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 818% more annual revenue ($1.94B vs $210.89M). AIV leads profitability with a 115.5% profit margin vs 34.6%. ESS appears more attractively valued with a PEG of 7.39. ESS earns a higher WallStSmart Score of 53/100 (C-).

AIV

Hold

38

out of 100

Grade: F

Growth: 2.0Profit: 4.5Value: 4.0Quality: 5.0

ESS

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AIV.

ESSSignificantly Overvalued (-269.3%)

Margin of Safety

-269.3%

Fair Value

$70.79

Current Price

$242.14

$171.35 premium

UndervaluedFair: $70.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIV1 strengths · Avg: 10.0/10
Profit MarginProfitability
115.5%10/10

Keeps 116 of every $100 in revenue as profit

ESS3 strengths · Avg: 9.3/10
Profit MarginProfitability
34.6%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
32.9%10/10

Strong operational efficiency at 32.9%

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

AIV4 concerns · Avg: 2.8/10
Price/BookValuation
9.2x4/10

Trading at 9.2x book value

Market CapQuality
$816.91M3/10

Smaller company, higher risk/reward

PEG RatioValuation
839.322/10

Expensive relative to growth rate

Return on EquityProfitability
-30.6%2/10

ROE of -30.6% — below average capital efficiency

ESS3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

PEG RatioValuation
7.392/10

Expensive relative to growth rate

EPS GrowthGrowth
-68.7%2/10

Earnings declined 68.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : AIV

The strongest argument for AIV centers on Profit Margin. Profitability is solid with margins at 115.5% and operating margin at -15.7%.

Bull Case : ESS

The strongest argument for ESS centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.6% and operating margin at 32.9%.

Bear Case : AIV

The primary concerns for AIV are Price/Book, Market Cap, PEG Ratio.

Bear Case : ESS

The primary concerns for ESS are Revenue Growth, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

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

AIV carries more volatility with a beta of 1.35 — expect wider price swings.

ESS is growing revenue faster at 3.2% — sustainability is the question.

ESS generates stronger free cash flow (195M), providing more financial flexibility.

Bottom Line

ESS scores higher overall (53/100 vs 38/100), backed by strong 34.6% 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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