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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt 0.06
EQR's Cash to Debt is ranked higher than
51% of the 658 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.06 vs. EQR: 0.06 )
Ranked among companies with meaningful Cash to Debt only.
EQR' s Cash to Debt Range Over the Past 10 Years
Min: 0  Med: 0.02 Max: N/A
Current: 0.06
Equity to Asset 0.48
EQR's Equity to Asset is ranked lower than
56% of the 682 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.51 vs. EQR: 0.48 )
Ranked among companies with meaningful Equity to Asset only.
EQR' s Equity to Asset Range Over the Past 10 Years
Min: 0.3  Med: 0.44 Max: 0.58
Current: 0.48
0.3
0.58
Interest Coverage 1.85
EQR's Interest Coverage is ranked lower than
73% of the 656 Companies
in the Global REIT - Residential industry.

( Industry Median: 3.55 vs. EQR: 1.85 )
Ranked among companies with meaningful Interest Coverage only.
EQR' s Interest Coverage Range Over the Past 10 Years
Min: 0.76  Med: 0.96 Max: 2.27
Current: 1.85
0.76
2.27
F-Score: 6
Z-Score: 2.16
M-Score: -2.68
WACC vs ROIC
5.61%
4.57%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 36.40
EQR's Operating margin (%) is ranked lower than
63% of the 688 Companies
in the Global REIT - Residential industry.

( Industry Median: 49.17 vs. EQR: 36.40 )
Ranked among companies with meaningful Operating margin (%) only.
EQR' s Operating margin (%) Range Over the Past 10 Years
Min: 20.79  Med: 26.52 Max: 36.75
Current: 36.4
20.79
36.75
Net-margin (%) 167.20
EQR's Net-margin (%) is ranked higher than
93% of the 689 Companies
in the Global REIT - Residential industry.

( Industry Median: 40.03 vs. EQR: 167.20 )
Ranked among companies with meaningful Net-margin (%) only.
EQR' s Net-margin (%) Range Over the Past 10 Years
Min: 16.93  Med: 39.94 Max: 167.2
Current: 167.2
16.93
167.2
ROE (%) 39.55
EQR's ROE (%) is ranked higher than
97% of the 694 Companies
in the Global REIT - Residential industry.

( Industry Median: 6.40 vs. EQR: 39.55 )
Ranked among companies with meaningful ROE (%) only.
EQR' s ROE (%) Range Over the Past 10 Years
Min: 5.31  Med: 10.52 Max: 39.55
Current: 39.55
5.31
39.55
ROA (%) 19.19
EQR's ROA (%) is ranked higher than
98% of the 698 Companies
in the Global REIT - Residential industry.

( Industry Median: 3.32 vs. EQR: 19.19 )
Ranked among companies with meaningful ROA (%) only.
EQR' s ROA (%) Range Over the Past 10 Years
Min: 1.79  Med: 4.38 Max: 19.19
Current: 19.19
1.79
19.19
ROC (Joel Greenblatt) (%) 23.76
EQR's ROC (Joel Greenblatt) (%) is ranked higher than
52% of the 574 Companies
in the Global REIT - Residential industry.

( Industry Median: 12.90 vs. EQR: 23.76 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
EQR' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 2.14  Med: 2.68 Max: 23.76
Current: 23.76
2.14
23.76
Revenue Growth (3Y)(%) 9.70
EQR's Revenue Growth (3Y)(%) is ranked higher than
81% of the 473 Companies
in the Global REIT - Residential industry.

( Industry Median: 2.70 vs. EQR: 9.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
EQR' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -9.5  Med: -0.3 Max: 12.9
Current: 9.7
-9.5
12.9
EBITDA Growth (3Y)(%) 11.00
EQR's EBITDA Growth (3Y)(%) is ranked higher than
68% of the 428 Companies
in the Global REIT - Residential industry.

( Industry Median: 3.70 vs. EQR: 11.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
EQR' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -4.5  Med: 2.6 Max: 11.7
Current: 11
-4.5
11.7
EPS Growth (3Y)(%) 73.70
EQR's EPS Growth (3Y)(%) is ranked higher than
92% of the 355 Companies
in the Global REIT - Residential industry.

