Equity Residential (EQR) is a multi-family residential reits company in the Real Estate sector. Listed on the NASDAQ, Equity Residential is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $67.61.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $67.61 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 2.84% |
| Risk / Std Dev (Annualized) | 22.48% |
| Sharpe Ratio (rf=4.5%) | -0.07 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Multi-Family Residential REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 2.84% with an annualized volatility of 22.48%. The Sharpe ratio of -0.07 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 26.12B |
| Enterprise Value | 34.31B |
| Trailing P/E | 27.15 |
| Forward P/E | 43.06 |
| Price to Book | 2.38 |
| Price to Sales | 8.39 |
| EV/Revenue | 11.02 |
| EV/EBITDA | 18.13 |
| Profitability | | | Profit Margin | 30.63% | | Operating Margin | 27.4% | | ROE | 8.67% | | ROA | 2.71% |
| Growth | | | Revenue Growth | 2.5% | | Earnings Growth | -64.6% |
| Dividend | | | Dividend Yield | 416.0% | | Payout Ratio | 111.18% | | 5Y Avg Yield | 381.0% |
| Financial Health | | | Total Revenue | 3.11B | | Total Debt | 8.64B | | Total Cash | 0.03B | | Free Cash Flow | 1.42B | | Operating Cash Flow | 1.62B |
| Price & Technical | | | 52W High | $70.18$ | | 52W Low | $57.57$ | | 50-Day Avg | $64.03$ | | 200-Day Avg | $62.67$ | | Beta | 0.76 | | Shares Outstanding | 0.37B | | Float Shares | 0.34B | | Insider Holdings | 0.59% | | Institutional Holdings | 99.13% | | Short Ratio | 3.31 | | Short % of Float | 3.1% |
| Analyst Targets | | | Target High | $80.0$ | | Target Low | $63.0$ | | Target Mean | $71.33$ | | Target Median | $70.5$ | | # of Analysts | 18 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.