Equity Stock Financials

EQR -  USA Stock  

USD 76.24  0.02  0.0262%

Understanding current and past Equity Residential Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Equity Residential's financial statements are interrelated, with each one affecting the others. For example, an increase in Equity Residential's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Equity Residential's financials over time to get the whole picture.
Equity Residential Net Income Per Employee is relatively stable at the moment as compared to the past year. Equity Residential reported last year Net Income Per Employee of 315,394. As of 05/26/2022, Average Assets is likely to grow to about 22.8 B, while Earnings Before Interest Taxes and Depreciation Amortization EBITDA are likely to drop slightly above 2.3 B.
Use fundamental data analysis to check all available reported financial drivers of Equity Residential to find out if markets are presently mispricing the company. We were able to break down and collect data for thirty-eight available fundamental indicators for Equity Residential, which can be compared to its rivals. To make sure the equity is not overpriced, please confirm all Equity Residential financials, including its gross profit, short ratio, current liabilities, as well as the relationship between the total debt and market capitalization . Given that Equity Residential has a price to earning of 26.22 X, we urge you to verify Equity Residential prevailing market performance to make sure the company can sustain itself down the road. Use Equity Residential to enhance returns of your portfolios. The stock experiences a normal upward fluctuation. Check odds of Equity Residential to be traded at $80.05 in 90 days.
  
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With this module, you can analyze Equity financials for your investing period. You should be able to track the changes in Equity Residential individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
The fundamental analysis of Equity Residential is a critical element in measuring its lifeblood. The essential information of the day-to-day investment outlook for Equity Residential includes many different criteria found on its balance sheet. For example, investors should never minimize Equity Residential's ability to pay suppliers or employees on time, making sure interest payments are not accumulating or correctly timing where and how to re-invest extra cash. Any individual investor needs to monitor Equity Residential's cash flow, debt, and profitability to effectively and accurately make more informed decisions on whether to invest in Equity Residential.

Equity Residential Cash

Chance Of Financial Distress
Less than 39
Equity Residential has less than 39 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Equity Residential stock is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Equity Residential's official financial statements usually reflect Equity Residential's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Equity Residential. For example, before you start analyzing numbers published by Equity accountants, it's critical to develop an understanding of what Equity Residential's liquidity, profitability, and earnings quality are in the context of the Real Estate space in which it operates.
Please note, the presentation of Equity Residential's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Equity Residential's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Equity Residential's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Equity Residential. Please utilize our Beneish M Score to check the likelihood of Equity Residential's management to manipulate its earnings.

Equity Residential Company Summary

Equity Residential competes with Invitation Homes. Equity Residential is committed to creating communities where people thrive. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver. Equity Residential operates under REITResidential classification in the United States and is traded on New York Stock Exchange. It employs 2400 people.
Foreign Associate  Australia
Specialization
Real Estate, REIT - Residential
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
ISINUS29476L1070
CUSIP29476L107
LocationIllinois; U.S.A
Business AddressTwo North Riverside
SectorReal Estate
IndustryREIT—Residential
BenchmarkDOW
Websitewww.equityapartments.com
Phone312 474 1300
CurrencyUSD - US Dollar
You should never invest in Equity Residential without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Equity Stock, because this is throwing your money away. Analyzing the key information contained in Equity Residential's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Equity Residential Key Financial Ratios

Generally speaking, Equity Residential's financial ratios allow both analysts and investors to convert raw data from Equity Residential's financial statements into concise, actionable information that can be used to evaluate the performance of Equity Residential over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Equity Residential reports annually and quarterly.

Equity Residential Key Balance Sheet Accounts

201720182019202020212022 (projected)
Accounts Payable114.77 M102.47 M94.35 M107.37 M96.63 M94.45 M
Total Assets20.57 B20.39 B21.17 B20.29 B21.17 B23.09 B
Current Assets100.76 M116.31 M117 M99.73 M114.69 M117.71 M
Cash and Equivalents100.76 M116.31 M117 M99.73 M360.24 M388.68 M
Total Debt8.96 B8.82 B9.37 B8.37 B8.65 B8.53 B
Deposit Liabilities65.01 M67.26 M70.06 M60.48 M66.14 M63.47 M
Shareholders Equity10.24 B10.17 B10.32 B10.53 B10.95 B11.38 B
Investments58.25 M58.35 M52.24 M52.78 M127.45 M108.73 M
Total Liabilities9.73 B9.62 B10.16 B9.18 B9.48 B9.31 B
Current Liabilities430.64 M438.95 M449.59 M466 M419.4 M411.23 M

Equity Residential Key Income Statement Accounts

An income statement is very similar to a cash flow statement, but instead of showing net revenue minus expenses, it only includes earnings before interest and taxes (EBIT). This number does not have all of the same line items that are on a cash flow statement, but it leaves out non-cash expenses like depreciation and amortization. For example, if you bought $100 worth of goods from Walmart (WMT) using your debit card that has an interest rate of 20%, then paid off the balance at the end of the month with a credit card that charges 30% interest, you would have an income statement showing EBIT of $80 because your expenses are lower than the amount that went into your pocket. The other reason investors look at the income statement is to determine what Equity Residential's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
201720182019202020212022 (projected)
Direct Expenses826.27 M879.63 M908.33 M916.38 M824.75 M787.82 M
Consolidated Income628.38 M685.19 M1.01 B962.5 M1.4 B1.29 B
Cost of Revenue826.27 M879.63 M908.33 M916.38 M948.79 M977.66 M
Gross Profit1.65 B1.7 B1.79 B1.66 B1.52 B1.7 B
Interest Expense383.89 M413.36 M390.08 M365.07 M272.47 M323.74 M
Net Income603.45 M657.53 M970.38 M913.64 M1.33 B1.23 B
Operating Expenses797.67 M840.24 M883.84 M869.14 M911.55 M948.53 M
Operating Income847.47 M857.81 M908.52 M786.18 M603.66 M751.25 M
Revenues2.47 B2.58 B2.7 B2.57 B2.46 B2.68 B
Income Tax Expense478 K878 K(2.28 M)852 K915 K755.46 K

