EQUITY RESIDENTIAL (EQR) Stock Fundamental Analysis

NYSE:EQR • US29476L1070

63.28 USD
-1.37 (-2.12%)
Last: Feb 12, 2026, 11:47 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

EQR gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 20 industry peers in the Residential REITs industry. While EQR is still in line with the averages on profitability rating, there are concerns on its financial health. EQR is valued correctly, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • EQR had positive earnings in the past year.
  • EQR had a positive operating cash flow in the past year.
  • In the past 5 years EQR has always been profitable.
  • EQR had a positive operating cash flow in 4 of the past 5 years.
EQR Yearly Net Income VS EBIT VS OCF VS FCFEQR 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 1B 2B 3B 4B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 5.49%, EQR is in the better half of the industry, outperforming 80.00% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 10.43%, EQR is in the better half of the industry, outperforming 80.00% of the companies in the same industry.
  • EQR has a better Return On Invested Capital (3.36%) than 80.00% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for EQR is in line with the industry average of 2.59%.
Industry RankSector Rank
ROA 5.49%
ROE 10.43%
ROIC 3.36%
ROA(3y)4.83%
ROA(5y)4.92%
ROE(3y)9%
ROE(5y)9.21%
ROIC(3y)3.49%
ROIC(5y)3.23%
EQR Yearly ROA, ROE, ROICEQR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

1.3 Margins

  • Looking at the Profit Margin, with a value of 37.54%, EQR is in the better half of the industry, outperforming 80.00% of the companies in the same industry.
  • In the last couple of years the Profit Margin of EQR has remained more or less at the same level.
  • Looking at the Operating Margin, with a value of 27.91%, EQR is in the better half of the industry, outperforming 80.00% of the companies in the same industry.
  • In the last couple of years the Operating Margin of EQR has declined.
  • With an excellent Gross Margin value of 63.01%, EQR belongs to the best of the industry, outperforming 85.00% of the companies in the same industry.
  • In the last couple of years the Gross Margin of EQR has remained more or less at the same level.
Industry RankSector Rank
OM 27.91%
PM (TTM) 37.54%
GM 63.01%
OM growth 3Y-1.79%
OM growth 5Y-1.66%
PM growth 3Y8.52%
PM growth 5Y0.42%
GM growth 3Y-0.63%
GM growth 5Y-0.47%
EQR Yearly Profit, Operating, Gross MarginsEQR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50 100 150

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3

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so EQR is destroying value.
  • Compared to 1 year ago, EQR has less shares outstanding
  • EQR has more shares outstanding than it did 5 years ago.
  • EQR has a worse debt/assets ratio than last year.
EQR Yearly Shares OutstandingEQR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M
EQR Yearly Total Debt VS Total AssetsEQR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

2.2 Solvency

  • Based on the Altman-Z score of 1.74, we must say that EQR is in the distress zone and has some risk of bankruptcy.
  • EQR has a Altman-Z score of 1.74. This is amongst the best in the industry. EQR outperforms 85.00% of its industry peers.
  • The Debt to FCF ratio of EQR is 31.82, which is on the high side as it means it would take EQR, 31.82 years of fcf income to pay off all of its debts.
  • EQR's Debt to FCF ratio of 31.82 is fine compared to the rest of the industry. EQR outperforms 65.00% of its industry peers.
  • EQR has a Debt/Equity ratio of 0.76. This is a neutral value indicating EQR is somewhat dependend on debt financing.
  • The Debt to Equity ratio of EQR (0.76) is better than 75.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.76
Debt/FCF 31.82
Altman-Z 1.74
ROIC/WACC0.46
WACC7.26%
EQR Yearly LT Debt VS Equity VS FCFEQR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • A Current Ratio of 0.07 indicates that EQR may have some problems paying its short term obligations.
  • EQR has a Current ratio of 0.07. This is amonst the worse of the industry: EQR underperforms 85.00% of its industry peers.
  • A Quick Ratio of 0.07 indicates that EQR may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.07, EQR is not doing good in the industry: 80.00% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.07
Quick Ratio 0.07
EQR Yearly Current Assets VS Current LiabilitesEQR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B

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

3

3. Growth

3.1 Past

  • The Earnings Per Share has been growing slightly by 7.72% over the past year.
  • Measured over the past 5 years, EQR shows a small growth in Earnings Per Share. The EPS has been growing by 3.64% on average per year.
  • EQR shows a small growth in Revenue. In the last year, the Revenue has grown by 3.82%.
  • The Revenue has been growing slightly by 3.77% on average over the past years.
EPS 1Y (TTM)7.72%
EPS 3Y12.46%
EPS 5Y3.64%
EPS Q2Q%-9.09%
Revenue 1Y (TTM)3.82%
Revenue growth 3Y4.19%
Revenue growth 5Y3.77%
Sales Q2Q%1.97%

