Equity Total Debt

EQR
 Stock
  

USD 72.93  0.71  0.98%   

Equity Residential fundamentals help investors to digest information that contributes to Equity Residential's financial success or failures. It also enables traders to predict the movement of Equity Stock. The fundamental analysis module provides a way to measure Equity Residential's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Equity Residential stock. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
Refresh
As of 07/02/2022, Total Debt is likely to drop to about 8.5 B.

Equity Total Debt Analysis

Equity Residential's Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.

Equity Residential Total Debt

8.53 Billion

Share
Total Debt 
 = 
Bonds 
+  
Notes 
More About Total Debt | All Equity Analysis

Current Equity Residential Total Debt

    
  8.47 B  
Most of Equity Residential's fundamental indicators, such as Total Debt, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Equity Residential is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Equity Total Debt Driver Correlations

Understanding the fundamental principles of building solid financial models for Equity Residential is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Total Debt. Since Equity Residential's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Equity Residential's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Equity Residential's interrelated accounts and indicators.

Equity Total Debt Historical Pattern

Today, most investors in Equity Residential Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Equity Residential's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's total debt growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Equity Residential total debt as a starting point in their analysis.
 Equity Residential Total Debt 
Share
      Timeline 
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Compare to competition

Based on the latest financial disclosure, Equity Residential has a Total Debt of 8.47 B. This is 56.32% higher than that of the Real Estate sector and significantly higher than that of the REIT—Residential industry. The total debt for all United States stocks is 59.29% lower than that of the firm.

Equity Total Debt Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Equity Residential's direct or indirect competition against its Total Debt to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Equity Residential could also be used in its relative valuation, which is a method of valuing Equity Residential by comparing valuation metrics of similar companies.
Equity Residential is currently under evaluation in total debt category among related companies.

Equity Residential Current Valuation Drivers

We derive many important indicators used in calculating different scores of Equity Residential from analyzing Equity Residential's financial statements. These drivers represent accounts that assess Equity Residential's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Equity Residential's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee223.5 K243.53 K359.4 K350.44 K555.35 K460.51 K
Revenue Per Employee915.34 K954.98 K1 M986.41 K1.03 M876.67 K
Average Assets20.63 B20.43 B21 B20.64 B20.62 B22.79 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA1.74 B1.86 B2.2 B2.11 B2.46 B2.34 B
Earnings Before Interest Taxes and Depreciation Amortization USD1.74 B1.86 B2.2 B2.11 B2.46 B2.34 B
Earnings before Tax603.93 M658.41 M968.1 M914.49 M1.33 B1.23 B
Average Equity10.27 B10.23 B10.17 B10.54 B10.59 B11.13 B
Enterprise Value32.38 B33.06 B39.29 B30.56 B42.17 B41.56 B
Free Cash Flow677.19 M986.03 M623.65 M1.94 B896.66 M1.23 B
Invested Capital29.43 B29.1 B30.42 B28.56 B29.46 B32.81 B
Invested Capital Average29.53 B29.1 B30.18 B29.16 B28.85 B32.54 B
Market Capitalization23.43 B24.32 B30.05 B22.07 B33.94 B31.86 B
Tangible Asset Value20.57 B20.39 B21.17 B20.29 B21.17 B23.09 B

Equity Residential Institutional Holders

Institutional Holdings refers to the ownership stake in Equity Residential that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Equity Residential's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Equity Residential's value.
Security TypeSharesValue
Vanguard Group IncCommon Shares57.7 M5.2 B
Blackrock IncCommon Shares36.8 M3.3 B
State Street CorpCommon Shares24.2 M2.2 B
Price T Rowe Associates IncCommon Shares18.5 M1.7 B
Bank Of America CorpCommon Shares13.8 M1.2 B
Apg Asset Management Us IncCommon Shares12.4 M1.1 B
Geode Capital Management LlcCommon Shares7.5 M669.5 M

Equity Fundamentals

About Equity Residential Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Equity Residential's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Residential using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Residential based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2022
Total Debt8.7 B8.5 B
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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Equity Residential without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Fund Screener Now

   

Fund Screener

Find actively-traded funds from around the world traded on over 30 global exchanges
All  Next Launch Module

Pair Trading with Equity Residential

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Equity Residential position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Equity Residential will appreciate offsetting losses from the drop in the long position's value.

Equity Residential Pair Correlation

Correlation Analysis For Direct Indexing and Tax-loss Harvesting

The ability to find closely correlated positions to Equity Residential could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equity Residential when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Equity Residential - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Equity Residential to buy it.
The correlation of Equity Residential is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Equity Residential moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equity Residential moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Equity Residential can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Equity Residential Piotroski F Score and Equity Residential Altman Z Score analysis. 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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

Complementary Tools for Equity Stock analysis

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.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
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.
Quarterly Earnings Growth YOY
0.22
Market Capitalization
28.4 B
Quarterly Revenue Growth YOY
0.093
Return On Assets
0.0194
Return On Equity
0.13
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.