(EQR) Equity Residential - Ratings and Ratios
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US29476L1070
Apartment, Rental, Property, Management
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 5.45% |
| Yield on Cost 5y | 6.95% |
| Yield CAGR 5y | -4.28% |
| Payout Consistency | 93.0% |
| Payout Ratio | 2.3% |
| Risk via 5d forecast | |
|---|---|
| Volatility | 18.1% |
| Value at Risk 5%th | 30.7% |
| Relative Tail Risk | 3.11% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.48 |
| Alpha | -20.07 |
| CAGR/Max DD | 0.29 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.313 |
| Beta | 0.612 |
| Beta Downside | 0.728 |
| Drawdowns 3y | |
|---|---|
| Max DD | 22.12% |
| Mean DD | 8.24% |
| Median DD | 7.94% |
Description: EQR Equity Residential December 17, 2025
Equity Residential (NYSE:EQR) is a S&P 500-listed REIT that owns and manages 318 properties, totaling roughly 86,300 apartment units, primarily in high-density coastal metros and fast-growing markets such as Atlanta, Austin, Dallas/Fort Worth, and Denver.
Recent data (Q3 2024) show an occupancy rate of ~96% and a year-over-year rent growth of 4.2%, while the company reported adjusted FFO of $1.75 billion, reflecting a 7% increase despite rising borrowing costs. The multifamily sector remains supported by limited new supply in core cities, strong household formation trends, and a relatively inelastic demand curve that can absorb modest rent hikes.
For a deeper quantitative dive, explore ValueRay’s EQR dashboard to see the latest forward-looking metrics and scenario analyses.
Piotroski VR‑10 (Strict, 0-10) 3.0
| Net Income (1.16b TTM) > 0 and > 6% of Revenue (6% = 184.7m TTM) |
| FCFTA 0.06 (>2.0%) and ΔFCFTA 0.23pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -36.55% (prev -38.76%; Δ 2.21pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.08 (>3.0%) and CFO 1.62b > Net Income 1.16b (YES >=105%, WARN >=100%) |
| Net Debt (8.65b) to EBITDA (2.09b) ratio: 4.14 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.15 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (391.0m) change vs 12m ago -0.02% (target <= -2.0% for YES) |
| Gross Margin 63.01% (prev 63.64%; Δ -0.63pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 14.66% (prev 14.05%; Δ 0.61pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 3.46 (EBITDA TTM 2.09b / Interest Expense TTM 307.5m) >= 6 (WARN >= 3) |
Altman Z'' 0.32
| (A) -0.05 = (Total Current Assets 199.5m - Total Current Liabilities 1.32b) / Total Assets 21.07b |
| (B) 0.06 = Retained Earnings (Balance) 1.26b / Total Assets 21.07b |
| (C) 0.05 = EBIT TTM 1.06b / Avg Total Assets 21.00b |
| (D) 0.13 = Book Value of Equity 1.27b / Total Liabilities 9.60b |
| Total Rating: 0.32 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 62.17
| 1. Piotroski 3.0pt |
| 2. FCF Yield 3.86% |
| 3. FCF Margin 41.74% |
| 4. Debt/Equity 0.79 |
| 5. Debt/Ebitda 4.14 |
| 6. ROIC - WACC (= -0.82)% |
| 7. RoE 10.48% |
| 8. Rev. Trend 97.21% |
| 9. EPS Trend -41.82% |
What is the price of EQR shares?
As of December 30, 2025, the stock is trading at USD 63.28 with a total of 916,652 shares traded.
Over the past week, the price has changed by +1.59%, over one month by +2.99%, over three months by -1.31% and over the past year by -7.45%.
Over the past week, the price has changed by +1.59%, over one month by +2.99%, over three months by -1.31% and over the past year by -7.45%.
Is EQR a buy, sell or hold?
Equity Residential has received a consensus analysts rating of 3.62.
Therefor, it is recommend to hold EQR.
- Strong Buy: 5
- Buy: 6
- Hold: 15
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the EQR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 70.3 | 11.1% |
| Analysts Target Price | 70.3 | 11.1% |
| ValueRay Target Price | 65.8 | 3.9% |
EQR Fundamental Data Overview December 27, 2025
Market Cap USD = 24.69b (24.69b USD * 1.0 USD.USD)
P/E Trailing = 20.6349
P/E Forward = 44.0529
P/S = 8.0187
P/B = 2.1565
P/EG = 8.1454
Beta = 0.759
Revenue TTM = 3.08b USD
EBIT TTM = 1.06b USD
EBITDA TTM = 2.09b USD
Long Term Debt = 7.59b USD (from longTermDebt, last quarter)
Short Term Debt = 846.2m USD (from shortTermDebt, last quarter)
Debt = 8.74b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.65b USD (from netDebt column, last quarter)
Enterprise Value = 33.34b USD (24.69b + Debt 8.74b - CCE 93.1m)