Equity Residential Key Cash Accounts

Cash flow analysis captures how much money flows into and out of Equity Residential. It measures of how well Equity is doing because it can show the actual money that comes into and out of the company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money Equity Residential brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money Equity had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what Equity Residential has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (in other words, buying more stock) and investing in non-business activities like paying off debt or making acquisitions.
201720182019202020212022 (projected)
Capital Expenditure(588.6 M)(370.26 M)(833.33 M)678.66 M(363.52 M)(373.09 M)
Depreciation Amortization and Accretion747.58 M790.12 M842.78 M832.44 M851.38 M904.07 M
Net Cash Flow or Change in Cash and Cash Equivalents(118.33 M)15.55 M686 K(17.27 M)260.51 M281.07 M
Net Cash Flow Business Acquisitions and Disposals(5.7 M)(6.57 M)68.66 M(4.14 M)(78.28 M)(84.45 M)
Issuance Purchase of Equity Shares35.34 M34.53 M80.9 M16.78 M89.71 M131.85 M
Issuance Repayment of Debt Securities(29.87 M)(161.91 M)209.06 M(1 B)291.45 M314.46 M
Payment of Dividends and Other Cash Distributions(739.38 M)(782.12 M)(831.11 M)(883.94 M)(900.47 M)(971.56 M)
Net Cash Flow from Financing(789.82 M)(963.91 M)(684.47 M)(1.95 B)(565.06 M)(609.67 M)
Net Cash Flow from Investing(594.3 M)(376.83 M)(771.82 M)663.59 M(434.62 M)(446.06 M)
Net Cash Flow Investment Acquisitions and Disposals2.54 M72.81 M(269 K)(773 K)23.11 M18.33 M
Net Cash Flow from Operations1.27 B1.36 B1.46 B1.27 B1.26 B1.36 B

Equity Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Equity Residential's current stock value. Our valuation model uses many indicators to compare Equity Residential value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Residential competition to find correlations between indicators driving Equity Residential's intrinsic value. More Info.
Equity Residential is rated # 2 in beta category among related companies. It is one of the top stocks in z score category among related companies totaling about  2.22  of Z Score per Beta. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Equity Residential by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Equity Residential's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Equity Residential's earnings, one of the primary drivers of an investment's value.

Equity Residential Systematic Risk

Equity Residential's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Equity Residential volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Equity Residential correlated with the market. If Beta is less than 0 Equity Residential generally moves in the opposite direction as compared to the market. If Equity Residential Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Equity Residential is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Equity Residential is generally in the same direction as the market. If Beta > 1 Equity Residential moves generally in the same direction as, but more than the movement of the benchmark.
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About Equity Residential Financials

What exactly are Equity Residential Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Equity Residential's income statement, its balance sheet, and the statement of cash flows. Potential Equity Residential investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Equity Residential investors may use each financial statement separately, they are all related. The changes in Equity Residential's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Equity Residential's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Equity Residential is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Equity grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.

Equity Residential Thematic Clasifications

Equity Residential is part of several thematic ideas from Millennials Best to Top FinTech. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic Ideas
Millennials Best Idea
Millennials BestView
Top FinTech Idea
Top FinTechView
Real Estate Idea
Real EstateView

Equity Residential May 26, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Equity Residential help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Equity Residential. We use our internally-developed statistical techniques to arrive at the intrinsic value of Equity Residential based on widely used predictive technical indicators. In general, we focus on analyzing Equity Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Equity Residential's daily price indicators and compare them against related drivers.
Information Ratio(0.042732)
Maximum Drawdown8.4
Value At Risk(3.00)
Potential Upside2.43
Continue to Investing Opportunities. Note that the Equity Residential information on this page should be used as a complementary analysis to other Equity Residential's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Equity Residential price analysis, check to measure Equity Residential's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equity Residential is operating at the current time. Most of Equity Residential's value examination focuses on studying past and present price action to predict the probability of Equity Residential's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Equity Residential's price. Additionally, you may evaluate how the addition of Equity Residential to your portfolios can decrease your overall portfolio volatility.
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Is Equity Residential's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Equity Residential. If investors know Equity will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Equity Residential listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Equity Residential is measured differently than its book value, which is the value of Equity that is recorded on the company's balance sheet. Investors also form their own opinion of Equity Residential's value that differs from its market value or its book value, called intrinsic value, which is Equity Residential's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Equity Residential's market value can be influenced by many factors that don't directly affect Equity Residential's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Equity Residential's value and its price as these two are different measures arrived at by different means. Investors typically determine Equity Residential value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Equity Residential's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.