EQR:NYE-Equity Residential (USD)

COMMON STOCK | REIT—Residential | NYE

Last Closing Price

USD 82.68

Change

-1.46 (-1.74)%

Market Cap

USD 1.18B

Volume

1.38M

Average Target Price

USD 85.27 (+3.14%)
Average Analyst Rating

Verdict

STA Verdict

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 308 properties consisting of 80,299 apartment units, primarily located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Market Stats

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-12-11 )

Largest Industry Peers for REIT—Residential

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
ESS Essex Property Trust, Inc

-4.81 (-1.55%)

USD20.46B 47.69 27.01
INVH Invitation Homes Inc

-0.41 (-1.37%)

USD15.94B 132.76 26.14
MAA Mid-America Apartment Communit..

-1.79 (-1.34%)

USD15.22B 58.11 21.96
MAA-PI Mid-America Apartment Communit..

+0.62 (+0.93%)

USD14.66B 29.18 13.49
AMH-PF American Homes 4 Rent

N/A

USD9.07B 96.83 19.76
AMH-PH American Homes 4 Rent

+0.12 (+0.44%)

USD9.04B 98.13 19.94
AMH-PG American Homes 4 Rent

+0.14 (+0.54%)

USD8.99B 96.98 19.78
AMH-PD American Homes 4 Rent

+0.14 (+0.52%)

USD8.79B 98.10 19.94
AMH-PE American Homes 4 Rent

-0.03 (-0.10%)

USD8.76B 97.50 19.85
AMH American Homes 4 Rent

-0.36 (-1.38%)

USD7.86B 97.90 20.04

ETFs Containing EQR

Symbol Name Weight Mer Price(Change) Market Cap
REZ iShares Residential Real .. 7.81 % 0.48 %

-1.08 (-1.41%)

USD0.61B
ICF 4.60 % 0.34 %

N/A

N/A
GQRE FlexShares Global Quality.. 4.33 % 0.45 %

-0.50 (-0.76%)

USD0.39B
SCHH Schwab U.S. REIT ETF 4.14 % 0.07 %

-0.66 (-1.42%)

USD6.11B
RWR SPDR Dow Jones REIT ETF 4.13 % 0.25 %

-1.45 (-1.40%)

USD2.71B
XLRE The Real Estate Select Se.. 3.85 % 0.13 %

-0.29 (-0.76%)

USD3.91B
IQQ7:XETRA iShares US Property Yield.. 3.64 % 0.00 %

-0.31 (-1.09%)

USD0.97B
IQQ7:F iShares US Property Yield.. 3.64 % 0.00 %

-0.54 (-1.94%)

USD0.97B
IUSP:LSE iShares US Property Yield.. 3.64 % 0.00 %

-27.25 (-1.16%)

USD0.97B
IDUP:LSE iShares US Property Yield.. 3.58 % 0.00 %

-0.40 (-1.29%)

USD0.92B
WREI Invesco Wilshire US REIT .. 3.42 % 0.32 %

N/A

USD0.01B
PPTY PPTY – U.S. Diversified.. 3.22 % 0.53 %

-0.50 (-1.52%)

USD0.12B
1659:TSE iShares US REIT ETF 3.20 % 0.00 %

-4.00 (-0.18%)

USD10.85B
USRT iShares Core U.S. REIT ET.. 3.16 % 0.08 %

-0.75 (-1.36%)

USD1.73B
MILN Global X Millennials Them.. 3.09 % 0.50 %

+0.09 (+0.36%)

USD0.08B
FRI First Trust S&P REIT Inde.. 3.03 % 0.50 %

-0.36 (-1.37%)

USD0.20B
CGR:CA iShares Global Real Estat.. 2.86 % 0.71 %

-0.53 (-1.67%)

USD0.22B
GRI Cohen & Steers Global Rea.. 2.81 % 0.55 %

-0.28 (-0.58%)

USD0.05B
TRET:XETRA VanEck Vectors Global Rea.. 2.71 % 0.00 %

-0.35 (-0.81%)

USD0.25B
DRN Direxion Daily MSCI Real .. 2.55 % 1.09 %

-0.85 (-2.95%)

USD0.05B
VNQ Vanguard Real Estate Inde.. 2.53 % 0.12 %

-0.94 (-1.02%)

USD69.93B
DRV Direxion Daily MSCI Real .. 2.53 % 0.99 %

+0.73 (+2.70%)

USD0.01B
LRET UBS ETRACS Monthly Pay 2x.. 2.53 % 0.00 %

-1.10 (-3.80%)

USD4.06M
FREL Fidelity MSCI Real Estate.. 2.53 % 0.08 %

-0.27 (-0.98%)

USD1.00B
PSR Invesco Active U.S. Real .. 2.52 % 0.00 %

-1.15 (-1.20%)

USD0.12B
URE ProShares Ultra Real Esta.. 2.46 % 0.95 %

-1.59 (-1.87%)

