EQR:NYE-Equity Residential (USD)

COMMON STOCK | REIT—Residential | NYE

Last Closing Price

USD 57.72

Change

+0.70 (+1.23)%

Market Cap

USD 21.48B

Volume

2.09M

Average Target Price

USD 67.36 (+16.70%)
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: 2020-07-15 )

Largest Industry Peers for REIT—Residential

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

+0.14 (+0.09%)

USD21.65B 27.62 17.34
INVH Invitation Homes Inc

+0.32 (+1.17%)

USD15.29B 85.53 22.15
ESS Essex Property Trust, Inc

-2.03 (-0.89%)

USD14.80B 23.76 15.36
MAA-PI Mid-America Apartment Communit..

N/A

USD14.26B 19.39 N/A
SUI Sun Communities, Inc

-0.61 (-0.45%)

USD13.29B 108.65 27.89
MAA Mid-America Apartment Communit..

-0.51 (-0.45%)

USD12.91B 39.70 16.96
ELS Equity LifeStyle Properties, I..

-0.18 (-0.28%)

USD11.52B 48.87 27.23
UDR UDR, Inc

+0.51 (+1.39%)

USD10.90B 65.34 17.53
AMH-PH American Homes 4 Rent

+0.05 (+0.19%)

USD8.91B 82.87 N/A
CPT Camden Property Trust

+0.74 (+0.82%)

USD8.89B 39.72 17.15

ETFs Containing EQR

Symbol Name Weight Mer Price(Change) Market Cap
REZ iShares Residential Real .. 6.90 % 0.48 %

+0.50 (+0.84%)

USD0.34B
PRME First Trust Trust Heitman.. 6.62 % 0.95 %

N/A

USD2.10M
SCHH Schwab U.S. REIT ETF 3.80 % 0.07 %

+0.30 (+0.86%)

USD4.25B
GQRE FlexShares Global Quality.. 3.70 % 0.45 %

+0.42 (+0.82%)

USD0.29B
RWR SPDR Dow Jones REIT ETF 3.63 % 0.25 %

+1.03 (+1.34%)

USD1.35B
IUSP:XETRA iShares J.P. Morgan EM Lo.. 3.56 % 0.50 %

+0.21 (+0.43%)

USD6.11B
IDUP:LSE iShares US Property Yield.. 3.43 % 0.40 %

+0.29 (+1.26%)

USD0.86B
WREI Invesco Wilshire US REIT .. 3.42 % 0.32 %

N/A

USD0.01B
IUSP:LSE iShares US Property Yield.. 3.37 % 0.40 %

+12.50 (+0.67%)

USD0.56B
IQQ7:XETRA iShares US Property Yield.. 3.37 % 0.40 %

+0.20 (+0.95%)

USD0.56B
IQQ7:F iShares US Property Yield.. 3.37 % 0.40 %

+0.10 (+0.49%)

USD0.56B
1659:TSE iShares US REIT ETF 2.82 % 0.00 %

+27.00 (+1.58%)

USD10.98B
PPTY PPTY – U.S. Diversified.. 2.72 % 0.49 %

+0.40 (+1.55%)

USD0.09B
USRT iShares Core U.S. REIT ET.. 2.63 % 0.08 %

+0.63 (+1.47%)

USD1.33B
FRI First Trust S&P REIT Inde.. 2.61 % 0.50 %

+0.25 (+1.21%)

USD0.08B
CGR:CA iShares Global Real Estat.. 2.49 % 0.65 %

-0.24 (-0.88%)

USD0.20B
TRET:XETRA VanEck Vectors ETFs N.V. .. 2.37 % 0.25 %

+0.20 (+0.61%)

USD0.19B
DRV Direxion Daily MSCI Real .. 2.36 % 1.08 %

-0.44 (-2.71%)

USD0.05B
LRET UBS ETRACS Monthly Pay 2x.. 2.36 % 0.85 %

N/A

USD3.35M
PSR Invesco Active U.S. Real .. 2.26 % 0.35 %

+0.49 (+0.61%)

USD0.10B
GLRE:LSE SPDR Dow Jones Global Rea.. 2.25 % 0.40 %

+0.25 (+0.85%)

USD0.93B
REK ProShares Short Real Esta.. 2.24 % 0.95 %

-0.14 (-1.08%)

USD0.02B
SRS ProShares UltraShort Real.. 2.24 % 0.95 %

-0.34 (-2.08%)

