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ELS vs ABNB
Revenue, margins, valuation, and 5-year total return — side by side.
Travel Services
ELS vs ABNB — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Residential | Travel Services |
| Market Cap | $12.12B | $84.96B |
| Revenue (TTM) | $1.53B | $11.94B |
| Net Income (TTM) | $387M | $2.63B |
| Gross Margin | 37.6% | 83.0% |
| Operating Margin | 33.8% | 22.6% |
| Forward P/E | 30.7x | 28.2x |
| Total Debt | $3.37B | $2.00B |
| Cash & Equiv. | $26M | $6.56B |
ELS vs ABNB — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 20 | May 26 | Return |
|---|---|---|---|
| Equity LifeStyle Pr… (ELS) | 100 | 98.6 | -1.4% |
| Airbnb, Inc. (ABNB) | 100 | 95.2 | -4.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ELS vs ABNB
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ELS is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.02, yield 3.2%
- 114.1% 10Y total return vs ABNB's -3.4%
- Lower volatility, beta 0.02, current ratio 1.68x
ABNB carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 10.3%, EPS growth -1.9%, 3Y rev CAGR 13.4%
- 10.3% revenue growth vs ELS's 6.8%
- Lower P/E (28.2x vs 30.7x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.3% revenue growth vs ELS's 6.8% | |
| Value | Lower P/E (28.2x vs 30.7x) | |
| Quality / Margins | 25.2% margin vs ABNB's 22.0% | |
| Stability / Safety | Beta 0.02 vs ABNB's 1.33 | |
| Dividends | 3.2% yield; 12-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +11.9% vs ELS's -0.6% | |
| Efficiency (ROA) | 11.4% ROA vs ELS's 6.8%, ROIC 51.0% vs 7.6% |
ELS vs ABNB — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ELS vs ABNB — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — ELS and ABNB each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ABNB is the larger business by revenue, generating $11.9B annually — 7.8x ELS's $1.5B. Profitability is closely matched — net margins range from 25.2% (ELS) to 22.0% (ABNB). On growth, ELS holds the edge at +22.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $11.9B |
| EBITDAEarnings before interest/tax | $727M | $2.8B |
| Net IncomeAfter-tax profit | $387M | $2.6B |
| Free Cash FlowCash after capex | $334M | $4.6B |
| Gross MarginGross profit ÷ Revenue | +37.6% | +83.0% |
| Operating MarginEBIT ÷ Revenue | +33.8% | +22.6% |
| Net MarginNet income ÷ Revenue | +25.2% | +22.0% |
| FCF MarginFCF ÷ Revenue | +21.8% | +38.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +22.4% | +9.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -8.3% | +3.8% |
Valuation Metrics
Evenly matched — ELS and ABNB each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 32.4x trailing earnings, ELS trades at a 7% valuation discount to ABNB's 34.7x P/E. On an enterprise value basis, ELS's 21.3x EV/EBITDA is more attractive than ABNB's 31.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $12.1B | $85.0B |
| Enterprise ValueMkt cap + debt − cash | $15.5B | $80.4B |
| Trailing P/EPrice ÷ TTM EPS | 32.38x | 34.67x |
| Forward P/EPrice ÷ next-FY EPS est. | 30.72x | 28.20x |
| PEG RatioP/E ÷ EPS growth rate | 3.13x | — |
| EV / EBITDAEnterprise value multiple | 21.27x | 31.60x |
| Price / SalesMarket cap ÷ Revenue | 7.91x | 6.94x |
| Price / BookPrice ÷ Book value/share | 6.89x | 10.62x |
| Price / FCFMarket cap ÷ FCF | 36.28x | 18.29x |
Profitability & Efficiency
ABNB leads this category, winning 7 of 7 comparable metrics.
Profitability & Efficiency
ABNB delivers a 30.6% return on equity — every $100 of shareholder capital generates $31 in annual profit, vs $21 for ELS. ABNB carries lower financial leverage with a 0.24x debt-to-equity ratio, signaling a more conservative balance sheet compared to ELS's 1.85x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +21.3% | +30.6% |
| ROA (TTM)Return on assets | +6.8% | +11.4% |
| ROICReturn on invested capital | +7.6% | +51.0% |
| ROCEReturn on capital employed | +9.7% | +26.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 1.85x | 0.24x |
| Net DebtTotal debt minus cash | $3.3B | -$4.6B |
| Cash & Equiv.Liquid assets | $26M | $6.6B |
| Total DebtShort + long-term debt | $3.4B | $2.0B |
| Interest CoverageEBIT ÷ Interest expense | 2.98x | — |
Total Returns (Dividends Reinvested)
Evenly matched — ELS and ABNB each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ELS five years ago would be worth $10,456 today (with dividends reinvested), compared to $8,608 for ABNB. Over the past 12 months, ABNB leads with a +11.9% total return vs ELS's -0.6%. The 3-year compound annual growth rate (CAGR) favors ABNB at 5.2% vs ELS's -0.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +5.4% | +5.1% |
| 1-Year ReturnPast 12 months | -0.6% | +11.9% |
| 3-Year ReturnCumulative with dividends | -1.2% | +16.5% |
| 5-Year ReturnCumulative with dividends | +4.6% | -13.9% |
| 10-Year ReturnCumulative with dividends | +114.1% | -3.4% |
| CAGR (3Y)Annualised 3-year return | -0.4% | +5.2% |
Risk & Volatility
Evenly matched — ELS and ABNB each lead in 1 of 2 comparable metrics.
