(EQR) Equity Residential - Ratings and Ratios
Residential Properties, Apartment Units
EQR EPS (Earnings per Share)
EQR Revenue
Description: EQR Equity Residential
Equity Residential is a leading real estate investment trust (REIT) specializing in the ownership and management of upscale apartment communities in key urban markets across the United States. With a portfolio of 312 properties and 84,648 units, the company has established a strong presence in major cities such as Boston, New York, and San Francisco, while expanding into emerging markets like Denver and Austin.
The companys focus on affluent long-term renters allows it to maintain a competitive edge in the multifamily residential sector. Key performance indicators (KPIs) such as same-store net operating income (NOI) growth, occupancy rates, and average rent per unit are crucial in evaluating Equity Residentials operational efficiency. The companys ability to balance rent growth with occupancy levels is essential in maintaining a healthy NOI margin.
From a financial perspective, Equity Residentials dividend yield and payout ratio are important metrics to consider. As a REIT, the company is required to distribute a significant portion of its taxable income to shareholders. With a market capitalization of $26.2 billion, Equity Residentials dividend yield is around 3.5%, which is relatively attractive compared to other REITs in the multifamily sector.
In terms of growth prospects, Equity Residentials development pipeline and strategic acquisitions are critical in driving future earnings growth. The companys ability to identify and capitalize on emerging trends in the multifamily market, such as the shift towards urbanization and the growing demand for luxury amenities, will be essential in maintaining its competitive position. Key metrics to watch include the companys development yield, acquisition cap rate, and the percentage of revenue generated from newer properties.
EQR Stock Overview
| Market Cap in USD | 26,219m |
| Sub-Industry | Multi-Family Residential REITs |
| IPO / Inception | 1993-08-11 |
EQR Stock Ratings
| Growth Rating | -23.1% |
| Fundamental | 60.5% |
| Dividend Rating | 57.3% |
| Return 12m vs S&P 500 | -26.7% |
| Analyst Rating | 3.62 of 5 |
EQR Dividends
| Dividend Yield 12m | 4.08% |
| Yield on Cost 5y | 5.93% |
| Annual Growth 5y | -3.44% |
| Payout Consistency | 95.2% |
| Payout Ratio | 2.2% |
EQR Growth Ratios
| Growth Correlation 3m | -59.7% |
| Growth Correlation 12m | -77.7% |
| Growth Correlation 5y | 16.3% |
| CAGR 5y | 0.69% |
| CAGR/Max DD 3y | 0.03 |
| CAGR/Mean DD 3y | 0.08 |
| Sharpe Ratio 12m | -0.34 |
| Alpha | -29.61 |
| Beta | 0.836 |
| Volatility | 22.12% |
| Current Volume | 1826.4k |
| Average Volume 20d | 1486.8k |
| Stop Loss | 63.3 (-3%) |
| Signal | -1.44 |
Piotroski VR‑10 (Strict, 0-10) 4.5
| Net Income (1.01b TTM) > 0 and > 6% of Revenue (6% = 182.7m TTM) |
| FCFTA 0.06 (>2.0%) and ΔFCFTA -0.48pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -36.30% (prev -16.37%; Δ -19.93pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.07 (>3.0%) and CFO 1.54b > Net Income 1.01b (YES >=105%, WARN >=100%) |
| Net Debt (8.64b) to EBITDA (1.92b) ratio: 4.51 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.11 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (391.5m) change vs 12m ago 0.24% (target <= -2.0% for YES) |
| Gross Margin 63.05% (prev 17.41%; Δ 45.64pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 14.92% (prev 14.70%; Δ 0.22pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 3.03 (EBITDA TTM 1.92b / Interest Expense TTM 300.1m) >= 6 (WARN >= 3) |
Altman Z'' 0.31
| (A) -0.05 = (Total Current Assets 132.0m - Total Current Liabilities 1.24b) / Total Assets 21.03b |
| (B) 0.06 = Retained Earnings (Balance) 1.33b / Total Assets 21.03b |
| (C) 0.04 = EBIT TTM 909.5m / Avg Total Assets 20.40b |
| (D) 0.14 = Book Value of Equity 1.33b / Total Liabilities 9.50b |
| Total Rating: 0.31 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 60.46
| 1. Piotroski 4.50pt = -0.50 |
| 2. FCF Yield 3.56% = 1.78 |
| 3. FCF Margin 40.43% = 7.50 |
| 4. Debt/Equity 0.76 = 2.22 |
| 5. Debt/Ebitda 4.37 = -2.50 |
| 6. ROIC - WACC -2.37% = -2.96 |
| 7. RoE 9.21% = 0.77 |
| 8. Rev. Trend 95.59% = 7.17 |
| 9. EPS Trend -60.29% = -3.01 |
What is the price of EQR shares?