3.2 Future

  • Based on estimates for the next years, EQR will show a decrease in Earnings Per Share. The EPS will decrease by -9.21% on average per year.
  • Based on estimates for the next years, EQR will show a small growth in Revenue. The Revenue will grow by 4.40% on average per year.
EPS Next Y-50.39%
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%
EPS Next 5Y-9.21%
Revenue Next Year3.42%
Revenue Next 2Y3.36%
Revenue Next 3Y4.19%
Revenue Next 5Y4.4%

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 stable.
EQR Yearly Revenue VS EstimatesEQR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B 4B
EQR Yearly EPS VS EstimatesEQR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6 8 10

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4

4. Valuation

4.1 Price/Earnings Ratio

  • EQR is valuated rather expensively with a Price/Earnings ratio of 21.60.
  • Based on the Price/Earnings ratio, EQR is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
  • The average S&P500 Price/Earnings ratio is at 28.18. EQR is valued slightly cheaper when compared to this.
  • A Price/Forward Earnings ratio of 43.54 indicates a quite expensive valuation of EQR.
  • Based on the Price/Forward Earnings ratio, EQR is valued a bit cheaper than the industry average as 65.00% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of EQR to the average of the S&P500 Index (28.01), we can say EQR is valued expensively.
Industry RankSector Rank
PE 21.6
Fwd PE 43.54
EQR Price Earnings VS Forward Price EarningsEQR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • EQR's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. EQR is cheaper than 75.00% of the companies in the same industry.
  • EQR's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 90.19
EV/EBITDA 17.02
EQR Per share dataEQR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

  • EQR has a very decent profitability rating, which may justify a higher PE ratio.
  • EQR's earnings are expected to decrease with -19.74% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)5.93
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%

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

5

5. Dividend

5.1 Amount

  • EQR has a Yearly Dividend Yield of 4.22%, which is a nice return.
  • Compared to an average industry Dividend Yield of 40.61, EQR has a dividend in line with its industry peers.
  • EQR's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 4.22%

5.2 History

  • The dividend of EQR has a limited annual growth rate of 3.64%.
  • EQR has been paying a dividend for at least 10 years, so it has a reliable track record.
Dividend Growth(5Y)3.64%
Div Incr Years0
Div Non Decr Years0
EQR Yearly Dividends per shareEQR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2 2.5

5.3 Sustainability

  • 89.99% of the earnings are spent on dividend by EQR. This is not a sustainable payout ratio.
  • EQR's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP89.99%
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%
EQR Yearly Income VS Free CF VS DividendEQR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B 4B
EQR Dividend Payout.EQR Dividend Payout, showing the Payout Ratio.EQR Dividend Payout.PayoutRetained Earnings

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EQUITY RESIDENTIAL

NYSE:EQR (2/12/2026, 11:47:06 AM)