Risk & Volatility
ELS is the less volatile stock with a 0.02 beta — it tends to amplify market swings less than ABNB's 1.33 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ABNB currently trades 94.9% from its 52-week high vs ELS's 90.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.02x | 1.33x |
| 52-Week HighHighest price in past year | $69.00 | $147.25 |
| 52-Week LowLowest price in past year | $58.15 | $110.81 |
| % of 52W HighCurrent price vs 52-week peak | +90.6% | +94.9% |
| RSI (14)Momentum oscillator 0–100 | 41.8 | 54.4 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 3.5M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ELS as "Buy" and ABNB as "Hold". Consensus price targets imply 12.9% upside for ELS (target: $71) vs 4.1% for ABNB (target: $145). ELS is the only dividend payer here at 3.24% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $70.57 | $145.44 |
| # AnalystsCovering analysts | 21 | 44 |
| Dividend YieldAnnual dividend ÷ price | +3.2% | — |
| Dividend StreakConsecutive years of raises | 12 | — |
| Dividend / ShareAnnual DPS | $2.02 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
ABNB leads in 1 of 6 categories — strongest in Profitability & Efficiency. 4 categories are tied.
ELS vs ABNB: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ELS or ABNB a better buy right now?
For growth investors, Airbnb, Inc.
(ABNB) is the stronger pick with 10. 3% revenue growth year-over-year, versus 6. 8% for Equity LifeStyle Properties, Inc. (ELS). Equity LifeStyle Properties, Inc. (ELS) offers the better valuation at 32. 4x trailing P/E (30. 7x forward), making it the more compelling value choice. Analysts rate Equity LifeStyle Properties, Inc. (ELS) a "Buy" — based on 21 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ELS or ABNB?
On trailing P/E, Equity LifeStyle Properties, Inc.
(ELS) is the cheapest at 32. 4x versus Airbnb, Inc. at 34. 7x. On forward P/E, Airbnb, Inc. is actually cheaper at 28. 2x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ELS or ABNB?
Over the past 5 years, Equity LifeStyle Properties, Inc.
(ELS) delivered a total return of +4. 6%, compared to -13. 9% for Airbnb, Inc. (ABNB). Over 10 years, the gap is even starker: ELS returned +114. 1% versus ABNB's -3. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ELS or ABNB?
By beta (market sensitivity over 5 years), Equity LifeStyle Properties, Inc.
(ELS) is the lower-risk stock at 0. 02β versus Airbnb, Inc. 's 1. 33β — meaning ABNB is approximately 6278% more volatile than ELS relative to the S&P 500. On balance sheet safety, Airbnb, Inc. (ABNB) carries a lower debt/equity ratio of 24% versus 185% for Equity LifeStyle Properties, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ELS or ABNB?
By revenue growth (latest reported year), Airbnb, Inc.
(ABNB) is pulling ahead at 10. 3% versus 6. 8% for Equity LifeStyle Properties, Inc. (ELS). On earnings-per-share growth, the picture is similar: Equity LifeStyle Properties, Inc. grew EPS -1. 5% year-over-year, compared to -1. 9% for Airbnb, Inc.. Over a 3-year CAGR, ABNB leads at 13. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ELS or ABNB?
Equity LifeStyle Properties, Inc.
(ELS) is the more profitable company, earning 25. 2% net margin versus 20. 5% for Airbnb, Inc. — meaning it keeps 25. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ELS leads at 33. 8% versus 20. 8% for ABNB. At the gross margin level — before operating expenses — ABNB leads at 83. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ELS or ABNB more undervalued right now?
On forward earnings alone, Airbnb, Inc.
(ABNB) trades at 28. 2x forward P/E versus 30. 7x for Equity LifeStyle Properties, Inc. — 2. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ELS: 12. 9% to $70. 57.
08Which pays a better dividend — ELS or ABNB?
In this comparison, ELS (3.
2% yield) pays a dividend. ABNB does not pay a meaningful dividend and should not be held primarily for income.
09Is ELS or ABNB better for a retirement portfolio?
For long-horizon retirement investors, Equity LifeStyle Properties, Inc.
(ELS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 02), 3. 2% yield, +114. 1% 10Y return). Both have compounded well over 10 years (ELS: +114. 1%, ABNB: -3. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ELS and ABNB?
These companies operate in different sectors (ELS (Real Estate) and ABNB (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ELS is a mid-cap income-oriented stock; ABNB is a mid-cap quality compounder stock. ELS pays a dividend while ABNB does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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