EQUITY LIFESTYLE PROPERTIES INC · REIT (real estate trust)

ELS

Low riskNext report: Around Jan 28, 2027 (est.)

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The short version

A profitable company with steady sales.

Going well

Raised its dividend (3.4% yield)
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 2.6% to their holdings in the quarter ending June 2026 (212 bought, 255 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$61.07+0.4% that day

Company value: $11.9B; Share price times all shares
Price vs profit (P/E): 30.1x; You pay about $30 for each $1 of yearly profit
Price vs sales: 7.5x; Company value is 7.5 times a year of sales
Dividend yield: 3.4%; Yearly dividend as a share of today's price
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 28%; Debt as a share of company value

From ELS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Sep '26

$409.9M+4.2% vs a year earlier

Dec '23Tap a barSep '26

Last 12 months: $1.6B, up 3.2% from the 12 months before. Over 5 years, sales grew about 6.5% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ELS. Starting points are the company's recent numbers.

Sales growth+3% a yearRecently: +3.2% a yearProfit margin26%Last 12 months: 25.6%P/E at the end30xToday: 30.1x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.8B

Profit in 5 years$476M

Price these guesses point to$69.75+14% vs $61.07 todayAbout +2.7% a year, before dividends

What today's price needs: with a 26% margin and a 30x P/E, sales would have to grow about 0.3% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.23.0%
MissDebt under half of equityNot relying on borrowed money.1.91x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.26.3%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$571.1M
MissShare count not growingNot diluting owners. Falling means buybacks.+2.5% in 3 years

Revenue: $1.5B; +0.3% vs prior year
5-year growth: +6.5%/yr; revenue, per year
Total debt: $3.3B; 1.91x equity
Free cash flow: $571.1M; 37.3% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.