Equity Residential Stock Performance
| EQR Stock | USD 63.09 0.55 0.88% |
Equity Residential has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.23, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Equity Residential will likely underperform. Equity Residential right now shows a risk of 1.39%. Please confirm Equity Residential potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Equity Residential will be following its price patterns.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Equity Residential are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively uncertain basic indicators, Equity Residential may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return 1.62 | Five Day Return 4.98 | Year To Date Return 2.26 | Ten Year Return 9.86 | All Time Return 344.13 |
Forward Dividend Yield 0.0439 | Payout Ratio 1.2102 | Last Split Factor 2:1 | Forward Dividend Rate 2.7 | Dividend Date 2024-04-12 |
1 | Essex Property Q4 FFO Revenues Beat, 24 View Issued | 02/07/2024 |
2 | Equity Residential Price Target Cut to 61.00 by Analysts at Mizuho | 02/28/2024 |
3 | Acquisition by Alexander Brackenridge of 14377 shares of Equity Residential subject to Rule 16b-3 | 03/11/2024 |
4 | Equity Residential raises quarterly dividend by 2 percent to 0.675share | 03/14/2024 |
5 | EQ Resources First Half 2024 Earnings AU0.005 loss per share | 03/19/2024 |
6 | 25 US Cities With Largest Homeless Populations | 03/25/2024 |
7 | Equity Residential Announces First Quarter 2024 Earnings Release Date | 04/02/2024 |
8 | These Top REITs Have Yields Up to 9.1 | 04/09/2024 |
9 | Acquisition by Catherine Carraway of 1547 shares of Equity Residential subject to Rule 16b-3 | 04/11/2024 |
| Equity Residential dividend paid on 12th of April 2024 | 04/12/2024 |
10 | Allworth Financial LP Has 30000 Stake in Equity Residential - Defense World | 04/15/2024 |
11 | Insights Into Equity Residential Q1 Wall Street Projections for Key Metrics | 04/18/2024 |
12 | Equity Residential Q1 2024 Earnings Preview | 04/22/2024 |
| Begin Period Cash Flow | 53.9 M |
Equity |
Equity Residential Relative Risk vs. Return Landscape
If you would invest 5,876 in Equity Residential on January 24, 2024 and sell it today you would earn a total of 433.00 from holding Equity Residential or generate 7.37% return on investment over 90 days. Equity Residential is generating 0.1224% of daily returns assuming volatility of 1.3857% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Equity, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Equity Residential Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Residential's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equity Residential, and traders can use it to determine the average amount a Equity Residential's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0883
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Equity Residential is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equity Residential by adding it to a well-diversified portfolio.
Equity Residential Fundamentals Growth
Equity Stock prices reflect investors' perceptions of the future prospects and financial health of Equity Residential, and Equity Residential fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equity Stock performance.
| Return On Equity | 0.0746 | ||||
| Return On Asset | 0.0273 | ||||
| Profit Margin | 0.29 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 31.54 B | ||||
| Shares Outstanding | 378.94 M | ||||
| Price To Earning | 21.41 X | ||||
| Price To Book | 2.12 X | ||||
| Price To Sales | 8.15 X | ||||
| Revenue | 2.87 B | ||||
| Gross Profit | 1.75 B | ||||
| EBITDA | 1.16 B | ||||
| Net Income | 835.44 M | ||||
| Cash And Equivalents | 53.87 M | ||||
| Cash Per Share | 0.18 X | ||||
| Total Debt | 7.7 B | ||||
| Debt To Equity | 0.67 % | ||||
| Current Ratio | 0.25 X | ||||
| Book Value Per Share | 29.13 X | ||||
| Cash Flow From Operations | 1.52 B | ||||
| Earnings Per Share | 2.13 X | ||||
| Market Capitalization | 23.7 B | ||||
| Total Asset | 20.03 B | ||||
| Retained Earnings | 1.44 B | ||||
| Working Capital | (698.51 M) | ||||
| Current Asset | 155.12 M | ||||
| Current Liabilities | 559.3 M | ||||
About Equity Residential Performance
To evaluate Equity Residential Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Equity Residential generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Equity Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Equity Residential market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Equity's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.0000004 | 0.00 | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.08 | 0.08 |
Things to note about Equity Residential performance evaluation
Checking the ongoing alerts about Equity Residential for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equity Residential help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has 7.7 B in debt with debt to equity (D/E) ratio of 0.67, which is OK given its current industry classification. Equity Residential has a current ratio of 0.25, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Equity Residential until it has trouble settling it off, either with new capital or with free cash flow. So, Equity Residential's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Equity Residential sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Equity to invest in growth at high rates of return. When we think about Equity Residential's use of debt, we should always consider it together with cash and equity. | |
| Over 93.0% of Equity Residential shares are held by institutions such as insurance companies | |
| On 12th of April 2024 Equity Residential paid $ 0.675 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: Equity Residential Q1 2024 Earnings Preview |
- Analyzing Equity Residential's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equity Residential's stock is overvalued or undervalued compared to its peers.
- Examining Equity Residential's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equity Residential's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equity Residential's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equity Residential's stock. These opinions can provide insight into Equity Residential's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Equity Residential. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in producer price index. To learn how to invest in Equity Stock, please use our How to Invest in Equity Residential guide.You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Complementary Tools for Equity Stock analysis
When running Equity Residential's price analysis, check to measure Equity Residential's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equity Residential is operating at the current time. Most of Equity Residential's value examination focuses on studying past and present price action to predict the probability of Equity Residential's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equity Residential's price. Additionally, you may evaluate how the addition of Equity Residential to your portfolios can decrease your overall portfolio volatility.
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Is Equity Residential's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Equity Residential. If investors know Equity will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Equity Residential listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.957 | Dividend Share 2.65 | Earnings Share 2.13 | Revenue Per Share 7.588 | Quarterly Revenue Growth 0.04 |
The market value of Equity Residential is measured differently than its book value, which is the value of Equity that is recorded on the company's balance sheet. Investors also form their own opinion of Equity Residential's value that differs from its market value or its book value, called intrinsic value, which is Equity Residential's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Equity Residential's market value can be influenced by many factors that don't directly affect Equity Residential's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Equity Residential's value and its price as these two are different measures arrived at by different means. Investors typically determine if Equity Residential is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Equity Residential's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.