Apartment Investment And Stock Beta

AIV Stock

USD 8.89 0.03 0.34%

Apartment Investment and fundamentals help investors to digest information that contributes to Apartment Investment's financial success or failures. It also enables traders to predict the movement of Apartment Stock. The fundamental analysis module provides a way to measure Apartment Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Apartment Investment stock.

Short Long Term Debt Total Total Assets

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Apartment Investment and Company Beta Analysis

Apartment Investment's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

Covariance

Variance

More About Beta | All Equity Analysis

Current Apartment Investment Beta

1.52

Most of Apartment Investment's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Apartment Investment and is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Apartment Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Apartment Investment is extremely important. It helps to project a fair market value of Apartment Stock properly, considering its historical fundamentals such as Beta. Since Apartment Investment's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Apartment Investment's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Apartment Investment's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Accounts Payable	Long Term Debt	Current Deferred Revenue	Good Will	Intangible Assets	Net Tangible Assets	Deferred Long Term Liab	Property Plant Equipment	Capital Surpluse	Long Term Investments	Long Term Debt Total	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital
Total Assets		0.84	0.99	-0.98	-0.18	0.98	-0.24	0.04	-0.09	-0.59	0.63	0.66	-0.14	-0.04	0.41	0.06	0.29	0.72	-0.4	0.61	0.66	-0.72	-0.63	-0.62
Total Stockholder Equity	0.84		0.76	-0.77	-0.27	0.72	-0.28	0.28	0.36	-0.38	0.68	0.31	-0.31	-0.19	0.69	-0.05	0.48	0.7	-0.29	0.67	0.46	-0.65	-0.61	-0.57
Net Debt	0.99	0.76		-0.98	-0.19	1.0	-0.27	0.0	-0.22	-0.56	0.65	0.7	-0.06	0.04	0.34	0.07	0.27	0.73	-0.41	0.62	0.69	-0.74	-0.65	-0.65
Retained Earnings	-0.98	-0.77	-0.98		0.28	-0.98	0.3	0.04	0.22	0.6	-0.61	-0.75	0.0	-0.05	-0.34	-0.12	-0.35	-0.76	0.5	-0.59	-0.78	0.77	0.69	0.66
Net Receivables	-0.18	-0.27	-0.19	0.28		-0.17	0.65	-0.02	0.11	-0.14	-0.37	-0.34	-0.34	-0.14	-0.39	-0.12	-0.72	-0.67	0.03	-0.39	-0.63	0.54	0.64	0.58
Total Liab	0.98	0.72	1.0	-0.98	-0.17		-0.23	-0.04	-0.25	-0.6	0.59	0.74	-0.06	0.02	0.28	0.11	0.23	0.7	-0.41	0.57	0.69	-0.71	-0.62	-0.61
Total Current Assets	-0.24	-0.28	-0.27	0.3	0.65	-0.23		-0.03	0.21	-0.46	-0.58	-0.24	-0.4	-0.37	-0.41	0.14	-0.71	-0.76	0.01	-0.59	-0.51	0.67	0.79	0.83
Short Term Debt	0.04	0.28	0.0	0.04	-0.02	-0.04	-0.03		0.34	0.04	0.15	-0.31	-0.04	0.02	0.12	0.16	0.18	0.02	0.4	0.17	-0.02	-0.04	0.09	-0.07
Common Stock	-0.09	0.36	-0.22	0.22	0.11	-0.25	0.21	0.34		-0.03	-0.09	-0.48	-0.72	-0.65	0.44	-0.13	0.0	-0.18	0.3	-0.09	-0.43	0.32	0.25	0.27
Accounts Payable	-0.59	-0.38	-0.56	0.6	-0.14	-0.6	-0.46	0.04	-0.03		0.12	-0.48	0.3	0.31	0.15	-0.21	0.31	-0.02	0.36	0.14	-0.4	0.03	-0.09	-0.12
Long Term Debt	0.63	0.68	0.65	-0.61	-0.37	0.59	-0.58	0.15	-0.09	0.12		0.2	0.14	0.3	0.62	-0.2	0.65	0.83	-0.25	1.0	0.49	-0.81	-0.83	-0.8
Current Deferred Revenue	0.66	0.31	0.7	-0.75	-0.34	0.74	-0.24	-0.31	-0.48	-0.48	0.2		0.09	0.01	0.01	0.47	0.31	0.53	-0.34	0.19	0.66	-0.52	-0.49	-0.47
Good Will	-0.14	-0.31	-0.06	0.0	-0.34	-0.06	-0.4	-0.04	-0.72	0.3	0.14	0.09		0.87	-0.3	-0.02	0.25	0.23	-0.3	0.16	0.48	-0.39	-0.31	-0.31
Intangible Assets	-0.04	-0.19	0.04	-0.05	-0.14	0.02	-0.37	0.02	-0.65	0.31	0.3	0.01	0.87		-0.2	-0.17	0.2	0.28	-0.31	0.31	0.41	-0.4	-0.37	-0.36
Net Tangible Assets	0.41	0.69	0.34	-0.34	-0.39	0.28	-0.41	0.12	0.44	0.15	0.62	0.01	-0.3	-0.2		-0.36	0.57	0.63	0.06	0.61	0.15	-0.54	-0.57	-0.58
Deferred Long Term Liab	0.06	-0.05	0.07	-0.12	-0.12	0.11	0.14	0.16	-0.13	-0.21	-0.2	0.47	-0.02	-0.17	-0.36		0.12	-0.05	-0.02	-0.19	0.09	0.15	0.07	0.21
Property Plant Equipment	0.29	0.48	0.27	-0.35	-0.72	0.23	-0.71	0.18	0.0	0.31	0.65	0.31	0.25	0.2	0.57	0.12		0.75	-0.14	0.69	0.5	-0.7	-0.75	-0.74
Capital Surpluse	0.72	0.7	0.73	-0.76	-0.67	0.7	-0.76	0.02	-0.18	-0.02	0.83	0.53	0.23	0.28	0.63	-0.05	0.75		-0.31	0.83	0.77	-0.91	-0.97	-0.93
Long Term Investments	-0.4	-0.29	-0.41	0.5	0.03	-0.41	0.01	0.4	0.3	0.36	-0.25	-0.34	-0.3	-0.31	0.06	-0.02	-0.14	-0.31		-0.25	-0.51	0.35	0.42	0.14
Long Term Debt Total	0.61	0.67	0.62	-0.59	-0.39	0.57	-0.59	0.17	-0.09	0.14	1.0	0.19	0.16	0.31	0.61	-0.19	0.69	0.83	-0.25		0.49	-0.81	-0.83	-0.8
Short Long Term Debt	0.66	0.46	0.69	-0.78	-0.63	0.69	-0.51	-0.02	-0.43	-0.4	0.49	0.66	0.48	0.41	0.15	0.09	0.5	0.77	-0.51	0.49		-0.76	-0.74	-0.7
Cash And Equivalents	-0.72	-0.65	-0.74	0.77	0.54	-0.71	0.67	-0.04	0.32	0.03	-0.81	-0.52	-0.39	-0.4	-0.54	0.15	-0.7	-0.91	0.35	-0.81	-0.76		0.87	0.93
Net Invested Capital	-0.63	-0.61	-0.65	0.69	0.64	-0.62	0.79	0.09	0.25	-0.09	-0.83	-0.49	-0.31	-0.37	-0.57	0.07	-0.75	-0.97	0.42	-0.83	-0.74	0.87		0.89
Net Working Capital	-0.62	-0.57	-0.65	0.66	0.58	-0.61	0.83	-0.07	0.27	-0.12	-0.8	-0.47	-0.31	-0.36	-0.58	0.21	-0.74	-0.93	0.14	-0.8	-0.7	0.93	0.89

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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.

Competition

Predict Apartment Investment

In accordance with the recently published financial statements, Apartment Investment and has a Beta of 1.516. This is 110.56% higher than that of the Residential REITs sector and significantly higher than that of the Real Estate industry. The beta for all United States stocks is notably lower than that of the firm.

Apartment Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Apartment Investment's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Apartment Investment could also be used in its relative valuation, which is a method of valuing Apartment Investment by comparing valuation metrics of similar companies.

Apartment Investment is currently under evaluation in beta category among its peers.

Apartment Investment ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Apartment Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Apartment Investment's managers, analysts, and investors.

Environmental

Governance

Social

Apartment Investment Institutional Holders

Institutional Holdings refers to the ownership stake in Apartment Investment that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Apartment Investment's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Apartment Investment's value.

		Shares
Covestor Ltd	2024-06-30	241
Steward Partners Investment Advisory, Llc	2024-06-30	48.0
Ifp Advisors, Llc	2024-06-30	33.0
Sunbelt Securities	2024-06-30	8.0
Td Private Client Wealth Llc	2024-06-30	1.0
Gardner Lewis Asset Management L P	2024-09-30	0.0
Cibc World Markets Corp	2024-06-30	0.0
Ccm Partners Lp	2024-06-30	0.0
Advantus Capital Management, Inc.	2024-06-30	0.0
Carmignac Gestion	2024-06-30	106.1 K
Goldman Sachs Group Inc	2024-06-30	72 K

As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Apartment Investment will likely underperform.

Apartment Fundamentals

	Return On Equity	-0.4
	Return On Asset	0.001
	Profit Margin	(1.19) %
	Operating Margin	(0.03) %
	Current Valuation	2.55 B
	Shares Outstanding	141.27 M
	Shares Owned By Insiders	8.52 %
	Shares Owned By Institutions	86.22 %
	Number Of Shares Shorted	3.08 M
	Price To Earning	4.73 X
	Price To Book	5.48 X
	Price To Sales	6.13 X
	Revenue	187 M
	Gross Profit	119.13 M
	EBITDA	76.62 M
	Net Income	(166.2 M)
	Cash And Equivalents	206.46 M
	Cash Per Share	0.88 X
	Total Debt	1.27 B
	Debt To Equity	1.46 %
	Current Ratio	3.61 X
	Book Value Per Share	1.68 X
	Cash Flow From Operations	50.47 M
	Short Ratio	3.66 X
	Earnings Per Share	(1.71) X
	Price To Earnings To Growth	839.32 X
	Target Price	11.5
	Number Of Employees	61
	Beta	1.52
	Market Capitalization	1.25 B
	Total Asset	2.09 B
	Retained Earnings	(116.29 M)
	Working Capital	125.56 M
	Current Asset	137.75 M
	Current Liabilities	36.12 M
	Five Year Return	3.40 %
	Net Asset	2.09 B

About Apartment Investment Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Apartment Investment and's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Apartment Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Apartment Investment and based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Apartment Stock Analysis

When running Apartment Investment's price analysis, check to measure Apartment Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Apartment Investment is operating at the current time. Most of Apartment Investment's value examination focuses on studying past and present price action to predict the probability of Apartment Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Apartment Investment's price. Additionally, you may evaluate how the addition of Apartment Investment to your portfolios can decrease your overall portfolio volatility.

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