AIV Fundamental Analysis - APARTMENT INVT & MGMT CO -A

Fundamental Rating

Taking everything into account, AIV scores 3 out of 10 in our fundamental rating. AIV was compared to 20 industry peers in the Residential REITs industry. While AIV is still in line with the averages on profitability rating, there are concerns on its financial health. AIV is valued correctly, but it does not seem to be growing.

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1. Profitability

1.1 Basic Checks

AIV had positive earnings in the past year.

AIV had a positive operating cash flow in the past year.

AIV had negative earnings in 4 of the past 5 years.

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

1.2 Ratios

With an excellent Return On Assets value of 11.73%, AIV belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.

Looking at the Return On Equity, with a value of 393.10%, AIV belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.

AIV's Return On Invested Capital of 0.22% 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
ROA	11.73%
ROE	393.1%
ROIC	0.22%

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

AIV's Profit Margin of 125.34% is amongst the best of the industry. AIV outperforms 100.00% of its industry peers.

Looking at the Operating Margin, with a value of 2.40%, AIV is doing worse than 90.00% of the companies in the same industry.

AIV has a Gross Margin of 55.23%. This is in the lower half of the industry: AIV underperforms 70.00% of its industry peers.

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

		Industry Rank	Sector Rank
OM	2.4%
PM (TTM)	125.34%
GM	55.23%

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%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

AIV has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.

AIV has less shares outstanding than it did 1 year ago.

The number of shares outstanding for AIV has been reduced compared to 5 years ago.

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

2.2 Solvency

Based on the Altman-Z score of 0.09, we must say that AIV is in the distress zone and has some risk of bankruptcy.

AIV has a worse Altman-Z score (0.09) than 90.00% of its industry peers.

AIV has a Debt/Equity ratio of 15.37. This is a high value indicating a heavy dependency on external financing.

With a Debt to Equity ratio value of 15.37, AIV is not doing good in the industry: 90.00% of the companies in the same industry are doing better.

		Industry Rank	Sector Rank
Debt/Equity	15.37
Debt/FCF	N/A
Altman-Z	0.09

ROIC/WACC0.04

WACC6.14%

2.3 Liquidity

A Current Ratio of 1.00 indicates that AIV may have some problems paying its short term obligations.

AIV has a Current ratio of 1.00. This is in the better half of the industry: AIV outperforms 80.00% of its industry peers.

AIV has a Quick Ratio of 1.00. 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 (1.00) is better than 80.00% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	1
Quick Ratio	1

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

AIV shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 200.40%, which is quite impressive.

AIV shows a decrease in Revenue. In the last year, the revenue decreased by -4.63%.

The Revenue for AIV have been decreasing by -25.58% on average. This is quite bad

EPS 1Y (TTM)200.4%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%1384.29%

Revenue 1Y (TTM)-4.63%

Revenue growth 3Y7.11%

Revenue growth 5Y-25.58%

Sales Q2Q%-33.91%

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.

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4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 3.26 indicates a rather cheap valuation of AIV.

100.00% of the companies in the same industry are more expensive than AIV, based on the Price/Earnings ratio.

When comparing the Price/Earnings ratio of AIV to the average of the S&P500 Index (26.31), we can say AIV is valued rather cheaply.

The Forward Price/Earnings Ratio is negative for AIV. No positive earnings are expected for the next year.

		Industry Rank	Sector Rank
PE	3.26
Fwd PE	N/A

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, AIV is valued a bit more expensive than 65.00% of the companies in the same industry.

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	19.22

4.3 Compensation for Growth

AIV's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

PEG (NY)0.09

PEG (5Y)N/A

EPS Next 2YN/A

EPS Next 3YN/A

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5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 49.56%, AIV is a good candidate for dividend investing.

In the last 3 months the price of AIV has falen by -27.08%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.

Compared to an average industry Dividend Yield of 7.26, AIV pays a better dividend. On top of this AIV pays more dividend than 100.00% of the companies listed in the same industry.

Compared to an average S&P500 Dividend Yield of 2.40, AIV pays a better dividend.

		Industry Rank	Sector Rank
Dividend Yield	49.56%

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

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APARTMENT INVT & MGMT CO -A

NYSE:AIV (11/28/2025, 8:12:17 PM)

After market: 5.71 0 (0%)

5.71

0 (0%)

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustryResidential REITs

Earnings (Last)11-10 2025-11-10/amc

Earnings (Next)02-23 2026-02-23

Inst Owners92.86%

Inst Owner Change12.94%

Ins Owners3.11%

Ins Owner Change-0.07%

Market Cap822.70M

Revenue(TTM)194.41M

Net Income(TTM)243.67M

Analysts45

Price TargetN/A

Short Float %3.31%

Short Ratio1.83

Dividend

		Industry Rank	Sector Rank
Dividend Yield	49.56%

Yearly Dividend0

Dividend Growth(5Y)N/A

DPN/A

Div Incr Years0

Div Non Decr Years0

Ex-Date10-16 2025-10-16 (2.23)

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)0

Avg Revenue beat(2)-21.16%

Min Revenue beat(2)-38%

Max Revenue beat(2)-4.33%

Revenue beat(4)1

Avg Revenue beat(4)-11.16%

Min Revenue beat(4)-38%

Max Revenue beat(4)1.01%

Revenue beat(8)3

Avg Revenue beat(8)-5.56%

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	3.26
Fwd PE	N/A
P/S	4.18
P/FCF	N/A
P/OCF	34.96
P/B	13.11
P/tB	16.42
EV/EBITDA	19.22

EPS(TTM)1.75

EY30.65%

EPS(NY)-0.45

Fwd EYN/A

FCF(TTM)-0.68

FCFYN/A

OCF(TTM)0.16

OCFY2.86%

SpS1.37

BVpS0.44

TBVpS0.35

PEG (NY)0.09

PEG (5Y)N/A

Graham Number4.14

Profitability

		Industry Rank	Sector Rank
ROA	11.73%
ROE	393.1%
ROCE	0.28%
ROIC	0.22%
ROICexc	0.3%
ROICexgc	0.3%
OM	2.4%
PM (TTM)	125.34%
GM	55.23%
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

ROICexgc growth 3YN/A

ROICexgc 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-Score6

Asset Turnover0.09

Health

		Industry Rank	Sector Rank
Debt/Equity	15.37
Debt/FCF	N/A
Debt/EBITDA	13.45
Cap/Depr	181.43%
Cap/Sales	61.74%
Interest Coverage	250
Cash Conversion	32.82%
Profit Quality	N/A
Current Ratio	1
Quick Ratio	1
Altman-Z	0.09

F-Score6

WACC6.14%

ROIC/WACC0.04

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)200.4%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%1384.29%

EPS Next Y38.36%

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)-4.63%

Revenue growth 3Y7.11%

Revenue growth 5Y-25.58%

Sales Q2Q%-33.91%

Revenue Next Year6.56%

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y79.61%

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next Year5765.48%

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y61.35%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y25.66%

OCF growth 3Y55.07%

OCF growth 5Y-33.98%

APARTMENT INVT & MGMT CO -A / AIV FAQ

What is the ChartMill fundamental rating of APARTMENT INVT & MGMT CO -A (AIV) stock?

ChartMill assigns a fundamental rating of 3 / 10 to AIV.

Can you provide the valuation status for APARTMENT INVT & MGMT CO -A?

ChartMill assigns a valuation rating of 4 / 10 to APARTMENT INVT & MGMT CO -A (AIV). This can be considered as Fairly Valued.

How profitable is APARTMENT INVT & MGMT CO -A (AIV) stock?

APARTMENT INVT & MGMT CO -A (AIV) has a profitability rating of 4 / 10.

Can you provide the financial health for AIV stock?

The financial health rating of APARTMENT INVT & MGMT CO -A (AIV) is 2 / 10.

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

APARTMENT INVT & MGMT CO -A / AIV FAQ

What is the ChartMill fundamental rating of APARTMENT INVT & MGMT CO -A (AIV) stock?

Can you provide the valuation status for APARTMENT INVT & MGMT CO -A?

How profitable is APARTMENT INVT & MGMT CO -A (AIV) stock?

Can you provide the financial health for AIV stock?