Over the past week, the price has changed by -1.67%, over one month by +1.81%, over three months by -4.57% and over the past year by -12.81%.
Is Equity Residential a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EQR is around 60.55 USD . This means that EQR is currently overvalued and has a potential downside of -7.25%.
Is EQR a buy, sell or hold?
- 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 | 74.6 | 14.2% |
| Analysts Target Price | 74.6 | 14.2% |
| ValueRay Target Price | 66.7 | 2.1% |
Last update: 2025-09-10 04:37
EQR Fundamental Data Overview
CCE Cash And Equivalents = 31.3m USD (last quarter)
P/E Trailing = 25.0451
P/E Forward = 45.8716
P/S = 8.6112
P/B = 2.3148
P/EG = 8.1454
Beta = 0.94
Revenue TTM = 3.04b USD
EBIT TTM = 909.5m USD
EBITDA TTM = 1.92b USD
Long Term Debt = 7.59b USD (from longTermDebt, last quarter)
Short Term Debt = 782.1m USD (from shortTermDebt, last quarter)
Debt = 8.37b USD (Calculated: Short Term 782.1m + Long Term 7.59b)
Net Debt = 8.64b USD (from netDebt column, last quarter)
Enterprise Value = 34.56b USD (26.22b + Debt 8.37b - CCE 31.3m)
Interest Coverage Ratio = 3.03 (Ebit TTM 909.5m / Interest Expense TTM 300.1m)
FCF Yield = 3.56% (FCF TTM 1.23b / Enterprise Value 34.56b)
FCF Margin = 40.43% (FCF TTM 1.23b / Revenue TTM 3.04b)
Net Margin = 33.22% (Net Income TTM 1.01b / Revenue TTM 3.04b)
Gross Margin = 63.05% ((Revenue TTM 3.04b - Cost of Revenue TTM 1.12b) / Revenue TTM)
Tobins Q-Ratio = 25.89 (Enterprise Value 34.56b / Book Value Of Equity 1.33b)
Interest Expense / Debt = 0.90% (Interest Expense 75.3m / Debt 8.37b)
Taxrate = 0.12% (1.26m / 1.07b)
NOPAT = 908.5m (EBIT 909.5m * (1 - 0.12%))
Current Ratio = 0.11 (Total Current Assets 132.0m / Total Current Liabilities 1.24b)
Debt / Equity = 0.76 (Debt 8.37b / last Quarter total Stockholder Equity 11.01b)
Debt / EBITDA = 4.37 (Net Debt 8.64b / EBITDA 1.92b)
Debt / FCF = 6.80 (Debt 8.37b / FCF TTM 1.23b)
Total Stockholder Equity = 10.99b (last 4 quarters mean)
RoA = 4.81% (Net Income 1.01b, Total Assets 21.03b )
RoE = 9.21% (Net Income TTM 1.01b / Total Stockholder Equity 10.99b)
RoCE = 4.90% (Ebit 909.5m / (Equity 10.99b + L.T.Debt 7.59b))
RoIC = 4.74% (NOPAT 908.5m / Invested Capital 19.15b)
WACC = 7.12% (E(26.22b)/V(34.59b) * Re(9.10%)) + (D(8.37b)/V(34.59b) * Rd(0.90%) * (1-Tc(0.00)))
Shares Correlation 3-Years: 75.76 | Cagr: 0.05%
Discount Rate = 9.10% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 74.95% ; FCFE base≈1.24b ; Y1≈1.27b ; Y5≈1.42b
Fair Price DCF = 54.33 (DCF Value 20.75b / Shares Outstanding 381.9m; 5y FCF grow 2.60% → 3.0% )
EPS Correlation: -60.29 | EPS CAGR: -28.64% | SUE: 0.19 | # QB: False
Revenue Correlation: 95.59 | Revenue CAGR: 3.73%
Additional Sources for EQR Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle