Equity Historical Valuation

EQR
 Stock
  

USD 73.79  0.58  0.79%   

Some fundamental drivers such as market cap or Equity Residential enterprice value can be analyzed from historical perspective to project value of the company into the future. Some investors analyze Equity Residential valuation indicators such as Average Assets of 22.8 B or Earnings Before Interest Taxes and Depreciation Amortization EBITDA of 2.3 B to time the market or to short-sell their positions based on the trend in valuation ratios. It is a perfect tool to project the direction of Equity Residential's future value. Financial Statement Analysis is much more than just reviewing and breaking down Equity Residential prevalent accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Equity Residential is a good buy for the upcoming year.
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About Equity Valuation Data Analysis

Valuation is the financial process of determining what Equity Residential is worth. Equity Residential valuation ratios put that insight into the context of a company's share price, where they serve as useful tools for evaluating and utilizing investment potential. Equity Residential valuation ratios help investors to determine whether Equity Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Residential security.

Equity Residential Valuation Data Chart

Equity valuation ratios help to determine how cheap or expensive it is, compared to its peers or based on some benchmark measure of value for a given date. A typical valuation ratio shows the difference between the cost of Equity equity instrument and the benefits of owning shares of Equity Residential.
Equity Residential Average Assets are relatively stable at the moment as compared to the past year. Equity Residential reported last year Average Assets of 20.62 Billion. As of 06/28/2022, Average Equity is likely to grow to about 11.1 B, while Revenue Per Employee is likely to drop slightly above 876.7 K.

Average Assets

Average asset value for the period used in calculation of Return on Average Equity and Return on Average Assets; derived from Total Assets.

Enterprise Value

Enterprise Value (or EV) is usually referred to as Equity Residential theoretical takeover price. In the event of an acquisition, an acquirer would have to take on Equity Residential debt, but would also pocket its cash. Enterprise Value is more accurate representation of Equity Residential value than its market capitalization because it takes into account all of Equity Residential existing debt. Enterprise value is a measure of the value of a business as a whole; calculated as Market Capitalization plus Total Debt USD minus Cash and Equivalents USD.

Market Capitalization

Market capitalization (or market cap) is the total value of the shares outstanding of Equity Residential. It is equal to Equity Residential current share price times the number of Equity Residential outstanding shares. Represents the product of [SharesBas]; [Price] and [ShareFactor].
Most indicators from Equity Residential valuation accounts are interrelated and interconnected. However, analyzing valuation accounts indicators one by one will only give a small insight into Equity Residential current financial condition. On the other hand, looking into the entire matrix of valuation accounts indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Continue to Investing Opportunities.Equity Residential Average Assets are relatively stable at the moment as compared to the past year. Equity Residential reported last year Average Assets of 20.62 Billion. As of 06/28/2022, Average Equity is likely to grow to about 11.1 B, while Revenue Per Employee is likely to drop slightly above 876.7 K.
 2019 2020 2021 2022 (projected)
Revenue Per Employee1 M986.41 K1.03 M876.67 K
Net Income Per Employee359.4 K350.44 K555.35 K460.51 K

Equity Residential valuation accounts Correlations

Equity Residential Account Relationship Matchups

Equity Residential valuation accounts Accounts

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

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.

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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 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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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.
Quarterly Earnings Growth YOY
0.22
Market Capitalization
28.6 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.