Stock Ratings / Financials / ELS / dividends

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Equity Lifestyle Properties Inc. (ELS) Dividend Safety Gauge & 10-Year DRIP Compounder

$59.03 +0.31% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $58.95

Equity Lifestyle Properties Inc. (ELS) carries a Roarable Rating of C- (Hold) with 60/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY) →

ROARABLE C- • HOLD / WATCH Cap $11.46B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on ELS Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is ELS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Equity Lifestyle Properties Inc. (NYSE: ELS) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $59.03 (+0.31% 1D, market cap $11.46B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 15/20. Across 1096 tracked Financials issuers, ELS ranks #428 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does ELS compare to GLPI and UDR in the Financials sector?

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Within the Financials sector (Real Estate Investment Trusts), ELS carries a Roarable C- (60/100 RQD), trailing P/E of 28.5x, gross margin of —, and ROIC of 11.4%. By comparison, GLPI (Gaming and Leisure Properties Inc.) holds a C grade (65/100 RQD, P/E N/A, ROIC 14.8%, cap $11.49B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.38B). Among the 5-stock peer group, ELS leads on earnings multiple (28.5x) while GLPI leads on capital efficiency (14.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for ELS?

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Per ELS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000895417), Equity Lifestyle Properties Inc. generated $1.53B in revenue (+0.3% YoY), $402.1M in net income, and $502.2M in free cash flow against $5.75B in total assets and $1.77B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $58.95 (-0.13%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 32.8% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY • 53.5% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE+0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ELS)Realized 20D OHLCV Swing Band: ±4.8%

Deterministic 5-Pillar Attribution (60/100 Composite)

🔍 WHY ELS SCORES 60/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (25% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning6/20 pts (-14 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-14 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$58.94+5.1% Next Q

Q2 (-2Q)

Grade C$61.97-4% Next Q

Q3 (-1Q)

Grade C$59.49-0.8% Next Q

Current

Grade C-$59.03+0.4% Hist 90D α

Trajectory: C- (52) → C- (60)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ELS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 60/100 (C-) score, ELS faces multiple-compression risk if 28.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($60.45) or 200D SMA ($63.48) invalidates the momentum regime and cuts Target Base ($59.56) toward Bear Floor ($46.46).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ELS• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ELS Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 60%NO 40%Trade / Inspect Odds →

CASH DIVIDEND + BUYBACK YIELD

5.18% Total Yield

3.38% Cash ($2.00/yr) + 1.8% Buybacks

PAYOUT SAFETY SPEEDOMETER

88/100 • FORTRESS PAYOUT

FREE CASH FLOW PAYOUT RATIO

50.2% of FCF

8 consecutive years of payout growth

INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (8.7% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $23,030

Est. Year-10 Shareholder Yield: $1,193/yr

Starting Investment: $10,000

Compounding Horizon: 10 Years

$10.9K

Yr 1

$11.8K

Yr 2

$12.8K

Yr 3

$14.0K

Yr 4

$15.2K

Yr 5

$16.5K

Yr 6

$17.9K

Yr 7

$19.5K

Yr 8

$21.2K

Yr 9

$23.0K

Yr 10

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in ELS & A-Rated Leaders

✓12-month Bull/Base/Bear fair-value walkthrough on ELS and its top sector peer
✓Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
✓Includes nightly RQD rating-change & forensic signal email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ELS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.75%▼ DESCENDING CHANNEL

2026-11-02O $57.97H $59.03L $57.97C $59.03VOL 1.39M

RES: $62.09SUP: $55.26SMA50: $60.45SMA200: $63.48

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ELS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ELS Butterfly Map → + Track ELS →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

21.9%/yr Implied 5Y Growth

vs. +0.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ELS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ELS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ELS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ELS)

Financials Rank #428 of 1096 ⚔️ GLPI vs ELS Full Matrix →

1. Head-to-Head Financials Peer Comparison (ELS vs. GLPI, UDR, AMH, EGP)

Industry: Real Estate Investment Trusts (172 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Equity Lifestyle Properties Inc. (ELS) ranks #428 by composite RQD confidence (60/100, grade C-) and #168 by equity capitalization ($11.46B). Within this direct 5-issuer industry benchmark cohort, ELS leads on earnings valuation at 28.5x trailing P/E, while GLPI leads on capital efficiency and profitability with 14.8% ROIC and — gross margin. EGP currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with ELS at 60/100 (C-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ELS ACTIVE Equity Lifestyle Properties Inc.	C-	60/100	28.5x	—	11.4%	+0.31%	$11.46B	Benchmark Subject
GLPI Gaming and Leisure Properties Inc.	C	65/100	—	—	14.8%	-1.29%	$11.49B	/glpi-vs-els →
UDR UDR Inc.	C	63/100	30.1x	—	7.3%	+0.28%	$11.38B	/udr-vs-els →
AMH American Homes 4 Rent Common	C	62/100	32.8x	—	3.8%	+0.13%	$11.34B	/amh-vs-els →
EGP EastGroup Properties Inc.	C+	66/100	41.7x	—	5.8%	-0.46%	$10.74B	/egp-vs-els →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000895417

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Equity Lifestyle Properties Inc. (ELS) reported GAAP revenue of $1.53B (+0.3% vs. FY2024 revenue of $1.53B , and +2.8% cumulative change since FY2023) , GAAP net income of $402.1M, operating cash flow of $571.1M, and free cash flow of $502.2M (-4.9% YoY). On the balance sheet, ELS closed FY2025 with $5.75B in total assets against $1.77B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.53B	$402.1M	$571.1M	$502.2M	$5.75B	$1.77B
FY2024 (FY)	2024-12-31	$1.53B	$384.8M	$596.7M	$528.0M	$5.65B	$1.72B
FY2023 (FY)	2023-12-31	$1.49B	$329.7M	$548.0M	$481.0M	$6.30B	$1.48B

3. ELS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ELS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does ELS compare to GLPI and UDR in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for ELS?

Where is ELS trading relative to its 50-day, 200-day, and 52-week technical levels?

ELS last traded at $59.03 (+0.31% on volume of 2,091,781 shares), positioning the stock -2.35% below its 50-day simple moving average ($60.45) and -7.01% below its 200-day simple moving average ($63.48). Across its 52-week range of $57.46 to $69.00, ELS sits at the 13.6% percentile with a 14-day RSI of 44.7 (NEUTRAL RANGE) and an implied next-earnings move of ±4.8% ($56.20 to $61.86).

ELS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Does ELS pay a dividend and is it safe?

Equity Lifestyle Properties Inc. (ELS) offers a 3.38% cash dividend yield ($2.00 annualized) and 5.18% total shareholder yield including buybacks. Roarable rates its payout coverage as FORTRESS PAYOUT.

Direct Sub-Reports: ELS RQD Cockpit ELS 12M Forecast ELS Earnings & Move ELS Dividends & DRIP ELS Insiders & 13F ELS Whale Options ELS Profit Sankey ELS News & Why

ROARABLE RATING BRIEF • RQD 60/100 (C-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

ELS — Equity Lifestyle Properties Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:15:51Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, ELS carries an RQD Score of 60 and a letter grade of C-, labeled "Roarable Hold — Cautious Neutral." The five pillars are: Fundamental Cash Engine 14/20 (ROIC 11.4%; FCF yield 4.38%); Whale 13F Flow 6/20 (institutional accumulation and options positioning); Insider Conviction 15/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit 10/20 (Beta 1.12; sector sensitivity); and Forensic Balance Sheet 15/20 (Altman Z 2.5; Piotroski F 8/9; Debt/Equity 0.5). The strongest pillars are the cash engine and balance sheet, which indicate durable cash generation and a comparatively sound financial structure. The weakest pillar is institutional 13F flow at 6/20, and macro regime fit at 10/20 reflects the stock's Beta of 1.12 and its sector sensitivity. For a prospective investor, the rating implies a neutral stance: the financial base supports the thesis, but valuation (P/E TTM 28.5) and weak institutional flow temper upside conviction. This is an analytical summary, not personalized advice.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
$58.85	$11.46B	28.5	26.5	27.6	2.06	3.38%	1.12	$57.46 - $69	11.4%

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$1531.4M	$391.3M	$402.1M	N/A	$502.2M	N/A	$1768.8M
FY 2024	$1526.2M	$380.7M	$384.8M	N/A	$528.0M	N/A	$1719.8M
FY 2023	$1489.4M	$320.1M	$329.7M	N/A	$481.0M	N/A	$1475.3M

Per the SEC financials, revenue rose from $1489.4M (FY 2023) to $1531.4M (FY 2025), and net income moved from $329.7M to $402.1M over the same span. Market data shows an operating margin of 25.6% and a net margin of 26.3%, with ROIC of 11.4%. Per the Roarable RQD rating, the Altman Z-Score is 2.5, the Piotroski F-Score is 8/9, and Debt/Equity is 0.5. FCF declined from $528.0M in FY 2024 to $502.2M in FY 2025, and debt increased from $1719.8M to $1768.8M over that period.

Recent Catalysts & News Wire Analysis

Positive/Catalyst (GREEN): A Yahoo Finance item reports Q3 results that "steady the story," with the stock described as jumping on the release.
Neutral (YELLOW): Multiple items (Yahoo Finance, Seeking Alpha, Stock Titan) cover a valuation-positive "may be undervalued on cash flow" view, a "remains a buy" view, and a results-call scheduling notice for Q3 results released Oct. 20.
Risk Watch (RED): A marketscreener.com item reports a leadership change naming Patrick Waite as Chief Executive. A MarketBeat item reports the stock falling 4.3% after an earnings miss.
Proprietary signals: Per the Butterfly Supply-Chain Graph, none are recorded.

Open Questions

What is the revenue and customer composition of ELS's business, and what drives its operating margin of 25.6%?
What explains the FCF decline from $528.0M (FY 2024) to $502.2M (FY 2025) alongside rising debt?
What were the specific Q3 results and the earnings miss referenced in the news wire?
What is the reported cash position and EPS by period, given these fields are N/A in the filings?
What are the analyst price targets and institutional holder positions underlying the 6/20 whale pillar score?

ELS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Equity Lifestyle Properties Inc. (ELS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to ELS Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 15h ago

Equity LifeStyle Properties (ELS) Stock May Be 33% Undervalued On Cash Flow

Yahoo Finance report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 18h ago

Equity LifeStyle Properties: This Residential REIT Remains A Buy (NYSE:ELS)

Seeking Alpha report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 21h ago

Equity LifeStyle Properties (ELS) Stock Jumps As Q3 Results Steady The Story

Yahoo Finance report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH marketscreener.com • 1d ago

Equity LifeStyle Properties Names Patrick Waite as Chief Executive

marketscreener.com report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

A results call is set for 11 a.m. Oct. 21, after Equity LifeStyle Properties releases Q3 results Oct. 20.

Stock Titan report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH MarketBeat • 1d ago

Equity Lifestyle Properties (NYSE:ELS) Stock Falls 4.3% After Earnings Miss

MarketBeat report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Simply Wall St • 1d ago

Equity LifeStyle Properties (ELS) Stock Drops After Q3 Results Hold Firm

Simply Wall St report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Equity LifeStyle Properties (ELS) Heads Into Earnings With Its Undervalued Narrative In Focus

Yahoo Finance report covering Equity Lifestyle Properties Inc. (ELS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

ELS Bull vs. Bear Conversation Board — What's Your Call at $59.03?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON ELS 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $63.56 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is ELS (C- • RQD 60/100) a Buy at $58.85?

Welcome to the ELS (Equity Lifestyle Properties Inc.) Roar Pit. Current RQD Composite is 60/100 (Roarable Hold — Cautious Neutral) in Real Estate Investment Trusts. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

MU MultipleCompression Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $48.85 (-17.0%)

Spot @ $58.85

Pump the brakes on ELS — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on ELS, but look at what you are paying: 28.5x trailing P/E with tightening sector spreads. Unless Equity Lifestyle Properties Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH 🎯 Target: $67.68 (+15.0%)

Spot @ $58.85

ELS cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on ELS, the market is fixating on short-term headline noise in Real Estate Investment Trusts and ignoring the balance sheet and cash flow trajectory. At $58.85 (52-wk range $57.46 - $69.00), any beat on forward guidance forces shorts and underweight funds to chase.