EQR:NYE-Equity Residential (USD)

COMMON STOCK | REIT—Residential | NYE

Last Closing Price

USD 51.33

Change

+0.24 (+0.47)%

Market Cap

USD 19.02B

Volume

3.10M

Average Target Price

USD 61.93 (+20.66%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of rental apartment properties located in urban and high-density suburban communities where today's renters want to live, work and play. Equity Residential owns or has investments in 306 properties consisting of 79,065 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-09-30 )

Largest Industry Peers for REIT—Residential

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
AVB AvalonBay Communities, Inc

+1.82 (+1.23%)

USD20.68B 26.20 16.53
INVH Invitation Homes Inc

-0.01 (-0.04%)

USD15.69B 81.70 21.44
MAA-PI Mid-America Apartment Communit..

N/A

USD13.88B 19.39 N/A
SUI Sun Communities, Inc

+0.32 (+0.23%)

USD13.79B 100.22 26.68
MAA Mid-America Apartment Communit..

+0.61 (+0.53%)

USD13.19B 38.23 16.75
ESS Essex Property Trust, Inc

+1.19 (+0.60%)

USD13.02B 20.90 13.75
ELS Equity LifeStyle Properties, I..

-0.35 (-0.57%)

USD11.23B 47.63 26.48
UDR UDR, Inc

+0.29 (+0.90%)

USD9.54B 50.54 14.77
AMH-PH American Homes 4 Rent

+0.02 (+0.07%)

USD9.45B 82.87 N/A
AMH-PF American Homes 4 Rent

-0.44 (-1.65%)

USD9.33B 79.09 N/A

ETFs Containing EQR

Symbol Name Weight Mer Price(Change) Market Cap
DRV Direxion Daily MSCI Real .. 0.00 % 1.08 %

-0.07 (-0.49%)

USD0.05B
IQQ6:F iShares Developed Markets.. 0.00 % 0.59 %

+0.15 (+0.78%)

N/A
IUSP:LSE iShares US Property Yield.. 0.00 % 0.40 %

+22.00 (+1.21%)

USD0.72B
IWDP:LSE iShares II Public Limited.. 0.00 % 0.59 %

+13.75 (+0.81%)

N/A
DPYG:LSE iShares Developed Markets.. 0.00 % 1.00 %

+0.06 (+1.26%)

N/A
EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+34.50 (+0.77%)

N/A
GBRE:LSE SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

+0.19 (+0.82%)

USD0.19B
EPRA:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.54 (+1.11%)

N/A
10AJ:F Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

N/A
H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

+0.13 (+0.76%)

USD0.14B
IQQ7:F iShares US Property Yield.. 0.00 % 0.40 %

+0.19 (+0.92%)

USD0.72B
IDUP:LSE iShares US Property Yield.. 0.00 % 0.40 %

+0.37 (+1.57%)

USD0.86B
SPYJ:F SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

N/A

USD0.19B
10AJ:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.52 (+1.12%)

N/A
H4ZL:XETRA HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

+0.19 (+1.12%)

USD0.14B
IQQ6:XETRA iShares Developed Markets.. 0.00 % 0.59 %

+0.22 (+1.18%)

N/A
IQQ7:XETRA iShares US Property Yield.. 0.00 % 0.40 %

+0.29 (+1.45%)

USD0.72B
IUSP:XETRA iShares J.P. Morgan EM Lo.. 0.00 % 0.50 %

+0.24 (+0.51%)

USD5.96B
SPYJ:XETRA SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

+0.28 (+1.08%)

USD0.19B
TRET:XETRA VanEck Vectors Global Rea.. 0.00 % 0.25 %

+0.28 (+0.87%)

USD0.09B
IDWP:LSE iShares Developed Markets.. 0.00 % 0.59 %

+0.30 (+1.37%)

N/A
HPRO:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

+5.25 (+0.34%)

USD0.14B
FFR First Trust FTSE EPRA/NAR.. 0.00 % 0.60 %

+0.01 (+0.03%)

USD0.03B
RWO SPDR Dow Jones Global Rea.. 0.00 % 0.50 %

+0.25 (+0.64%)

USD1.56B
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

+0.02 (+0.10%)

USD0.08B
GQRE FlexShares Global Quality.. 0.00 % 0.45 %

+0.36 (+0.70%)

USD0.29B
LRET UBS ETRACS Monthly Pay 2x.. 0.00 % 0.85 %

N/A

USD3.35M
PRME First Trust Trust Heitman.. 0.00 % 0.95 %

N/A

USD2.10M
PSR Invesco Active U.S. Real .. 0.00 % 0.35 %

+0.34 (+0.42%)

USD0.09B
REET iShares Global REIT ETF 0.00 % 0.14 %

+0.09 (+0.43%)

USD2.11B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

-0.05 (-0.41%)

USD0.02B
REZ iShares Residential and M.. 0.00 % 0.48 %

+0.23 (+0.38%)

USD0.37B
RWR SPDR Dow Jones REIT ETF 0.00 % 0.25 %

+0.15 (+0.19%)

USD1.35B
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.40 %

+0.26 (+1.30%)

USD0.17B
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

-0.11 (-0.71%)

USD0.04B
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

+0.04 (+0.09%)

USD1.33B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

+0.24 (+0.30%)

USD57.41B
WREI Invesco Wilshire US REIT .. 0.00 % 0.32 %

N/A

USD0.01B
PPTY PPTY ? U.S. Diversified R.. 0.00 % 0.49 %

+0.09 (+0.36%)

USD0.09B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.59 %

+0.06 (+1.19%)

N/A
DPYE:LSE iShares Developed Markets.. 0.00 % 1.00 %

+0.06 (+1.24%)

N/A
GLRE:LSE SPDR Dow Jones Global Rea.. 0.00 % 0.40 %

+0.28 (+0.94%)

USD0.93B
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

-32.00 (-1.83%)

USD10.98B

Market Performance

  Market Performance vs.
Industry/Classification (REIT—Residential)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -36.57% 13% F 18% F
Dividend Return 2.23% 30% F 60% D-
Total Return -34.33% 10% F 19% F
Trailing 12 Months  
Capital Gain -40.38% 7% F 14% F
Dividend Return 2.76% 27% F 56% F
Total Return -37.62% 7% F 14% F
Trailing 5 Years  
Capital Gain -32.53% 22% F 24% F
Dividend Return 28.02% 72% C- 80% B-
Total Return -4.51% 22% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain 0.70% N/A N/A 50% F
Dividend Return 5.14% N/A N/A 85% B
Total Return 5.84% N/A N/A 59% F
Risk Return Profile  
Volatility (Standard Deviation) 16.51% N/A N/A 49% F
Risk Adjusted Return 35.36% N/A N/A 52% F
Market Capitalization 19.02B 97% A+ 90% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(REIT—Residential)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.73 89% B+ 50% F
Price/Book Ratio 1.78 62% D- 39% F
Price / Cash Flow Ratio 13.05 77% C+ 27% F
EV/EBITDA 11.47 86% B 50% F
Management Effectiveness  
Return on Equity 10.76% 87% B+ 70% C-
Return on Invested Capital 7.29% 90% A- 60% D-
Return on Assets 2.68% 90% A- 59% F
Debt to Equity Ratio 77.74% 50% F 44% F
Technical Ratios  
Short Ratio 2.89 48% F 41% F
Short Percent 2.46% 43% F 65% D
Beta 0.53 90% A- 79% C+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.