Equity Residential Stock Retained Earnings
| EQR Stock | USD 62.54 1.00 1.62% |
Equity Residential fundamentals help investors to digest information that contributes to Equity Residential's financial success or failures. It also enables traders to predict the movement of Equity Stock. The fundamental analysis module provides a way to measure Equity Residential's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Equity Residential stock.
| Last Reported | Projected for Next Year | ||
| Retained Earnings | 1.4 B | 1.5 B | |
| Retained Earnings Total Equity | 1.5 B | 1.3 B |
Equity | Retained Earnings |
Equity Residential Company Retained Earnings Analysis
Equity Residential's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Current Equity Residential Retained Earnings | 1.44 B |
Most of Equity Residential's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Equity Residential is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Equity Retained Earnings Driver Correlations
Understanding the fundamental principles of building solid financial models for Equity Residential is extremely important. It helps to project a fair market value of Equity Stock properly, considering its historical fundamentals such as Retained Earnings. Since Equity Residential's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Equity Residential's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Equity Residential's interrelated accounts and indicators.
Click cells to compare fundamentals
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
| Competition |
Based on the latest financial disclosure, Equity Residential has a Retained Earnings of 1.44 B. This is 313.28% lower than that of the Diversified REITs sector and significantly higher than that of the Real Estate industry. The retained earnings for all United States stocks is 84.6% higher than that of the company.
Equity Retained Earnings Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Equity Residential's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Equity Residential could also be used in its relative valuation, which is a method of valuing Equity Residential by comparing valuation metrics of similar companies.Equity Residential is currently under evaluation in retained earnings category among related companies.
Equity Residential ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Equity Residential's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Equity Residential's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Equity Fundamentals
| 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 | ||||
| Shares Owned By Insiders | 0.54 % | ||||
| Shares Owned By Institutions | 92.59 % | ||||
| Number Of Shares Shorted | 5.47 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 | ||||
| Short Ratio | 2.78 X | ||||
| Earnings Per Share | 2.13 X | ||||
| Price To Earnings To Growth | 6.35 X | ||||
| Target Price | 65.89 | ||||
| Number Of Employees | 2.4 K | ||||
| Beta | 0.85 | ||||
| Market Capitalization | 23.32 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 | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 3.25 % | ||||
| Net Asset | 20.03 B | ||||
| Last Dividend Paid | 2.65 |
About Equity Residential Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Equity Residential's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Residential using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Residential based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Equity Residential
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Equity Residential position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Equity Residential will appreciate offsetting losses from the drop in the long position's value.Moving against Equity Stock
| 0.63 | KW | Kennedy Wilson Holdings Financial Report 1st of May 2024 | PairCorr |
| 0.53 | HR | Healthcare Realty Trust Financial Report 14th of May 2024 | PairCorr |
| 0.45 | DOUG | Douglas Elliman Financial Report 9th of May 2024 | PairCorr |
| 0.43 | ADC-PA | Agree Realty | PairCorr |
| 0.41 | UE | Urban Edge Properties Financial Report 14th of May 2024 | PairCorr |
The ability to find closely correlated positions to Equity Residential could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equity Residential when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Equity Residential - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Equity Residential to buy it.
The correlation of Equity Residential is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Equity Residential moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equity Residential moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Equity Residential can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Equity Residential Piotroski F Score and Equity Residential Altman Z Score analysis. To learn how to invest in Equity Stock, please use our How to Invest in Equity Residential guide.You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |
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.