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Company Analysis Equity Residential
1. Summary
Advantages
- Dividends (3.78%) are higher than the sector average (3.28%).
- Current debt level 40.45% is below 100% and has decreased over 5 years from 44.26%.
- The company's current efficiency (ROE=9.36%) is higher than the sector average (ROE=1.96%)
Disadvantages
- Price (70.17 $) is higher than fair price (32.49 $)
- The stock's return over the last year (-13.58%) is lower than the sector average (-6.16%).
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Equity Residential | Real Estate | Index | |
|---|---|---|---|
| 7 days | -0.9% | 0% | -0.3% |
| 90 days | -3% | -10.8% | 17.4% |
| 1 year | -13.6% | -6.2% | 11.1% |
EQR vs Sector: Equity Residential has significantly underperformed the "Real Estate" sector by -7.42% over the past year.
EQR vs Market: Equity Residential has significantly underperformed the market by -24.71% over the past year.
Stable price: EQR is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: EQR with weekly volatility of -0.2612% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (70.17 $) is higher than the fair price (32.49 $).
Price is higher than fair: The current price (70.17 $) is 53.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (26.02) is lower than that of the sector as a whole (72.5).
P/E vs Market: The company's P/E (26.02) is lower than that of the market as a whole (61.84).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.33) is higher than that of the sector as a whole (-8.76).
P/BV vs Market: The company's P/BV (2.33) is lower than that of the market as a whole (20.59).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (9.04) is higher than that of the sector as a whole (8.18).
P/S vs Market: The company's P/S indicator (9.04) is lower than that of the market as a whole (15.97).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (15.13) is lower than that of the sector as a whole (153.35).
EV/Ebitda vs Market: The company's EV/Ebitda (15.13) is lower than that of the market as a whole (18.41).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 2.68% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (2.68%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-7.74%).
5.4. ROE
ROE vs Sector: The company's ROE (9.36%) is higher than that of the sector as a whole (1.96%).
ROE vs Market: The company's ROE (9.36%) is lower than that of the market as a whole (42.62%).
5.5. ROA
ROA vs Sector: The company's ROA (5.07%) is higher than that of the sector as a whole (2.97%).
ROA vs Market: The company's ROA (5.07%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (8.4%) is higher than that of the sector as a whole (6.96%).
ROIC vs Market: The company's ROIC (8.4%) is lower than that of the market as a whole (9.15%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.78% is higher than the average for the sector '3.28%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.78% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 3.78% has been growing weakly or stagnant over the past 5 years. Growth over only 3 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (98.61%) are at an uncomfortable level.
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