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ELS
Upturn stock ratingUpturn stock rating

Equity Lifestyle Properties Inc (ELS)

Upturn stock ratingUpturn stock rating
$59.64
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

08/28/2025: ELS (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

16 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $71.26

1 Year Target Price $71.26

Analysts Price Target For last 52 week
$71.26 Target price
52w Low $58.15
Current$59.64
52w High $74.34

Analysis of Past Performance

Type Stock
Historic Profit -21.88%
Avg. Invested days 34
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 12.17B USD
Price to earnings Ratio 30.74
1Y Target Price 71.26
Price to earnings Ratio 30.74
1Y Target Price 71.26
Volume (30-day avg) 16
Beta 0.71
52 Weeks Range 58.15 - 74.34
Updated Date 08/29/2025
52 Weeks Range 58.15 - 74.34
Updated Date 08/29/2025
Dividends yield (FY) 3.31%
Basic EPS (TTM) 1.94

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 23.97%
Operating Margin (TTM) 30.73%

Management Effectiveness

Return on Assets (TTM) 5.83%
Return on Equity (TTM) 23.19%

Valuation

Trailing PE 30.74
Forward PE 30.4
Enterprise Value 14794957630
Price to Sales(TTM) 7.94
Enterprise Value 14794957630
Price to Sales(TTM) 7.94
Enterprise Value to Revenue 10.33
Enterprise Value to EBITDA 20.36
Shares Outstanding 193790000
Shares Floating 191078630
Shares Outstanding 193790000
Shares Floating 191078630
Percent Insiders 1.29
Percent Institutions 100.36

ai summary icon Upturn AI SWOT

Equity Lifestyle Properties Inc

stock logo

Company Overview

overview logo History and Background

Equity Lifestyle Properties (ELS) was founded in 1969. It is a real estate investment trust (REIT) that owns and operates manufactured home communities, RV resorts, and campgrounds primarily in the United States. Over time, ELS has grown through acquisitions and development, focusing on high-quality properties in desirable locations.

business area logo Core Business Areas

  • Manufactured Home Communities: ELS owns and operates manufactured home communities, offering residents affordable housing options with amenities and community features.
  • RV Resorts and Campgrounds: ELS owns and operates RV resorts and campgrounds, providing vacation and seasonal living options for RVers and campers.

leadership logo Leadership and Structure

Marguerite Nader is the President and CEO of Equity Lifestyle Properties. The company operates as a REIT with a board of directors overseeing management.

Top Products and Market Share

overview logo Key Offerings

  • Manufactured Home Community Rentals: ELS provides rental spaces for manufactured homes in its communities. The manufactured housing market is competitive, with other REITs and private operators. Market share data is not easily disaggregated for rentals alone but is significant within the overall ELS portfolio. Competitors include Sun Communities, UMH Properties and other REIT's.
  • RV Resort and Campground Rentals: ELS offers short-term and long-term rental spaces for RVs and campers. The RV park and campground market is fragmented, with numerous independent operators and smaller chains. Competitors include Thousand Trails, KOA, and other hospitality REITs and private operators. Market share data is not easily disaggregated for rentals alone but is significant within the overall ELS portfolio.

Market Dynamics

industry overview logo Industry Overview

The manufactured housing and RV resort industries are driven by factors such as affordability, demographic trends (aging population), and consumer preferences for outdoor recreation and alternative living. The RV industry has seen a surge in popularity in recent years.

Positioning

ELS is a leading REIT in the manufactured home community and RV resort sectors. Its competitive advantages include its scale, brand reputation, and focus on high-quality properties in desirable locations. ELS offers attractive real estate investment opportunities while providing rental housing and vacation rental services.

Total Addressable Market (TAM)

The total addressable market for manufactured housing and RV resorts is estimated to be in the tens of billions of dollars. ELS is well-positioned to capture a significant share of this market through acquisitions, development, and organic growth. It represents an attractive real estate investment opportunity.

Upturn SWOT Analysis

Strengths

  • Leading position in the manufactured home and RV resort sectors
  • High-quality portfolio of properties
  • Strong brand reputation
  • Experienced management team
  • Consistent operating performance

Weaknesses

  • Sensitivity to economic cycles
  • Geographic concentration in certain regions
  • Exposure to regulatory risks
  • Dependence on external financing

Opportunities

  • Acquisitions of additional properties
  • Development of new communities and resorts
  • Expansion into new geographic markets
  • Increased demand for affordable housing
  • Growing popularity of RV travel

Threats

  • Economic downturns
  • Rising interest rates
  • Increased competition
  • Changes in regulations
  • Natural disasters

Competitors and Market Share

competitor logo Key Competitors

  • SUI
  • UMH

Competitive Landscape

ELS benefits from a large established base. SUI has been focusing on development and expansion. UMH Properties focuses on the affordable housing segment

Major Acquisitions

North Star Deluxe Homes

  • Year: 2015
  • Acquisition Price (USD millions): 358
  • Strategic Rationale: Enhanced manufactured housing portfolio. Expansion into the New England area.

Growth Trajectory and Initiatives

Historical Growth: Equity Lifestyle Properties has experienced consistent growth in revenue and earnings over the past decade, driven by acquisitions and organic growth.

Future Projections: Analyst estimates project continued growth in revenue and earnings for Equity Lifestyle Properties, driven by favorable industry trends and the company's strategic initiatives. Please consult Analyst's reports for specifics.

Recent Initiatives: Recent initiatives include acquisitions of new properties, development of existing communities, and investments in technology to enhance the resident experience.

Summary

Equity Lifestyle Properties is a strong REIT with a leadership position in the manufactured home community and RV resort sectors. The company's high-quality portfolio, strong brand reputation, and experienced management team contribute to its consistent operating performance. However, Equity Lifestyle Properties is subject to economic cycles and regulatory risks, which could impact its financial performance. ELS could benefit from increased acquisitions.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings (10-K, 10-Q)
  • Analyst reports
  • Industry publications
  • Company Website

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary depending on the source.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Equity Lifestyle Properties Inc

Exchange NYSE
Headquaters Chicago, IL, United States
IPO Launch date 1993-02-24
CEO & Non-Independent Vice Chairman Ms. Marguerite M. Nader
Sector Real Estate
Industry REIT - Residential
Full time employees 3800
Full time employees 3800

We are a self-administered, self-managed real estate investment trust (REIT) with headquarters in Chicago. As of April 21, 2025, we own or have an interest in 455 properties in 35 states and British Columbia consisting of 173,340 sites.