EQUITY LIFESTYLE PROPERTIES (ELS) Stock Fundamental Analysis

NYSE:ELS • US29472R1086

67.16 USD
-0.65 (-0.96%)
At close: Feb 27, 2026
67.16 USD
0 (0%)
After Hours: 2/27/2026, 7:58:33 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, ELS scores 5 out of 10 in our fundamental rating. ELS was compared to 20 industry peers in the Residential REITs industry. While ELS has a great profitability rating, there are quite some concerns on its financial health. ELS is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • ELS had positive earnings in the past year.
  • ELS had a positive operating cash flow in the past year.
  • In the past 5 years ELS has always been profitable.
  • ELS had a positive operating cash flow in 4 of the past 5 years.
ELS Yearly Net Income VS EBIT VS OCF VS FCFELS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M

1.2 Ratios

  • ELS has a Return On Assets of 6.65%. This is amongst the best in the industry. ELS outperforms 90.00% of its industry peers.
  • ELS's Return On Equity of 21.79% is amongst the best of the industry. ELS outperforms 95.00% of its industry peers.
  • With an excellent Return On Invested Capital value of 7.50%, ELS belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for ELS is above the industry average of 2.59%.
  • The 3 year average ROIC (7.05%) for ELS is below the current ROIC(7.50%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.65%
ROE 21.79%
ROIC 7.5%
ROA(3y)6.27%
ROA(5y)5.79%
ROE(3y)21.69%
ROE(5y)20.66%
ROIC(3y)7.05%
ROIC(5y)6.65%
ELS Yearly ROA, ROE, ROICELS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • ELS has a Profit Margin of 25.09%. This is in the better half of the industry: ELS outperforms 75.00% of its industry peers.
  • In the last couple of years the Profit Margin of ELS has grown nicely.
  • The Operating Margin of ELS (33.91%) is better than 100.00% of its industry peers.
  • ELS's Operating Margin has been stable in the last couple of years.
  • ELS has a worse Gross Margin (52.99%) than 85.00% of its industry peers.
  • In the last couple of years the Gross Margin of ELS has remained more or less at the same level.
Industry RankSector Rank
OM 33.91%
PM (TTM) 25.09%
GM 52.99%
OM growth 3Y5.6%
OM growth 5Y1.02%
PM growth 3Y8.66%
PM growth 5Y3.87%
GM growth 3Y2.32%
GM growth 5Y0.37%
ELS Yearly Profit, Operating, Gross MarginsELS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so ELS is destroying value.
  • The number of shares outstanding for ELS has been increased compared to 1 year ago.
  • ELS has more shares outstanding than it did 5 years ago.
  • The debt/assets ratio for ELS is higher compared to a year ago.
ELS Yearly Shares OutstandingELS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
ELS Yearly Total Debt VS Total AssetsELS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

2.2 Solvency

  • An Altman-Z score of 2.42 indicates that ELS is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 2.42, ELS belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
  • The Debt to FCF ratio of ELS is 9.81, which is on the high side as it means it would take ELS, 9.81 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 9.81, ELS belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
  • A Debt/Equity ratio of 1.87 is on the high side and indicates that ELS has dependencies on debt financing.
  • ELS's Debt to Equity ratio of 1.87 is on the low side compared to the rest of the industry. ELS is outperformed by 75.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.87
Debt/FCF 9.81
Altman-Z 2.42
ROIC/WACC1
WACC7.52%
ELS Yearly LT Debt VS Equity VS FCFELS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B

2.3 Liquidity

  • ELS has a Current Ratio of 0.04. This is a bad value and indicates that ELS is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.04, ELS is doing worse than 90.00% of the companies in the same industry.
  • ELS has a Quick Ratio of 0.04. This is a bad value and indicates that ELS is not financially healthy enough and could expect problems in meeting its short term obligations.
  • ELS has a Quick ratio of 0.04. This is amonst the worse of the industry: ELS underperforms 90.00% of its industry peers.
Industry RankSector Rank
Current Ratio 0.04
Quick Ratio 0.04
ELS Yearly Current Assets VS Current LiabilitesELS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M 250M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • ELS shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.54%.
  • The Earnings Per Share has been growing by 9.46% on average over the past years. This is quite good.
  • Looking at the last year, ELS shows a small growth in Revenue. The Revenue has grown by 0.31% in the last year.
  • The Revenue has been growing slightly by 6.96% on average over the past years.
EPS 1Y (TTM)1.54%
EPS 3Y8.97%
EPS 5Y9.46%
EPS Q2Q%4%
Revenue 1Y (TTM)0.31%
Revenue growth 3Y1.91%
Revenue growth 5Y6.96%
Sales Q2Q%0.41%

