AIV Fundamental Analysis - APARTMENT INVT & MGMT CO -A

Fundamental Rating

We assign a fundamental rating of 1 out of 10 to AIV. AIV was compared to 20 industry peers in the Residential REITs industry. AIV has a bad profitability rating. Also its financial health evaluation is rather negative. AIV is valued expensive and it does not seem to be growing.

Quickly go to:

1. Profitability

1.1 Basic Checks

AIV had negative earnings in the past year.

In the past year AIV had a positive cash flow from operations.

In the past 5 years AIV reported 4 times negative net income.

In the past 5 years AIV always reported a positive cash flow from operatings.

1.2 Ratios

AIV has a worse Return On Assets (-5.67%) than 95.00% of its industry peers.

AIV has a Return On Equity of -96.12%. This is amonst the worse of the industry: AIV underperforms 90.00% of its industry peers.

AIV has a Return On Invested Capital of 0.10%. This is amonst the worse of the industry: AIV underperforms 90.00% of its industry peers.

		Industry Rank	Sector Rank
ROA	-5.67%
ROE	-96.12%
ROIC	0.1%

ROA(3y)-3.26%

ROA(5y)-2.06%

ROE(3y)-39.08%

ROE(5y)-23.89%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

The Operating Margin of AIV (1.04%) is worse than 90.00% of its industry peers.

With a Gross Margin value of 55.96%, AIV is not doing good in the industry: 70.00% of the companies in the same industry are doing better.

In the last couple of years the Gross Margin of AIV has declined.

		Industry Rank	Sector Rank
OM	1.04%
PM (TTM)	N/A
GM	55.96%

OM growth 3YN/A

OM growth 5YN/A

PM growth 3YN/A

PM growth 5YN/A

GM growth 3Y-2.14%

GM growth 5Y-3.08%

More info and screens

ROA

ROE

ROIC

Operating and Profit Margin

Show most profitable peers

2. Health

2.1 Basic Checks

The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so AIV is destroying value.

Compared to 1 year ago, AIV has less shares outstanding

Compared to 5 years ago, AIV has less shares outstanding

The debt/assets ratio for AIV is higher compared to a year ago.

2.2 Solvency

Based on the Altman-Z score of 0.28, we must say that AIV is in the distress zone and has some risk of bankruptcy.

AIV has a worse Altman-Z score (0.28) than 75.00% of its industry peers.

A Debt/Equity ratio of 10.91 is on the high side and indicates that AIV has dependencies on debt financing.

AIV's Debt to Equity ratio of 10.91 is on the low side compared to the rest of the industry. AIV is outperformed by 90.00% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	10.91
Debt/FCF	N/A
Altman-Z	0.28

ROIC/WACC0.01

WACC6.6%

2.3 Liquidity

AIV has a Current Ratio of 0.72. This is a bad value and indicates that AIV is not financially healthy enough and could expect problems in meeting its short term obligations.

AIV has a better Current ratio (0.72) than 70.00% of its industry peers.

AIV has a Quick Ratio of 0.72. This is a bad value and indicates that AIV is not financially healthy enough and could expect problems in meeting its short term obligations.

The Quick ratio of AIV (0.72) is better than 70.00% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	0.72
Quick Ratio	0.72

More info and screens

WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

Show peers with great health

3. Growth

3.1 Past

AIV shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 35.86%, which is quite impressive.

Looking at the last year, AIV shows a quite strong growth in Revenue. The Revenue has grown by 9.26% in the last year.

Measured over the past years, AIV shows a very negative growth in Revenue. The Revenue has been decreasing by -25.58% on average per year.

EPS 1Y (TTM)35.86%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%-40.28%

Revenue 1Y (TTM)9.26%

Revenue growth 3Y7.11%

Revenue growth 5Y-25.58%

Sales Q2Q%4.28%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

EPS Next Y38.36%

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue Next Year6.56%

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

More info and screens

Find the best growth stocks

Show best growing peers

4. Valuation

4.1 Price/Earnings Ratio

AIV reported negative earnings for the last year, which makes the Price/Earnings Ratio negative.

Also next year AIV is expected to report negative earnings again, which makes the also the Forward Price/Earnings Ratio negative.

		Industry Rank	Sector Rank
PE	N/A
Fwd PE	N/A

4.2 Price Multiples

Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AIV indicates a rather expensive valuation: AIV more expensive than 90.00% of the companies listed in the same industry.

