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AIV vs CBRE
Revenue, margins, valuation, and 5-year total return — side by side.
Real Estate - Services
AIV vs CBRE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Residential | Real Estate - Services |
| Market Cap | $594M | $42.55B |
| Revenue (TTM) | $193M | $42.17B |
| Net Income (TTM) | $554M | $1.31B |
| Gross Margin | 55.2% | 35.0% |
| Operating Margin | 66.3% | 3.8% |
| Forward P/E | 1.1x | 19.0x |
| Total Debt | $0.00 | $9.99B |
| Cash & Equiv. | $395M | $1.86B |
AIV vs CBRE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Apartment Investmen… (AIV) | 100 | 86.4 | -13.6% |
| CBRE Group, Inc. (CBRE) | 100 | 330.1 | +230.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AIV vs CBRE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AIV carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.69, yield 69.5%
- Lower volatility, beta 0.69
- Beta 0.69, yield 69.5%
CBRE is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 13.4%, EPS growth 22.6%, 3Y rev CAGR 9.6%
- 394.8% 10Y total return vs AIV's 84.8%
- 13.4% FFO/revenue growth vs AIV's -100.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.4% FFO/revenue growth vs AIV's -100.0% | |
| Value | Lower P/E (1.1x vs 19.0x) | |
| Quality / Margins | 287.7% margin vs CBRE's 3.1% | |
| Stability / Safety | Beta 0.69 vs CBRE's 1.12 | |
| Dividends | 69.5% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +17.2% vs AIV's -1.4% | |
| Efficiency (ROA) | 29.6% ROA vs CBRE's 4.5%, ROIC 4.2% vs 6.2% |
AIV vs CBRE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
AIV vs CBRE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
AIV leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CBRE is the larger business by revenue, generating $42.2B annually — 218.9x AIV's $193M. Profitability is closely matched — net margins range from 2.9% (AIV) to 3.1% (CBRE). On growth, CBRE holds the edge at +18.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $193M | $42.2B |
| EBITDAEarnings before interest/tax | $186M | $2.3B |
| Net IncomeAfter-tax profit | $554M | $1.3B |
| Free Cash FlowCash after capex | -$230M | $897M |
| Gross MarginGross profit ÷ Revenue | +55.2% | +35.0% |
| Operating MarginEBIT ÷ Revenue | +66.3% | +3.8% |
| Net MarginNet income ÷ Revenue | +2.9% | +3.1% |
| FCF MarginFCF ÷ Revenue | -119.5% | +2.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -3.4% | +18.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +25.9% | +98.1% |
Valuation Metrics
AIV leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
At 1.1x trailing earnings, AIV trades at a 97% valuation discount to CBRE's 37.7x P/E. On an enterprise value basis, AIV's 2.0x EV/EBITDA is more attractive than CBRE's 24.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $594M | $42.6B |
| Enterprise ValueMkt cap + debt − cash | $199M | $50.7B |
| Trailing P/EPrice ÷ TTM EPS | 1.10x | 37.70x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 18.96x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.24x |
| EV / EBITDAEnterprise value multiple | 1.99x | 24.60x |
| Price / SalesMarket cap ÷ Revenue | — | 1.05x |
| Price / BookPrice ÷ Book value/share | 1.15x | 4.54x |
| Price / FCFMarket cap ÷ FCF | — | 35.67x |
Profitability & Efficiency
Evenly matched — AIV and CBRE each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
AIV delivers a 162.9% return on equity — every $100 of shareholder capital generates $163 in annual profit, vs $14 for CBRE. On the Piotroski fundamental quality scale (0–9), CBRE scores 6/9 vs AIV's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +162.9% | +14.3% |
| ROA (TTM)Return on assets | +29.6% | +4.5% |
| ROICReturn on invested capital | +4.2% | +6.2% |
| ROCEReturn on capital employed | +2.3% | +7.7% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 6 |
| Debt / EquityFinancial leverage | — | 1.04x |
| Net DebtTotal debt minus cash | -$395M | $8.1B |
| Cash & Equiv.Liquid assets | $395M | $1.9B |
| Total DebtShort + long-term debt | $0 | $10.0B |
| Interest CoverageEBIT ÷ Interest expense | 0.70x | 8.15x |
Total Returns (Dividends Reinvested)
CBRE leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CBRE five years ago would be worth $17,014 today (with dividends reinvested), compared to $12,395 for AIV. Over the past 12 months, CBRE leads with a +17.2% total return vs AIV's -1.4%. The 3-year compound annual growth rate (CAGR) favors CBRE at 25.7% vs AIV's 1.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -3.6% | -9.4% |
| 1-Year ReturnPast 12 months | -1.4% | +17.2% |
| 3-Year ReturnCumulative with dividends | +4.3% | +98.5% |
| 5-Year ReturnCumulative with dividends | +23.9% | +70.1% |
| 10-Year ReturnCumulative with dividends | +84.8% | +394.8% |
| CAGR (3Y)Annualised 3-year return | +1.4% | +25.7% |
Risk & Volatility
Evenly matched — AIV and CBRE each lead in 1 of 2 comparable metrics.
