Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ELS
HoldEquity LifeStyle Properties, Inc. · Real Estate · United States · $13.2B · Avg Vol: $96M/d
COMPANY DESCRIPTION
Equity LifeStyle Properties, Inc. is a leading real estate investment trust (REIT) specializing in the ownership and operation of manufactured home communities, recreational vehicle (RV) resorts, and marinas. The company benefits from high barriers to entry in these niche real estate segments and generates stable, recurring revenue from long-term leases and memberships. Its diversified portfolio caters to an aging demographic and provides a resilient income stream through its unique property offerings.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 1.4B | 1.4B | 1.5B | 1.8% | 1.6B | 1.5B | 1.6B | 3.6% |
| EPS | 1.53 | 1.69 | 1.96 | 2.01 | 9.5% | 2.07 | 2.11 | 2.25 | 5.7% |
| Shares | 186.1M | 186.4M | 191.1M | 193.8M | +4.1% | 194.1M | — | — | — |
| Debt | 3.4B | 3.5B | 3.2B | 3.3B | -0.7% | 3.3B | — | — | — |
| Equity | 1.4B | 1.4B | 1.7B | 1.8B | 6.7% | — | — | — | — |
| Op CF | 475.8M | 548.0M | 596.7M | 571.1M | 6.3% | 588.6M | — | — | — |
| Inv CF | -402.1M | -324.8M | -217.8M | -277.1M | — | — | — | — | — |
| Fin CF | -174.8M | -215.7M | -384.2M | -292.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of ELS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ELS | Equity LifeStyle Properties, Inc.(you) | $13.2B | 50 | Hold |
| UDR | UDR, Inc. | $14.1B | 53 | Hold |
| MAA | Mid-America Apartment Communities, Inc. | $15.8B | 48 | Hold |
| AMH | American Homes 4 Rent | $13.7B | 57 | Hold |
| ESS | Essex Property Trust, Inc. | $20.2B | 51 | Hold |
| SUI | Sun Communities, Inc. | $15.6B | 41 | Hold |
| EQR | Equity Residential | $24.6B | 49 | Hold |
| CPT | Camden Property Trust | $11.0B | 39 | Hold |
| AVB | AvalonBay Communities, Inc. | $27.1B | 58 | Hold |
| INVH | Invitation Homes Inc. | $18.1B | 70 | Buy |
Peer medians: ROE 4.9% · P/E 24.9x · Gross margin 67.3%