Equity Residential Stock Performance
| EQR Stock | USD 69.81 0.36 0.51% |
The firm shows a Beta (market volatility) of 0.54, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equity Residential's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Residential is expected to be smaller as well. At this point, Equity Residential has a negative expected return of -0.015%. Please make sure to confirm Equity Residential's maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and market facilitation index , to decide if Equity Residential performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Equity Residential has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Equity Residential is not utilizing all of its potentials. The newest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return (0.51) | Five Day Return 1.6 | Year To Date Return (0.37) | Ten Year Return (14.30) | All Time Return 387.84 |
Forward Dividend Yield 0.0385 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 2.7 | Dividend Date 2025-01-17 |
1 | Acquisition by Michael Manelis of 3772 shares of Equity Residential subject to Rule 16b-3 | 01/13/2025 |
| Equity Residential dividend paid on 17th of January 2025 | 01/17/2025 |
2 | Is Equity Residential the Best REIT Stock to Buy Now - Yahoo Finance | 01/28/2025 |
3 | Disposition of 2101 shares by Stephen Sterrett of Equity Residential at 68.4 subject to Rule 16b-3 | 02/05/2025 |
4 | Disposition of 2601 shares by Robert Garechana of Equity Residential at 72.06 subject to Rule 16b-3 | 02/14/2025 |
5 | Equity Residential Shares Purchased by Kentucky Retirement Systems Insurance Trust Fund | 02/19/2025 |
6 | Acquisition by Ian Kaufman of 119 shares of Equity Residential at 62.55 subject to Rule 16b-3 | 02/28/2025 |
7 | Equity Residential Shares Sold by Y Intercept Hong Kong Ltd - MarketBeat | 03/03/2025 |
8 | Disposition of 1833 shares by Michael Manelis of Equity Residential at 72.06 subject to Rule 16b-3 | 03/06/2025 |
9 | LGT Capital Partners LTD. Reduces Stock Holdings in Equity Residential - MarketBeat | 03/10/2025 |
10 | Disposition of 362 shares by Catherine Carraway of Equity Residential at 72.06 subject to Rule 16b-3 | 03/12/2025 |
11 | Equity Residentials SWOT analysis stock outlook amid urban market shifts By Investing.com - Investing.com UK | 03/13/2025 |
12 | Disposition of tradable shares by Hoff Ann of Equity Residential subject to Rule 16b-3 | 03/14/2025 |
13 | EQ Resources First Half 2025 Earnings AU0.012 loss per share | 03/17/2025 |
14 | Disposition of 4647 shares by Ian Kaufman of Equity Residential at 68.4 subject to Rule 16b-3 | 03/19/2025 |
15 | Equity Residential Announces Dividend Increase and Sets Date for 2025 Annual Meeting | 03/21/2025 |
| Begin Period Cash Flow | 140 M |
Equity |
Equity Residential Relative Risk vs. Return Landscape
If you would invest 7,077 in Equity Residential on December 22, 2024 and sell it today you would lose (96.00) from holding Equity Residential or give up 1.36% of portfolio value over 90 days. Equity Residential is generating negative expected returns assuming volatility of 1.2593% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Equity, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Equity Residential Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Residential's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equity Residential, and traders can use it to determine the average amount a Equity Residential's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0119
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EQR |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equity Residential is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equity Residential by adding Equity Residential to a well-diversified portfolio.
Equity Residential Fundamentals Growth
Equity Stock prices reflect investors' perceptions of the future prospects and financial health of Equity Residential, and Equity Residential fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equity Stock performance.
| Return On Equity | 0.0925 | ||||
| Return On Asset | 0.0267 | ||||
| Profit Margin | 0.35 % | ||||
| Operating Margin | 0.28 % | ||||
| Current Valuation | 35.03 B | ||||
| Shares Outstanding | 379.7 M | ||||
| Price To Earning | 21.41 X | ||||
| Price To Book | 2.42 X | ||||
| Price To Sales | 9.22 X | ||||
| Revenue | 2.98 B | ||||
| Gross Profit | 1.89 B | ||||
| EBITDA | 2.33 B | ||||
| Net Income | 1.07 B | ||||
| Cash And Equivalents | 53.87 M | ||||
| Cash Per Share | 0.18 X | ||||
| Total Debt | 8.43 B | ||||
| Debt To Equity | 0.67 % | ||||
| Current Ratio | 0.25 X | ||||
| Book Value Per Share | 29.06 X | ||||
| Cash Flow From Operations | 1.57 B | ||||
| Earnings Per Share | 2.71 X | ||||
| Market Capitalization | 27.46 B | ||||
| Total Asset | 20.83 B | ||||
| Retained Earnings | 1.41 B | ||||
| Working Capital | (820.53 M) | ||||
| Current Asset | 155.12 M | ||||
| Current Liabilities | 559.3 M | ||||
About Equity Residential Performance
Assessing Equity Residential's fundamental ratios provides investors with valuable insights into Equity Residential's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Equity Residential is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.03 | |
| Return On Capital Employed | 0.13 | 0.13 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.09 | 0.08 |
Things to note about Equity Residential performance evaluation
Checking the ongoing alerts about Equity Residential for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equity Residential help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equity Residential generated a negative expected return over the last 90 days | |
| Equity Residential has 8.43 B in debt with debt to equity (D/E) ratio of 0.67, which is OK given its current industry classification. Equity Residential has a current ratio of 0.25, 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. | |
| Over 96.0% of Equity Residential shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: Equity Residential Announces Dividend Increase and Sets Date for 2025 Annual Meeting |
- Analyzing Equity Residential's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equity Residential's stock is overvalued or undervalued compared to its peers.
- Examining Equity Residential's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equity Residential's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equity Residential's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equity Residential's stock. These opinions can provide insight into Equity Residential's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Equity Stock Analysis
When running Equity Residential's price analysis, check to measure Equity Residential'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 Residential is operating at the current time. Most of Equity Residential's value examination focuses on studying past and present price action to predict the probability of Equity Residential'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 Residential's price. Additionally, you may evaluate how the addition of Equity Residential to your portfolios can decrease your overall portfolio volatility.