COMP <GO>
AIV vs REFI // FREE CASH FLOW YIELD
Apartment Investment and Management Company (NYSE) VS. Chicago Atlantic Real Estate Finance Inc. (NASDAQ) • 15-METRIC TALLY: AIV 3
— REFI 2
▲ FREE CASH FLOW YIELD LEADER: REFI
LAST: $1.57 (-4.27%) • MKT CAP: $238.2M
fcf-yield
3.40%
LAST: $8.84 (-1.34%) • MKT CAP: $229.6M
fcf-yield
12.54%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AIV VS. REFI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AIV | REFI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 11.70% | +73.30 | AIV | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 3.40% | 12.54% | -9.14 | REFI | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 0.60% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 3/9 | +1.00 | AIV | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.2 | 36.0 | -1.80 | REFI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 6.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $238.2M | $229.6M | $8.6M | AIV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AIV REV | REFI REV | AIV GROSS % | REFI GROSS % | AIV FCF | REFI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $138.5M | $0 | — | — | $8.1M | $28.8M |
| FY 2024 | $137.7M | $0 | — | — | $47.0M | $23.2M |
| FY 2023 | $119.9M | $0 | — | — | $50.5M | $28.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AIV // BETA —
REFI // BETA —