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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
10/31/2025: 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 $73.03
1 Year Target Price $73.03
| 5 | Strong Buy |
| 6 | Buy |
| 15 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.91% | 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 10/31/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.65B USD | Price to earnings Ratio 19.55 | 1Y Target Price 73.03 |
Price to earnings Ratio 19.55 | 1Y Target Price 73.03 | ||
Volume (30-day avg) 26 | Beta 0.91 | 52 Weeks Range 58.19 - 75.25 | Updated Date 11/1/2025 |
52 Weeks Range 58.19 - 75.25 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 4.56% | Basic EPS (TTM) 3.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When After Market | Estimate 0.42 | Actual 0.3739 |
Profitability
Profit Margin 37.58% | Operating Margin (TTM) 28.96% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 10.44% |
Valuation
Trailing PE 19.55 | Forward PE 43.67 | Enterprise Value 32903440658 | Price to Sales(TTM) 7.68 |
Enterprise Value 32903440658 | Price to Sales(TTM) 7.68 | ||
Enterprise Value to Revenue 10.81 | Enterprise Value to EBITDA 13.83 | Shares Outstanding 380546634 | Shares Floating 342640384 |
Shares Outstanding 380546634 | Shares Floating 342640384 | ||
Percent Insiders 0.53 | Percent Institutions 94.47 |
Upturn AI SWOT
Equity Residential
Company Overview
History and Background
Equity Residential was founded in 1969 by Sam Zell and is headquartered in Chicago, Illinois. It is a leading real estate investment trust (REIT) focused on the acquisition, development, and management of high-quality apartment properties in densely populated locations.
Core Business Areas
- Apartment Operations: The company's core business involves owning and operating apartment communities, generating revenue through rental income and ancillary services.
Leadership and Structure
Mark J. Parrell serves as the President and CEO. The company operates under a traditional REIT structure with a board of trustees overseeing management.
Top Products and Market Share
Key Offerings
- Apartment Rentals: Equity Residential's primary product is apartment rentals in urban and suburban markets. The company owns interests in 301 properties consisting of 77,852 apartment units, including 1,993 units under development as of March 31, 2024. Market share data is regionally variable. Competitors include AvalonBay Communities and Essex Property Trust.
Market Dynamics
Industry Overview
The apartment REIT industry is driven by factors like population growth, job creation, and housing affordability. Demand for apartments remains strong in many urban centers, though supply is increasing in some markets.
Positioning
Equity Residential focuses on high-quality properties in desirable locations. Their competitive advantages include brand recognition, operational efficiency, and access to capital.
Total Addressable Market (TAM)
The US multifamily housing market is valued at approximately $2 trillion. Equity Residential is positioned to capture a portion of this TAM through strategic acquisitions and development in select markets.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- High-quality portfolio
- Experienced management team
- Geographic concentration in attractive markets
- Operational efficiency
Weaknesses
- High debt levels
- Exposure to economic downturns
- Dependence on rental income
- Vulnerable to interest rate hikes
- Geographic concentration risks
Opportunities
- Acquisitions of undervalued properties
- Development of new apartment communities
- Expansion into new markets
- Implementation of smart home technology
- Increase rents due to high demand
Threats
- Increased competition
- Rising interest rates
- Economic recession
- Changes in government regulations
- Oversupply of apartments in certain markets
Competitors and Market Share
Key Competitors
- AvalonBay Communities (AVB)
- Essex Property Trust (ESS)
- UDR (UDR)
Competitive Landscape
Equity Residential competes on the basis of property quality, location, and customer service. They have a strong presence in key markets but face competition from other large REITs.
Major Acquisitions
Archstone
- Year: 2013
- Acquisition Price (USD millions): 16000
- Strategic Rationale: Expanded EQR's presence in key coastal markets, enhancing its portfolio with high-quality assets and improving its overall geographic diversification.
Growth Trajectory and Initiatives
Historical Growth: Equity Residential's growth has been driven by acquisitions, development, and rent increases.
Future Projections: Analyst estimates typically project moderate growth in revenue and FFO for Equity Residential.
Recent Initiatives: Recent strategic initiatives may include acquisitions of new properties, development projects, and investments in technology to improve operations.
Summary
Equity Residential is a leading apartment REIT focused on high-quality properties in attractive markets. The company benefits from a strong brand and operational efficiency, but faces risks related to high debt and economic downturns. Growth opportunities include acquisitions and development, while threats include increased competition and rising interest rates. Overall, Equity Residential presents a solid long-term investment with some inherent risks of the real estate market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Equity Residential Investor Relations
- SEC Filings
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary based on 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, owns and manages 318 rental properties consisting of 86,320 apartment units in dynamic metro areas across the U.S. with a primary concentration in major coastal markets, diversified by a targeted presence in the high-growth metro areas of Atlanta, Austin, Dallas/Ft. Worth and Denver.
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