EQUITY RESIDENTIAL (EQR) Stock Fundamental Analysis

NYSE:EQR • US29476L1070

64.07 USD
+1.02 (+1.62%)
Last: Feb 13, 2026, 01:58 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall EQR gets a fundamental rating of 4 out of 10. We evaluated EQR 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

  • In the past year EQR was profitable.
  • In the past year EQR had a positive cash flow from operations.
  • Each year in the past 5 years EQR has been profitable.
  • Of the past 5 years EQR 4 years had a positive operating cash flow.
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

  • The Return On Assets of EQR (5.49%) is better than 80.00% of its industry peers.
  • EQR's Return On Equity of 10.43% is fine compared to the rest of the industry. EQR outperforms 80.00% of its industry peers.
  • EQR has a Return On Invested Capital of 3.36%. This is in the better half of the industry: EQR outperforms 80.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years 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

  • EQR has a better Profit Margin (37.54%) than 80.00% of its industry peers.
  • EQR's Profit Margin has been stable in the last couple of years.
  • 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.
  • EQR's Operating Margin has declined in the last couple of years.
  • EQR has a Gross Margin of 63.01%. This is amongst the best in the industry. EQR outperforms 85.00% of its industry peers.
  • EQR's Gross Margin has been stable in the last couple of years.
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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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 EQR is destroying value.
  • The number of shares outstanding for EQR has been reduced compared to 1 year ago.
  • EQR has more shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, EQR has a worse debt to assets ratio.
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 1.71, we must say that EQR is in the distress zone and has some risk of bankruptcy.
  • EQR has a Altman-Z score of 1.71. This is amongst the best in the industry. EQR outperforms 85.00% of its industry peers.
  • EQR has a debt to FCF ratio of 31.82. This is a negative value and a sign of low solvency as EQR would need 31.82 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 31.82, EQR is in the better half of the industry, outperforming 65.00% of the companies in the same industry.
  • 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 1.71
ROIC/WACC0.46
WACC7.24%
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

  • EQR has a Current Ratio of 0.07. This is a bad value and indicates that EQR is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Current ratio of EQR (0.07) is worse than 85.00% of its industry peers.
  • A Quick Ratio of 0.07 indicates that EQR may have some problems paying its short term obligations.
  • EQR's Quick ratio of 0.07 is on the low side compared to the rest of the industry. EQR is outperformed by 80.00% of its industry peers.
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.
  • The Earnings Per Share has been growing slightly by 3.64% on average over the past years.
  • 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

  • The Earnings Per Share is expected to decrease by -9.21% on average over the next years.
  • EQR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.40% yearly.
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

  • A Price/Earnings ratio of 21.87 indicates a rather expensive valuation of EQR.
  • EQR's Price/Earnings ratio is rather cheap when compared to the industry. EQR is cheaper than 90.00% of the companies in the same industry.
  • EQR is valuated rather cheaply when we compare the Price/Earnings ratio to 27.67, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 44.08, the valuation of EQR can be described as expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of EQR indicates a somewhat cheap valuation: EQR is cheaper than 70.00% of the companies listed in the same industry.
  • EQR is valuated expensively when we compare the Price/Forward Earnings ratio to 27.69, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 21.87
Fwd PE 44.08
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

  • 75.00% of the companies in the same industry are more expensive than EQR, based on the Enterprise Value to EBITDA ratio.
  • EQR's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 91.32
EV/EBITDA 16.7
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)6
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

  • With a Yearly Dividend Yield of 4.28%, EQR is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 40.61, EQR has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.80, EQR pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.28%

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

  • EQR pays out 89.99% of its income as dividend. 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 (2/13/2026, 1:58:55 PM)

64.07

+1.02 (+1.62%)

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 Cap24.21B
Revenue(TTM)3.09B
Net Income(TTM)1.16B
Analysts70.34
Price Target70.83 (10.55%)
Short Float %2.07%
Short Ratio3.35
Dividend
Industry RankSector Rank
Dividend Yield 4.28%
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 21.87
Fwd PE 44.08
P/S 7.86
P/FCF 91.32
P/OCF 14.98
P/B 2.18
P/tB 2.18
EV/EBITDA 16.7
EPS(TTM)2.93
EY4.57%
EPS(NY)1.45
Fwd EY2.27%
FCF(TTM)0.7
FCFY1.1%
OCF(TTM)4.28
OCFY6.68%
SpS8.15
BVpS29.34
TBVpS29.34
PEG (NY)N/A
PEG (5Y)6
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 1.71
F-Score8
WACC7.24%
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 21.87 and the Price/Book (PB) ratio is 2.18.


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.