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Equity Residential
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Lower valuation, weak fundamentals
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3 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Mixed signals
2 signals unavailable
Profitability
3/4
Debt & liquidity
1/3
Efficiency
1/2
Revenue growth at 4.8% year over year trails the sector median of 5.4% by -11%, and ROIC of 7.0% runs -23% below the sector median of 9.0% — two signals that the business is not pulling ahead of its peers on either the top or the capital-efficiency line. The operating margin of 50.2% sits near the sector median, so costs are contained without being a clear advantage. An F-Score of 5/9 reflects mixed signals: profitability holds reasonably well, but the liquidity and efficiency sub-scores are weak. On valuation, the P/E of 33.7× is -10% below the sector median of 37.2×, and P/B of 2.4× is -9% below its median of 2.6×; the composite of 49/100 against the sector median suggests the discount is modest rather than deep, and the forward-axis composite of 35/100 — with a weak beat rate and mixed consensus — offers little additional conviction.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AMT | American Tower | 6/9 | 75% |
The market prices in an earnings decline; analyst sentiment is steady; has not always beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When EQR reports on October 26, 2026, focus on whether revenue growth YoY closes its 11% gap to the sector median. Also check whether ROIC, currently at 9.05% and 23% below the median, shows any improvement alongside the F-Score profitability signals.
EQR's Leverage and Liquidity sub-score of 1/3 warrants a close read of the risk factors and management's discussion in the annual report. Pay particular attention to debt maturity schedules and same-store net operating income disclosures that underpin the 48.7% operating margin.
Pick two or three companies from the same-sector table in section 06 and line up one metric — P/E, P/B, or revenue growth YoY. EQR's P/E of 37.2× and P/B of 2.62× both sit roughly 9-10% below the sector median, giving you a concrete reference point for that comparison.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Missed consensus in 6 of 8 recent quarters — consensus runs systematically optimistic for this company.
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +5% |
| 46% |
| ARE | Alexandria Real Estate | 4/9 | -9% | -3% | — |
| AVB | AvalonBay | 4/9 | 9% | +4% | 66% |
| CCI | Crown Castle | 6/9 | 17% | -4% | 49% |
| DLR | Digital Realty | 6/9 | 6% | +10% | 11% |
| EQIX | Equinix | 6/9 | 10% | +5% | 20% |
| EQR | Equity Residential | 5/9 | 9% | +5% | 50% |
| ESS | Essex Property Trust | 6/9 | 13% | +6% | 48% |
| MAA | Mid-America Apartment | 4/9 | 8% | +1% | — |
| O | Realty Income | 6/9 | 3% | +9% | — |
| PLD | Prologis | 4/9 | 6% | +7% | 50% |
| PSA | Public Storage | 5/9 | 19% | +3% | — |
| SPG | Simon Property | 4/9 | 132% | +7% | 50% |
| VTR | Ventas | 6/9 | 2% | +18% | — |
| WELL | Welltower | 6/9 | 3% | +36% | — |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.