EQUITY LIFESTYLE PROPERTIES (ELS) Fundamental Analysis & Valuation

NYSE:ELS • US29472R1086

Current stock price

63.48 USD
-0.09 (-0.14%)
At close:
63.48 USD
0 (0%)
After Hours:

This ELS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. ELS Profitability Analysis

1.1 Basic Checks

  • ELS had positive earnings in the past year.
  • ELS had a positive operating cash flow in the past year.
  • Each year in the past 5 years ELS has been profitable.
  • Each year in the past 5 years ELS had a positive operating cash flow.
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's Return On Assets of 6.73% is amongst the best of the industry. ELS outperforms 90.00% of its industry peers.
  • The Return On Equity of ELS (22.01%) is better than 95.00% of its industry peers.
  • ELS's Return On Invested Capital of 7.34% is amongst the best of the industry. ELS outperforms 100.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for ELS is above the industry average of 2.73%.
  • The 3 year average ROIC (7.05%) for ELS is below the current ROIC(7.34%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.73%
ROE 22.01%
ROIC 7.34%
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 25.38%. This is in the better half of the industry: ELS outperforms 70.00% of its industry peers.
  • In the last couple of years the Profit Margin of ELS has grown nicely.
  • ELS has a Operating Margin of 33.44%. This is amongst the best in the industry. ELS outperforms 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 (52.73%) than 90.00% 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 33.44%
PM (TTM) 25.38%
GM 52.73%
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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3

2. ELS Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), ELS is destroying value.
  • Compared to 1 year ago, ELS has more shares outstanding
  • 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 2.30 indicates that ELS is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • ELS has a Altman-Z score of 2.30. This is amongst the best in the industry. ELS outperforms 100.00% of its industry peers.
  • ELS has a debt to FCF ratio of 9.94. This is a negative value and a sign of low solvency as ELS would need 9.94 years to pay back of all of its debts.
  • With an excellent Debt to FCF ratio value of 9.94, ELS belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
  • ELS has a Debt/Equity ratio of 1.89. This is a high value indicating a heavy dependency on external financing.
  • ELS has a Debt to Equity ratio of 1.89. This is in the lower half of the industry: ELS underperforms 75.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.89
Debt/FCF 9.94
Altman-Z 2.3
ROIC/WACC0.95
WACC7.76%
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 0.03. 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's Current ratio of 0.03 is on the low side compared to the rest of the industry. ELS is outperformed by 90.00% of its industry peers.
  • A Quick Ratio of 0.03 indicates that ELS may have some problems paying its short term obligations.
  • The Quick ratio of ELS (0.03) is worse than 90.00% of its industry peers.
Industry RankSector Rank
Current Ratio 0.03
Quick Ratio 0.03
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

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

3

3. ELS Growth Analysis

3.1 Past

  • ELS shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.54%.
  • Measured over the past years, ELS shows a quite strong growth in Earnings Per Share. The EPS has been growing by 9.46% on average per year.
  • The Revenue has been growing slightly by 0.31% in the past year.
  • ELS shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.96% yearly.
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 4.22% on average over the next years.
EPS Next Y2.87%
EPS Next 2Y5.6%
EPS Next 3Y6.9%
EPS Next 5Y5.97%
Revenue Next Year3.23%
Revenue Next 2Y3.96%
Revenue Next 3Y-2.65%
Revenue Next 5Y4.22%

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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
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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3

4. ELS Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 32.06 indicates a quite expensive valuation of ELS.
  • 65.00% of the companies in the same industry are more expensive than ELS, based on the Price/Earnings ratio.
  • ELS is valuated rather expensively when we compare the Price/Earnings ratio to 26.21, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 31.17, which means the current valuation is very expensive for ELS.
  • Based on the Price/Forward Earnings ratio, ELS is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of ELS to the average of the S&P500 Index (23.10), we can say ELS is valued slightly more expensively.
Industry RankSector Rank
PE 32.06
Fwd PE 31.17
ELS Price Earnings VS Forward Price EarningsELS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80

4.2 Price Multiples

  • ELS's Enterprise Value to EBITDA ratio is rather expensive when compared to the industry. ELS is more expensive than 85.00% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, ELS is valued a bit cheaper than the industry average as 80.00% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 36.85
EV/EBITDA 21.61
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 ELS does not grow enough to justify the current Price/Earnings ratio.
  • ELS has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)11.17
PEG (5Y)3.39
EPS Next 2Y5.6%
EPS Next 3Y6.9%

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5

5. ELS Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.49%, ELS has a reasonable but not impressive dividend return.
  • With a Dividend Yield of 3.49, ELS pays less dividend than the industry average, which is at 46.12. 90.00% of the companies listed in the same industry pay a better dividend than ELS!
  • Compared to an average S&P500 Dividend Yield of 1.89, ELS pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.49%

5.2 History

  • On average, the dividend of ELS grows each year by 8.33%, 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 their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)8.33%
Div Incr Years21
Div Non Decr Years21
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

  • ELS pays out 104.79% of its income as dividend. 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.
DP104.79%
EPS Next 2Y5.6%
EPS Next 3Y6.9%
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 400M
ELS Dividend Payout.ELS Dividend Payout, showing the Payout Ratio.ELS Dividend Payout.PayoutRetained Earnings

