EQUITY RESIDENTIAL (EQR) Stock Fundamental Analysis

NYSE:EQR • US29476L1070

63.87 USD
+0.55 (+0.87%)
Last: Feb 24, 2026, 03:13 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall EQR gets a fundamental rating of 4 out of 10. We evaluated EQR against 20 industry peers in the Residential REITs industry. There are concerns on the financial health of EQR while its profitability can be described as average. EQR is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • In the past year EQR was profitable.
  • In the past year EQR had a positive cash flow from operations.
  • Each year in the past 5 years EQR has been profitable.
  • EQR had a positive operating cash flow in 4 of the past 5 years.
EQR Yearly Net Income VS EBIT VS OCF VS FCFEQR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B 4B

1.2 Ratios

  • EQR's Return On Assets of 5.49% is fine compared to the rest of the industry. EQR outperforms 80.00% of its industry peers.
  • EQR's Return On Equity of 10.43% is fine compared to the rest of the industry. EQR outperforms 80.00% of its industry peers.
  • The Return On Invested Capital of EQR (3.36%) is better than 80.00% of its industry peers.
  • EQR had an Average Return On Invested Capital over the past 3 years of 3.49%. This is in line with the industry average of 2.59%.
Industry RankSector Rank
ROA 5.49%
ROE 10.43%
ROIC 3.36%
ROA(3y)4.83%
ROA(5y)4.92%
ROE(3y)9%
ROE(5y)9.21%
ROIC(3y)3.49%
ROIC(5y)3.23%
EQR Yearly ROA, ROE, ROICEQR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

1.3 Margins

  • With a decent Profit Margin value of 37.54%, EQR is doing good in the industry, outperforming 80.00% of the companies in the same industry.
  • In the last couple of years the Profit Margin of EQR has remained more or less at the same level.
  • EQR has a Operating Margin of 27.91%. This is in the better half of the industry: EQR outperforms 80.00% of its industry peers.
  • In the last couple of years the Operating Margin of EQR has declined.
  • The Gross Margin of EQR (63.01%) is better than 85.00% of its industry peers.
  • In the last couple of years the Gross Margin of EQR has remained more or less at the same level.
Industry RankSector Rank
OM 27.91%
PM (TTM) 37.54%
GM 63.01%
OM growth 3Y-1.79%
OM growth 5Y-1.66%
PM growth 3Y8.52%
PM growth 5Y0.42%
GM growth 3Y-0.63%
GM growth 5Y-0.47%
EQR Yearly Profit, Operating, Gross MarginsEQR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50 100 150

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so EQR is destroying value.
  • Compared to 1 year ago, EQR has less shares outstanding
  • Compared to 5 years ago, EQR has more shares outstanding
  • Compared to 1 year ago, EQR has a worse debt to assets ratio.
EQR Yearly Shares OutstandingEQR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M
EQR Yearly Total Debt VS Total AssetsEQR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

2.2 Solvency

  • EQR has an Altman-Z score of 1.71. This is a bad value and indicates that EQR is not financially healthy and even has some risk of bankruptcy.
  • EQR's Altman-Z score of 1.71 is amongst the best of the industry. EQR outperforms 85.00% of its industry peers.
  • EQR has a debt to FCF ratio of 31.82. This is a negative value and a sign of low solvency as EQR would need 31.82 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 31.82, EQR is in the better half of the industry, outperforming 65.00% of the companies in the same industry.
  • EQR has a Debt/Equity ratio of 0.76. This is a neutral value indicating EQR is somewhat dependend on debt financing.
  • EQR has a Debt to Equity ratio of 0.76. This is in the better half of the industry: EQR outperforms 75.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.76
Debt/FCF 31.82
Altman-Z 1.71
ROIC/WACC0.47
WACC7.17%
EQR Yearly LT Debt VS Equity VS FCFEQR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • A Current Ratio of 0.07 indicates that EQR may have some problems paying its short term obligations.
  • With a Current ratio value of 0.07, EQR is not doing good in the industry: 85.00% of the companies in the same industry are doing better.
  • EQR has a Quick Ratio of 0.07. This is a bad value and indicates that EQR is not financially healthy enough and could expect problems in meeting its short term obligations.
  • EQR's Quick ratio of 0.07 is on the low side compared to the rest of the industry. EQR is outperformed by 80.00% of its industry peers.
Industry RankSector Rank
Current Ratio 0.07
Quick Ratio 0.07
EQR Yearly Current Assets VS Current LiabilitesEQR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • The Earnings Per Share has been growing slightly by 7.72% over the past year.
  • The Earnings Per Share has been growing slightly by 3.64% on average over the past years.
  • EQR shows a small growth in Revenue. In the last year, the Revenue has grown by 3.82%.
  • EQR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.77% yearly.
EPS 1Y (TTM)7.72%
EPS 3Y12.46%
EPS 5Y3.64%
EPS Q2Q%-9.09%
Revenue 1Y (TTM)3.82%
Revenue growth 3Y4.19%
Revenue growth 5Y3.77%
Sales Q2Q%1.97%

