Equity Lifestyle Properties, In
ELS
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Equity Lifestyle Properties operates in the residential REIT sector, which benefits from a growing demand for affordable housing options, particularly in mobile home communities.
- Revenue increased by 7% compared to the prior quarter, reaching $380 million.
- Gross margin improved to 53.8%, up from 52.8% in the previous quarter.
- The company's high debt-to-equity ratio of 182.36 raises concerns about financial stability, especially in a rising interest rate environment.
- The stock has a sell signal with a score of -11.00, indicating bearish market sentiment.
- Operating margin has shown a decline from 34% to 29.3% over the last few quarters, reflecting potential operational challenges.
Fundamentals
| Market cap | $11.73B | Enterprise value | $14.71B | Trailing P/E | 28.26 | Forward P/E | 26.80 |
| PEG | 4.17 | Price / book | 6.45 | Beta | 0.64 | Dividend yield | 3.71% |
| Revenue growth | 6.4% | Earnings growth | 19.1% | Gross margin | 53.7% | Operating margin | 32.1% |
| Profit margin | 25.6% | ROE | 22.9% | ROA | 5.9% | Debt / equity | 1.82 |
| Current ratio | 0.14 | Free cash flow | $603.53M | Analyst recommendation | buy | Mean target | $69.58 |
| 52w high | $69.00 | 52w low | $57.46 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | — | $380M | $353M | $373M | $373M | $368M |
| Op margin | — | 34.1% | 32.4% | 29.3% | 29.9% | 33.4% |
| Net income | — | $108M | $100M | $97.1M | $79.7M | $109M |
| Gross margin | — | 53.8% | 52.8% | 48.7% | 49.8% | 52.6% |
| Gross profit | — | $204M | $186M | $182M | $186M | $193M |
| Operating income | — | $129M | $114M | $109M | $112M | $123M |
- Revenue +7% vs prior quarter ($380M vs $353M).
- Gross margin 53.8% (was 52.8% prior quarter).
- Operating margin expanded to 34%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $1.5B | $1.4B | $1.4B | $1.4B | — |
| Op margin | 30.4% | 29.0% | 26.6% | 25.4% | — |
| Net income | $387M | $367M | $314M | $285M | — |
| Gross margin | 50.4% | 49.4% | 47.9% | 46.9% | — |
| Gross profit | $731M | $708M | $673M | $645M | — |
| Operating income | $442M | $416M | $373M | $350M | — |
Headlines — positive tone
• [OK · fundamentals] All You Need to Know About Equity Lifestyle Properties (ELS) Rating Upgrade to Buy
News
2026-10-06 · UBS Adjusts Equity LifeStyle Properties Price Target to $67 From $76, Maintains Buy Rating
2026-10-05 · Why US Residential REIT Stocks Still Look Resilient Under Higher Rates
2026-09-25 · Equity Lifestyle Properties Inc's Dividend Analysis
2026-09-22 · Equity LifeStyle (ELS) Slides Near 52-Week Lows: Can Core Rental Stability Offset Higher Rates?
2026-09-21 · Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls
2026-09-21 · Mizuho Downgrades Equity LifeStyle Properties to Neutral From Outperform
2026-09-14 · ELS TO PARTICIPATE AT BANK OF AMERICA SECURITIES 2026 GLOBAL REAL ESTATE CONFERENCE
2026-09-11 · All You Need to Know About Equity Lifestyle Properties (ELS) Rating Upgrade to Buy
2026-09-11 · Truist Trims Price Target on Equity LifeStyle Properties to $64 From $67, Keeps Hold Rating
2026-09-02 · US Army Signs Basic Ordering Agreement with Elsight for Uncrewed Systems Connectivity
2026-08-28 · Equity LifeStyle Properties (ELS) Stock Looks Like a Bargain Below Fair Value
2026-08-26 · Zacks Industry Outlook Essex Property, Equity LifeStyle and American Homes
Price (daily)
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