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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 Framework: Real Estate Investment Trusts Large Cap
Equity LifeStyle Properties, Inc. (ELS), is a Large Cap company, in the REIT - Residential industry, last closed at $65.48, about 85.7% overvalued vs fair value, +11.7% 1Y return, placing in the top 25% of its sector.
Metrics P/E 31.4× Rev Growth 1.2% ROE 22.1% Gross Margin 50.4% Div Yield 3.45%
USD 65.48
0.89%
(Delayed)
• Vol 90d: 19.3%
52-Week Range
Market Cap
$12.29B
Enterprise Value
$15.56B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 86%
Updated: Jul 5
Top Beats
No strong beats yet

Quick Facts

Website https://www.equitylifestylepro...
HQ Chicago, IL
Employees 3,700
Fiscal year Dec 31

Next Events

Dividend Jul 10 Ex-div: Jun 26
Earnings Jul 20 Estimated

Fair Value Snapshot

Bear Base Bull
$8
$9
$11
Current: $65.48 -86% 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
1.2%%
Net Operating Income
$441.6M
6.2%%
Net Income
$386.5M
5.3%%
FFO (Funds From Operations)
$586.1M
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
69.1%
Excellent

Dividends / FFO - basic dividend safety

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$406.5M
116.5% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
3/3
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
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Moderate
64
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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 (35.4%), Profitability (27.7%), and Safety (36.8%). Growth 35% Safety 37% Profitability 28%

Click axes to expand details. Marker shows current allocation.

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Growth

51th percentile vs peers
52
Key Signals
Rev Growth YoY 1.2% 42p FFO/Share 3.02 73p Revenue CAGR 3Y 1.8% 40p FFO Growth YoY 6.0% 51p AFFO/Share 1.80 60p
Strengths
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

40th percentile vs peers
41
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
54
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

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

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$9.37
- - -
-85.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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