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ELS Fundamentals: All Metrics, Ratios and Statistics

EQUITY LIFESTYLE PROPERTIES

NYSE:ELS (4/7/2026, 4:15:00 PM)

After market: 63.48 0 (0%)

63.48

-0.09 (-0.14%)

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 Owners112.23%
Inst Owner Change0%
Ins Owners0.7%
Ins Owner Change2.83%
Market Cap12.31B
Revenue(TTM)1.52B
Net Income(TTM)386.49M
Analysts80
Price Target70.69 (11.36%)
Short Float %3.17%
Short Ratio3.01
Dividend
Industry RankSector Rank
Dividend Yield 3.49%
Yearly Dividend2.1
Dividend Growth(5Y)8.33%
DP104.79%
Div Incr Years21
Div Non Decr Years21
Ex-Date03-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.45%
Min EPS beat(2)1.95%
Max EPS beat(2)6.95%
EPS beat(4)3
Avg EPS beat(4)0.95%
Min EPS beat(4)-6.67%
Max EPS beat(4)6.95%
EPS beat(8)6
Avg EPS beat(8)5.09%
EPS beat(12)7
Avg EPS beat(12)2.65%
EPS beat(16)9
Avg EPS beat(16)4.23%
Revenue beat(2)0
Avg Revenue beat(2)-2.81%
Min Revenue beat(2)-4.61%
Max Revenue beat(2)-1.01%
Revenue beat(4)0
Avg Revenue beat(4)-2.94%
Min Revenue beat(4)-4.61%
Max Revenue beat(4)-1.01%
Revenue beat(8)1
Avg Revenue beat(8)-2.28%
Revenue beat(12)2
Avg Revenue beat(12)-1.88%
Revenue beat(16)5
Avg Revenue beat(16)0.67%
PT rev (1m)0.19%
PT rev (3m)-1.31%
EPS NQ rev (1m)0.24%
EPS NQ rev (3m)0.37%
EPS NY rev (1m)0%
EPS NY rev (3m)-1.94%
Revenue NQ rev (1m)-0.22%
Revenue NQ rev (3m)-0.93%
Revenue NY rev (1m)0.44%
Revenue NY rev (3m)-1.11%
Valuation
Industry RankSector Rank
PE 32.06
Fwd PE 31.17
P/S 8.09
P/FCF 36.85
P/OCF 21.55
P/B 7.01
P/tB 7.24
EV/EBITDA 21.61
EPS(TTM)1.98
EY3.12%
EPS(NY)2.04
Fwd EY3.21%
FCF(TTM)1.72
FCFY2.71%
OCF(TTM)2.95
OCFY4.64%
SpS7.85
BVpS9.06
TBVpS8.77
PEG (NY)11.17
PEG (5Y)3.39
Graham Number20.09
Profitability
Industry RankSector Rank
ROA 6.73%
ROE 22.01%
ROCE 9.29%
ROIC 7.34%
ROICexc 7.38%
ROICexgc 7.54%
OM 33.44%
PM (TTM) 25.38%
GM 52.73%
FCFM 21.94%
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)7.25%
ROICexgc(5y)6.86%
ROCE(3y)8.93%
ROCE(5y)8.42%
ROICexgc growth 3Y5.81%
ROICexgc growth 5Y2.87%
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 Turnover0.27
Health
Industry RankSector Rank
Debt/Equity 1.89
Debt/FCF 9.94
Debt/EBITDA 4.6
Cap/Depr 110.92%
Cap/Sales 15.57%
Interest Coverage 3.92
Cash Conversion 79.01%
Profit Quality 86.43%
Current Ratio 0.03
Quick Ratio 0.03
Altman-Z 2.3
F-Score6
WACC7.76%
ROIC/WACC0.95
Cap/Depr(3y)127.63%
Cap/Depr(5y)191.72%
Cap/Sales(3y)17.87%
Cap/Sales(5y)27.45%
Profit Quality(3y)84.48%
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 Y2.87%
EPS Next 2Y5.6%
EPS Next 3Y6.9%
EPS Next 5Y5.97%
Revenue 1Y (TTM)0.31%
Revenue growth 3Y1.91%
Revenue growth 5Y6.96%
Sales Q2Q%0.41%
Revenue Next Year3.23%
Revenue Next 2Y3.96%
Revenue Next 3Y-2.65%
Revenue Next 5Y4.22%
EBIT growth 1Y2.85%
EBIT growth 3Y7.62%
EBIT growth 5Y8.06%
EBIT Next Year46.82%
EBIT Next 3Y17.23%
EBIT Next 5Y12.28%
FCF growth 1Y-5.66%
FCF growth 3Y56.88%
FCF growth 5Y100.15%
OCF growth 1Y-4.29%
OCF growth 3Y6.28%
OCF growth 5Y4.13%

EQUITY LIFESTYLE PROPERTIES / ELS Fundamental Analysis FAQ

What is the fundamental rating for ELS stock?

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


What is the valuation status of EQUITY LIFESTYLE PROPERTIES (ELS) stock?

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


How profitable is EQUITY LIFESTYLE PROPERTIES (ELS) stock?

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


Can you provide the financial health for ELS stock?

The financial health rating of EQUITY LIFESTYLE PROPERTIES (ELS) is 3 / 10.


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 104.79%.