WallStSmart

Apartment Investment and Management Co (AIV)vsEssex Property Trust Inc (ESS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Essex Property Trust Inc generates 1320% more annual revenue ($1.97B vs $138.49M). AIV leads profitability with a 400.0% profit margin vs 29.1%. ESS appears more attractively valued with a PEG of 7.39. ESS earns a higher WallStSmart Score of 53/100 (C-).

AIV

Hold

41

out of 100

Grade: D

Growth: 2.0Profit: 6.0Value: 3.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.60

ESS

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIVSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$3.76

Current Price

$3.03

$0.73 premium

UndervaluedFair: $3.76Overvalued
ESSUndervalued (+35.2%)

Margin of Safety

+35.2%

Fair Value

$403.62

Current Price

$285.43

$118.19 discount

UndervaluedFair: $403.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIV3 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Return on EquityProfitability
78.5%10/10

Every $100 of equity generates 78 in profit

Profit MarginProfitability
400.0%10/10

Keeps 400 of every $100 in revenue as profit

ESS2 strengths · Avg: 9.5/10
Operating MarginProfitability
35.2%10/10

Strong operational efficiency at 35.2%

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

AIV4 concerns · Avg: 2.3/10
Market CapQuality
$615.70M3/10

Smaller company, higher risk/reward

PEG RatioValuation
839.322/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.9%2/10

Revenue declined 3.9%

EPS GrowthGrowth
-63.2%2/10

Earnings declined 63.2%

ESS4 concerns · Avg: 2.8/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.263/10

Elevated debt levels

PEG RatioValuation
7.392/10

Expensive relative to growth rate

EPS GrowthGrowth
-47.8%2/10

Earnings declined 47.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : AIV

The strongest argument for AIV centers on Price/Book, Return on Equity, Profit Margin. Profitability is solid with margins at 400.0% and operating margin at -84.6%.

Bull Case : ESS

The strongest argument for ESS centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 35.2%.

Bear Case : AIV

The primary concerns for AIV are Market Cap, PEG Ratio, Revenue Growth.

Bear Case : ESS

The primary concerns for ESS are P/E Ratio, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

AIV profiles as a declining stock while ESS is a mature play — different risk/reward profiles.

AIV carries more volatility with a beta of 1.20 — expect wider price swings.

ESS is growing revenue faster at 6.4% — sustainability is the question.

ESS generates stronger free cash flow (244M), providing more financial flexibility.

Bottom Line

ESS scores higher overall (53/100 vs 41/100), backed by strong 29.1% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apartment Investment and Management Co

REAL ESTATE · REIT - RESIDENTIAL · USA

Aimco is a Real Estate Investment Trust focused on property development, redevelopment, and various other value-creating investment strategies targeting the US multi-family market.

Essex Property Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.

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