Is Equity Lifestyle Stock a Good Investment?
Equity Lifestyle Investment Advice | ELS |
- Examine Equity Lifestyle's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Equity Lifestyle's leadership team and their track record. Good management can help Equity Lifestyle navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Single-Family Residential REITs space and any emerging trends that could impact Equity Lifestyle's business and its evolving consumer preferences.
- Compare Equity Lifestyle's performance and market position to its competitors. Analyze how Equity Lifestyle is positioned in terms of product offerings, innovation, and market share.
- Check if Equity Lifestyle pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Equity Lifestyle's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Equity Lifestyle Properties stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Equity Lifestyle Properties is a good investment.
Sell | Buy |
Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Equity Lifestyle Stock
Researching Equity Lifestyle's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 95.0% of the company shares are held by institutions such as insurance companies. The company last dividend was issued on the 28th of March 2025. Equity Lifestyle Pro had 2:1 split on the 16th of October 2019.
To determine if Equity Lifestyle is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Equity Lifestyle's research are outlined below:
| Equity Lifestyle Properties has 3.2 B in debt with debt to equity (D/E) ratio of 2.19, meaning that the company heavily relies on borrowing funds for operations. Equity Lifestyle Pro has a current ratio of 0.27, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Equity to invest in growth at high rates of return. | |
| Equity Lifestyle Pro has a strong financial position based on the latest SEC filings | |
| Over 95.0% of Equity Lifestyle shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Is Equity LifeStyle Properties Inc. The Best Defensive Stock Amid Market Volatility |
Equity Lifestyle uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Equity Lifestyle Properties. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Equity Lifestyle's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 15th of April 2024 Upcoming Quarterly Report | View | |
| 15th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 3rd of February 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Equity Lifestyle's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Equity Lifestyle's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2009-01-26 | 2008-12-31 | -0.01 | -1.0E-4 | 0.0099 | 99 | ||
2012-04-16 | 2012-03-31 | 0.07 | 0.08 | 0.01 | 14 | ||
2011-07-18 | 2011-06-30 | 0.06 | 0.05 | -0.01 | 16 | ||
2010-07-19 | 2010-06-30 | 0.03 | 0.05 | 0.02 | 66 | ||
2004-07-21 | 2004-06-30 | -0.01 | 0.01 | 0.02 | 200 | ||
2012-01-23 | 2011-12-31 | 0.02 | -0.001 | -0.021 | 105 | ||
2020-10-19 | 2020-09-30 | 0.28 | 0.31 | 0.03 | 10 | ||
2011-10-17 | 2011-09-30 | -0.05 | -0.02 | 0.03 | 60 |
Know Equity Lifestyle's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Equity Lifestyle is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Equity Lifestyle Properties backward and forwards among themselves. Equity Lifestyle's institutional investor refers to the entity that pools money to purchase Equity Lifestyle's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Massachusetts Financial Services Company | 2024-12-31 | 3.2 M | Boston Partners Global Investors, Inc | 2024-12-31 | 3 M | Chai Trust Co., Llc | 2024-12-31 | 2.7 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 2.7 M | Charles Schwab Investment Management Inc | 2024-12-31 | 2.6 M | Fmr Inc | 2024-12-31 | 2.5 M | Norges Bank | 2024-12-31 | 2.5 M | Northern Trust Corp | 2024-12-31 | 2.4 M | Nuveen Asset Management, Llc | 2024-12-31 | 2.4 M | Blackrock Inc | 2024-12-31 | 25.7 M | Vanguard Group Inc | 2024-12-31 | 25.1 M |
Equity Lifestyle's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 13.17 B.Market Cap |
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Equity Lifestyle's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.07 | |
| Return On Capital Employed | 0.17 | 0.09 | |
| Return On Assets | 0.07 | 0.07 | |
| Return On Equity | 0.22 | 0.31 |
Determining Equity Lifestyle's profitability involves analyzing its financial statements and using various financial metrics to determine if Equity Lifestyle is a good buy. For example, gross profit margin measures Equity Lifestyle's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Equity Lifestyle's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Equity Lifestyle's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Equity Lifestyle Properties. Check Equity Lifestyle's Beneish M Score to see the likelihood of Equity Lifestyle's management manipulating its earnings.
