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Upturn AI SWOT - About
Equity Lifestyle Properties Inc (ELS)
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Upturn Advisory Summary
04/01/2025: ELS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -29.45% | Avg. Invested days 33 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.30B USD | Price to earnings Ratio 33.86 | 1Y Target Price 74.32 |
Price to earnings Ratio 33.86 | 1Y Target Price 74.32 | ||
Volume (30-day avg) 1532146 | Beta 0.8 | 52 Weeks Range 58.11 - 74.95 | Updated Date 04/1/2025 |
52 Weeks Range 58.11 - 74.95 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.10% | Basic EPS (TTM) 1.97 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.95% | Operating Margin (TTM) 37.5% |
Management Effectiveness
Return on Assets (TTM) 5.72% | Return on Equity (TTM) 23.16% |
Valuation
Trailing PE 33.86 | Forward PE 34.6 | Enterprise Value 15948289362 | Price to Sales(TTM) 8.68 |
Enterprise Value 15948289362 | Price to Sales(TTM) 8.68 | ||
Enterprise Value to Revenue 11.13 | Enterprise Value to EBITDA 21.99 | Shares Outstanding 191143008 | Shares Floating 188428640 |
Shares Outstanding 191143008 | Shares Floating 188428640 | ||
Percent Insiders 4.67 | Percent Institutions 102.7 |
Analyst Ratings
Rating 3.8 | Target Price 74.03 | Buy 2 | Strong Buy 5 |
Buy 2 | Strong Buy 5 | ||
Hold 8 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Equity Lifestyle Properties Inc
Company Overview
History and Background
Equity Lifestyle Properties, Inc. (ELS) was founded in 1969 by Nathan and Judy Potash as Manufactured Home Communities, Inc. It went public in 1993 and changed its name to Equity Lifestyle Properties in 1997. ELS has grown through acquisitions and development, becoming a leading REIT in the manufactured housing, RV resort, and marina sectors.
Core Business Areas
- Manufactured Housing: Owns and operates communities that offer affordable housing solutions. This includes renting spaces to homeowners and offering homes for sale in certain communities.
- RV Resorts and Campgrounds: Operates RV resorts and campgrounds that cater to short-term and seasonal travelers.
- Marina: Owns and operates marinas.
Leadership and Structure
Marguerite Nader serves as the President and CEO. The company operates as a real estate investment trust (REIT).
Top Products and Market Share
Key Offerings
- Manufactured Home Community Sites: Leases sites in manufactured home communities. Market share is estimated to be substantial in the REIT space for MH communities, but specific market share data is difficult to obtain. Competitors: Sun Communities (SUI), UMH Properties (UMH).
- RV Resort Sites: Offers short-term and seasonal RV site rentals. Market share details are scattered due to fragmented competition. Competitors: Sun Communities (SUI), and smaller regional players.
- Marina: Offers boat slips and related services. Market Share data for this is fragmented and difficult to calculate at national level. Competitors: Safe Harbor Marinas
Market Dynamics
Industry Overview
The manufactured housing and RV resort industries are experiencing growth driven by the increasing demand for affordable housing and recreational travel. The marina industry is also stable, with demand influenced by boating and leisure activities.
Positioning
ELS is a leading REIT in its niche, benefiting from economies of scale, brand recognition, and a diversified portfolio. Its focus on premium locations and active lifestyle communities gives it a competitive edge.
Total Addressable Market (TAM)
The TAM for manufactured housing, RV resorts, and marinas is estimated to be in the tens of billions of dollars. ELS is well-positioned to capture a significant share through strategic acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across manufactured housing, RV resorts, and marinas
- Strong brand recognition and reputation
- Experienced management team
- High occupancy rates
- Geographic diversification
Weaknesses
- Exposure to economic cycles
- Dependence on property management efficiency
- Potential regulatory changes
- Competition in acquiring new properties
Opportunities
- Acquisitions of existing properties and portfolios
- Development of new communities and resorts
- Expansion into new geographic markets
- Increasing demand for affordable housing and recreational travel
Threats
- Economic downturns impacting demand for housing and travel
- Rising interest rates increasing borrowing costs
- Increased competition from other REITs and private investors
- Environmental regulations and natural disasters
Competitors and Market Share
Key Competitors
- Sun Communities (SUI)
- UMH Properties (UMH)
- Safe Harbor Marinas (DOC)
Competitive Landscape
ELS benefits from its scale and brand recognition. However, it faces competition from other REITs and private investors seeking to acquire properties.
Major Acquisitions
Ocean Canyon Properties
- Year: 2021
- Acquisition Price (USD millions): 161.4
- Strategic Rationale: Expanded ELS's presence in the RV resort sector by adding additional properties to their portfolio.
Growth Trajectory and Initiatives
Historical Growth: ELS has demonstrated strong historical growth through acquisitions and organic growth.
Future Projections: Analysts project continued growth in revenue and earnings, driven by demand for affordable housing and recreational travel.
Recent Initiatives: Recent initiatives include strategic acquisitions, property upgrades, and expansion into new markets.
Summary
Equity Lifestyle Properties is a strong company with a diversified portfolio and a proven track record of growth. It benefits from increasing demand for affordable housing and recreational travel. ELS needs to be mindful of economic downturns and rising interest rates, but it is well-positioned for continued success. Their focus on premium properties is a definite benefit to the organization.
Similar Companies
- SUI
- UMH
- DOC
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data are estimates based on available information and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Equity Lifestyle Properties Inc
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1993-02-24 | President, CEO & Non-Independent Director Ms. Marguerite M. Nader | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 3800 | |
Full time employees 3800 | |||
We are a self-administered, self-managed real estate investment trust (REIT) with headquarters in Chicago. As of January 27, 2025, we own or have an interest in 452 properties in 35 states and British Columbia consisting of 173,201 sites.
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