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Company Analysis

Equity Residential EQR

A comprehensive view of key metrics, scores, and financial health for Equity Residential

Overview of Equity Residential

EQR NYQ
Real Estate REIT - Residential Framework: Real Estate Investment Trusts Large Cap
Equity Residential (EQR), is a Large Cap company, in the REIT - Residential industry, last closed at $63.66, about 83.3% overvalued vs fair value, -4.2% 1Y return, placing in the top 25% of its sector.
Metrics P/E 22.0× Rev Growth 3.8% ROE 10.1% Gross Margin 62.9% Div Yield 4.37%
USD 63.66
0.00%
(Delayed)
• Vol 90d: 21.6%
52-Week Range
Market Cap
$26.28B
Enterprise Value
$34.81B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Good
Valuation
Good
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Good
Valuation
Good
Completeness: 94%
Confidence: 60%
Updated: Sep 12
Top Beats
No strong beats yet

Quick Facts

Website https://www.equityapartments.c...
HQ Chicago, IL
Employees 2,400
Fiscal year Dec 31

Next Events

Earnings Oct 21 Estimated

Fair Value Snapshot

Bear Base Bull
$9
$11
$12
Current: $63.66 -83% vs base

Engine Room Money Flow™

Large Cap

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

Flow Steps
Total Revenue
$3.1B
3.8%%
Net Operating Income
$869.8M
-0.2%%
Net Income
$1.1B
8.1%%
FFO (Funds From Operations)
$1.5B
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

$1.3B
114.7% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Equity Residential's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
74
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Conservative Leverage Leverage is conservative (score 0.85), providing refinancing flexibility.
  • Strong AFFO Generation AFFO generation is strong (score 0.92), supporting dividend sustainability.

Key risks

  • Portfolio Quality Concerns Portfolio quality is concerning (occupancy stability 0.04).
  • Volatile Occupancy/NOI NOI volatility is high (stability 0.04), raising occupancy concerns.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Rent Pricing Power

Developing
50
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Trade-Off Ledger™

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

Equity REITs vs Industry Peers 99% Coverage
Trade-Off Triangle Visualization A ternary plot showing EQR's balance between Growth (33.1%), Profitability (30.4%), and Safety (36.5%). Growth 33% Safety 36% Profitability 30%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

59th percentile vs peers
60
Key Signals
Rev Growth YoY 3.8% 54p Revenue CAGR 3Y 4.2% 56p Buyback % -0.4% 83p FFO/Share 3.99 81p AFFO/Share 3.04 78p
Strengths
  • Net Debt/EBITDA in top 20% of peers (3.37, 87th percentile)
  • Buyback % in top 20% of peers (-0.4%, 83th percentile)
  • FFO/Share in top 20% of peers (3.99, 81th percentile)
  • AFFO in top 20% of peers ($1157.9M, 93th percentile)
Risks

No significant risks identified for this axis.

Profitability

55th percentile vs peers
55
Key Signals
Strengths
Risks
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Safety

65th percentile vs peers
66
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Equity Residential.

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
$10.66
- - -
-83.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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