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Upturn AI SWOT - About
Equity Lifestyle Properties Inc (ELS)

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Upturn Advisory Summary
10/30/2025: ELS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $70.62
1 Year Target Price $70.62
| 7 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -23.48% | Avg. Invested days 32 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.17B USD | Price to earnings Ratio 30.38 | 1Y Target Price 70.62 |
Price to earnings Ratio 30.38 | 1Y Target Price 70.62 | ||
Volume (30-day avg) 16 | Beta 0.72 | 52 Weeks Range 57.65 - 71.36 | Updated Date 10/31/2025 |
52 Weeks Range 57.65 - 71.36 | Updated Date 10/31/2025 | ||
Dividends yield (FY) 3.38% | Basic EPS (TTM) 2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-22 | When After Market | Estimate 0.46 | Actual 0.5 |
Profitability
Profit Margin 24.87% | Operating Margin (TTM) 33.15% |
Management Effectiveness
Return on Assets (TTM) 5.86% | Return on Equity (TTM) 24.12% |
Valuation
Trailing PE 30.38 | Forward PE 28.82 | Enterprise Value 15079828561 | Price to Sales(TTM) 7.92 |
Enterprise Value 15079828561 | Price to Sales(TTM) 7.92 | ||
Enterprise Value to Revenue 10.53 | Enterprise Value to EBITDA 20.75 | Shares Outstanding 193828480 | Shares Floating 191113864 |
Shares Outstanding 193828480 | Shares Floating 191113864 | ||
Percent Insiders 1.29 | Percent Institutions 102.64 |
Upturn AI SWOT
Equity Lifestyle Properties Inc
Company Overview
History and Background
Equity Lifestyle Properties, Inc. (ELS) was founded in 1969 by Nathan Smith. Initially focused on mobile home communities, it has grown to become a leading real estate investment trust (REIT) specializing in manufactured home communities, RV resorts, and marinas. Significant milestones include expanding into RV resorts and marinas and becoming a publicly traded company.
Core Business Areas
- Manufactured Home Communities: ELS owns and operates communities that offer housing for manufactured homes. Residents typically own their homes but lease the land from ELS.
- RV Resorts: ELS provides RV sites and amenities for vacationers and travelers. These resorts often include recreational facilities and planned activities.
- Marinas: ELS owns and operates marinas that offer boat slips, storage, and other services for boat owners.
Leadership and Structure
Marguerite Nader serves as the President and CEO. The company operates with a board of directors overseeing its strategic direction. ELS is structured as a real estate investment trust (REIT), which requires it to distribute a significant portion of its taxable income to shareholders as dividends.
Top Products and Market Share
Key Offerings
- Manufactured Home Community Leases: ELS derives revenue from leasing land to manufactured homeowners. Market share data is difficult to pinpoint precisely, but ELS is a leader in the industry. Competitors include Sun Communities and UMH Properties.
- competitors: Sun Communities,UMH Properties
- marketSharePercentage:
- numberOfUsers:
- revenue:
- RV Resort Rentals: ELS generates income from renting RV sites to vacationers. Occupancy rates and rental fees vary by location and season. Competitors include private campgrounds and other publicly traded RV resort operators.
- competitors: Private campgrounds,Publicly traded RV resort operators
- marketSharePercentage:
- numberOfUsers:
- revenue:
- Marina Services: ELS provides boat slips, storage, and other services at its marinas. Revenue depends on occupancy rates and service fees. Competitors include other marina operators and private boat storage facilities.
- competitors: Other marina operators,Private boat storage facilities
- marketSharePercentage:
- numberOfUsers:
- revenue:
Market Dynamics
Industry Overview
The manufactured housing and RV resort industries are driven by demographic trends, including the aging population and the increasing popularity of RV travel. The marina industry is affected by economic conditions and recreational boating trends.
Positioning
ELS is positioned as a leading owner and operator of manufactured home communities, RV resorts, and marinas. Its competitive advantages include its large portfolio of properties, strong brand reputation, and experienced management team.
Total Addressable Market (TAM)
The TAM for the manufactured housing and RV resort markets is estimated to be substantial, with ongoing demand driven by affordability and lifestyle preferences. ELS is well-positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Diversified Portfolio
- Strong Brand Recognition
- Experienced Management Team
- Stable Revenue Streams
- High Occupancy Rates
Weaknesses
- Sensitivity to Economic Downturns
- Geographic Concentration in Certain Areas
- Reliance on External Financing
- Potential for Regulatory Changes
- Seasonality in RV Resort Business
Opportunities
- Acquisition of Additional Properties
- Expansion into New Markets
- Development of New Amenities and Services
- Increasing Demand for Affordable Housing
- Growth in RV Tourism
Threats
- Rising Interest Rates
- Increased Competition
- Economic Recession
- Natural Disasters
- Changes in Consumer Preferences
Competitors and Market Share
Key Competitors
- SUI
- UMH
Competitive Landscape
ELS benefits from its larger scale and diversified portfolio, offering a wider range of community and resort options compared to some smaller competitors. However, regional players might have a stronger local presence and be more attuned to specific market needs. Competition also comes from independent campgrounds and private marinas.
Major Acquisitions
North Shore Landing
- Year: 2022
- Acquisition Price (USD millions): 12.5
- Strategic Rationale: Expanding ELS's portfolio of RV resorts in the Midwest, enhancing its offerings in a growing market. It is a 106-site RV resort located on the shoreline of Lake Erie in Port Clinton, Ohio.
Growth Trajectory and Initiatives
Historical Growth: Require financial and acquisition data to show the historical data over time.
Future Projections: Need to access analyst forecasts to include in the analysis.
Recent Initiatives: Need to provide the latest strategic decisions from Equity Lifestyle Properties Inc to be able to include recent initiatives.
Summary
Equity Lifestyle Properties is a leading REIT in the manufactured housing, RV resort, and marina sectors. Its diversified portfolio and stable revenue streams are strengths, but it faces economic sensitivity and competition. The company's growth potential lies in acquisitions and expanding services, while it must navigate threats like rising interest rates and natural disasters. Overall, ELS seems to be a strong company and is currently a hold.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Research
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered financial advice. Market share data is approximate and subject to change.
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 September 30, 2025, we own or have an interest in 455 properties in 35 states and British Columbia consisting of 173,341 sites.

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