Overview Dividends

(AIV) Apartment Investment - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US03748R7474

Apartments, Leasing, Property, Management

AIV EPS (Earnings per Share)

EPS Growth (3Y CAGR): -43.91%
EPS Trend (3Y Correlation): 13.7%

AIV Revenue

Revenue Growth (3Y CAGR): 3.75%
Revenue Trend (3Y Correlation): 87.1%

Description: AIV Apartment Investment

Apartment Investment and Management Co (NYSE:AIV) is a Multi-Family Residential REIT operating in the United States. The companys stock performance is characterized by its volatility, with a beta of 1.402, indicating a higher sensitivity to market fluctuations.

The current stock price is $7.74, which is below its 20-day, 50-day, and 200-day simple moving averages, suggesting a downtrend. The Average True Range (ATR) is 0.25, representing a 3.23% daily price movement, which is relatively moderate. The stocks 52-week high and low are $9.12 and $7.24, respectively, indicating a relatively stable price range.

From a fundamental perspective, AIVs market capitalization is approximately $1.11 billion. The companys P/E ratio is not available due to negative earnings, while the forward P/E ratio is 714.29, suggesting high growth expectations. The Return on Equity (RoE) is -46.84%, indicating significant losses. Key drivers for AIVs performance include rental income growth, occupancy rates, and the overall demand for multi-family residential properties.

Key Performance Indicators (KPIs) to monitor for AIV include same-store net operating income (NOI) growth, funds from operations (FFO) per share, and the debt-to-equity ratio. Economic drivers influencing AIVs business include interest rates, housing market trends, and demographic shifts in the US population. AIVs performance is also affected by the overall REIT market sentiment and the competitive landscape in the multi-family residential sector.

AIV Stock Overview

Market Cap in USD	1,106m
Sub-Industry	Multi-Family Residential REITs
IPO / Inception	1994-07-22

AIV Stock Ratings

Growth Rating	44.4%
Fundamental	39.9%
Dividend Rating	76.1%
Return 12m vs S&P 500	-22.3%
Analyst Rating	3.0 of 5

AIV Dividends

Dividend Yield 12m	7.47%
Yield on Cost 5y	17.65%
Annual Growth 5y	677.50%
Payout Consistency	65.3%
Payout Ratio	0.0%

AIV Growth Ratios

Growth Correlation 3m	-46.4%
Growth Correlation 12m	-6.3%
Growth Correlation 5y	86%
CAGR 5y	18.08%
CAGR/Max DD 5y	0.44
Sharpe Ratio 12m	-0.16
Alpha	0.00
Beta	0.897
Volatility	29.33%
Current Volume	0k
Average Volume 20d	1673.7k
Stop Loss	7.5 (-3.4%)
Signal	1.27

Piotroski VR‑10 (Strict, 0-10) 3.5

Net Income (-65.0m TTM) > 0 and > 6% of Revenue (6% = 12.7m TTM)

FCFTA 0.01 (>2.0%) and ΔFCFTA 11.69pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -124.5% (prev 31.18%; Δ -155.7pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.02 (>3.0%) and CFO 30.8m > Net Income -65.0m (YES >=105%, WARN >=100%)

Net Debt (-41.4m) to EBITDA (83.5m) ratio: -0.50 <= 3.0 (WARN <= 3.5)

Current Ratio 0.14 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (137.3m) change vs 12m ago -1.77% (target <= -2.0% for YES)

Gross Margin 55.99% (prev 40.58%; Δ 15.42pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 10.82% (prev 9.64%; Δ 1.17pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 0.08 (EBITDA TTM 83.5m / Interest Expense TTM 75.3m) >= 6 (WARN >= 3)

Altman Z'' -1.72

(A) -0.14 = (Total Current Assets 41.4m - Total Current Liabilities 305.9m) / Total Assets 1.87b

(B) -0.18 = Retained Earnings (Balance) -336.5m / Total Assets 1.87b

(D) -0.21 = Book Value of Equity -335.1m / Total Liabilities 1.59b

Total Rating: -1.72 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 39.86

1. Piotroski 3.50pt = -1.50

2. FCF Yield 0.78% = 0.39

3. FCF Margin 7.93% = 1.98

4. Debt/Equity 11.99 = -2.50

5. Debt/Ebitda 13.15 = -2.50

6. ROIC - WACC -4.94% = -6.18

7. RoE -46.84% = -2.50

8. Rev. Trend 87.11% = 4.36

9. Rev. CAGR 3.75% = 0.47

10. EPS Trend 13.73% = 0.34

11. EPS CAGR -43.91% = -2.50

What is the price of AIV shares?

As of September 04, 2025, the stock is trading at USD 7.76 with a total of 0 shares traded.
Over the past week, the price has changed by -1.65%, over one month by -8.38%, over three months by -4.20% and over the past year by -8.23%.

Is Apartment Investment a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, Apartment Investment (NYSE:AIV) is currently (September 2025) a stock to sell. It has a ValueRay Fundamental Rating of 39.86 and therefor a negative outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of AIV is around 12.11 USD . This means that AIV is currently undervalued and has a potential upside of +56.06% (Margin of Safety).

Is AIV a buy, sell or hold?

Apartment Investment has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold AIV.

Strong Buy: 0
Buy: 0
Hold: 1
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the AIV price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	10	28.9%
Analysts Target Price	10	28.9%
ValueRay Target Price	13.1	68.3%

Last update: 2025-08-25 02:04

AIV Fundamental Data Overview

Market Cap USD = 1.11b (1.11b USD * 1.0 USD.USD)
CCE Cash And Equivalents = 41.4m USD (Cash And Short Term Investments, last quarter)
P/E Forward = 714.2857
P/S = 5.2058
P/B = 12.0667
P/EG = 839.3182
Beta = 1.402
Revenue TTM = 212.4m USD
EBIT TTM = 5.97m USD
EBITDA TTM = 83.5m USD
Long Term Debt = 1.06b USD (from longTermDebt, last quarter)
Short Term Debt = 42.8m USD (from shortLongTermDebt, last quarter)
Debt = 1.10b USD (Calculated: Short Term 42.8m + Long Term 1.06b)
Net Debt = -41.4m USD (from netDebt column, last quarter)
Enterprise Value = 2.16b USD (1.11b + Debt 1.10b - CCE 41.4m)
Interest Coverage Ratio = 0.08 (Ebit TTM 5.97m / Interest Expense TTM 75.3m)
FCF Yield = 0.78% (FCF TTM 16.8m / Enterprise Value 2.16b)
FCF Margin = 7.93% (FCF TTM 16.8m / Revenue TTM 212.4m)
Net Margin = -30.59% (Net Income TTM -65.0m / Revenue TTM 212.4m)
Gross Margin = 55.99% ((Revenue TTM 212.4m - Cost of Revenue TTM 93.5m) / Revenue TTM)
Tobins Q-Ratio = -6.46 (set to none) (Enterprise Value 2.16b / Book Value Of Equity -335.1m)
Interest Expense / Debt = 1.64% (Interest Expense 18.0m / Debt 1.10b)
Taxrate = 21.0% (US default)
NOPAT = 4.72m (EBIT 5.97m * (1 - 21.00%))
Current Ratio = 0.14 (Total Current Assets 41.4m / Total Current Liabilities 305.9m)
Debt / Equity = 11.99 (Debt 1.10b / last Quarter total Stockholder Equity 91.7m)
Debt / EBITDA = 13.15 (Net Debt -41.4m / EBITDA 83.5m)
Debt / FCF = 65.21 (Debt 1.10b / FCF TTM 16.8m)
Total Stockholder Equity = 138.7m (last 4 quarters mean)
RoA = -3.48% (Net Income -65.0m, Total Assets 1.87b )
RoE = -46.84% (Net Income TTM -65.0m / Total Stockholder Equity 138.7m)
RoCE = 0.50% (Ebit 5.97m / (Equity 138.7m + L.T.Debt 1.06b))
RoIC = 0.37% (NOPAT 4.72m / Invested Capital 1.26b)
WACC = 5.32% (E(1.11b)/V(2.20b) * Re(9.31%)) + (D(1.10b)/V(2.20b) * Rd(1.64%) * (1-Tc(0.21)))
Shares Correlation 5-Years: -90.0 | Cagr: -2.10%
Discount Rate = 9.31% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 64.94% ; FCFE base≈16.8m ; Y1≈11.1m ; Y5≈5.06m
Fair Price DCF = 0.57 (DCF Value 81.5m / Shares Outstanding 142.3m; 5y FCF grow -40.0% → 3.0% )
Revenue Correlation: 87.11 | Revenue CAGR: 3.75%
Rev Growth-of-Growth: -2.32
EPS Correlation: 13.73 | EPS CAGR: -43.91%
EPS Growth-of-Growth: 120.8

Additional Sources for AIV Stock

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