EQR:NYE-Equity Residential of Beneficial Interest (USD)

EQUITY | REIT - Residential | New York Stock Exchange

Last Closing

USD 65.14

Change

+0.26 (+0.40)%

Market Cap

USD 21.61B

Volume

2.79M

Analyst Target

USD 59.41
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Equity Residential is a real estate investment trust engaged in the acquisition, development and management of apartment properties in the U.S. It owns and manages properties located in Boston, New York, Washington, DC & South Florida, among others.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-26 )

Largest Industry Peers for REIT - Residential

Symbol Name Price(Change) Market Cap
AVB AvalonBay Communities Inc

-0.99 (-0.51%)

USD 27.85B
INVH Invitation Homes Inc

-0.28 (-0.80%)

USD 20.56B
SUI Sun Communities Inc

+0.22 (+0.19%)

USD 15.95B
ESS Essex Property Trust Inc

-3.17 (-1.23%)

USD 15.63B
MAA Mid-America Apartment Communit..

-3.20 (-2.35%)

USD 15.23B
AMH American Homes 4 Rent

-0.31 (-0.85%)

USD 15.23B
UDR UDR Inc

-0.70 (-1.80%)

USD 12.95B
ELS Equity Lifestyle Properties In..

-0.27 (-0.43%)

USD 12.30B
MAA-PI Mid-America Apartment Communit..

-1.39 (-2.48%)

USD 12.23B
CPT Camden Property Trust

-1.82 (-1.72%)

USD 10.32B

ETFs Containing EQR

RITA ETF Series Solutions - ET.. 7.28 % 0.00 %

-0.15 (0.00%)

USD 6.17M
RESI 7.05 % 0.00 %

N/A

N/A
JPRE JPMorgan Realty Income ET.. 5.46 % 0.00 %

-0.37 (0.00%)

USD 0.31B
HPES:LSE HSBC FTSE EPRA NAREIT Dev.. 3.92 % 0.00 %

N/A

N/A
HPNS:LSE HSBC FTSE EPRA NAREIT Dev.. 3.92 % 0.00 %

N/A

N/A
RSPR Invesco S&P 500® Equal.. 3.48 % 0.00 %

-0.21 (0.00%)

USD 0.12B
CSYZ:XETRA Credit Suisse Index Fund .. 3.14 % 0.00 %

-0.58 (0.00%)

USD 0.22B
CSYZ:F Credit Suisse Index Fund .. 3.14 % 0.00 %

-0.24 (0.00%)

USD 0.22B
PPTY U.S. Diversified Real Est.. 3.11 % 0.53 %

-0.25 (0.00%)

USD 0.12B
GREIT:SW Credit Suisse Index Fund .. 3.09 % 0.00 %

-1.30 (0.00%)

USD 0.22B
IDUP:LSE iShares US Property Yield.. 2.74 % 0.00 %

-0.24 (0.00%)

USD 0.53B
IUSP:SW iShares US Property Yield.. 2.51 % 0.00 %

-0.31 (0.00%)

N/A
REK ProShares Short Real Esta.. 2.24 % 0.95 %

+0.17 (+0.00%)

USD 0.02B
ASRM:XETRA BNP Paribas Easy FTSE EPR.. 2.18 % 0.00 %

-0.05 (0.00%)

USD 0.04B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 2.18 % 0.00 %

-0.05 (0.00%)

N/A
CZA Invesco Zacks Mid-Cap ETF 2.02 % 0.65 %

+0.16 (+0.00%)

USD 0.20B
RIET Hoya Capital High Dividen.. 1.59 % 0.00 %

-0.06 (0.00%)

USD 0.06B
CGR 0.00 % 1.58 %

N/A

N/A
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

+0.95 (+0.00%)

USD 0.10B
GQRE FlexShares Global Quality.. 0.00 % 0.45 %

-0.48 (0.00%)

USD 0.30B
LRET 0.00 % 0.00 %

N/A

N/A
PRME Prime Medicine Inc. Commo.. 0.00 % 0.95 %

-0.21 (0.00%)

USD 0.54B
REZ iShares Residential and M.. 0.00 % 0.48 %

-0.42 (0.00%)

USD 0.62B
RWR SPDR® Dow Jones REIT ETF 0.00 % 0.25 %

-1.00 (0.00%)

USD 1.36B
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

+0.32 (+0.00%)

USD 0.04B
WREI 0.00 % 0.32 %

N/A

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

-0.05 (0.00%)

USD 0.28B
DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.04 (0.00%)

USD 0.04B
IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.16 (0.00%)

USD 1.18B
IUSP:LSE iShares US Property Yield.. 0.00 % 0.00 %

-9.00 (0.00%)

USD 0.52B
IWDP:LSE iShares Developed Markets.. 0.00 % 0.00 %

-8.00 (0.00%)

USD 1.17B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.03 (0.00%)

USD 0.02B
IQQ6:F iShares II Public Limited.. 0.00 % 0.00 %

-0.23 (0.00%)

USD 1.17B
IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

-0.24 (0.00%)

USD 0.53B
IUSP:F iShares Emerging Markets .. 0.00 % 0.00 %

-0.08 (0.00%)

USD 4.31B
IQQ6:XETRA iShares Developed Markets.. 0.00 % 0.00 %

-0.13 (0.00%)

USD 1.16B
IQQ7:XETRA iShares US Property Yield.. 0.00 % 0.00 %

-0.14 (0.00%)

USD 0.53B
IUSP:XETRA iShares US Property Yield.. 0.00 % 0.00 %

-0.10 (0.00%)

USD 4.31B
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

+14.00 (+0.00%)

USD 10.28B
IWDP:SW iShares Developed Markets.. 0.00 % 0.00 %

-0.18 (0.00%)

USD 1.17B
DJRE:AU SPDR Dow Jones Global Rea.. 0.00 % 0.00 %

+0.15 (+0.00%)

USD 0.43B
SPRE SP Funds S&P Global REIT .. 0.00 % 0.00 %

-0.22 (0.00%)

USD 0.10B
REIT ALPS Active REIT ETF 0.00 % 0.00 %

-0.21 (0.00%)

USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Residential) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.51% 88% B+ 73% C
Dividend Return 1.10% 42% F 52% F
Total Return 7.61% 88% B+ 75% C
Trailing 12 Months  
Capital Gain 2.99% 73% C 47% F
Dividend Return 4.21% 70% C- 62% D
Total Return 7.20% 73% C 47% F
Trailing 5 Years  
Capital Gain -14.51% 25% F 32% F
Dividend Return 16.20% 44% F 63% D
Total Return 1.69% 25% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain -2.48% 35% F 29% F
Dividend Return 0.97% 38% F 32% F
Total Return 3.45% 63% D 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 29.34% 38% F 38% F
Risk Adjusted Return 3.29% 35% F 29% F
Market Capitalization 21.61B 96% N/A 91% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Residential) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 5.10 65% 25%
Price/Book Ratio 2.12 52% 41%
Price / Cash Flow Ratio 15.41 44% 23%
Price/Free Cash Flow Ratio 15.22 57% 24%
Management Effectiveness  
Return on Equity 7.46% 65% 47%
Return on Invested Capital 6.03% 88% 49%
Return on Assets 2.73% 88% 53%
Debt to Equity Ratio 62.98% 77% 52%

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 debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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.

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.

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.

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:
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.

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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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