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Upturn AI SWOT - About
EQR 
Equity Residential (EQR)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/02/2025: EQR (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
26 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $77.4
1 Year Target Price $77.4
| 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 07/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 26.11B USD | Price to earnings Ratio 25.45 | 1Y Target Price 77.4 |
Price to earnings Ratio 25.45 | 1Y Target Price 77.4 | ||
Volume (30-day avg) 26 | Beta 0.92 | 52 Weeks Range 58.81 - 76.06 | Updated Date 07/2/2025 |
52 Weeks Range 58.81 - 76.06 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 4.10% | Basic EPS (TTM) 2.62 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 33.11% | Operating Margin (TTM) 25.53% |
Management Effectiveness
Return on Assets (TTM) 2.64% | Return on Equity (TTM) 8.9% |
Valuation
Trailing PE 25.45 | Forward PE 47.39 | Enterprise Value 33683349244 | Price to Sales(TTM) 8.67 |
Enterprise Value 33683349244 | Price to Sales(TTM) 8.67 | ||
Enterprise Value to Revenue 11.19 | Enterprise Value to EBITDA 14.43 | Shares Outstanding 379944000 | Shares Floating 342241860 |
Shares Outstanding 379944000 | Shares Floating 342241860 | ||
Percent Insiders 0.53 | Percent Institutions 95.27 |
Upturn AI SWOT
Equity Residential
Company Overview
History and Background
Equity Residential was founded in 1968 by Sam Zell and is headquartered in Chicago, Illinois. It is a real estate investment trust (REIT) focused on the acquisition, development, and management of high-quality apartment properties in urban and suburban locations. Originally named Equity Financial and Investments, the company changed its name to Equity Residential Properties Trust in 1993 and went public.
Core Business Areas
- Apartment Properties: Equity Residential owns and operates apartment properties primarily in major metropolitan areas in the United States. They generate revenue through rental income from tenants.
Leadership and Structure
Mark J. Parrell is the President and CEO of Equity Residential. The company has a board of trustees and operates with a typical REIT structure.
Top Products and Market Share
Key Offerings
- Apartment Rentals: Equity Residential's primary offering is the rental of apartments in various urban and suburban markets. Market share data is difficult to pinpoint exactly, as it varies by city. Competitors include AvalonBay Communities (AVB), UDR Inc (UDR), and Essex Property Trust (ESS).
Market Dynamics
Industry Overview
The residential REIT industry is influenced by factors such as interest rates, employment growth, population trends, and housing affordability. Demand for rental housing remains strong in many markets, especially in urban areas.
Positioning
Equity Residential is a leading REIT in the apartment sector, focusing on high-quality properties in desirable locations. Its competitive advantages include a strong brand, experienced management team, and efficient property management practices.
Total Addressable Market (TAM)
The TAM for the rental apartment market is in the trillions of dollars. Equity Residential is positioned to capture a significant portion of this TAM by focusing on high-growth, urban markets.
Upturn SWOT Analysis
Strengths
- High-quality portfolio
- Strong brand reputation
- Experienced management team
- Efficient property management
Weaknesses
- Exposure to economic cycles
- High debt levels
- Geographic concentration
- Vulnerable to interest rate hikes
Opportunities
- Acquisition of undervalued properties
- Development of new properties
- Expansion into new markets
- Increasing rental rates
Threats
- Rising interest rates
- Increased competition
- Economic downturn
- Changes in government regulations
Competitors and Market Share
Key Competitors
- AVB
- UDR
- ESS
Competitive Landscape
Equity Residential is a well-established player in the apartment REIT sector, competing with other large REITs such as AvalonBay and UDR. Each company focuses on different geographic markets and property types, but they all face similar challenges related to interest rates, competition, and economic conditions.
Major Acquisitions
Archstone Portfolio
- Year: 2013
- Acquisition Price (USD millions): 16000
- Strategic Rationale: Expanded EQR's presence in key urban markets, adding high-quality apartment properties to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: Equity Residential has grown through a combination of acquisitions, development, and organic rent growth.
Future Projections: Analysts expect Equity Residential to continue to grow revenue and earnings in the coming years, driven by strong demand for apartment rentals in its core markets. Specific growth rates vary depending on analyst estimates.
Recent Initiatives: Recent initiatives include property renovations, technology upgrades, and expansion into new markets.
Summary
Equity Residential is a leading apartment REIT with a strong portfolio of properties and a solid track record of financial performance. It faces challenges such as rising interest rates and competition, but its focus on high-quality assets and efficient management provides a competitive advantage. The company should continue to see demand due to the urban sector. However, a downturn in the economy can certainly slow down the trajectory of Equity Residential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (e.g., 10-K, 10-Q)
- Earnings call transcripts
- Investor presentations
- Analyst reports
- Market data providers
- Real estate market research reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is based on publicly available information, which may be subject to change. Market share estimates are approximate and may vary depending on the source.
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 312 properties consisting of 84,648 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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