( Industry Median: 5.10 vs. EQR: 73.70 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
EQR' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -51  Med: 3.75 Max: 73.7
Current: 73.7
-51
73.7
GuruFocus has detected 4 Warning Signs with Equity Residential $EQR.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» EQR's 10-Y Financials

Financials (Next Earnings Date: 2017-01-31)


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

EQR Guru Trades in Q1 2016

Keeley Asset Management Corp 5,739 sh (New)
Chris Davis 208,520 sh (+14.19%)
Jim Simons 793,800 sh (+11.32%)
Pioneer Investments 167,257 sh (-0.09%)
Manning & Napier Advisors, Inc 98,377 sh (-0.34%)
Murray Stahl 6,976 sh (-5.10%)
Ron Baron 474,649 sh (-19.74%)
» More
Q2 2016

EQR Guru Trades in Q2 2016

Ray Dalio 4,607 sh (New)
Manning & Napier Advisors, Inc 171,690 sh (+74.52%)
Chris Davis 236,335 sh (+13.34%)
Keeley Asset Management Corp 5,765 sh (+0.45%)
Ron Baron Sold Out
Pioneer Investments 166,700 sh (-0.33%)
Murray Stahl 6,547 sh (-6.15%)
Jim Simons 53,400 sh (-93.27%)
» More
Q3 2016

EQR Guru Trades in Q3 2016

Chris Davis 264,899 sh (+12.09%)
Keeley Asset Management Corp 5,792 sh (+0.47%)
Ray Dalio Sold Out
Jim Simons Sold Out
Murray Stahl 6,506 sh (-0.63%)
Pioneer Investments 163,500 sh (-1.92%)
Manning & Napier Advisors, Inc 166,110 sh (-3.25%)
» More
Q4 2016

EQR Guru Trades in Q4 2016

T Rowe Price Equity Income Fund 2,125,000 sh (New)
» More
» Details

Insider Trades

Latest Guru Trades with EQR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: REITs » REIT - Residential    NAICS: 531110    SIC: 9999
Compare:NYSE:AVB, NYSE:ESS, NYSE:MAA, NYSE:UDR, NYSE:CPT, NYSE:AIV, NYSE:ACC, NAS:AGNC, NYSE:ELS, NYSE:SUI, NYSE:AMH, NYSE:NRZ, NYSE:PPS, OTCPK:CDPYF, NYSE:EDR, NYSE:TWO, NYSE:MORE, OTCPK:MSTUF, NYSE:CMO, NYSE:IRET » details
Traded in other countries:EQR.Germany,
Equity Residential is a real estate investment trust engaged in the acquisition, development and management of apartment properties in the U.S. It owns and manages 400 properties located in Boston, New York, Washington, DC and South Florida, among others.

Equity Residential, a Maryland real estate investment trust formed in March 1993, is an S&P 500 company. It is engaged in the acquisition, development and management of apartment properties in U.S. growth markets. It owns and manages nearly 400 properties located in Boston, New York, Washington, DC, South Florida, Seattle, San Francisco, Southern California and Denver. ERP Operating Limited Partnership (ERPOP), an Illinois limited partnership, was formed in May 1993 to conduct the multifamily residential property business of the company. It owns 96.2% ownership interest in, ERPOP. All of the Company's property ownership, development and related business operations are conducted through the Operating Partnership and the company has no material assets or liabilities other than its investment in ERPOP. Its corporate headquarters are located in Chicago, Illinois and the Company also operates property management offices in each of its markets. It directly or indirectly through investments in title holding entities, owns all or a portion of 394 properties located in 12 states and the District of Columbia consisting of 109,652 apartment units. It competes with other entities that have greater resources than the Company and whose managers have more experience than the Company's managers. Federal, state and local laws and regulations relating to the protection of the environment may require a current or previous owner or operator of real estate to investigate and clean up hazardous or toxic substances or petroleum product releases at such property.

Ratios

vs
industry
vs
history
P/E(ttm) 5.48
EQR's P/E(ttm) is ranked higher than
93% of the 598 Companies
in the Global REIT - Residential industry.

( Industry Median: 15.90 vs. EQR: 5.48 )
Ranked among companies with meaningful P/E(ttm) only.
EQR' s P/E(ttm) Range Over the Past 10 Years
Min: 5.15  Med: 19.56 Max: 115.81
Current: 5.48
5.15
115.81
Forward P/E 36.23
EQR's Forward P/E is ranked lower than
81% of the 207 Companies
in the Global REIT - Residential industry.

( Industry Median: 17.48 vs. EQR: 36.23 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 5.48
EQR's PE(NRI) is ranked higher than
93% of the 600 Companies
in the Global REIT - Residential industry.

( Industry Median: 16.34 vs. EQR: 5.48 )
Ranked among companies with meaningful PE(NRI) only.
EQR' s PE(NRI) Range Over the Past 10 Years
Min: 5.15  Med: 99.52 Max: 2244
Current: 5.48
5.15
2244
Price/Owner Earnings (ttm) 6.24
EQR's Price/Owner Earnings (ttm) is ranked higher than
86% of the 287 Companies
in the Global REIT - Residential industry.

( Industry Median: 15.12 vs. EQR: 6.24 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
EQR' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 5.83  Med: 46.65 Max: 316.76
Current: 6.24
5.83
316.76
P/B 2.31
EQR's P/B is ranked lower than
87% of the 686 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.12 vs. EQR: 2.31 )
Ranked among companies with meaningful P/B only.
EQR' s P/B Range Over the Past 10 Years
Min: 0.97  Med: 2.49 Max: 3.51
Current: 2.31
0.97
3.51
P/S 9.54
EQR's P/S is ranked lower than
69% of the 660 Companies
in the Global REIT - Residential industry.

( Industry Median: 7.23 vs. EQR: 9.54 )
Ranked among companies with meaningful P/S only.
EQR' s P/S Range Over the Past 10 Years
Min: 2.55  Med: 8.83 Max: 13.37
Current: 9.54
2.55
13.37
POCF 21.64
EQR's POCF is ranked lower than
82% of the 563 Companies
in the Global REIT - Residential industry.

( Industry Median: 14.57 vs. EQR: 21.64 )
Ranked among companies with meaningful POCF only.
EQR' s POCF Range Over the Past 10 Years
Min: 6.62  Med: 20.02 Max: 24.47
Current: 21.64
6.62
24.47
EV-to-EBIT 6.32
EQR's EV-to-EBIT is ranked higher than
93% of the 599 Companies
in the Global REIT - Residential industry.

( Industry Median: 19.47 vs. EQR: 6.32 )
Ranked among companies with meaningful EV-to-EBIT only.
EQR' s EV-to-EBIT Range Over the Past 10 Years
Min: 6.3  Med: 43.4 Max: 82.4
Current: 6.32
6.3
82.4
EV-to-EBITDA 5.53
EQR's EV-to-EBITDA is ranked higher than
94% of the 619 Companies
in the Global REIT - Residential industry.

( Industry Median: 16.26 vs. EQR: 5.53 )
Ranked among companies with meaningful EV-to-EBITDA only.
EQR' s EV-to-EBITDA Range Over the Past 10 Years
Min: 5.5  Med: 20.1 Max: 28.8
Current: 5.53
5.5
28.8
PEG 0.57
EQR's PEG is ranked higher than
75% of the 216 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.70 vs. EQR: 0.57 )
Ranked among companies with meaningful PEG only.
EQR' s PEG Range Over the Past 10 Years
Min: 0.18  Med: 10.94 Max: 3574.65
Current: 0.57
0.18
3574.65
Shiller P/E 17.29
EQR's Shiller P/E is ranked higher than
64% of the 192 Companies
in the Global REIT - Residential industry.

( Industry Median: 23.68 vs. EQR: 17.29 )
Ranked among companies with meaningful Shiller P/E only.
EQR' s Shiller P/E Range Over the Past 10 Years
Min: 8.13  Med: 21.81 Max: 32.04
Current: 17.29
8.13
32.04
Current Ratio 0.40
EQR's Current Ratio is ranked lower than
76% of the 651 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.97 vs. EQR: 0.40 )
Ranked among companies with meaningful Current Ratio only.
EQR' s Current Ratio Range Over the Past 10 Years
Min: 0.12  Med: 0.71 Max: 3.6
Current: 0.4
0.12
3.6
Quick Ratio 0.40
EQR's Quick Ratio is ranked lower than
74% of the 651 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.91 vs. EQR: 0.40 )
Ranked among companies with meaningful Quick Ratio only.
EQR' s Quick Ratio Range Over the Past 10 Years
Min: 0.12  Med: 0.71 Max: 3.6
Current: 0.4
0.12
3.6

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.26
EQR's Dividend Yield is ranked lower than
94% of the 900 Companies
in the Global REIT - Residential industry.

( Industry Median: 3.76 vs. EQR: 3.26 )
Ranked among companies with meaningful Dividend Yield only.
EQR' s Dividend Yield Range Over the Past 10 Years
Min: 2.31  Med: 3.25 Max: 11.37
Current: 3.26
2.31
11.37
Dividend Payout 0.14
EQR's Dividend Payout is ranked higher than
95% of the 702 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.15 vs. EQR: 0.14 )
Ranked among companies with meaningful Dividend Payout only.
EQR' s Dividend Payout Range Over the Past 10 Years
Min: 0.14  Med: 1.31 Max: 44.75
Current: 0.14
0.14
44.75
Dividend Growth (3y) 7.50
EQR's Dividend Growth (3y) is ranked higher than
67% of the 363 Companies
in the Global REIT - Residential industry.