USD0.14B
SPYJ:F SPDR Dow Jones Global Rea.. 2.41 % 0.00 %

-0.31 (-0.87%)

USD0.93B
GBRE:LSE SPDR Dow Jones Global Rea.. 2.41 % 0.00 %

N/A

USD0.93B
SPYJ:XETRA SPDR Dow Jones Global Rea.. 2.41 % 0.00 %

-0.22 (-0.61%)

USD0.93B
REK ProShares Short Real Esta.. 2.41 % 0.95 %

+0.19 (+1.46%)

USD7.81M
SRS ProShares UltraShort Real.. 2.41 % 0.95 %

+0.37 (+1.93%)

USD0.02B
IYR iShares U.S. Real Estate .. 2.40 % 0.42 %

-0.90 (-0.97%)

USD4.56B
RWO SPDR Dow Jones Global Rea.. 2.37 % 0.50 %

-0.40 (-0.77%)

USD2.24B
GLRE:LSE SPDR Dow Jones Global Rea.. 2.37 % 0.00 %

-0.30 (-0.76%)

USD0.89B
REET iShares Global REIT ETF 2.25 % 0.14 %

-0.32 (-1.13%)

USD1.94B
IQQ6:XETRA iShares Developed Markets.. 2.07 % 0.00 %

-0.25 (-0.97%)

N/A
DPYG:LSE iShares Developed Markets.. 2.07 % 0.00 %

N/A

N/A
IQQ6:F iShares Developed Markets.. 2.07 % 0.00 %

-0.35 (-1.36%)

N/A
DPYE:LSE iShares Developed Markets.. 2.07 % 0.00 %

-0.05 (-0.84%)

N/A
IDWP:LSE iShares Developed Markets.. 2.07 % 0.00 %

-0.24 (-0.85%)

N/A
DPYA:LSE iShares Developed Markets.. 2.07 % 0.00 %

-0.05 (-0.77%)

N/A
PRME First Trust Trust Heitman.. 1.97 % 0.95 %

N/A

USD2.10M
EPRA:LSE Amundi Index Solutions - .. 1.92 % 0.00 %

N/A

N/A
EPRA:PA Amundi Index Solutions - .. 1.92 % 0.00 %

-0.40 (-0.63%)

N/A
10AJ:XETRA Amundi Index Solutions - .. 1.92 % 0.00 %

-0.52 (-0.86%)

N/A
10AJ:F Amundi Index Solutions - .. 1.92 % 0.00 %

-0.56 (-0.93%)

N/A
H4ZL:XETRA HSBC FTSE EPRA NAREIT Dev.. 1.91 % 0.00 %

-0.22 (-0.95%)

USD0.16B
HPRO:LSE HSBC FTSE EPRA NAREIT Dev.. 1.91 % 0.00 %

N/A

USD0.16B
H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 1.91 % 0.00 %

-0.20 (-0.87%)

USD0.16B
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 1.91 % 0.00 %

N/A

USD0.16B
FFR First Trust FTSE EPRA/NAR.. 1.89 % 0.60 %

-0.49 (-0.99%)

USD0.06B
IWDP:LSE iShares II Public Limited.. 1.86 % 0.00 %

-17.00 (-0.80%)

N/A
IWS iShares Russell Mid-Cap V.. 0.66 % 0.24 %

+0.08 (+0.09%)

USD11.56B
XRMU:LSE Xtrackers Russell Midcap .. 0.42 % 0.00 %

-0.11 (-0.42%)

USD0.20B
CGR 0.00 % 1.58 %

N/A

N/A

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 25.25% 40% F 73% C
Dividend Return 2.58% 30% F 54% F
Total Return 27.83% 40% F 74% C
Trailing 12 Months  
Capital Gain 15.77% 35% F 67% D+
Dividend Return 3.14% 40% F 60% D-
Total Return 18.91% 35% F 67% D+
Trailing 5 Years  
Capital Gain 14.39% 24% F 59% F
Dividend Return 29.19% 88% B+ 85% B
Total Return 43.58% 29% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 1.76% 20% F 51% F
Dividend Return 6.60% 95% A 88% B+
Total Return 8.36% 30% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.35% 80% B- 62% D-
Risk Adjusted Return 67.68% 40% F 72% C-
Market Capitalization 1.18B 43% F 63% D
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 39.37 67% D+ 15% F
Price/Book Ratio 3.08 29% F 29% F
Price / Cash Flow Ratio 23.04 29% F 14% F
EV/EBITDA 24.27 36% F 15% F
Management Effectiveness  
Return on Equity 7.64% 84% B 50% F
Return on Invested Capital 4.60% 93% A 38% F
Return on Assets 2.70% 92% A- 51% F
Debt to Equity Ratio 77.66% 64% D 47% F
Technical Ratios  
Short Ratio 3.75 29% F 35% F
Short Percent 1.91% 52% F 79% C+
Beta 0.35 79% C+ 81% B-
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

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:
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.

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.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

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

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.