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Equity Residential (EQR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US29476L1070

CUSIP

29476L107

IPO Date

Aug 11, 1993

Highlights

Market Cap

$27.89B

EPS (TTM)

$2.72

PE Ratio

25.48

PEG Ratio

16.52

Total Revenue (TTM)

$2.24B

Gross Profit (TTM)

$1.20B

EBITDA (TTM)

$1.37B

Year Range

$59.41 - $76.83

Target Price

$77.51

Short %

1.88%

Short Ratio

2.91

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.


Performance

Performance Chart

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


1,000.00%1,500.00%2,000.00%2,500.00%NovemberDecember2025FebruaryMarchApril
2,388.11%
1,130.67%
EQR (Equity Residential)
Benchmark (^GSPC)

Returns By Period

Equity Residential had a return of -2.65% year-to-date (YTD) and 9.69% in the last 12 months. Over the past 10 years, Equity Residential had an annualized return of 4.05%, while the S&P 500 had an annualized return of 10.11%, indicating that Equity Residential did not perform as well as the benchmark.


EQR

YTD

-2.65%

1M

-3.31%

6M

-6.44%

1Y

9.69%

5Y*

5.32%

10Y*

4.05%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.64%5.01%-2.55%-4.26%-2.65%
2024-1.59%0.03%5.94%2.04%0.98%6.63%1.41%7.54%0.31%-5.49%8.94%-6.39%20.81%
20237.88%-1.78%-2.87%5.42%-3.87%9.64%-0.05%-1.68%-8.43%-5.76%2.73%8.75%8.34%
2022-1.96%-3.87%6.17%-9.36%-5.73%-5.18%8.54%-6.65%-7.30%-6.25%2.92%-8.07%-32.46%
20213.98%6.12%10.43%3.63%4.34%0.19%9.26%-0.07%-3.04%6.77%-1.26%6.79%57.34%
20202.67%-9.61%-17.00%5.43%-6.92%-1.92%-8.82%5.26%-7.99%-8.47%23.29%3.41%-23.61%
20199.92%1.56%2.99%1.46%0.20%-0.10%3.91%7.44%2.44%2.78%-4.02%-4.24%26.17%
2018-3.39%-8.73%10.59%0.15%3.69%0.39%2.73%3.55%-1.42%-1.96%9.68%-6.59%7.08%
2017-5.58%3.78%-0.56%3.79%0.79%1.89%3.39%-1.34%-1.07%2.02%-0.65%-3.81%2.19%
2016-5.52%-3.37%13.63%-9.28%1.67%0.28%-1.29%-4.59%4.73%-4.01%-2.82%8.11%-4.55%
20158.03%-0.75%1.78%-5.14%0.62%-4.85%6.61%-4.76%6.24%2.93%3.23%2.93%16.94%
20146.77%5.58%0.05%2.50%3.97%2.77%2.62%2.82%-6.61%12.96%1.84%2.10%42.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EQR is 70, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EQR is 7070
Overall Rank
The Sharpe Ratio Rank of EQR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of EQR is 6464
Sortino Ratio Rank
The Omega Ratio Rank of EQR is 6363
Omega Ratio Rank
The Calmar Ratio Rank of EQR is 7373
Calmar Ratio Rank
The Martin Ratio Rank of EQR is 7474
Martin 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 Residential (EQR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for EQR, currently valued at 0.57, compared to the broader market-2.00-1.000.001.002.003.00
EQR: 0.57
^GSPC: 0.46
The chart of Sortino ratio for EQR, currently valued at 0.93, compared to the broader market-6.00-4.00-2.000.002.004.00
EQR: 0.93
^GSPC: 0.77
The chart of Omega ratio for EQR, currently valued at 1.12, compared to the broader market0.501.001.502.00
EQR: 1.12
^GSPC: 1.11
The chart of Calmar ratio for EQR, currently valued at 0.49, compared to the broader market0.001.002.003.004.005.00
EQR: 0.49
^GSPC: 0.47
The chart of Martin ratio for EQR, currently valued at 2.12, compared to the broader market-5.000.005.0010.0015.0020.00
EQR: 2.12
^GSPC: 1.94

The current Equity Residential Sharpe ratio is 0.57. 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 Residential 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.57
0.46
EQR (Equity Residential)
Benchmark (^GSPC)

Dividends

Dividend History

Equity Residential provided a 3.97% dividend yield over the last twelve months, with an annual payout of $2.72 per share.


5.00%10.00%15.00%20.00%$0.00$2.00$4.00$6.00$8.00$10.00$12.00$14.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.72$2.03$2.65$2.50$2.41$2.41$2.27$2.16$2.02$13.02$2.21$2.00

Dividend yield

3.97%2.82%4.34%4.24%2.67%4.07%2.81%3.27%3.16%20.22%2.71%2.78%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.68$0.00$0.69$0.00$1.37
2024$0.00$0.00$0.68$0.00$0.00$0.00$0.68$0.00$0.68$0.00$0.00$0.00$2.03
2023$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$2.65
2022$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$2.50
2021$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$2.41
2020$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$2.41
2019$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$2.27
2018$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.54$2.16
2017$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$2.02
2016$0.00$0.00$8.50$0.00$0.00$0.50$0.00$0.00$3.50$0.00$0.00$0.50$13.02
2015$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$2.21
2014$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$2.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
EQR: 4.0%
Equity Residential has a dividend yield of 3.97%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
EQR: 144.9%
Equity Residential has a payout ratio of 144.91%, 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%NovemberDecember2025FebruaryMarchApril
-17.06%
-10.07%
EQR (Equity Residential)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Equity Residential. 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 Residential was 67.40%, occurring on Mar 5, 2009. Recovery took 299 trading sessions.

The current Equity Residential drawdown is 17.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.4%Feb 7, 2007523Mar 5, 2009299May 12, 2010822
-45.9%Oct 31, 2019251Oct 28, 2020179Jul 16, 2021430
-39.32%Apr 22, 2022385Nov 1, 2023
-32.62%Oct 2, 1997239Sep 14, 1998441Jun 13, 2000680
-26.82%Apr 15, 2002125Oct 9, 2002206Aug 5, 2003331

Volatility

Volatility Chart

The current Equity Residential volatility is 13.67%, 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%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.67%
14.23%
EQR (Equity Residential)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Equity Residential 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 overview of how Equity Residential is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
EQR: 25.5
The chart displays the Price-to-Earnings (P/E) ratio for EQR, comparing it with other companies in the REIT - Residential industry. Currently, EQR has a P/E ratio of 25.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
4.06.08.010.0
EQR: 16.5
The chart shows the Price/Earnings to Growth (PEG) ratio for EQR compared to other companies in the REIT - Residential industry. EQR currently has a PEG ratio of 16.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
EQR: 9.4
This chart shows the Price-to-Sales (P/S) ratio for EQR relative to other companies in the REIT - Residential industry. Currently, EQR has a P/S ratio of 9.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.0
EQR: 2.5
The chart illustrates the Price-to-Book (P/B) ratio for EQR in comparison with other companies in the REIT - Residential industry. Currently, EQR has a P/B value of 2.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



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