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Upturn AI SWOT - About
EQR 
Equity Residential (EQR)
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Upturn Advisory Summary
09/17/2025: EQR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
26 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $74.62
1 Year Target Price $74.62
| 5 | Strong Buy |
| 6 | Buy |
| 15 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.93% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.48B USD | Price to earnings Ratio 24.34 | 1Y Target Price 74.62 |
Price to earnings Ratio 24.34 | 1Y Target Price 74.62 | ||
Volume (30-day avg) 26 | Beta 0.94 | 52 Weeks Range 58.81 - 76.06 | Updated Date 09/16/2025 |
52 Weeks Range 58.81 - 76.06 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 4.19% | Basic EPS (TTM) 2.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 33.22% | Operating Margin (TTM) 29.4% |
Management Effectiveness
Return on Assets (TTM) 2.62% | Return on Equity (TTM) 9.08% |
Valuation
Trailing PE 24.34 | Forward PE 44.84 | Enterprise Value 33590857160 | Price to Sales(TTM) 8.37 |
Enterprise Value 33590857160 | Price to Sales(TTM) 8.37 | ||
Enterprise Value to Revenue 11.03 | Enterprise Value to EBITDA 14.12 | Shares Outstanding 381897984 | Shares Floating 343994675 |
Shares Outstanding 381897984 | Shares Floating 343994675 | ||
Percent Insiders 0.53 | Percent Institutions 94.29 |
Upturn AI SWOT
Equity Residential
Company Overview
History and Background
Equity Residential was founded in 1993 by Sam Zell. It's one of the largest publicly traded real estate investment trusts (REITs) focused on the acquisition, development, and management of high-quality apartment properties in urban and suburban locations.
Core Business Areas
- Apartment Ownership and Management: The core business involves owning, operating, and developing apartment communities. This includes property management, leasing, and resident services.
Leadership and Structure
Mark J. Parrell is the President and CEO. The organizational structure is typical of a large REIT, with specialized departments for investments, property management, finance, and development, all overseen by a board of trustees.
Top Products and Market Share
Key Offerings
- Apartment Rentals: Equity Residential provides apartment rental services in major US cities. Market share data is difficult to pinpoint precisely, but they are a top 5 apartment owner in the US, owning around 75,000 units. Competitors include AvalonBay Communities (AVB), UDR (UDR), and Essex Property Trust (ESS).
Market Dynamics
Industry Overview
The residential REIT industry is influenced by factors like interest rates, demographic trends, job growth, and housing affordability. Demand for apartments is strong in urban areas.
Positioning
Equity Residential focuses on high-barrier-to-entry urban markets, targeting affluent renters. Their competitive advantage lies in their brand reputation, location of properties, and efficient management.
Total Addressable Market (TAM)
The TAM for US apartment rentals is estimated at hundreds of billions of dollars. Equity Residential is well-positioned to capture a significant portion of this market due to its strategic focus on major metropolitan areas.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- High-quality portfolio of properties
- Experienced management team
- Focus on high-growth urban markets
- Solid balance sheet
Weaknesses
- Exposure to economic downturns
- High property taxes in some markets
- Susceptible to interest rate fluctuations
- Geographic concentration
Opportunities
- Further expansion into existing markets
- Development of new properties
- Acquisition of existing properties
- Increasing rental rates
- Technological innovation
Threats
- Rising interest rates
- Increased competition
- Economic recession
- Changes in government regulations
- Overbuilding in certain markets
Competitors and Market Share
Key Competitors
- AVB
- UDR
- ESS
- MAA
Competitive Landscape
Equity Residential has a strong competitive position due to its high-quality properties and focus on urban markets. However, competition is intense and the market is fragmented.
Major Acquisitions
Archstone portfolio
- Year: 2013
- Acquisition Price (USD millions): 16000
- Strategic Rationale: Expanded Equity Residential's presence in key urban markets.
Growth Trajectory and Initiatives
Historical Growth: Equity Residential has grown steadily over the past years, driven by acquisitions, developments, and organic rent growth.
Future Projections: Provide projections for Equity Residential's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Equity Residential.
Summary
Equity Residential is a strong player in the residential REIT sector due to its high-quality portfolio and strategic focus on urban markets. Its experienced management team and solid balance sheet support its growth. However, it faces threats from rising interest rates and increased competition. Maintaining a healthy balance sheet will be key to navigating economic cycles and enabling continued expansion.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Industry Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions are 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 Residential
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1993-08-11 | President, CEO & Trustee Mr. Mark J. Parrell J.D. | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 2500 | Website https://www.equityapartments.com |
Full time employees 2500 | Website https://www.equityapartments.com | ||
Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract affluent long-term renters. Equity Residential owns or has investments in 317 properties consisting of 85,936 apartment units, with an established presence in Boston, New York, Washington, D.C., Seattle, San Francisco and Southern California, and an expanding presence in Denver, Atlanta, Dallas/Ft. Worth and Austin.
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