
DG
+2.07%
5Y(CAGR)
Winner
EQR
+1.53%
DG
-10.43%
10Y(CAGR)
Winner
EQR
+4.29%
DG
+3.45%
Max(CAGR)
EQR
+9.80%
Winner
DG
+11.30%

EQR vs DG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQRDG
2026+15.28%-14.21%
2025-7.23%+80.17%
2024+18.93%-44.93%
2023+8.64%-44.24%
2022-32.88%+5.53%
2021+62.17%+13.13%
2020-22.43%+35.39%
2019+30.60%+46.19%
2018+7.51%+16.24%
2017+3.37%+26.71%
2016-3.01%+3.58%
2015+14.42%+2.77%
2014+42.62%+15.52%
2013-5.83%+40.54%
2012+3.23%+7.33%
2011+11.66%+34.14%
2010+60.64%+32.89%
2009+27.63%-1.32%
2008-13.79%N/A
2007-25.00%N/A
2006+31.71%N/A
2005+15.70%N/A
2004+29.41%N/A
2003+25.46%N/A
2002-8.77%N/A
2001+12.55%N/A
2000+40.24%N/A
1999+3.19%N/A

EQR vs DG Drawdown Comparison

The maximum drawdown for EQR was -67.36%, occurring on Mar 5, 2009. Recovery took 822 trading sessions.

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

The current EQR drawdown is -10.59%. The current DG drawdown is -52.15%.

RankEQRDG
#1-67.36%
Feb 6, 2007 - May 12, 2010
-72.60%
Oct 28, 2022 - Jan 17, 2025
#2-45.85%
Oct 30, 2019 - Jul 15, 2021
-30.51%
Jul 26, 2016 - Jan 4, 2018
#3-39.32%
Apr 21, 2022 - Nov 1, 2023
-27.58%
Apr 20, 2022 - Oct 28, 2022
#4-26.77%
Apr 12, 2002 - Aug 5, 2003
-25.83%
Jul 20, 2015 - Mar 10, 2016
#5-21.56%
Jul 22, 2011 - Mar 30, 2012
-23.87%
Jul 10, 2012 - Jul 11, 2013
#6-20.85%
Nov 8, 2017 - Nov 13, 2018
-20.96%
Jan 7, 2022 - Apr 6, 2022
#7-20.26%
Jul 17, 2012 - May 7, 2014
-19.98%
Oct 13, 2020 - Jul 15, 2021
#8-16.92%
Mar 29, 2016 - Nov 6, 2017
-19.68%
Dec 3, 2010 - May 12, 2011
#9-15.77%
May 12, 2010 - Sep 1, 2010
-18.44%
Feb 21, 2020 - Apr 6, 2020
#10-15.57%
Aug 22, 2001 - Mar 21, 2002
-18.31%
Jan 29, 2018 - Aug 14, 2018
#11-14.98%
Mar 20, 2015 - Oct 26, 2015
-15.89%
Nov 8, 2018 - Feb 7, 2019
#12-13.75%
Dec 30, 2004 - May 19, 2005
-14.90%
Jan 10, 2014 - Aug 18, 2014
#13-13.72%
Dec 29, 2015 - Mar 17, 2016
-13.51%
Aug 10, 2021 - Jan 7, 2022
#14-13.18%
Dec 28, 2000 - Jun 15, 2001
-13.32%
May 31, 2011 - Aug 30, 2011
#15-12.35%
Dec 6, 2018 - Jan 29, 2019
-12.91%
Jun 2, 2010 - Nov 22, 2010

Correlation

Correlation between EQR and DG is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

EQR vs DG dividend yield comparison.

YearEQRDG
20263.00%1.01%
20254.37%1.78%
20242.82%3.11%
20234.33%1.30%
20224.24%1.06%
20212.66%0.69%
20204.07%0.67%
20192.81%0.80%
20183.27%1.05%
20173.16%0.84%
201620.22%1.35%
20152.71%1.22%
20142.78%0.00%
20133.57%0.00%
20123.14%0.00%
20112.77%0.00%
20102.83%0.00%
20094.85%0.00%
20086.47%0.00%
20075.13%0.00%
20063.53%0.00%
20054.45%0.00%
20044.78%0.00%
20035.86%0.00%
20027.04%0.00%
20015.85%0.00%
20005.70%0.00%
19991.78%0.00%

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