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Equity Lifestyle Properties, In (ELS) Company Overview

Company Analysis

Equity Lifestyle Properties, In ELS

A comprehensive view of key metrics, scores, and financial health for Equity Lifestyle Properties, In

Overview of Equity LifeStyle Properties, Inc.

ELS NYQ
Real Estate REIT - Residential Large Cap
Equity LifeStyle Properties, Inc. (ELS), is a Large Cap company, in the REIT - Residential industry, last closed at $67.89, about 56.5% overvalued vs fair value, -0.6% 1Y return, placing in the top 25% of its sector.
$67.89
-0.03%
As of March 13, 2026
Previous close • Vol 90d: 16.0%
52-Week Range
Market Cap
$13.60B
Enterprise Value
$16.94B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

HQ Chicago, IL
Employees 3,700
Fiscal year Dec 31

Next Events

Dividend Apr 10 Ex-div: Mar 27
Earnings Apr 20 Estimated

Fair Value Snapshot

Bear Base Bull
$26
$30
$33
Current: $67.89 -57% vs base

Engine Room Money Flow™

Large Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.5B
6.8%%
Net Operating Income
$517.9M
24.5%%
Net Income
$367.0M
5.3%%
FFO (Funds From Operations)
$573.9M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
70.6%
Good

Dividends / FFO - basic dividend safety

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$406.5M
84.9% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
3/4
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Equity Lifestyle Properties, In's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
51
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Moderate
68
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing ELS's balance between Growth (32.2%), Profitability (33.0%), and Safety (34.8%). Growth 32% Safety 35% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

54th percentile vs peers
54
Key Signals
Rev Growth YoY 6.8% 66p FFO Growth YoY 8.5% 54p TSR -5.9% 68p FFO/Share 3.10 55p AFFO/Share 1.87 50p
  • Price/Ffo in top 20% of peers (19.57, 90th percentile)
  • P/Affo in top 20% of peers (32.35, 91th percentile)
  • D/E Ratio in top 20% of peers (1.92, 84th percentile)
  • Debt/Assets in top 20% of peers (58.6%, 80th percentile)
  • Strong liquidity position vs peers

No significant risks identified for this axis.

Profitability

55th percentile vs peers
56
Key Signals
Strengths
Risks
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Safety

58th percentile vs peers
59
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Equity Lifestyle Properties, In.

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Bear
-
- - -
- upside
-
Base
$29.53
- - -
-56.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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