63.28

-1.37 (-2.12%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-05
Earnings (Next)04-27
Inst Owners96.32%
Inst Owner Change-11.86%
Ins Owners0.51%
Ins Owner Change1.71%
Market Cap23.91B
Revenue(TTM)3.09B
Net Income(TTM)1.16B
Analysts70.34
Price Target70.83 (11.93%)
Short Float %2.07%
Short Ratio3.35
Dividend
Industry RankSector Rank
Dividend Yield 4.22%
Yearly Dividend2.69
Dividend Growth(5Y)3.64%
DP89.99%
Div Incr Years0
Div Non Decr Years0
Ex-Date01-02
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)53.46%
Min EPS beat(2)35.13%
Max EPS beat(2)71.8%
EPS beat(4)4
Avg EPS beat(4)97.82%
Min EPS beat(4)35.13%
Max EPS beat(4)159.82%
EPS beat(8)7
Avg EPS beat(8)77.67%
EPS beat(12)10
Avg EPS beat(12)58.67%
EPS beat(16)13
Avg EPS beat(16)71.73%
Revenue beat(2)0
Avg Revenue beat(2)-0.99%
Min Revenue beat(2)-1.17%
Max Revenue beat(2)-0.8%
Revenue beat(4)1
Avg Revenue beat(4)-0.84%
Min Revenue beat(4)-1.81%
Max Revenue beat(4)0.43%
Revenue beat(8)1
Avg Revenue beat(8)-0.73%
Revenue beat(12)1
Avg Revenue beat(12)-0.84%
Revenue beat(16)3
Avg Revenue beat(16)-0.69%
PT rev (1m)-1.02%
PT rev (3m)-5.43%
EPS NQ rev (1m)-3.29%
EPS NQ rev (3m)-2.31%
EPS NY rev (1m)9.99%
EPS NY rev (3m)15.56%
Revenue NQ rev (1m)-0.03%
Revenue NQ rev (3m)-0.07%
Revenue NY rev (1m)-0.06%
Revenue NY rev (3m)0.03%
Valuation
Industry RankSector Rank
PE 21.6
Fwd PE 43.54
P/S 7.77
P/FCF 90.19
P/OCF 14.79
P/B 2.16
P/tB 2.16
EV/EBITDA 17.02
EPS(TTM)2.93
EY4.63%
EPS(NY)1.45
Fwd EY2.3%
FCF(TTM)0.7
FCFY1.11%
OCF(TTM)4.28
OCFY6.76%
SpS8.15
BVpS29.34
TBVpS29.34
PEG (NY)N/A
PEG (5Y)5.93
Graham Number43.98
Profitability
Industry RankSector Rank
ROA 5.49%
ROE 10.43%
ROCE 4.44%
ROIC 3.36%
ROICexc 3.38%
ROICexgc 3.44%
OM 27.91%
PM (TTM) 37.54%
GM 63.01%
FCFM 8.61%
ROA(3y)4.83%
ROA(5y)4.92%
ROE(3y)9%
ROE(5y)9.21%
ROIC(3y)3.49%
ROIC(5y)3.23%
ROICexc(3y)3.5%
ROICexc(5y)3.24%
ROICexgc(3y)3.55%
ROICexgc(5y)3.29%
ROCE(3y)4.54%
ROCE(5y)4.17%
ROICexgc growth 3Y1.77%
ROICexgc growth 5Y1.72%
ROICexc growth 3Y1.63%
ROICexc growth 5Y1.65%
OM growth 3Y-1.79%
OM growth 5Y-1.66%
PM growth 3Y8.52%
PM growth 5Y0.42%
GM growth 3Y-0.63%
GM growth 5Y-0.47%
F-Score8
Asset Turnover0.15
Health
Industry RankSector Rank
Debt/Equity 0.76
Debt/FCF 31.82
Debt/EBITDA 4.5
Cap/Depr 132.9%
Cap/Sales 43.88%
Interest Coverage 3.21
Cash Conversion 86.15%
Profit Quality 22.94%
Current Ratio 0.07
Quick Ratio 0.07
Altman-Z 1.74
F-Score8
WACC7.26%
ROIC/WACC0.46
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)7.72%
EPS 3Y12.46%
EPS 5Y3.64%
EPS Q2Q%-9.09%
EPS Next Y-50.39%
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%
EPS Next 5Y-9.21%
Revenue 1Y (TTM)3.82%
Revenue growth 3Y4.19%
Revenue growth 5Y3.77%
Sales Q2Q%1.97%
Revenue Next Year3.42%
Revenue Next 2Y3.36%
Revenue Next 3Y4.19%
Revenue Next 5Y4.4%
EBIT growth 1Y-4.11%
EBIT growth 3Y2.33%
EBIT growth 5Y2.04%
EBIT Next Year111.78%
EBIT Next 3Y32.09%
EBIT Next 5Y20.09%
FCF growth 1Y241.51%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y3.34%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITY RESIDENTIAL / EQR FAQ

What is the fundamental rating for EQR stock?

ChartMill assigns a fundamental rating of 4 / 10 to EQR.


Can you provide the valuation status for EQUITY RESIDENTIAL?

ChartMill assigns a valuation rating of 4 / 10 to EQUITY RESIDENTIAL (EQR). This can be considered as Fairly Valued.


How profitable is EQUITY RESIDENTIAL (EQR) stock?

EQUITY RESIDENTIAL (EQR) has a profitability rating of 6 / 10.


Can you provide the PE and PB ratios for EQR stock?

The Price/Earnings (PE) ratio for EQUITY RESIDENTIAL (EQR) is 21.6 and the Price/Book (PB) ratio is 2.16.


What is the earnings growth outlook for EQUITY RESIDENTIAL?

The Earnings per Share (EPS) of EQUITY RESIDENTIAL (EQR) is expected to decline by -50.39% in the next year.