3.2 Future

  • Based on estimates for the next years, EQR will show a decrease in Earnings Per Share. The EPS will decrease by -9.21% on average per year.
  • EQR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.40% yearly.
EPS Next Y-50.39%
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%
EPS Next 5Y-9.21%
Revenue Next Year3.13%
Revenue Next 2Y3.1%
Revenue Next 3Y3.75%
Revenue Next 5Y4.4%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
EQR Yearly Revenue VS EstimatesEQR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B 4B
EQR Yearly EPS VS EstimatesEQR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6 8 10

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3

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 21.80 indicates a rather expensive valuation of EQR.
  • Based on the Price/Earnings ratio, EQR is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Earnings ratio of 26.64, EQR is valued at the same level.
  • The Price/Forward Earnings ratio is 43.94, which means the current valuation is very expensive for EQR.
  • Based on the Price/Forward Earnings ratio, EQR is valued a bit cheaper than the industry average as 70.00% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of EQR to the average of the S&P500 Index (27.75), we can say EQR is valued expensively.
Industry RankSector Rank
PE 21.8
Fwd PE 43.94
EQR Price Earnings VS Forward Price EarningsEQR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, EQR is valued a bit cheaper than 70.00% of the companies in the same industry.
  • EQR's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 91.03
EV/EBITDA 16.75
EQR Per share dataEQR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

  • EQR has a very decent profitability rating, which may justify a higher PE ratio.
  • A cheap valuation may be justified as EQR's earnings are expected to decrease with -19.74% in the coming years.
PEG (NY)N/A
PEG (5Y)5.98
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 4.39%, EQR is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 42.55, EQR is paying slightly less dividend.
  • EQR's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 4.39%

5.2 History

  • The dividend of EQR has a limited annual growth rate of 3.64%.
  • EQR has been paying a dividend for at least 10 years, so it has a reliable track record.
Dividend Growth(5Y)3.64%
Div Incr Years0
Div Non Decr Years0
EQR Yearly Dividends per shareEQR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2 2.5

5.3 Sustainability

  • 89.99% of the earnings are spent on dividend by EQR. This is not a sustainable payout ratio.
  • The Dividend Rate of EQR has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP89.99%
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%
EQR Yearly Income VS Free CF VS DividendEQR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B 4B
EQR Dividend Payout.EQR Dividend Payout, showing the Payout Ratio.EQR Dividend Payout.PayoutRetained Earnings

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EQUITY RESIDENTIAL

NYSE:EQR (2/24/2026, 3:13:08 PM)

63.87

+0.55 (+0.87%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-05
Earnings (Next)04-27
Inst Owners96.32%
Inst Owner Change-2.49%
Ins Owners0.51%
Ins Owner Change4.12%
Market Cap24.13B
Revenue(TTM)3.09B
Net Income(TTM)1.16B
Analysts70.34
Price Target70.83 (10.9%)
Short Float %2.3%
Short Ratio3.3
Dividend
Industry RankSector Rank
Dividend Yield 4.39%
Yearly Dividend2.69
Dividend Growth(5Y)3.64%
DP89.99%
Div Incr Years0
Div Non Decr Years0
Ex-Date01-02
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)53.46%
Min EPS beat(2)35.13%
Max EPS beat(2)71.8%
EPS beat(4)4
Avg EPS beat(4)97.82%
Min EPS beat(4)35.13%
Max EPS beat(4)159.82%
EPS beat(8)7
Avg EPS beat(8)77.67%
EPS beat(12)10
Avg EPS beat(12)58.67%
EPS beat(16)13
Avg EPS beat(16)71.73%
Revenue beat(2)0
Avg Revenue beat(2)-0.99%
Min Revenue beat(2)-1.17%
Max Revenue beat(2)-0.8%
Revenue beat(4)1
Avg Revenue beat(4)-0.84%
Min Revenue beat(4)-1.81%
Max Revenue beat(4)0.43%
Revenue beat(8)1
Avg Revenue beat(8)-0.73%
Revenue beat(12)1
Avg Revenue beat(12)-0.84%
Revenue beat(16)3
Avg Revenue beat(16)-0.69%
PT rev (1m)-0.61%
PT rev (3m)-2.14%
EPS NQ rev (1m)-6.12%
EPS NQ rev (3m)-9.09%
EPS NY rev (1m)0.44%
EPS NY rev (3m)-0.41%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.07%
Revenue NY rev (1m)-0.28%
Revenue NY rev (3m)-0.49%
Valuation
Industry RankSector Rank
PE 21.8
Fwd PE 43.94
P/S 7.84
P/FCF 91.03
P/OCF 14.93
P/B 2.18
P/tB 2.18
EV/EBITDA 16.75
EPS(TTM)2.93
EY4.59%
EPS(NY)1.45
Fwd EY2.28%
FCF(TTM)0.7
FCFY1.1%
OCF(TTM)4.28
OCFY6.7%
SpS8.15
BVpS29.34
TBVpS29.34
PEG (NY)N/A
PEG (5Y)5.98
Graham Number43.98
Profitability
Industry RankSector Rank
ROA 5.49%
ROE 10.43%
ROCE 4.44%
ROIC 3.36%
ROICexc 3.38%
ROICexgc 3.44%
OM 27.91%
PM (TTM) 37.54%
GM 63.01%
FCFM 8.61%
ROA(3y)4.83%
ROA(5y)4.92%
ROE(3y)9%
ROE(5y)9.21%
ROIC(3y)3.49%
ROIC(5y)3.23%
ROICexc(3y)3.5%
ROICexc(5y)3.24%
ROICexgc(3y)3.55%
ROICexgc(5y)3.29%
ROCE(3y)4.54%
ROCE(5y)4.17%
ROICexgc growth 3Y1.77%
ROICexgc growth 5Y1.72%
ROICexc growth 3Y1.63%
ROICexc growth 5Y1.65%
OM growth 3Y-1.79%
OM growth 5Y-1.66%
PM growth 3Y8.52%
PM growth 5Y0.42%
GM growth 3Y-0.63%
GM growth 5Y-0.47%
F-Score8
Asset Turnover0.15
Health
Industry RankSector Rank
Debt/Equity 0.76
Debt/FCF 31.82
Debt/EBITDA 4.5
Cap/Depr 132.9%
Cap/Sales 43.88%
Interest Coverage 3.21
Cash Conversion 86.15%
Profit Quality 22.94%
Current Ratio 0.07
Quick Ratio 0.07
Altman-Z 1.71
F-Score8
WACC7.17%
ROIC/WACC0.47
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)7.72%
EPS 3Y12.46%
EPS 5Y3.64%
EPS Q2Q%-9.09%
EPS Next Y-50.39%
EPS Next 2Y-26.51%
EPS Next 3Y-19.74%
EPS Next 5Y-9.21%
Revenue 1Y (TTM)3.82%
Revenue growth 3Y4.19%
Revenue growth 5Y3.77%
Sales Q2Q%1.97%
Revenue Next Year3.13%
Revenue Next 2Y3.1%
Revenue Next 3Y3.75%
Revenue Next 5Y4.4%
EBIT growth 1Y-4.11%
EBIT growth 3Y2.33%
EBIT growth 5Y2.04%
EBIT Next Year111.78%
EBIT Next 3Y32.09%
EBIT Next 5Y20.09%
FCF growth 1Y241.51%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y3.34%
OCF growth 3YN/A
OCF growth 5YN/A

EQUITY RESIDENTIAL / EQR FAQ

What is the fundamental rating for EQR stock?

ChartMill assigns a fundamental rating of 4 / 10 to EQR.


Can you provide the valuation status for EQUITY RESIDENTIAL?

ChartMill assigns a valuation rating of 3 / 10 to EQUITY RESIDENTIAL (EQR). This can be considered as Overvalued.


How profitable is EQUITY RESIDENTIAL (EQR) stock?

EQUITY RESIDENTIAL (EQR) has a profitability rating of 6 / 10.


Can you provide the PE and PB ratios for EQR stock?

The Price/Earnings (PE) ratio for EQUITY RESIDENTIAL (EQR) is 21.8 and the Price/Book (PB) ratio is 2.18.


What is the earnings growth outlook for EQUITY RESIDENTIAL?

The Earnings per Share (EPS) of EQUITY RESIDENTIAL (EQR) is expected to decline by -50.39% in the next year.