Equity Stock Performance

EQR -  USA Stock  

USD 74.02  1.80  2.37%

The firm shows a Beta (market volatility) of 0.84, which means possible diversification benefits within a given portfolio. Let's try to break down what Equity's beta means in this case. As returns on the market increase, Equity Residential returns are expected to increase less than the market. However, during the bear market, the loss on holding Equity Residential will be expected to be smaller as well. Even though it is essential to pay attention to Equity Residential historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards predicting any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Equity Residential exposes twenty-one different technical indicators, which can help you to evaluate its performance. Equity Residential has an expected return of -0.13%. Please be advised to confirm Equity Residential information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if Equity Residential performance from the past will be repeated at some point in the near future.
  
Refresh
Equity Performance
0 of 100
Over the last 90 days Equity Residential has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest fragile performance, the Stock's basic indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the enterprise retail investors. ...more

Equity Price Channel

Quick Ratio0.11
Fifty Two Week Low71.86
Target High Price104.00
Fifty Two Week High94.32
Payout Ratio70.30%
Trailing Annual Dividend Yield3.29%
Target Low Price78.00

Equity Residential Relative Risk vs. Return Landscape

If you would invest  8,314  in Equity Residential on February 23, 2022 and sell it today you would lose (732.00)  from holding Equity Residential or give up 8.8% of portfolio value over 90 days. Equity Residential is generating negative expected returns assuming volatility of 1.7649% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Equity, and above 99% of all equities are expected to generate higher returns over the next 90 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 90-day investment horizon Equity Residential is expected to under-perform the market. In addition to that, the company is 1.29 times more volatile than its market benchmark. It trades about -0.07 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.04 per unit of volatility.

Equity Residential Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Residential's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equity Residential, and traders can use it to determine the average amount a Equity Residential's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0741

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsEQR
Estimated Market Risk
 1.76
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 -0.13
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.07
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Equity Residential is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equity Residential by adding it to a well-diversified portfolio.

About Equity Residential Performance

To evaluate Equity Residential Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Equity Residential generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Equity Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Equity Residential stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Equity's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Investment 3.73  3.68 
Return on Average Assets 0.07  0.06 
Return on Average Equity 0.13  0.12 
Return on Invested Capital 0.06  0.05 
Return on Sales 0.65  0.65 
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.

Things to note about Equity Residential

Checking the ongoing alerts about Equity Residential for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Equity Residential help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Equity Residential Alerts

Equity Alerts and Improvement Suggestions

Equity Residential generated a negative expected return over the last 90 days
The company has 8.47 B in debt with debt to equity (D/E) ratio of 0.73, which is OK given its current industry classification. Equity Residential has a current ratio of 0.23, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Equity Residential until it has trouble settling it off, either with new capital or with free cash flow. So, Equity Residential's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Equity Residential sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Equity to invest in growth at high rates of return. When we think about Equity Residential's use of debt, we should always consider it together with cash and equity.
Over 94.0% of Equity Residential shares are held by institutions such as insurance companies
Latest headline from MacroaxisInsider: Equity Residential exotic insider transaction detected
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 Transaction History module to view history of all your transactions and understand their impact on performance.

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.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
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.
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.