AIV Fundamental Analysis - APARTMENT INVT & MGMT CO -A

Fundamental Rating

We assign a fundamental rating of 3 out of 10 to AIV. 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

In the past year AIV was profitable.

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's Return On Assets of 11.73% is amongst the best of the industry. AIV outperforms 100.00% of its industry peers.

AIV has a Return On Equity of 393.10%. This is amongst the best in the industry. AIV outperforms 100.00% of its industry peers.

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

The Profit Margin of AIV (125.34%) is better than 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 worse Gross Margin (55.23%) than 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

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

The number of shares outstanding for AIV has been reduced compared to 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

AIV has an Altman-Z score of 0.09. This is a bad value and indicates that AIV is not financially healthy and even has some risk of bankruptcy.

Looking at the Altman-Z score, with a value of 0.09, AIV is doing worse than 90.00% of the companies in the same industry.

A Debt/Equity ratio of 15.37 is on the high side and indicates that AIV has dependencies on debt financing.

AIV has a worse Debt to Equity ratio (15.37) than 90.00% of its industry peers.

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

ROIC/WACC0.04

WACC6.22%

2.3 Liquidity

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

The Current ratio of AIV (1.00) is better than 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.

AIV has a better Quick ratio (1.00) 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%.

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)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

The Price/Earnings ratio is 3.21, which indicates a rather cheap valuation of AIV.

Compared to the rest of the industry, the Price/Earnings ratio of AIV indicates a rather cheap valuation: AIV is cheaper than 100.00% of the companies listed in the same industry.

AIV's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.39.

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

		Industry Rank	Sector Rank
PE	3.21
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	19.18

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)0.08

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 50.36%, AIV is a good candidate for dividend investing.

In the last 3 months the price of AIV has falen by -28.41%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.

AIV's Dividend Yield is rather good when compared to the industry average which is at 11.45. AIV pays more dividend than 95.00% of the companies in the same industry.

AIV's Dividend Yield is rather good when compared to the S&P500 average which is at 1.87.

		Industry Rank	Sector Rank
Dividend Yield	50.36%

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 (12/19/2025, 8:27:44 PM)

After market: 5.6 -0.02 (-0.36%)

5.62

-0.05 (-0.88%)

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 Owners88.71%

Inst Owner Change12.95%

Ins Owners3.07%

Ins Owner Change-0.07%

Market Cap809.73M

Revenue(TTM)194.41M

Net Income(TTM)243.67M

Analysts45

Price Target7.14 (27.05%)

Short Float %3.39%

Short Ratio2.2

Dividend

		Industry Rank	Sector Rank
Dividend Yield	50.36%

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)-39.13%

PT rev (3m)-39.13%

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	3.21
Fwd PE	N/A
P/S	4.16
P/FCF	N/A
P/OCF	34.83
P/B	13.06
P/tB	16.36
EV/EBITDA	19.18

EPS(TTM)1.75

EY31.14%

EPS(NY)-0.45

Fwd EYN/A

FCF(TTM)-0.67

FCFYN/A

OCF(TTM)0.16

OCFY2.87%

SpS1.35

BVpS0.43

TBVpS0.34

PEG (NY)0.08

PEG (5Y)N/A

Graham Number4.12

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

WACC6.22%

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?