EQUITY LIFESTYLE PROPERTIES (ELS) Fundamental Analysis & Valuation

NYSE:ELS • US29472R1086

Current stock price

67.89 USD
-0.02 (-0.03%)
At close:
67.89 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.
  • In the past 5 years ELS always reported a positive cash flow from operatings.
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's Return On Equity of 22.01% is amongst the best of the industry. ELS outperforms 95.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 7.34%, ELS belongs to the top 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 2.74%.
  • 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 better Profit Margin (25.38%) than 70.00% of its industry peers.
  • ELS's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 33.44%, ELS belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
  • In the last couple of years the Operating Margin of ELS has remained more or less at the same level.
  • The Gross Margin of ELS (52.73%) is worse 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

  • ELS has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • ELS has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, ELS has more shares outstanding
  • 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 2.43. 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.
  • Looking at the Altman-Z score, with a value of 2.43, ELS belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
  • 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 2.43
ROIC/WACC0.94
WACC7.77%
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.
  • 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.
  • 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.
  • Looking at the last year, ELS shows a small growth in Revenue. The Revenue has grown by 0.31% in the last year.
  • 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.
  • 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 Year2.78%
Revenue Next 2Y3.52%
Revenue Next 3Y-8%
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.
  • 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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3

4. ELS Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 34.29, which means the current valuation is very expensive for ELS.
  • ELS's Price/Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 25.70, ELS is valued a bit more expensive.
  • The Price/Forward Earnings ratio is 33.33, which means the current valuation is very expensive for ELS.
  • Based on the Price/Forward Earnings ratio, ELS is valued cheaper than 95.00% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.84, ELS is valued a bit more expensive.
Industry RankSector Rank
PE 34.29
Fwd PE 33.33
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 more expensive than 90.00% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of ELS indicates a somewhat cheap valuation: ELS is cheaper than 80.00% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 39.41
EV/EBITDA 22.78
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.
  • The excellent profitability rating of ELS may justify a higher PE ratio.
PEG (NY)11.94
PEG (5Y)3.62
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

  • ELS has a Yearly Dividend Yield of 3.20%. Purely for dividend investing, there may be better candidates out there.
  • With a Dividend Yield of 3.20, ELS pays less dividend than the industry average, which is at 46.03. 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 1.89, ELS pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.2%

5.2 History

  • The dividend of ELS is nicely growing with an annual growth rate of 8.33%!
  • ELS has paid a dividend for at least 10 years, which is 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)8.33%
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 (3/13/2026, 8:22:48 PM)

After market: 67.89 0 (0%)

67.89

-0.02 (-0.03%)

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 Cap13.17B
Revenue(TTM)1.52B
Net Income(TTM)386.49M
Analysts81
Price Target70.55 (3.92%)
Short Float %4.74%
Short Ratio4.61
Dividend
Industry RankSector Rank
Dividend Yield 3.2%
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)-0.35%
EPS NQ rev (3m)-2.67%
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)-0.56%
Revenue NY rev (3m)-1.61%
Valuation
Industry RankSector Rank
PE 34.29
Fwd PE 33.33
P/S 8.65
P/FCF 39.41
P/OCF 23.05
P/B 7.5
P/tB 7.74
EV/EBITDA 22.78
EPS(TTM)1.98
EY2.92%
EPS(NY)2.04
Fwd EY3%
FCF(TTM)1.72
FCFY2.54%
OCF(TTM)2.95
OCFY4.34%
SpS7.85
BVpS9.06
TBVpS8.77
PEG (NY)11.94
PEG (5Y)3.62
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 2.43
F-Score6
WACC7.77%
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 Year2.78%
Revenue Next 2Y3.52%
Revenue Next 3Y-8%
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 34.29 and the Price/Book (PB) ratio is 7.5.


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%.