3.2 Future

  • Based on estimates for the next years, ELS will show a small growth in Earnings Per Share. The EPS will grow by 5.97% on average per year.
  • The Revenue is expected to grow by 4.28% on average over the next years.
EPS Next Y3.66%
EPS Next 2Y5.69%
EPS Next 3Y6.34%
EPS Next 5Y5.97%
Revenue Next Year2.97%
Revenue Next 2Y2.17%
Revenue Next 3Y-8%
Revenue Next 5Y4.28%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
ELS Yearly Revenue VS EstimatesELS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 500M 1B 1.5B 2B
ELS Yearly EPS VS EstimatesELS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1 2 3

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Find the best growth stocksShow best growing peers

3

4. Valuation

4.1 Price/Earnings Ratio

  • ELS is valuated quite expensively with a Price/Earnings ratio of 33.92.
  • ELS's Price/Earnings is on the same level as the industry average.
  • ELS is valuated rather expensively when we compare the Price/Earnings ratio to 27.10, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 32.72, the valuation of ELS can be described as expensive.
  • 90.00% of the companies in the same industry are more expensive than ELS, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 28.06. ELS is around the same levels.
Industry RankSector Rank
PE 33.92
Fwd PE 32.72
ELS Price Earnings VS Forward Price EarningsELS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • 85.00% of the companies in the same industry are cheaper than ELS, based on the Enterprise Value to EBITDA ratio.
  • 70.00% of the companies in the same industry are more expensive than ELS, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 38.96
EV/EBITDA 22.51
ELS Per share dataELS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The excellent profitability rating of ELS may justify a higher PE ratio.
PEG (NY)9.26
PEG (5Y)3.59
EPS Next 2Y5.69%
EPS Next 3Y6.34%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • ELS has a Yearly Dividend Yield of 3.20%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 42.63, ELS's dividend is way lower than its industry peers. On top of this 85.00% of the companies listed in the same industry pay a better dividend than ELS!
  • Compared to an average S&P500 Dividend Yield of 1.80, ELS pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.2%

5.2 History

  • On average, the dividend of ELS grows each year by 8.99%, which is quite nice.
  • ELS has been paying a dividend for at least 10 years, so it has a reliable track record.
  • ELS has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)8.99%
Div Incr Years20
Div Non Decr Years20
ELS Yearly Dividends per shareELS Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • 103.47% of the earnings are spent on dividend by ELS. This is not a sustainable payout ratio.
  • The dividend of ELS is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP103.47%
EPS Next 2Y5.69%
EPS Next 3Y6.34%
ELS Yearly Income VS Free CF VS DividendELS Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M
ELS Dividend Payout.ELS Dividend Payout, showing the Payout Ratio.ELS Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

EQUITY LIFESTYLE PROPERTIES

NYSE:ELS (2/27/2026, 7:58:33 PM)

After market: 67.16 0 (0%)

67.16

-0.65 (-0.96%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners105.68%
Inst Owner Change5.26%
Ins Owners0.67%
Ins Owner Change2.83%
Market Cap13.02B
Revenue(TTM)1.52B
Net Income(TTM)382.00M
Analysts77.89
Price Target70.55 (5.05%)
Short Float %4.3%
Short Ratio4.92
Dividend
Industry RankSector Rank
Dividend Yield 3.2%
Yearly Dividend1.95
Dividend Growth(5Y)8.99%
DP103.47%
Div Incr Years20
Div Non Decr Years20
Ex-Date03-27
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.14%
Min EPS beat(2)-6.67%
Max EPS beat(2)6.95%
EPS beat(4)3
Avg EPS beat(4)1.09%
Min EPS beat(4)-6.67%
Max EPS beat(4)6.95%
EPS beat(8)6
Avg EPS beat(8)6.34%
EPS beat(12)7
Avg EPS beat(12)4.88%
EPS beat(16)9
Avg EPS beat(16)4.61%
Revenue beat(2)0
Avg Revenue beat(2)-1.67%
Min Revenue beat(2)-2.33%
Max Revenue beat(2)-1.01%
Revenue beat(4)0
Avg Revenue beat(4)-2.22%
Min Revenue beat(4)-3.82%
Max Revenue beat(4)-1.01%
Revenue beat(8)2
Avg Revenue beat(8)-1.69%
Revenue beat(12)2
Avg Revenue beat(12)-1.52%
Revenue beat(16)6
Avg Revenue beat(16)1.89%
PT rev (1m)-0.97%
PT rev (3m)-2.38%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.59%
EPS NY rev (1m)-0.92%
EPS NY rev (3m)-2.06%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.07%
Revenue NY rev (1m)-1.24%
Revenue NY rev (3m)-1.54%
Valuation
Industry RankSector Rank
PE 33.92
Fwd PE 32.72
P/S 8.55
P/FCF 38.96
P/OCF 22.56
P/B 7.43
P/tB 7.43
EV/EBITDA 22.51
EPS(TTM)1.98
EY2.95%
EPS(NY)2.05
Fwd EY3.06%
FCF(TTM)1.72
FCFY2.57%
OCF(TTM)2.98
OCFY4.43%
SpS7.85
BVpS9.04
TBVpS9.04
PEG (NY)9.26
PEG (5Y)3.59
Graham Number20.07
Profitability
Industry RankSector Rank
ROA 6.65%
ROE 21.79%
ROCE 9.5%
ROIC 7.5%
ROICexc 7.56%
ROICexgc 7.73%
OM 33.91%
PM (TTM) 25.09%
GM 52.99%
FCFM 21.95%
ROA(3y)6.27%
ROA(5y)5.79%
ROE(3y)21.69%
ROE(5y)20.66%
ROIC(3y)7.05%
ROIC(5y)6.65%
ROICexc(3y)7.09%
ROICexc(5y)6.7%
ROICexgc(3y)7.26%
ROICexgc(5y)6.87%
ROCE(3y)8.93%
ROCE(5y)8.42%
ROICexgc growth 3Y5.95%
ROICexgc growth 5Y2.96%
ROICexc growth 3Y6.09%
ROICexc growth 5Y2.63%
OM growth 3Y5.6%
OM growth 5Y1.02%
PM growth 3Y8.66%
PM growth 5Y3.87%
GM growth 3Y2.32%
GM growth 5Y0.37%
F-Score6
Asset Turnover0.26
Health
Industry RankSector Rank
Debt/Equity 1.87
Debt/FCF 9.81
Debt/EBITDA 4.5
Cap/Depr 114.86%
Cap/Sales 15.96%
Interest Coverage 3.97
Cash Conversion 79.29%
Profit Quality 87.46%
Current Ratio 0.04
Quick Ratio 0.04
Altman-Z 2.42
F-Score6
WACC7.52%
ROIC/WACC1
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1.54%
EPS 3Y8.97%
EPS 5Y9.46%
EPS Q2Q%4%
EPS Next Y3.66%
EPS Next 2Y5.69%
EPS Next 3Y6.34%
EPS Next 5Y5.97%
Revenue 1Y (TTM)0.31%
Revenue growth 3Y1.91%
Revenue growth 5Y6.96%
Sales Q2Q%0.41%
Revenue Next Year2.97%
Revenue Next 2Y2.17%
Revenue Next 3Y-8%
Revenue Next 5Y4.28%
EBIT growth 1Y8.7%
EBIT growth 3Y7.62%
EBIT growth 5Y8.06%
EBIT Next Year46.82%
EBIT Next 3Y17.4%
EBIT Next 5Y12.16%
FCF growth 1Y-6.98%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-7.05%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITY LIFESTYLE PROPERTIES / ELS FAQ

What is the fundamental rating for ELS stock?

ChartMill assigns a fundamental rating of 5 / 10 to ELS.


Can you provide the valuation status for EQUITY LIFESTYLE PROPERTIES?

ChartMill assigns a valuation rating of 3 / 10 to EQUITY LIFESTYLE PROPERTIES (ELS). This can be considered as Overvalued.


What is the profitability of ELS stock?

EQUITY LIFESTYLE PROPERTIES (ELS) has a profitability rating of 8 / 10.


What are the PE and PB ratios of EQUITY LIFESTYLE PROPERTIES (ELS) stock?

The Price/Earnings (PE) ratio for EQUITY LIFESTYLE PROPERTIES (ELS) is 33.92 and the Price/Book (PB) ratio is 7.43.


How sustainable is the dividend of EQUITY LIFESTYLE PROPERTIES (ELS) stock?

The dividend rating of EQUITY LIFESTYLE PROPERTIES (ELS) is 5 / 10 and the dividend payout ratio is 103.47%.