Análisis Argos
ELS
ELSCara2 señales de riesgo
Equity LifeStyle Properties, Inc. · Real Estate
US$ 66.25
precio al 2026-07-04
Valor justo Argos*
US$ 46
vs. su valor justo
−31%
Score Argos
33/100
LA RESPUESTA
El mercado le pide crezca 45.5% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 5% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (1.0)
!Beneish M-Score sugiere manipulación (-1.62)
VALOR1/6FUTURO2/6PASADO3/6SALUD0/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO3/6SALUD0/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoRetorno al accionista moderado
Score Argos33de 100Cara
Ingresos7%
US$ 1.5 B
Margen operativo17%
33.8%
Flujo de caja libre8%
US$ 0.3 B
Deuda neta
US$ 3.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 12.8B
P/E33.2x
EV/EBITDA22.3x
FCF yield2.6%
ROIC10.2%
Margen operativo33.8%
Crecim. ingresos+6.8%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 8 jun
3 Residential REITs Worth Considering Despite Market Headwinds
INVH, AMH and ELS are likely to benefit as slowing apartment construction eases supply pressure and supports future rent growth.
prnewswire.com · 28 abr
ELS Declares Second Quarter 2026 Dividend
CHICAGO, April 28, 2026 /PRNewswire/ -- On April 28, 2026, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") declared a second quarter 2026 dividend of $0.5425 per common share, representing, on an annualized basis, a dividend of $2.17 per common share. The dividend will be paid on July 10, 2026 to stockholders of record at the close of business on June 26, 2026.
seekingalpha.com · 25 abr
Equity LifeStyle Properties: A Structural Compounder Trading At A Discount
Equity LifeStyle Properties is rated a 'Buy' with a $70 price target, reflecting its premium valuation and resilient business model. ELS benefits from strong demographic-driven demand, limited new supply, and high occupancy, supporting predictable revenue and pricing power. The company boasts a robust balance sheet with low leverage, long debt maturities, and 97% fixed-rate debt, minimizing refinancing and interest rate risks.
seekingalpha.com · 22 abr
Equity LifeStyle Properties, Inc. (ELS) Q1 2026 Earnings Call Transcript
Equity LifeStyle Properties, Inc. (ELS) Q1 2026 Earnings Call Transcript
seekingalpha.com · 22 abr
Equity LifeStyle Properties: Fairly Valued Given Seasonal Pressures
Equity Lifestyle Properties remains a "Hold," offering stable income but limited upside amid sector challenges and premium valuation. Core FFO guidance for 2024 is reaffirmed at $3.12–$3.22, with mobile home growth steady but seasonal RV/marina activity under pressure. Cost relief is emerging via an 18% insurance premium reduction, offsetting ongoing weakness in discretionary and seasonal business lines.
zacks.com · 21 abr
Equity Lifestyle Properties (ELS) Matches Q1 FFO Estimates
Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.84 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.83 per share a year ago.
prnewswire.com · 21 abr
ELS Reports First Quarter Results
Continued Strong Performance CHICAGO, April 21, 2026 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter ended March 31, 2026. All per share results are reported on a fully diluted basis unless otherwise noted.
defenseworld.net · 21 abr
Evergreen Capital Management LLC Has $8.24 Million Holdings in Equity Lifestyle Properties, Inc. $ELS
Evergreen Capital Management LLC increased its holdings in Equity Lifestyle Properties, Inc. (NYSE: ELS) by 2,618.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 134,759 shares of the real estate investment trust's stock after acquiring an additional 129,801 shares during

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.