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Equity LifeStyle Properties, Inc. (ELS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS29472R1086
CUSIP29472R108
SectorReal Estate
IndustryREIT - Residential
IPO DateFeb 24, 1993

Highlights

Market Cap$14.51B
EPS (TTM)$1.95
PE Ratio37.18
PEG Ratio4.70
Total Revenue (TTM)$1.50B
Gross Profit (TTM)$677.88M
EBITDA (TTM)$647.87M
Year Range$58.98 - $76.08
Target Price$73.39
Short %2.88%
Short Ratio2.94

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: ELS vs. SUI, ELS vs. PSA, ELS vs. HST, ELS vs. VOO, ELS vs. INVH, ELS vs. SOXX, ELS vs. SPY, ELS vs. PLD, ELS vs. EXR, ELS vs. CCI

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Equity LifeStyle Properties, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
15.77%
12.99%
ELS (Equity LifeStyle Properties, Inc.)
Benchmark (^GSPC)

Returns By Period

Equity LifeStyle Properties, Inc. had a return of 4.96% year-to-date (YTD) and 7.98% in the last 12 months. Over the past 10 years, Equity LifeStyle Properties, Inc. had an annualized return of 14.43%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.


PeriodReturnBenchmark
Year-To-Date4.96%25.48%
1 month6.61%2.14%
6 months16.02%12.76%
1 year7.98%33.14%
5 years (annualized)3.26%13.96%
10 years (annualized)14.43%11.39%

Monthly Returns

The table below presents the monthly returns of ELS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.04%-0.55%-3.61%-6.38%4.11%4.52%5.45%5.87%-1.22%-1.71%4.96%
202311.11%-4.56%-1.34%2.64%-8.32%6.61%6.41%-5.93%-4.18%3.28%8.05%-0.16%12.18%
2022-10.69%-4.69%3.07%1.05%-2.04%-6.37%4.33%-4.65%-9.78%1.78%3.85%-2.12%-24.50%
2021-3.98%1.33%3.82%9.05%2.10%5.37%12.77%1.52%-7.79%8.21%-3.80%8.27%41.01%
20203.35%-6.08%-15.29%4.92%3.30%0.85%9.35%-2.97%-7.00%-3.44%-1.01%8.74%-7.82%
20199.01%2.61%5.78%2.10%4.25%0.25%2.40%8.43%-0.38%4.70%5.92%-4.56%47.80%
2018-3.03%-1.98%4.40%1.58%1.95%1.72%-0.99%6.47%0.14%-1.82%5.11%-1.85%11.76%
20172.55%7.68%-2.60%5.00%4.31%2.88%1.11%2.12%-4.01%4.00%2.07%-0.88%26.37%
2016-1.12%6.43%4.28%-5.83%7.02%9.84%2.74%-5.73%0.09%-1.74%-8.45%4.48%10.68%
20156.17%-1.57%2.69%-3.88%3.73%-3.36%10.08%-3.66%5.73%3.26%3.14%7.49%32.74%
20148.50%2.39%1.80%3.00%4.47%1.70%0.29%3.16%-6.57%15.91%1.04%4.57%46.52%
20136.40%2.92%4.92%5.79%-5.02%2.51%-2.05%-9.72%-0.96%11.18%-6.55%2.77%10.68%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ELS is 57, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of ELS is 5757
Combined Rank
The Sharpe Ratio Rank of ELS is 6363Sharpe Ratio Rank
The Sortino Ratio Rank of ELS is 5656Sortino Ratio Rank
The Omega Ratio Rank of ELS is 5252Omega Ratio Rank
The Calmar Ratio Rank of ELS is 6161Calmar Ratio Rank
The Martin Ratio Rank of ELS is 5656Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Equity LifeStyle Properties, Inc. (ELS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ELS
Sharpe ratio
The chart of Sharpe ratio for ELS, currently valued at 0.72, compared to the broader market-4.00-2.000.002.004.000.72
Sortino ratio
The chart of Sortino ratio for ELS, currently valued at 1.14, compared to the broader market-4.00-2.000.002.004.006.001.14
Omega ratio
The chart of Omega ratio for ELS, currently valued at 1.13, compared to the broader market0.501.001.502.001.13
Calmar ratio
The chart of Calmar ratio for ELS, currently valued at 0.51, compared to the broader market0.002.004.006.000.51
Martin ratio
The chart of Martin ratio for ELS, currently valued at 1.66, compared to the broader market0.0010.0020.0030.001.66
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current Equity LifeStyle Properties, Inc. Sharpe ratio is 0.72. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Equity LifeStyle Properties, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.72
2.91
ELS (Equity LifeStyle Properties, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Equity LifeStyle Properties, Inc. provided a 2.60% dividend yield over the last twelve months, with an annual payout of $1.88 per share. The company has been increasing its dividends for 18 consecutive years.


1.60%1.80%2.00%2.20%2.40%2.60%2.80%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.88$1.79$1.64$1.45$1.37$1.23$1.10$0.98$0.85$0.75$0.65$0.50

Dividend yield

2.60%2.54%2.54%1.66%2.17%1.74%2.27%2.19%2.36%2.25%2.52%2.76%

Monthly Dividends

The table displays the monthly dividend distributions for Equity LifeStyle Properties, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$1.43
2023$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$1.79
2022$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2021$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$1.45
2020$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$1.37
2019$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$1.23
2018$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$1.10
2017$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.98
2016$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.85
2015$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.75
2014$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.65
2013$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.50

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.6%
Equity LifeStyle Properties, Inc. has a dividend yield of 2.60%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%97.0%
Equity LifeStyle Properties, Inc. has a payout ratio of 97.01%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-11.15%
-0.27%
ELS (Equity LifeStyle Properties, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Equity LifeStyle Properties, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Equity LifeStyle Properties, Inc. was 58.96%, occurring on Nov 20, 2008. Recovery took 343 trading sessions.

The current Equity LifeStyle Properties, Inc. drawdown is 11.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.96%Feb 12, 2007450Nov 20, 2008343Apr 6, 2010793
-41.46%Feb 21, 202019Mar 18, 2020308Jun 8, 2021327
-36.3%May 31, 1994189Feb 27, 1995448Dec 3, 1996637
-32.54%Sep 3, 2021285Oct 20, 2022
-20.64%May 22, 201394Oct 3, 2013141Apr 28, 2014235

Volatility

Volatility Chart

The current Equity LifeStyle Properties, Inc. volatility is 6.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
6.29%
3.75%
ELS (Equity LifeStyle Properties, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Equity LifeStyle Properties, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Equity LifeStyle Properties, Inc. compared to its peers in the REIT - Residential industry.


PE Ratio
50.0100.0150.0200.037.2
The chart displays the price to earnings (P/E) ratio for ELS in comparison to other companies of the REIT - Residential industry. Currently, ELS has a PE value of 37.2. This PE ratio falls in the average range for the industry.
PEG Ratio
0.0200.0400.0600.0800.04.7
The chart displays the price to earnings to growth (PEG) ratio for ELS in comparison to other companies of the REIT - Residential industry. Currently, ELS has a PEG value of 4.7. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Equity LifeStyle Properties, Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items