( Industry Median: 4.20 vs. EQR: 7.50 )
Ranked among companies with meaningful Dividend Growth (3y) only.
EQR' s Dividend Growth (3y) Range Over the Past 10 Years
Min: -7.7  Med: 3.2 Max: 8.2
Current: 7.5
-7.7
8.2
Forward Dividend Yield 3.20
EQR's Forward Dividend Yield is ranked lower than
97% of the 900 Companies
in the Global REIT - Residential industry.

( Industry Median: 5.44 vs. EQR: 3.20 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 4.86
EQR's Yield on cost (5-Year) is ranked lower than
74% of the 898 Companies
in the Global REIT - Residential industry.

( Industry Median: 6.18 vs. EQR: 4.86 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
EQR' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 3.44  Med: 4.84 Max: 16.94
Current: 4.86
3.44
16.94
3-Year Average Share Buyback Ratio -3.90
EQR's 3-Year Average Share Buyback Ratio is ranked higher than
64% of the 404 Companies
in the Global REIT - Residential industry.

( Industry Median: -6.30 vs. EQR: -3.90 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
EQR' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -35.6  Med: -2.5 Max: 2.1
Current: -3.9
-35.6
2.1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.30
EQR's Price/Tangible Book is ranked lower than
86% of the 677 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.14 vs. EQR: 2.30 )
Ranked among companies with meaningful Price/Tangible Book only.
EQR' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.89  Med: 2.03 Max: 3.35
Current: 2.3
0.89
3.35
Price/Projected FCF 3.50
EQR's Price/Projected FCF is ranked lower than
78% of the 264 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.05 vs. EQR: 3.50 )
Ranked among companies with meaningful Price/Projected FCF only.
EQR' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.72  Med: 2.9 Max: 18.27
Current: 3.5
0.72
18.27
Price/Median PS Value 1.09
EQR's Price/Median PS Value is ranked lower than
51% of the 520 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.07 vs. EQR: 1.09 )
Ranked among companies with meaningful Price/Median PS Value only.
EQR' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.31  Med: 0.68 Max: 1.46
Current: 1.09
0.31
1.46
Price/Peter Lynch Fair Value 0.22
EQR's Price/Peter Lynch Fair Value is ranked higher than
94% of the 123 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.18 vs. EQR: 0.22 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
EQR' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.22  Med: 3 Max: 132.38
Current: 0.22
0.22
132.38
Price/Graham Number 0.75
EQR's Price/Graham Number is ranked higher than
63% of the 540 Companies
in the Global REIT - Residential industry.

( Industry Median: 0.90 vs. EQR: 0.75 )
Ranked among companies with meaningful Price/Graham Number only.
EQR' s Price/Graham Number Range Over the Past 10 Years
Min: 0.75  Med: 2.14 Max: 14.81
Current: 0.75
0.75
14.81
Earnings Yield (Greenblatt) (%) 15.75
EQR's Earnings Yield (Greenblatt) (%) is ranked higher than
94% of the 659 Companies
in the Global REIT - Residential industry.

( Industry Median: 4.60 vs. EQR: 15.75 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
EQR' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 1.2  Med: 2.3 Max: 15.9
Current: 15.75
1.2
15.9
Forward Rate of Return (Yacktman) (%) 28.03
EQR's Forward Rate of Return (Yacktman) (%) is ranked higher than
91% of the 368 Companies
in the Global REIT - Residential industry.

( Industry Median: 1.99 vs. EQR: 28.03 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
EQR' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -19.7  Med: -4 Max: 28.03
Current: 28.03
-19.7
28.03

More Statistics

Revenue (TTM) (Mil) $2,524
EPS (TTM) $ 11.46
Beta0.53
Short Percentage of Float2.59%
52-Week Range $58.28 - 79.90
Shares Outstanding (Mil)365.66

Analyst Estimate

Dec16 Dec17
Revenue (Mil $) 1,964 1,992
EPS ($) 1.30 1.74
EPS w/o NRI ($) 1.30 1.74
EPS Growth Rate
(3Y to 5Y Estimate)
7.17%
Dividends Per Share ($) 9.56 2.13
» More Articles for EQR

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