Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
EQR 
Equity Residential (EQR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: EQR (1-star) is currently NOT-A-BUY. Pass it for now.
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 -19.5% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.97B USD | Price to earnings Ratio 23.45 | 1Y Target Price 77.88 |
Price to earnings Ratio 23.45 | 1Y Target Price 77.88 | ||
Volume (30-day avg) 1647072 | Beta 0.87 | 52 Weeks Range 57.28 - 76.83 | Updated Date 04/6/2025 |
52 Weeks Range 57.28 - 76.83 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 4.34% | Basic EPS (TTM) 2.72 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 34.76% | Operating Margin (TTM) 27.71% |
Management Effectiveness
Return on Assets (TTM) 2.67% | Return on Equity (TTM) 9.25% |
Valuation
Trailing PE 23.45 | Forward PE 57.14 | Enterprise Value 32602891302 | Price to Sales(TTM) 8.38 |
Enterprise Value 32602891302 | Price to Sales(TTM) 8.38 | ||
Enterprise Value to Revenue 10.94 | Enterprise Value to EBITDA 13.97 | Shares Outstanding 379704992 | Shares Floating 342376404 |
Shares Outstanding 379704992 | Shares Floating 342376404 | ||
Percent Insiders 0.48 | Percent Institutions 95.81 |
Analyst Ratings
Rating 3.58 | Target Price 79.16 | Buy 5 | Strong Buy 5 |
Buy 5 | Strong Buy 5 | ||
Hold 16 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Equity Residential
Company Overview
History and Background
Equity Residential was founded in 1968 by Sam Zell. It is a publicly traded real estate investment trust (REIT) focused on the acquisition, development, and management of high-quality apartment properties in urban and suburban markets.
Core Business Areas
- Residential Properties: Equity Residential owns and operates apartment communities, primarily in major U.S. cities. These properties offer a range of amenities and services to attract residents.
- Property Management: The company manages its properties, providing services such as leasing, maintenance, and resident relations.
Leadership and Structure
Mark J. Parrell is the President and CEO. The company is structured as a REIT, with a board of trustees overseeing management.
Top Products and Market Share
Key Offerings
- Apartment Rentals: Equity Residential's primary offering is apartment rentals in desirable locations. Market share data is difficult to pinpoint exactly but as one of the largest REITs focusing on apartments they are significant. Competitors include AvalonBay Communities (AVB), UDR (UDR), and Essex Property Trust (ESS).
Market Dynamics
Industry Overview
The residential REIT industry is influenced by factors such as interest rates, population growth, employment, and housing affordability. Demand for rental housing remains generally strong in urban areas.
Positioning
Equity Residential is a leading REIT focused on high-quality apartment properties in major U.S. cities. Its scale and brand recognition provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for apartment rentals in the US is estimated to be in the hundreds of billions of dollars annually. Equity Residential is well-positioned to capture a portion of this market, focusing on high-end urban and suburban areas.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- High-Quality Portfolio
- Experienced Management Team
- Geographic Concentration in Attractive Markets
Weaknesses
- Exposure to Economic Downturns
- High Operating Costs
- Geographic Concentration
- Sensitivity to Interest Rate Changes
Opportunities
- Expansion into New Markets
- Development of New Properties
- Increased Demand for Rental Housing
- Technological Innovations in Property Management
Threats
- Increased Competition
- Rising Interest Rates
- Economic Recession
- Changes in Government Regulations
Competitors and Market Share
Key Competitors
- AVB
- UDR
- ESS
- MAA
Competitive Landscape
Equity Residential's advantages include its strong brand and high-quality portfolio. Disadvantages include its geographic concentration and sensitivity to economic downturns.
Major Acquisitions
Archstone
- Year: 2013
- Acquisition Price (USD millions): 16000
- Strategic Rationale: Expanded Equity Residential's presence in key markets and increased its portfolio of high-quality apartment properties.
Growth Trajectory and Initiatives
Historical Growth: Equity Residential has grown through acquisitions, developments, and organic rent increases.
Future Projections: Analyst estimates vary, but generally project continued growth in revenue and earnings, driven by demand for rental housing and strategic acquisitions.
Recent Initiatives: Recent initiatives include investments in technology and sustainability to enhance property value and reduce operating costs.
Summary
Equity Residential is a leading apartment REIT with a strong portfolio and experienced management. Its focus on urban markets provides both opportunities and risks, as the company is sensitive to economic conditions and competition. A consistent dividend history and strategic acquisitions support its growth, but careful management of debt and operating costs is essential. Overall, EQR is a relatively strong company within its sector, but needs to be careful to adapt to the demands of work from home and increasing interest rates.
Similar Companies
AVB
AvalonBay Communities Inc
AVB
AvalonBay Communities Inc
ESS
Essex Property Trust Inc
ESS
Essex Property Trust Inc
MAA
Mid-America Apartment Communities Inc
MAA
Mid-America Apartment Communities Inc
UDR
UDR Inc
UDR
UDR Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Equity Residential Investor Relations Website
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and due diligence.
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 Residential
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1993-08-11 | President, CEO & Trustee Mr. Mark J. Parrell J.D. | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 2500 | Website https://www.equityapartments.com |
Full time employees 2500 | Website https://www.equityapartments.com | ||
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 residential properties located in and around dynamic cities that attract affluent long-term renters. Equity Residential owns or has investments in 311 properties consisting of 84,249 apartment units, with an established presence in Boston, New York, Washington, D.C., Seattle, San Francisco and Southern California, and an expanding presence in Denver, Atlanta, Dallas/Ft. Worth and Austin.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.