WallStSmart

AvalonBay Communities Inc (AVB)vsEquity Residential (EQR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Equity Residential generates 2% more annual revenue ($3.09B vs $3.04B). EQR leads profitability with a 36.2% profit margin vs 34.6%. AVB appears more attractively valued with a PEG of 6.49. EQR earns a higher WallStSmart Score of 56/100 (C).

AVB

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.5Value: 4.7Quality: 3.8
Piotroski: 3/9Altman Z: 1.15

EQR

Buy

56

out of 100

Grade: C

Growth: 3.3Profit: 7.5Value: 4.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVBSignificantly Overvalued (-265.8%)

Margin of Safety

-265.8%

Fair Value

$49.16

Current Price

$161.37

$112.21 premium

UndervaluedFair: $49.16Overvalued
EQRSignificantly Overvalued (-224.6%)

Margin of Safety

-224.6%

Fair Value

$19.92

Current Price

$57.98

$38.06 premium

UndervaluedFair: $19.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVB3 strengths · Avg: 9.3/10
Profit MarginProfitability
34.6%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

EQR3 strengths · Avg: 8.7/10
Profit MarginProfitability
36.2%10/10

Keeps 36 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.5%8/10

Strong operational efficiency at 28.5%

Areas to Watch

AVB4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.492/10

Expensive relative to growth rate

EPS GrowthGrowth
-40.9%2/10

Earnings declined 40.9%

EQR4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

PEG RatioValuation
8.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-8.8%2/10

Earnings declined 8.8%

Altman Z-ScoreHealth
1.162/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AVB

The strongest argument for AVB centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.6% and operating margin at 30.6%.

Bull Case : EQR

The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 36.2% and operating margin at 28.5%.

Bear Case : AVB

The primary concerns for AVB are Revenue Growth, Piotroski F-Score, PEG Ratio.

Bear Case : EQR

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

Key Dynamics to Monitor

AVB carries more volatility with a beta of 0.74 — expect wider price swings.

AVB is growing revenue faster at 3.7% — sustainability is the question.

EQR generates stronger free cash flow (282M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AVB scores higher overall (56/100 vs 56/100), backed by strong 34.6% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

AvalonBay Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.

Equity Residential

REAL ESTATE · REIT - RESIDENTIAL · USA

Equity Residential is a publicly traded real estate investment trust that invests in apartments.

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