ELS
Equity LifeStyle PropertiesDNYSE / Equity Real Estate Investment Trusts (REITs)
Last Price
At close
2026-07-18
Current thesis
Sustained same-store NOI growth, accretive acquisitions, and multiple expansion that push shares toward the analyst high; modest dividend growth and yield compression support upside.
Posture
Defensive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-22 · AMC.
What can break
Large accretive acquisition fails to meet underwriting
Momentum
41
Value
52
Sentiment
46
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $68.85 · Bull $78.75 · Bear $62.50
Earnings
2026-07-22 · AMC
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-16 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-01-29 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $69.97
Why
Momentum41 · Δ7d +3.4
Value52 · Δ7d -
Sentiment46 · Δ7d -7.8
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
41
26% active weight
Current posture
7d trendImproving
Δ7d
+3.4
Δ21d
+5.8
Value
52
39% active weight
Current posture
7d trendSoftening
Δ7d
-
Δ21d
-
Sentiment
46
34% active weight
Current posture
7d trendSoftening
Δ7d
-7.8
Δ21d
-4.5
Why this grade
Composite grade D. Momentum 40.9 / Value 51.6 / Sentiment 45.9
Fundamentals (TTM)As of 2026-07-16
Fundamentals (TTM)
As of 2026-07-16
Market Cap
$13.22B
Beta
0.77
Shares Out
193.94M
P/E (TTM)
29.8
P/S (TTM)
7.55
P/FCF (TTM) · Derived
-252.01
Rev YoY
+2.5%
EPS YoY
+2.1%
Gross Margin
+37.9%
Op Margin
+33.8%
Net Debt
$3.32B
Current Ratio
0.52
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology