AvalonBay Communities (AVB) is a multi-family residential reits company in the Real Estate sector. Listed on the NASDAQ, AvalonBay Communities is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $186.59.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $186.59 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 3.08% |
| Risk / Std Dev (Annualized) | 22.20% |
| Sharpe Ratio (rf=4.5%) | -0.06 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Multi-Family Residential REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 3.08% with an annualized volatility of 22.20%. The Sharpe ratio of -0.06 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 26.47B |
| Enterprise Value | 35.55B |
| Trailing P/E | 23.15 |
| Forward P/E | 38.3 |
| Price to Book | 2.26 |
| Price to Sales | 8.65 |
| EV/Revenue | 11.62 |
| EV/EBITDA | 19.25 |
| Profitability | | | Profit Margin | 37.27% | | Operating Margin | 29.32% | | ROE | 9.72% | | ROA | 2.65% |
| Growth | | | Revenue Growth | 2.5% | | Earnings Growth | 40.3% |
| Dividend | | | Dividend Yield | 382.0% | | Payout Ratio | 87.11% | | 5Y Avg Yield | 337.0% |
| Financial Health | | | Total Revenue | 3.06B | | Total Debt | 9.52B | | Total Cash | 0.12B | | Free Cash Flow | 1.39B | | Operating Cash Flow | 1.67B |
| Price & Technical | | | 52W High | $209.86$ | | 52W Low | $160.1$ | | 50-Day Avg | $178.87$ | | 200-Day Avg | $180.57$ | | Beta | 0.79 | | Shares Outstanding | 0.14B | | Float Shares | 0.13B | | Insider Holdings | 0.4% | | Institutional Holdings | 96.75% | | Short Ratio | 3.14 | | Short % of Float | 3.5% |
| Analyst Targets | | | Target High | $221.0$ | | Target Low | $172.0$ | | Target Mean | $196.5$ | | Target Median | $196.5$ | | # of Analysts | 18 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.