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ES vs AVB

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

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

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

ES vs AVB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

ES vs AVB - Historical Returns

Returns include dividend reinvestment.

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

ES vs AVB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

ES vs AVB Drawdown Comparison

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

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

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

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

Correlation

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

0.94
-101

Dividend Comparison (1999 - 2026)

ES vs AVB dividend yield comparison.

YearESAVB
20262.26%0.97%
20254.47%3.86%
20244.98%3.09%
20234.37%3.53%
20223.04%3.94%
20212.65%2.52%
20202.62%3.96%
20192.52%2.90%
20183.11%3.38%
20173.01%3.18%
20163.22%3.05%
20153.27%2.72%
20142.93%2.84%
20133.47%3.62%
20123.38%2.86%
20113.05%2.73%
20103.45%3.17%
20093.05%4.35%
20082.13%8.88%
20072.48%3.61%
20062.57%2.40%
20053.43%3.18%
20043.32%3.72%
20032.85%5.86%
20023.46%7.15%
20012.55%5.41%
20000.82%4.47%
19990.00%1.50%

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