ELS
ELS 1-star rating from Upturn Advisory

Equity Lifestyle Properties Inc (ELS)

Equity Lifestyle Properties Inc (ELS) 1-star rating from Upturn Advisory
$62.07
Last Close (24-hour delay)
Profit since last BUY-1.51%
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Upturn Advisory Summary

12/04/2025: ELS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

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

Number of Analysts

3 star rating from financial analysts

16 Analysts rated it

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

1 Year Target Price $70.56

1 Year Target Price $70.56

Analysts Price Target For last 52 week
$70.56 Target price
52w Low $57.65
Current$62.07
52w High $68.63

Analysis of Past Performance

Type Stock
Historic Profit -25.06%
Avg. Invested days 29
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/04/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 12.52B USD
Price to earnings Ratio 30.84
1Y Target Price 70.56
Price to earnings Ratio 30.84
1Y Target Price 70.56
Volume (30-day avg) 16
Beta 0.79
52 Weeks Range 57.65 - 68.63
Updated Date 12/6/2025
52 Weeks Range 57.65 - 68.63
Updated Date 12/6/2025
Dividends yield (FY) 3.26%
Basic EPS (TTM) 2

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

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 30.84
Forward PE 30.49
Enterprise Value 15370389860
Price to Sales(TTM) 8.15
Enterprise Value 15370389860
Price to Sales(TTM) 8.15
Enterprise Value to Revenue 10.69
Enterprise Value to EBITDA 20.81
Shares Outstanding 193828480
Shares Floating 191163338
Shares Outstanding 193828480
Shares Floating 191163338
Percent Insiders 1.29
Percent Institutions 106.11

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Equity Lifestyle Properties Inc

Equity Lifestyle Properties Inc(ELS) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Equity Lifestyle Properties, Inc. (ELS) was founded in 1969. Initially focused on land development, it transitioned to acquiring and operating manufactured home communities, RV resorts, and campgrounds. ELS became a publicly traded REIT in 1993 and has grown through acquisitions and organic growth, becoming a leading owner and operator of these properties.

Company business area logo Core Business Areas

  • Manufactured Home Communities: ELS owns and operates manufactured home communities, providing residents with affordable housing options. They lease homesites to residents who own their homes.
  • RV Resorts and Campgrounds: ELS also owns and operates RV resorts and campgrounds, catering to recreational travelers and seasonal residents. These properties offer amenities such as swimming pools, clubhouses, and recreational facilities.

leadership logo Leadership and Structure

Marguerite Nader is the President and CEO. The company operates as a REIT (Real Estate Investment Trust), with a board of directors overseeing its operations and strategy.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Manufactured Home Sites: Leasing manufactured home sites within communities. ELS is a major player in this sector, but specific market share data is difficult to pinpoint due to the fragmented nature of the market. Competitors include Sun Communities, UMH Properties and smaller regional operators.
  • RV and Campground Stays: Offering short-term and seasonal stays at RV resorts and campgrounds. Again market share is hard to quantify, the sector is fragmented with many smaller players. Key competitors include large franchise brands like KOA and independent campgrounds.

Market Dynamics

industry overview logo Industry Overview

The manufactured housing industry is driven by demand for affordable housing and retirement living. The RV resort and campground industry benefits from leisure travel trends and outdoor recreation popularity. Both sectors are influenced by economic conditions and demographic shifts.

Positioning

ELS is a leading player in both the manufactured home community and RV resort sectors. Its competitive advantages include its scale, established brand, and portfolio of well-located properties.

Total Addressable Market (TAM)

The manufactured housing market is estimated to be over $20 billion annually, and the RV park and campground market is also in the billions. ELS is positioned to capture a significant share of this TAM due to its market leadership and expansion strategy.

Upturn SWOT Analysis

Strengths

  • Large and diversified portfolio
  • Strong brand reputation
  • Experienced management team
  • Consistent occupancy rates
  • Scalable operating platform

Weaknesses

  • Sensitivity to economic downturns
  • Geographic concentration in certain regions
  • Potential for regulatory changes
  • Dependence on external financing
  • Exposure to property damage from natural disasters

Opportunities

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

Threats

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

Competitors and Market Share

Key competitor logo Key Competitors

  • SUI
  • UMH
  • ACC

Competitive Landscape

ELS benefits from its scale and established brand. However, smaller competitors may be more nimble in adapting to local market conditions.

Major Acquisitions

Newport Pacific Family of RV Resorts and Manufactured Home Communities

  • Year: 2021
  • Acquisition Price (USD millions): 343.7
  • Strategic Rationale: Expanded ELS's presence in California and Washington.

Growth Trajectory and Initiatives

Historical Growth: ELS has experienced consistent growth through acquisitions and organic expansion of its portfolio.

Future Projections: Analyst estimates for future growth are available from financial news and data providers.

Recent Initiatives: Recent initiatives include acquisitions of new properties, expansion of existing communities, and investments in technology to improve operational efficiency.

Summary

Equity Lifestyle Properties is a strong REIT operating in the manufactured housing and RV resort sectors. It benefits from a large, diversified portfolio and a stable business model. ELS needs to be mindful of economic downturns and interest rate hikes while they should capitalize on growth opportunities in affordable housing and RV travel.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Equity Lifestyle Properties Inc. Investor Relations
  • SEC Filings (10K, 10Q)
  • Financial News Outlets (e.g., Bloomberg, Reuters)
  • Industry Reports

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Market data is subject to change. Actual results may vary.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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.