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ELS
Upturn stock ratingUpturn stock rating

Equity Lifestyle Properties Inc (ELS)

Upturn stock ratingUpturn stock rating
$61.67
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
  • ALL
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Upturn Advisory Summary

06/30/2025: 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

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $73.59

1 Year Target Price $73.59

Analysts Price Target For last 52 week
$73.59Target price
Low$58.38
Current$61.67
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 06/30/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 12.31B USD
Price to earnings Ratio 31.68
1Y Target Price 73.59
Price to earnings Ratio 31.68
1Y Target Price 73.59
Volume (30-day avg) 16
Beta 0.75
52 Weeks Range 58.38 - 74.34
Updated Date 06/30/2025
52 Weeks Range 58.38 - 74.34
Updated Date 06/30/2025
Dividends yield (FY) 3.35%
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 31.68
Forward PE 32.15
Enterprise Value 14899078977
Price to Sales(TTM) 8.01
Enterprise Value 14899078977
Price to Sales(TTM) 8.01
Enterprise Value to Revenue 10.39
Enterprise Value to EBITDA 20.46
Shares Outstanding 191190000
Shares Floating 188480350
Shares Outstanding 191190000
Shares Floating 188480350
Percent Insiders 1.31
Percent Institutions 99.09

Analyst Ratings

Rating 4
Target Price 73.59
Buy 3
Strong Buy 7
Buy 3
Strong Buy 7
Hold 6
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Equity Lifestyle Properties Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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.