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Upturn AI SWOT - About
Equity Lifestyle Properties Inc (ELS)
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Upturn Advisory Summary
07/03/2025: ELS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $73.59
1 Year Target Price $73.59
| 7 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.88% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.44B USD | Price to earnings Ratio 32.02 | 1Y Target Price 73.59 |
Price to earnings Ratio 32.02 | 1Y Target Price 73.59 | ||
Volume (30-day avg) 16 | Beta 0.75 | 52 Weeks Range 58.38 - 74.34 | Updated Date 07/4/2025 |
52 Weeks Range 58.38 - 74.34 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 3.34% | 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 23.82% | Operating Margin (TTM) 37.64% |
Management Effectiveness
Return on Assets (TTM) 5.85% | Return on Equity (TTM) 22.9% |
Valuation
Trailing PE 32.02 | Forward PE 32.26 | Enterprise Value 14933493088 | Price to Sales(TTM) 8.09 |
Enterprise Value 14933493088 | Price to Sales(TTM) 8.09 | ||
Enterprise Value to Revenue 10.41 | Enterprise Value to EBITDA 20.51 | Shares Outstanding 191190000 | Shares Floating 188480350 |
Shares Outstanding 191190000 | Shares Floating 188480350 | ||
Percent Insiders 1.31 | Percent Institutions 98.96 |
Upturn AI SWOT
Equity Lifestyle Properties Inc
Company Overview
History and Background
Equity Lifestyle Properties Inc (ELS) was founded in 1969 by Nathan Smith. It began as a small portfolio of manufactured home communities and has grown into a leading real estate investment trust (REIT) specializing in manufactured home communities, RV resorts, and marinas.
Core Business Areas
- Manufactured Home Communities: Owns and operates communities where residents lease sites for manufactured homes. Provides community amenities and services.
- RV Resorts: Owns and operates RV resorts catering to travelers and seasonal residents. Offers amenities such as pools, clubhouses, and planned activities.
- Marinas: Owns and operates marinas, providing services such as boat slips, storage, and repairs.
Leadership and Structure
Marguerite Nader serves as the President and CEO. The company operates as a REIT with a board of directors overseeing its operations.
Top Products and Market Share
Key Offerings
- Manufactured Home Community Site Rentals: ELS generates revenue primarily from leasing sites within its manufactured home communities. Competitors include Sun Communities (SUI) and UMH Properties (UMH). Market share data is difficult to pinpoint exactly, but ELS is a major player.
- RV Resort Stays: Offers short-term and seasonal RV stays at its resorts. Competitors include privately owned campgrounds and other publicly traded companies with RV resort holdings, such as Park Holidays UK (private). Market share data is dispersed due to the fragmented nature of the RV resort industry.
- Marina Services: Provides marina services such as boat slips, storage, and maintenance. Competitors include local and regional marina operators. Market share is highly localized.
Market Dynamics
Industry Overview
The manufactured housing, RV resort, and marina industries are experiencing growth due to factors like affordability constraints in traditional housing, increasing popularity of RV travel, and rising demand for recreational boating.
Positioning
ELS is a leader in the manufactured home community and RV resort sectors, known for its high-quality properties and strong management. Its competitive advantages include its scale, brand reputation, and focus on premium amenities.
Total Addressable Market (TAM)
The TAM for manufactured housing, RV resorts, and marinas is estimated in the hundreds of billions of dollars. ELS is positioned to capture a significant portion of this market through acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced management team
- Diversified portfolio of properties
- High occupancy rates
- Proven track record of growth
Weaknesses
- Sensitivity to economic cycles
- Exposure to interest rate risk
- Geographic concentration in certain markets
- Potential for environmental liabilities
- Regulatory risk associated with land use and zoning
Opportunities
- Acquisition of additional properties
- Development of new communities and resorts
- Expansion into new markets
- Increased demand for affordable housing
- Growing popularity of RV travel
Threats
- Economic downturns
- Rising interest rates
- Increased competition
- Changes in zoning regulations
- Natural disasters
Competitors and Market Share
Key Competitors
- SUI
- UHT
- BRG
Competitive Landscape
ELS benefits from its scale and strong brand, but faces competition from other REITs and privately owned operators. The competitive landscape is characterized by ongoing consolidation and increasing demand for affordable housing and recreational properties.
Major Acquisitions
Texas Land Lease Communities
- Year: 2022
- Acquisition Price (USD millions): 550
- Strategic Rationale: Expanded presence in a high-growth market and added high-quality assets to the portfolio.
Coastal Marina Group
- Year: 2021
- Acquisition Price (USD millions): 350
- Strategic Rationale: Diversified portfolio with high-end marinas and increased exposure to the recreational boating market.
Growth Trajectory and Initiatives
Historical Growth: ELS has experienced strong historical growth through acquisitions and organic expansion, driven by increasing demand for its properties and services.
Future Projections: Analysts expect ELS to continue to grow its revenue and earnings through acquisitions, development, and rental increases. Growth rate estimations require access to financial data that is not provided
Recent Initiatives: Recent initiatives include acquiring new properties, upgrading existing amenities, and expanding its marketing efforts.
Summary
Equity Lifestyle Properties is a strong REIT focused on manufactured home communities, RV resorts, and marinas. The company benefits from favorable demographics and increasing demand for affordable housing and recreational travel. Its strengths are its brand recognition, established properties, and experienced leadership, but must be aware of economic slowdowns and increasing interest rates. ELS is positioned to continue its growth trajectory through strategic acquisitions and operational improvements.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. The data presented is based on available information and may be subject to change. Past performance is not indicative of future results. Seek advice from a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
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