EQUITY LIFESTYLE PROPERTIES (ELS) Fundamental Analysis & Valuation

NYSE:ELS • US29472R1086

Current stock price

62.11 USD
-0.69 (-1.1%)
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62.11 USD
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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

  • In the past year ELS was profitable.
  • ELS had a positive operating cash flow in the past year.
  • In the past 5 years ELS has always 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

  • With an excellent Return On Assets value of 6.73%, ELS belongs to the best of the industry, outperforming 90.00% of the companies in the same industry.
  • ELS has a better Return On Equity (22.01%) than 95.00% of its industry peers.
  • ELS has a better Return On Invested Capital (7.34%) than 100.00% of its industry peers.
  • ELS had an Average Return On Invested Capital over the past 3 years of 7.05%. This is above the industry average of 2.73%.
  • The last Return On Invested Capital (7.34%) for ELS is above the 3 year average (7.05%), which is a sign of increasing profitability.
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

  • Looking at the Profit Margin, with a value of 25.38%, ELS is in the better half of the industry, outperforming 70.00% of the companies in the same industry.
  • In the last couple of years the Profit Margin of ELS has grown nicely.
  • With an excellent Operating Margin value of 33.44%, ELS belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
  • ELS's Operating Margin has been stable in the last couple of years.
  • With a Gross Margin value of 52.73%, ELS is not doing good in the industry: 90.00% of the companies in the same industry are doing better.
  • ELS's Gross Margin has been stable in the last couple of years.
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

  • ELS has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it 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

  • ELS has an Altman-Z score of 2.28. This is not the best score and indicates that ELS is in the grey zone with still only limited risk for bankruptcy at the moment.
  • ELS's Altman-Z score of 2.28 is amongst the best of 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.
  • The Debt to FCF ratio of ELS (9.94) is better than 100.00% of its industry peers.
  • ELS has a Debt/Equity ratio of 1.89. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of ELS (1.89) is worse than 75.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.89
Debt/FCF 9.94
Altman-Z 2.28
ROIC/WACC0.94
WACC7.81%
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

  • A Current Ratio of 0.03 indicates that ELS may have some problems paying its short term obligations.
  • The Current ratio of ELS (0.03) is worse than 90.00% of its industry peers.
  • ELS has a Quick 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.
  • Looking at the Quick ratio, with a value of 0.03, ELS is doing worse than 90.00% of the companies in the same industry.
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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3

3. ELS Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 1.54% over the past year.
  • The Earnings Per Share has been growing by 9.46% on average over the past years. This is quite good.
  • ELS shows a small growth in Revenue. In the last year, the Revenue has grown by 0.31%.
  • Measured over the past years, ELS shows a small growth in Revenue. The Revenue has been growing by 6.96% on average per year.
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

  • The Earnings Per Share is expected to grow by 5.97% on average over the next years.
  • Based on estimates for the next years, ELS will show a small growth in Revenue. The Revenue will grow by 4.22% on average per year.
EPS Next Y2.87%
EPS Next 2Y5.6%
EPS Next 3Y6.9%
EPS Next 5Y5.97%
Revenue Next Year2.97%
Revenue Next 2Y3.68%
Revenue Next 3Y-4.65%
Revenue Next 5Y4.22%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • 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 31.37 indicates a quite expensive valuation of ELS.
  • The rest of the industry has a similar Price/Earnings ratio as ELS.
  • ELS is valuated rather expensively when we compare the Price/Earnings ratio to 24.88, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 30.49, the valuation of ELS can be described as expensive.
  • ELS's Price/Forward Earnings ratio is rather cheap when compared to the industry. ELS is cheaper than 100.00% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 22.19. ELS is valued slightly more expensive when compared to this.
Industry RankSector Rank
PE 31.37
Fwd PE 30.49
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

  • Based on the Enterprise Value to EBITDA ratio, ELS is valued expensively inside the industry as 85.00% of the companies are valued cheaper.
  • ELS's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. ELS is cheaper than 80.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 36.06
EV/EBITDA 21.41
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.
  • ELS has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)10.93
PEG (5Y)3.32
EPS Next 2Y5.6%
EPS Next 3Y6.9%

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

5

5. ELS Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.33%, ELS has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 46.64, ELS's dividend is way lower than its industry peers. On top of this 90.00% of the companies listed in the same industry pay a better dividend than ELS!
  • ELS's Dividend Yield is rather good when compared to the S&P500 average which is at 1.90.
Industry RankSector Rank
Dividend Yield 3.33%

5.2 History

  • The dividend of ELS is nicely growing with an annual growth rate of 8.33%!
  • 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 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

  • 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 (3/27/2026, 8:13:42 PM)

After market: 62.11 0 (0%)

62.11

-0.69 (-1.1%)

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 Change5.3%
Ins Owners0.7%
Ins Owner Change2.83%
Market Cap12.04B
Revenue(TTM)1.52B
Net Income(TTM)386.49M
Analysts81
Price Target70.55 (13.59%)
Short Float %4.32%
Short Ratio4.01
Dividend
Industry RankSector Rank
Dividend Yield 3.33%
Yearly Dividend2.1
Dividend Growth(5Y)8.33%
DP104.79%
Div Incr Years20
Div Non Decr Years20
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)1.17%
PT rev (3m)-1.23%
EPS NQ rev (1m)-0.55%
EPS NQ rev (3m)-2.97%
EPS NY rev (1m)-0.77%
EPS NY rev (3m)-2.21%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.59%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.42%
Valuation
Industry RankSector Rank
PE 31.37
Fwd PE 30.49
P/S 7.91
P/FCF 36.06
P/OCF 21.09
P/B 6.86
P/tB 7.08
EV/EBITDA 21.41
EPS(TTM)1.98
EY3.19%
EPS(NY)2.04
Fwd EY3.28%
FCF(TTM)1.72
FCFY2.77%
OCF(TTM)2.95
OCFY4.74%
SpS7.85
BVpS9.06
TBVpS8.77
PEG (NY)10.93
PEG (5Y)3.32
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 2.28
F-Score6
WACC7.81%
ROIC/WACC0.94
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 Year2.97%
Revenue Next 2Y3.68%
Revenue Next 3Y-4.65%
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.


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 31.37 and the Price/Book (PB) ratio is 6.86.


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%.