Evaluate Equity Lifestyle's management efficiency
Equity Lifestyle Pro has Return on Asset of 0.0572 % which means that on every $100 spent on assets, it made $0.0572 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2316 %, implying that it generated $0.2316 on every 100 dollars invested. Equity Lifestyle's management efficiency ratios could be used to measure how well Equity Lifestyle manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Equity Lifestyle's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.07 in 2025, whereas Return On Capital Employed is likely to drop 0.09 in 2025. At this time, Equity Lifestyle's Non Current Assets Total are comparatively stable compared to the past year. Non Currrent Assets Other is likely to gain to about 277.8 M in 2025, whereas Other Assets are likely to drop slightly above 6.6 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 9.79 | 10.28 | |
| Tangible Book Value Per Share | 9.79 | 10.28 | |
| Enterprise Value Over EBITDA | 26.70 | 28.04 | |
| Price Book Value Ratio | 7.13 | 13.52 | |
| Enterprise Value Multiple | 26.70 | 28.04 | |
| Price Fair Value | 7.13 | 13.52 | |
| Enterprise Value | 15.6 B | 16.4 B |
The decision-making processes within Equity Lifestyle are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Basic technical analysis of Equity Stock
As of the 28th of March, Equity Lifestyle shows the Downside Deviation of 1.52, mean deviation of 1.07, and Coefficient Of Variation of 13151.79. Equity Lifestyle Pro technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm Equity Lifestyle Pro information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if Equity Lifestyle Pro is priced favorably, providing market reflects its regular price of 65.76 per share. Given that Equity Lifestyle has jensen alpha of 0.0136, we urge you to verify Equity Lifestyle Properties's prevailing market performance to make sure the company can sustain itself at a future point.Equity Lifestyle's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Equity Lifestyle insiders, such as employees or executives, is commonly permitted as long as it does not rely on Equity Lifestyle's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Equity Lifestyle insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Equity Lifestyle's Outstanding Corporate Bonds
Equity Lifestyle issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Equity Lifestyle Pro uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Equity bonds can be classified according to their maturity, which is the date when Equity Lifestyle Properties has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Equity Lifestyle's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Equity Lifestyle's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0102 | |||
| Market Risk Adjusted Performance | 0.0108 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.49 | |||
| Downside Deviation | 1.52 | |||
| Coefficient Of Variation | 13151.79 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.87 | |||
| Information Ratio | 0.0192 | |||
| Jensen Alpha | 0.0136 | |||
| Total Risk Alpha | 0.0428 | |||
| Sortino Ratio | 0.0173 | |||
| Treynor Ratio | 8.0E-4 | |||
| Maximum Drawdown | 7.02 | |||
| Value At Risk | (2.24) | |||
| Potential Upside | 1.82 | |||
| Downside Variance | 2.31 | |||
| Semi Variance | 2.22 | |||
| Expected Short fall | (1.02) | |||
| Skewness | (0.37) | |||
| Kurtosis | 0.3162 |
| Risk Adjusted Performance | 0.0102 | |||
| Market Risk Adjusted Performance | 0.0108 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.49 | |||
| Downside Deviation | 1.52 | |||
| Coefficient Of Variation | 13151.79 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.87 | |||
| Information Ratio | 0.0192 | |||
| Jensen Alpha | 0.0136 | |||
| Total Risk Alpha | 0.0428 | |||
| Sortino Ratio | 0.0173 | |||
| Treynor Ratio | 8.0E-4 | |||
| Maximum Drawdown | 7.02 | |||
| Value At Risk | (2.24) | |||
| Potential Upside | 1.82 | |||
| Downside Variance | 2.31 | |||
| Semi Variance | 2.22 | |||
| Expected Short fall | (1.02) | |||
| Skewness | (0.37) | |||
| Kurtosis | 0.3162 |
Consider Equity Lifestyle's intraday indicators
Equity Lifestyle intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Equity Lifestyle stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 106733.0 | |||
| Daily Balance Of Power | (0.55) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 66.41 | |||
| Day Typical Price | 66.19 | |||
| Price Action Indicator | (1.36) | |||
| Period Momentum Indicator | (1.42) | |||
| Relative Strength Index | 54.3 |
Equity Lifestyle Corporate Filings
| 18th of March 2025 Other Reports | ViewVerify | |
8K | 27th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 25th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F3 | 11th of February 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Equity Stock media impact
Far too much social signal, news, headlines, and media speculation about Equity Lifestyle that are available to investors today. That information is available publicly through Equity media outlets and privately through word of mouth or via Equity internal channels. However, regardless of the origin, that massive amount of Equity data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Equity Lifestyle news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Equity Lifestyle relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Equity Lifestyle's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Equity Lifestyle alpha.
Equity Lifestyle Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Equity Lifestyle can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Equity Lifestyle Pro Historical Investor Sentiment
Investor biases related to Equity Lifestyle's public news can be used to forecast risks associated with an investment in Equity. The trend in average sentiment can be used to explain how an investor holding Equity can time the market purely based on public headlines and social activities around Equity Lifestyle Properties. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Equity Lifestyle's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Equity Lifestyle and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Equity Lifestyle news discussions. The higher the estimate score, the more favorable the investor's outlook on Equity Lifestyle.
Equity Lifestyle Corporate Directors
| Philip Calian | Non-Executive Lead Independent Director | Profile | |
| Tao Huang | Non-Executive Independent Director | Profile | |
| Constance Freedman | Non-Executive Independent Director | Profile | |
| Sheli Rosenberg | Non-Executive Independent Director | Profile |
Additional Tools for Equity Stock Analysis
When running Equity Lifestyle's price analysis, check to measure Equity Lifestyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equity Lifestyle is operating at the current time. Most of Equity Lifestyle's value examination focuses on studying past and present price action to predict the probability of Equity Lifestyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equity Lifestyle's price. Additionally, you may evaluate how the addition of Equity Lifestyle to your portfolios can decrease your overall portfolio volatility.