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Side-by-side financial comparison of AvalonBay Communities (AVB) and GRACO INC (GGG). Click either name above to swap in a different company.
AvalonBay Communities is the larger business by last-quarter revenue ($767.9M vs $593.2M, roughly 1.3× GRACO INC). AvalonBay Communities runs the higher net margin — 9040.6% vs 22.3%, a 9018.2% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 3.7%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $184.3M). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 3.8%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
AVB vs GGG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $593.2M |
| Net Profit | $166.0M | $132.5M |
| Gross Margin | — | 51.7% |
| Operating Margin | 64.2% | 26.7% |
| Net Margin | 9040.6% | 22.3% |
| Revenue YoY | 3.7% | 8.1% |
| Net Profit YoY | -41.2% | 21.9% |
| EPS (diluted) | $1.18 | $0.78 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $767.9M | $593.2M | ||
| Q3 25 | $766.8M | $543.4M | ||
| Q2 25 | $760.2M | $571.8M | ||
| Q1 25 | $745.9M | $528.3M | ||
| Q4 24 | $740.5M | $548.7M | ||
| Q3 24 | $734.3M | $519.2M | ||
| Q2 24 | $726.0M | $553.2M | ||
| Q1 24 | $712.9M | $492.2M |
| Q4 25 | $166.0M | $132.5M | ||
| Q3 25 | $381.3M | $137.6M | ||
| Q2 25 | $268.7M | $127.6M | ||
| Q1 25 | $236.6M | $124.1M | ||
| Q4 24 | $282.1M | $108.7M | ||
| Q3 24 | $372.5M | $122.2M | ||
| Q2 24 | $253.9M | $133.0M | ||
| Q1 24 | $173.4M | $122.2M |
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | 52.6% | ||
| Q4 24 | — | 50.9% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 54.4% | ||
| Q1 24 | — | 54.1% |
| Q4 25 | 64.2% | 26.7% | ||
| Q3 25 | 65.7% | 30.3% | ||
| Q2 25 | 67.6% | 27.5% | ||
| Q1 25 | 68.5% | 27.3% | ||
| Q4 24 | 63.1% | 23.7% | ||
| Q3 24 | 65.4% | 28.1% | ||
| Q2 24 | 66.6% | 29.2% | ||
| Q1 24 | 67.2% | 27.0% |
| Q4 25 | 9040.6% | 22.3% | ||
| Q3 25 | 49.7% | 25.3% | ||
| Q2 25 | 35.3% | 22.3% | ||
| Q1 25 | 31.7% | 23.5% | ||
| Q4 24 | 38.1% | 19.8% | ||
| Q3 24 | 50.7% | 23.5% | ||
| Q2 24 | 35.0% | 24.0% | ||
| Q1 24 | 24.3% | 24.8% |
| Q4 25 | $1.18 | $0.78 | ||
| Q3 25 | $2.68 | $0.82 | ||
| Q2 25 | $1.88 | $0.76 | ||
| Q1 25 | $1.66 | $0.72 | ||
| Q4 24 | $1.99 | $0.63 | ||
| Q3 24 | $2.61 | $0.71 | ||
| Q2 24 | $1.78 | $0.77 | ||
| Q1 24 | $1.22 | $0.71 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $187.2M | $624.1M |
| Total DebtLower is stronger | $9.3B | — |
| Stockholders' EquityBook value | $11.6B | $2.7B |
| Total Assets | $22.2B | $3.3B |
| Debt / EquityLower = less leverage | 0.80× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.2M | $624.1M | ||
| Q3 25 | $123.3M | $618.7M | ||
| Q2 25 | $102.8M | $534.9M | ||
| Q1 25 | $53.3M | $536.1M | ||
| Q4 24 | $108.6M | $675.3M | ||
| Q3 24 | $552.4M | $764.5M | ||
| Q2 24 | $545.8M | $666.0M | ||
| Q1 24 | $287.9M | $622.7M |
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $2.7B | ||
| Q3 25 | $11.9B | $2.6B | ||
| Q2 25 | $11.9B | $2.5B | ||
| Q1 25 | $11.9B | $2.5B | ||
| Q4 24 | $11.9B | $2.6B | ||
| Q3 24 | $11.9B | $2.5B | ||
| Q2 24 | $11.7B | $2.4B | ||
| Q1 24 | $11.7B | $2.3B |
| Q4 25 | $22.2B | $3.3B | ||
| Q3 25 | $21.9B | $3.2B | ||
| Q2 25 | $21.8B | $3.0B | ||
| Q1 25 | $21.2B | $3.0B | ||
| Q4 24 | $21.0B | $3.1B | ||
| Q3 24 | $21.3B | $3.0B | ||
| Q2 24 | $21.0B | $2.9B | ||
| Q1 24 | $20.6B | $2.8B |
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | $196.3M |
| Free Cash FlowOCF − Capex | $1.4B | $184.3M |
| FCF MarginFCF / Revenue | 183.5% | 31.1% |
| Capex IntensityCapex / Revenue | 34.1% | 2.0% |
| Cash ConversionOCF / Net Profit | 10.07× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $196.3M | ||
| Q3 25 | $477.0M | $179.2M | ||
| Q2 25 | $377.8M | $182.7M | ||
| Q1 25 | $415.9M | $125.4M | ||
| Q4 24 | $1.6B | $185.2M | ||
| Q3 24 | $486.2M | $178.6M | ||
| Q2 24 | $380.0M | $139.0M | ||
| Q1 24 | $412.9M | $118.9M |
| Q4 25 | $1.4B | $184.3M | ||
| Q3 25 | $402.2M | $175.7M | ||
| Q2 25 | $317.1M | $163.1M | ||
| Q1 25 | $367.5M | $114.8M | ||
| Q4 24 | $1.4B | $171.3M | ||
| Q3 24 | $434.2M | $159.2M | ||
| Q2 24 | $333.0M | $102.7M | ||
| Q1 24 | $375.4M | $81.7M |
| Q4 25 | 183.5% | 31.1% | ||
| Q3 25 | 52.5% | 32.3% | ||
| Q2 25 | 41.7% | 28.5% | ||
| Q1 25 | 49.3% | 21.7% | ||
| Q4 24 | 191.0% | 31.2% | ||
| Q3 24 | 59.1% | 30.7% | ||
| Q2 24 | 45.9% | 18.6% | ||
| Q1 24 | 52.7% | 16.6% |
| Q4 25 | 34.1% | 2.0% | ||
| Q3 25 | 9.8% | 0.6% | ||
| Q2 25 | 8.0% | 3.4% | ||
| Q1 25 | 6.5% | 2.0% | ||
| Q4 24 | 26.1% | 2.5% | ||
| Q3 24 | 7.1% | 3.7% | ||
| Q2 24 | 6.5% | 6.6% | ||
| Q1 24 | 5.3% | 7.6% |
| Q4 25 | 10.07× | 1.48× | ||
| Q3 25 | 1.25× | 1.30× | ||
| Q2 25 | 1.41× | 1.43× | ||
| Q1 25 | 1.76× | 1.01× | ||
| Q4 24 | 5.70× | 1.70× | ||
| Q3 24 | 1.31× | 1.46× | ||
| Q2 24 | 1.50× | 1.05× | ||
| Q1 24 | 2.38× | 0.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVB
Segment breakdown not available.
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