Interest Coverage Ratio = 3.46 (Ebit TTM 1.06b / Interest Expense TTM 307.5m)
FCF Yield = 3.86% (FCF TTM 1.29b / Enterprise Value 33.34b)
FCF Margin = 41.74% (FCF TTM 1.29b / Revenue TTM 3.08b)
Net Margin = 37.58% (Net Income TTM 1.16b / Revenue TTM 3.08b)
Gross Margin = 63.01% ((Revenue TTM 3.08b - Cost of Revenue TTM 1.14b) / Revenue TTM)
Gross Margin QoQ = 63.38% (prev 63.14%)
Tobins Q-Ratio = 1.58 (Enterprise Value 33.34b / Total Assets 21.07b)
Interest Expense / Debt = 0.92% (Interest Expense 80.1m / Debt 8.74b)
Taxrate = 0.13% (395.0k / 297.3m)
NOPAT = 1.06b (EBIT 1.06b * (1 - 0.13%))
Current Ratio = 0.15 (Total Current Assets 199.5m / Total Current Liabilities 1.32b)
Debt / Equity = 0.79 (Debt 8.74b / totalStockholderEquity, last quarter 11.08b)
Debt / EBITDA = 4.14 (Net Debt 8.65b / EBITDA 2.09b)
Debt / FCF = 6.73 (Net Debt 8.65b / FCF TTM 1.29b)
Total Stockholder Equity = 11.05b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.49% (Net Income 1.16b / Total Assets 21.07b)
RoE = 10.48% (Net Income TTM 1.16b / Total Stockholder Equity 11.05b)
RoCE = 5.71% (EBIT 1.06b / Capital Employed (Equity 11.05b + L.T.Debt 7.59b))
RoIC = 5.53% (NOPAT 1.06b / Invested Capital 19.22b)
WACC = 6.35% (E(24.69b)/V(33.43b) * Re(8.27%) + D(8.74b)/V(33.43b) * Rd(0.92%) * (1-Tc(0.00)))
Discount Rate = 8.27% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.02%
[DCF Debug] Terminal Value 77.87% ; FCFE base≈1.26b ; Y1≈1.30b ; Y5≈1.45b
Fair Price DCF = 64.27 (DCF Value 24.45b / Shares Outstanding 380.5m; 5y FCF grow 2.60% → 3.0% )
EPS Correlation: -41.82 | EPS CAGR: -29.68% | SUE: -0.23 | # QB: 0
Revenue Correlation: 97.21 | Revenue CAGR: 5.28% | SUE: 0.40 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.33 | Chg30d=-0.008 | Revisions Net=-1 | Analysts=4
EPS next Year (2026-12-31): EPS=1.45 | Chg30d=+0.017 | Revisions Net=-2 | Growth EPS=-19.1% | Growth Revenue=+3.5%
P/E Trailing = 20.6349
P/E Forward = 44.0529
P/S = 8.0187
P/B = 2.1565
P/EG = 8.1454
Beta = 0.759
Revenue TTM = 3.08b USD
EBIT TTM = 1.06b USD
EBITDA TTM = 2.09b USD
Long Term Debt = 7.59b USD (from longTermDebt, last quarter)
Short Term Debt = 846.2m USD (from shortTermDebt, last quarter)
Debt = 8.74b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.65b USD (from netDebt column, last quarter)
Enterprise Value = 33.34b USD (24.69b + Debt 8.74b - CCE 93.1m)
Interest Coverage Ratio = 3.46 (Ebit TTM 1.06b / Interest Expense TTM 307.5m)
FCF Yield = 3.86% (FCF TTM 1.29b / Enterprise Value 33.34b)
FCF Margin = 41.74% (FCF TTM 1.29b / Revenue TTM 3.08b)
Net Margin = 37.58% (Net Income TTM 1.16b / Revenue TTM 3.08b)
Gross Margin = 63.01% ((Revenue TTM 3.08b - Cost of Revenue TTM 1.14b) / Revenue TTM)
Gross Margin QoQ = 63.38% (prev 63.14%)
Tobins Q-Ratio = 1.58 (Enterprise Value 33.34b / Total Assets 21.07b)
Interest Expense / Debt = 0.92% (Interest Expense 80.1m / Debt 8.74b)
Taxrate = 0.13% (395.0k / 297.3m)
NOPAT = 1.06b (EBIT 1.06b * (1 - 0.13%))
Current Ratio = 0.15 (Total Current Assets 199.5m / Total Current Liabilities 1.32b)
Debt / Equity = 0.79 (Debt 8.74b / totalStockholderEquity, last quarter 11.08b)
Debt / EBITDA = 4.14 (Net Debt 8.65b / EBITDA 2.09b)
Debt / FCF = 6.73 (Net Debt 8.65b / FCF TTM 1.29b)
Total Stockholder Equity = 11.05b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.49% (Net Income 1.16b / Total Assets 21.07b)
RoE = 10.48% (Net Income TTM 1.16b / Total Stockholder Equity 11.05b)
RoCE = 5.71% (EBIT 1.06b / Capital Employed (Equity 11.05b + L.T.Debt 7.59b))
RoIC = 5.53% (NOPAT 1.06b / Invested Capital 19.22b)
WACC = 6.35% (E(24.69b)/V(33.43b) * Re(8.27%) + D(8.74b)/V(33.43b) * Rd(0.92%) * (1-Tc(0.00)))
Discount Rate = 8.27% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.02%
[DCF Debug] Terminal Value 77.87% ; FCFE base≈1.26b ; Y1≈1.30b ; Y5≈1.45b
Fair Price DCF = 64.27 (DCF Value 24.45b / Shares Outstanding 380.5m; 5y FCF grow 2.60% → 3.0% )
EPS Correlation: -41.82 | EPS CAGR: -29.68% | SUE: -0.23 | # QB: 0
Revenue Correlation: 97.21 | Revenue CAGR: 5.28% | SUE: 0.40 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.33 | Chg30d=-0.008 | Revisions Net=-1 | Analysts=4
EPS next Year (2026-12-31): EPS=1.45 | Chg30d=+0.017 | Revisions Net=-2 | Growth EPS=-19.1% | Growth Revenue=+3.5%
Additional Sources for EQR Stock
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle