Equity Residential (Germany) Performance
| EQR Stock | EUR 68.50 1.50 2.24% |
The firm shows a Beta (market volatility) of 0.27, which means not very significant fluctuations relative to the market. As returns on the market increase, Equity Residential's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Residential is expected to be smaller as well. Equity Residential right now shows a risk of 1.36%. Please confirm Equity Residential treynor ratio, downside variance, kurtosis, as well as the relationship between the value at risk and expected short fall , to decide if Equity Residential will be following its price patterns.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Equity Residential has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Equity Residential is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 360.2 M | |
| Free Cash Flow | 1.2 B |
Equity |
Equity Residential Relative Risk vs. Return Landscape
If you would invest 6,833 in Equity Residential on September 23, 2024 and sell it today you would earn a total of 17.00 from holding Equity Residential or generate 0.25% return on investment over 90 days. Equity Residential is currently producing 0.0129% returns and takes up 1.3628% volatility of returns over 90 trading days. Put another way, 12% of traded stocks are less volatile than Equity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
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 = 0.0095
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EQR |
Estimated Market Risk
| 1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equity Residential is not performing at its full potential. However, 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 Equity Residential to a well-diversified portfolio.
Equity Residential Fundamentals Growth
Equity Stock prices reflect investors' perceptions of the future prospects and financial health of Equity Residential, and Equity Residential fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equity Stock performance.
| Price To Earning | 45.54 X | |||
| Revenue | 2.74 B | |||
| EBITDA | 1.99 B | |||
| Cash And Equivalents | 30.06 M | |||
| Cash Per Share | 0.08 X | |||
| Total Debt | 7.3 B | |||
| Debt To Equity | 86.50 % | |||
| Book Value Per Share | 27.02 X | |||
| Cash Flow From Operations | 1.45 B | |||
| Total Asset | 20.22 B | |||
About Equity Residential Performance
By analyzing Equity Residential's fundamental ratios, stakeholders can gain valuable insights into Equity Residential's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Equity Residential has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Equity Residential has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Equity Residential is an SP 500 company focused on the acquisition, development and management of rental apartment properties located in urban and high-density suburban markets where todays renters want to live, work and play. Equity Residential owns or has investments in 310 properties consisting of 80,061 apartment units, primarily located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver. Equity Residential operates under REIT - Residential classification in Germany and is traded on Frankfurt Stock Exchange. It employs 2700 people.Things to note about Equity Residential performance evaluation
Checking the ongoing alerts about Equity Residential for important developments is a great way to find new opportunities for your next move. 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 has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Equity Residential has accumulated 7.3 B in total debt with debt to equity ratio (D/E) of 86.5, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Equity Residential has a current ratio of 0.12, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become 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. |
- Analyzing Equity Residential's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equity Residential's stock is overvalued or undervalued compared to its peers.
- Examining Equity Residential's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equity Residential's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equity Residential's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equity Residential's stock. These opinions can provide insight into Equity Residential's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Equity Stock analysis
When running Equity Residential's 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 the 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.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |