Company Analysis

AvalonBay Communities, Inc. (AVB)

AVB · Real Estate Investment Trusts · Arlington, VA · filing with the SEC since 1995
Grade5.5
◀ Past 3.4● Present 6.9▶ Future 5.1

The grade of AvalonBay Communities, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.5/10
◀ Past3.425% of the headline
● Present6.945% of the headline
▶ Future5.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

3.4/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
1.2/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2026-08-17.

weight 45% of this tense · 12th percentile among 174 sector filers · read for itself

From the record

AvalonBay Communities, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2026-08-17) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.2/10

What has it actually done, year after year?

+4.5% a year over 10 filed years; profitable in 10 of 10.

weight 33% of this tense · 62nd percentile among 156 sector filers · read for its customers

From the record

AvalonBay Communities, Inc.'s 10 filed years say what it did: revenue went from $2.0 billion in fiscal 2016 to $3.0 billion in fiscal 2025, up 4.5% a year; it rose in 7 of 9 years; the deepest fall was 1% from fiscal 2019 to fiscal 2021; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span4.5%bottom 40% of its family
  • the share of years revenue rosetop 49% of its family
  • the share of filed years with a profittop 20% of its family
  • the deepest fall from a revenue peak1.3%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.5/10

How has it treated the people who own it?

Share count grew 0.7% a year. 10% of cash flow returned. Insiders: 1 sales, 0 purchases.

weight 22% of this tense · 35th percentile among 156 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, AvalonBay Communities, Inc.'s diluted share count grew about 0.7% a year, and dividends and buybacks returned about 10% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 40% of its family
  • cash returned against operating cash flowbottom 11% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.9/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
7.2/10

Is it financially healthy right now?

ROE 9%: 9¢ of profit per shareholder dollar. Leverage 47%: owes 47¢ per asset dollar.

weight 45% of this tense · 72nd percentile among 171 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, AvalonBay Communities, Inc. earned about 9 cents of profit for every dollar of shareholders' money. Leverage: it owed about 47 cents per dollar of assets, and net share issuance: its share count grew 0.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 25% of its family
  • return on equitytop 27% of its family
  • the share count against the year beforetop 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.2/10

How strong is its position in its industry?

top 28% of 157 in its family; net margin 34.7%.

weight 33% of this tense · 72nd percentile among 157 sector filers · read for its customers

From the record

AvalonBay Communities, Inc.'s standing among 157 graded names in its industry family: revenue of $3.0 billion in fiscal 2025 ranks in the top 12% by size; a net margin of 34.7% ranks in the top 23%; revenue growth of 5.4% a year over the last 3 filed years ranks in the top 50% (its annual reports).

What it rests on

  • revenue against the family$3.04Btop 12% of its family
  • net margin34.7%top 23% of its family
  • three-year revenue growth5.4%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.0/10

What are the people in charge doing?

top 40% of 160 in its family for leadership; chief executive since 2022.

weight 22% of this tense · 60th percentile among 160 sector filers · read for its shareholders

From the record

AvalonBay Communities, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Schall, Benjamin (CEO & President, as filed), filing under that title since 2022-02-22, 4.7 years (bottom 34% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 10.2 years (top 21%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (top 33%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge5 in three years among 19 peopletop 33% of its family
  • the median years the people in charge have filed10.2 yearstop 21% of its family
  • the chief executive's years on the record4.7 yearsbottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.9/10

How much room does it have to grow?

top 41% of 146 in its family for room to expand.

weight 22% of this tense · 59th percentile among 146 sector filers · read for itself

From the record

AvalonBay Communities, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $187 million against debt of $9.3 billion leaves -41.2% of its assets as net cash, bottom 36% of its family; cash from operations less capital spending is 55% of revenue (top 18%) (its annual report).

What it rests on

  • cash less debt against assets-41.2%bottom 36% of its family
  • cash from operations less capital spending against revenue55.0%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.4/10

What could actually drive growth from here?

top 46% of 153 in its family for growth drivers.

weight 33% of this tense · 54th percentile among 153 sector filers · read for its customers

From the record

AvalonBay Communities, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 5.4% a year over the last three filed years against 4.5% over all 10, speeding up (top 32% of its family); the newest year grew 4.4% (top 44%); capital spending grew -3.6% a year (bottom 39%) (its annual reports). AvalonBay Communities, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span+0.9 points a yeartop 32% of its family
  • the newest year's revenue growth4.4%top 44% of its family
  • three-year growth of capital spending-3.6%bottom 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.4/10

Did its newest year beat what its own record pointed to?

bottom 44% of 150 in its family for expectations against reality.

weight 45% of this tense · 44th percentile among 150 sector filers · read for its shareholders

From the record

AvalonBay Communities, Inc.'s newest year against its own record: revenue of $3.0 billion in fiscal 2025 came in 1.5% below the $3.1 billion its prior three years' pace pointed to (top 45% of its family); net income of $1.1 billion against a prior three-year average of $1.0 billion (bottom 44%); a net margin of 34.7% against 38.2% before (bottom 34%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-1.5%top 45% of its family
  • net income against the prior three years' average+1%bottom 44% of its family
  • net margin against its prior average-3.4 pointsbottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton AVB · research, not advice