Risk & Volatility
AIV is the less volatile stock with a 0.69 beta — it tends to amplify market swings less than CBRE's 1.12 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CBRE currently trades 83.3% from its 52-week high vs AIV's 47.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.69x | 1.12x |
| 52-Week HighHighest price in past year | $8.87 | $174.27 |
| 52-Week LowLowest price in past year | $3.94 | $118.81 |
| % of 52W HighCurrent price vs 52-week peak | +47.8% | +83.3% |
| RSI (14)Momentum oscillator 0–100 | 51.3 | 47.5 |
| Avg Volume (50D)Average daily shares traded | 3.1M | 1.9M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates AIV as "Hold" and CBRE as "Buy". Consensus price targets imply 135.8% upside for AIV (target: $10) vs 23.8% for CBRE (target: $180). AIV is the only dividend payer here at 69.48% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $10.00 | $179.75 |
| # AnalystsCovering analysts | 3 | 20 |
| Dividend YieldAnnual dividend ÷ price | +69.5% | — |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $2.95 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +2.3% |
AIV leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). CBRE leads in 1 (Total Returns). 2 tied.
AIV vs CBRE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is AIV or CBRE a better buy right now?
For growth investors, CBRE Group, Inc.
(CBRE) is the stronger pick with 13. 4% revenue growth year-over-year, versus -100. 0% for Apartment Investment and Management Company (AIV). Apartment Investment and Management Company (AIV) offers the better valuation at 1. 1x trailing P/E, making it the more compelling value choice. Analysts rate CBRE Group, Inc. (CBRE) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AIV or CBRE?
On trailing P/E, Apartment Investment and Management Company (AIV) is the cheapest at 1.
1x versus CBRE Group, Inc. at 37. 7x.
03Which is the better long-term investment — AIV or CBRE?
Over the past 5 years, CBRE Group, Inc.
(CBRE) delivered a total return of +70. 1%, compared to +23. 9% for Apartment Investment and Management Company (AIV). Over 10 years, the gap is even starker: CBRE returned +394. 8% versus AIV's +84. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AIV or CBRE?
By beta (market sensitivity over 5 years), Apartment Investment and Management Company (AIV) is the lower-risk stock at 0.
69β versus CBRE Group, Inc. 's 1. 12β — meaning CBRE is approximately 64% more volatile than AIV relative to the S&P 500.
05Which is growing faster — AIV or CBRE?
By revenue growth (latest reported year), CBRE Group, Inc.
(CBRE) is pulling ahead at 13. 4% versus -100. 0% for Apartment Investment and Management Company (AIV). On earnings-per-share growth, the picture is similar: Apartment Investment and Management Company grew EPS 623. 0% year-over-year, compared to 22. 6% for CBRE Group, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AIV or CBRE?
Apartment Investment and Management Company (AIV) is the more profitable company, earning 287.
7% net margin versus 2. 9% for CBRE Group, Inc. — meaning it keeps 287. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AIV leads at 66. 3% versus 3. 2% for CBRE. At the gross margin level — before operating expenses — AIV leads at 55. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AIV or CBRE more undervalued right now?
Analyst consensus price targets imply the most upside for AIV: 135.
8% to $10. 00.
08Which pays a better dividend — AIV or CBRE?
In this comparison, AIV (69.
5% yield) pays a dividend. CBRE does not pay a meaningful dividend and should not be held primarily for income.
09Is AIV or CBRE better for a retirement portfolio?
For long-horizon retirement investors, Apartment Investment and Management Company (AIV) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
69), 69. 5% yield). Both have compounded well over 10 years (AIV: +84. 8%, CBRE: +394. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AIV and CBRE?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AIV is a small-cap deep-value stock; CBRE is a mid-cap quality compounder stock. AIV pays a dividend while CBRE does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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