USD0.04B
GBRE:LSE SPDR Dow Jones Global Rea.. 2.08 % 0.40 %

+0.09 (+0.36%)

USD0.21B
SPYJ:XETRA SSgA SPDR ETFs Europe I P.. 2.08 % 0.40 %

+0.24 (+0.91%)

USD0.21B
RWO SPDR Dow Jones Global Rea.. 2.08 % 0.50 %

+0.40 (+1.03%)

USD1.56B
SPYJ:F SPDR Dow Jones Global Rea.. 2.08 % 0.40 %

N/A

USD0.21B
FREL Fidelity MSCI Real Estate.. 2.05 % 0.08 %

+0.24 (+1.03%)

USD0.99B
VNQ Vanguard Real Estate Inde.. 2.01 % 0.12 %

+0.76 (+0.98%)

USD55.82B
REET iShares Global REIT ETF 1.93 % 0.14 %

+0.23 (+1.11%)

USD1.88B
IQQ6:F iShares II Public Limited.. 1.87 % 0.59 %

+0.09 (+0.49%)

N/A
DPYE:LSE iShares Developed Markets.. 1.87 % 1.00 %

+0.03 (+0.56%)

N/A
DPYG:LSE iShares II Public Limited.. 1.87 % 1.00 %

+0.03 (+0.75%)

N/A
DPYA:LSE iShares II Public Limited.. 1.87 % 0.59 %

+0.03 (+0.74%)

N/A
IQQ6:XETRA iShares II Public Limited.. 1.87 % 0.59 %

+0.12 (+0.63%)

N/A
IDWP:LSE iShares Developed Markets.. 1.87 % 0.59 %

+0.25 (+1.15%)

N/A
IWDP:LSE iShares II Public Limited.. 1.86 % 0.59 %

+6.00 (+0.35%)

N/A
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 1.77 % 0.40 %

+0.22 (+1.10%)

USD0.17B
10AJ:F Amundi Index Solutions - .. 1.72 % 0.00 %

+0.37 (+0.79%)

N/A
EPRA:LSE Amundi Index Solutions - .. 1.72 % 0.00 %

+31.00 (+0.69%)

N/A
EPRA:PA Amundi Index Solutions - .. 1.72 % 0.00 %

+0.31 (+0.62%)

N/A
10AJ:XETRA Amundi Index Solutions - .. 1.72 % 0.00 %

+0.39 (+0.84%)

N/A
HPRO:LSE HSBC FTSE EPRA NAREIT Dev.. 1.71 % 0.40 %

+9.25 (+0.58%)

USD0.13B
H4ZL:F HSBC ETFs Public Limited .. 1.71 % 0.40 %

+0.14 (+0.79%)

USD0.13B
H4ZL:XETRA HSBC ETFs Public Limited .. 1.71 % 0.40 %

+0.13 (+0.75%)

USD0.13B
FFR First Trust FTSE EPRA/NAR.. 1.65 % 0.60 %

+0.39 (+1.02%)

USD0.03B

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 -28.67% 19% F 23% F
Dividend Return 1.49% 35% F 62% D-
Total Return -27.18% 19% F 23% F
Trailing 12 Months  
Capital Gain -26.80% 19% F 26% F
Dividend Return 2.97% 29% F 62% D-
Total Return -23.83% 19% F 26% F
Trailing 5 Years  
Capital Gain -23.11% 22% F 33% F
Dividend Return 28.33% 72% C- 84% B
Total Return 5.22% 17% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 1.81% 20% F 49% F
Dividend Return 5.67% 95% A 88% B+
Total Return 7.48% 30% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 14.47% 80% B- 62% D-
Risk Adjusted Return 51.70% 40% F 71% C-
Market Capitalization 21.48B 97% A+ 91% 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 18.10 89% B+ 42% F
Price/Book Ratio 2.02 52% F 35% F
Price / Cash Flow Ratio 14.74 61% D- 22% F
EV/EBITDA 12.24 86% B 42% F
Management Effectiveness  
Return on Equity 11.30% 84% B 68% D+
Return on Invested Capital 4.70% 97% A+ 42% F
Return on Assets 2.74% 94% A 56% F
Debt to Equity Ratio 87.61% 48% F 40% F
Technical Ratios  
Short Ratio 1.52 76% C 55% F
Short Percent 1.89% 67% D+ 75% C
Beta 0.58 90% A- 78% 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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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 Revenue Growth

This stock has shown below median revenue 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.