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	27.88

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

Show best valued peers

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 6.81%, AIV is a good candidate for dividend investing.

Compared to an average industry Dividend Yield of 4.66, AIV pays a better dividend. On top of this AIV pays more dividend than 95.00% of the companies listed in the same industry.

AIV's Dividend Yield is rather good when compared to the S&P500 average which is at 2.37.

		Industry Rank	Sector Rank
Dividend Yield	6.81%

5.2 History

AIV has been paying a dividend for at least 10 years, so it has a reliable track record.

Dividend Growth(5Y)N/A

Div Incr Years0

Div Non Decr Years0

5.3 Sustainability

DPN/A

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

Find the best dividend stocks

Show peers with best dividend

APARTMENT INVT & MGMT CO -A

NYSE:AIV (7/11/2025, 8:04:00 PM)

After market: 8.7 0 (0%)

8.7

+0.04 (+0.46%)

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustryResidential REITs

Earnings (Last)05-08 2025-05-08/amc

Earnings (Next)08-05 2025-08-05

Inst Owners91.84%

Inst Owner Change0%

Ins Owners3.13%

Ins Owner Change5.23%

Market Cap1.23B

Analysts45

Price Target11.73 (34.83%)

Short Float %3.08%

Short Ratio4.48

Dividend

		Industry Rank	Sector Rank
Dividend Yield	6.81%

Yearly Dividend0

Dividend Growth(5Y)N/A

DPN/A

Div Incr Years0

Div Non Decr Years0

Ex-Date01-14 2025-01-14 (0.6)

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)1

Avg Revenue beat(2)-1.15%

Min Revenue beat(2)-3.3%

Max Revenue beat(2)1.01%

Revenue beat(4)2

Avg Revenue beat(4)-0.83%

Min Revenue beat(4)-3.3%

Max Revenue beat(4)1.01%

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)0%

PT rev (3m)0%

EPS NQ rev (1m)0%

EPS NQ rev (3m)0%

EPS NY rev (1m)0%

EPS NY rev (3m)0%

Revenue NQ rev (1m)0%

Revenue NQ rev (3m)0%

Revenue NY rev (1m)0%

Revenue NY rev (3m)0%

Valuation

		Industry Rank	Sector Rank
PE	N/A
Fwd PE	N/A
P/S	5.85
P/FCF	N/A
P/OCF	42.37
P/B	11.16
P/tB	12.64
EV/EBITDA	27.88

EPS(TTM)-0.77

EYN/A

EPS(NY)-0.45

Fwd EYN/A

FCF(TTM)-0.77

FCFYN/A

OCF(TTM)0.21

OCFY2.36%

SpS1.49

BVpS0.78

TBVpS0.69

PEG (NY)N/A

PEG (5Y)N/A

Profitability

		Industry Rank	Sector Rank
ROA	-5.67%
ROE	-96.12%
ROCE	0.12%
ROIC	0.1%
ROICexc	0.1%
ROICexgc	0.1%
OM	1.04%
PM (TTM)	N/A
GM	55.96%
FCFM	N/A

ROA(3y)-3.26%

ROA(5y)-2.06%

ROE(3y)-39.08%

ROE(5y)-23.89%

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexcg growth 3YN/A

ROICexcg growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3YN/A

PM growth 5YN/A

GM growth 3Y-2.14%

GM growth 5Y-3.08%

F-Score5

Asset Turnover0.11

Health

		Industry Rank	Sector Rank
Debt/Equity	10.91
Debt/FCF	N/A
Debt/EBITDA	14.1
Cap/Depr	165.98%
Cap/Sales	65.59%
Interest Coverage	250
Cash Conversion	34.03%
Profit Quality	N/A
Current Ratio	0.72
Quick Ratio	0.72
Altman-Z	0.28

F-Score5

WACC6.6%

ROIC/WACC0.01

Cap/Depr(3y)272.61%

Cap/Depr(5y)255.78%

Cap/Sales(3y)139.12%

Cap/Sales(5y)130.01%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)35.86%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%-40.28%

EPS Next Y38.36%

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)9.26%

Revenue growth 3Y7.11%

Revenue growth 5Y-25.58%

Sales Q2Q%4.28%

Revenue Next Year6.56%

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y-79%

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next Year5765.48%

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y16.78%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-85.69%

OCF growth 3Y55.07%

OCF growth 5Y-33.98%

APARTMENT INVT & MGMT CO -A (AIV) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens