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ELSEquity LifeStyle Properties, Inc.
$59.68$11.6B
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  3. ELS
  4. Financial Ratios

Equity LifeStyle Properties, Inc. (ELS) Financial Ratios

Latest Ratios: P/E Ratio 30.9x · EV/EBITDA 20.5x · ROE 21.2%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ELS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$11.6B$12.1B$13.1B$13.8B$12.6B$16.0B$12.2B$12.7B$8.6B$7.8B$6.2B
Enterprise Value$14.9B$15.5B$16.3B$17.3B$16.0B$19.2B$14.8B$15.1B$10.9B$10.0B$8.2B
P/E Ratio →30.9231.4033.9841.7442.2261.3053.6945.7140.8240.8337.55
P/S Ratio7.567.929.149.829.1712.1911.2912.478.938.547.19
P/B Ratio6.586.687.189.208.3110.799.359.637.247.085.69
P/FCF34.6736.3136.8459.7055.6852.6148.9068.6037.1830.9226.45
P/OCF20.2821.2421.9525.1626.5131.5029.2328.7020.8720.6117.48

P/E links to full P/E history page with 30-year chart

ELS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—10.1011.3712.3211.6414.6013.7414.8011.2810.929.57
EV / EBITDA20.5321.2826.0629.7228.7433.6329.7631.4424.3123.5520.52
EV / EBIT28.8138.7931.2138.3138.5250.0443.8138.6033.4632.4128.60
EV / FCF—46.3045.8474.9270.6263.0559.5081.4246.9839.5135.18

ELS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin37.6%37.6%49.4%47.9%46.9%19.9%51.4%52.2%51.8%51.4%51.8%
Operating Margin33.8%33.8%29.0%26.6%25.4%29.1%31.6%32.0%32.1%32.6%32.4%
Net Profit Margin25.2%25.2%25.6%22.4%20.7%20.0%21.1%27.4%22.0%21.7%20.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE21.2%21.2%22.1%20.8%19.0%18.8%17.4%22.2%18.5%18.1%16.7%
ROA6.8%6.8%6.5%5.7%5.3%5.4%5.3%6.9%5.6%5.6%5.0%
ROIC7.6%7.6%6.2%5.6%5.5%6.7%6.7%6.8%6.9%7.0%6.8%
ROCE9.7%9.7%8.4%7.7%7.7%9.4%9.1%8.8%8.8%9.0%8.5%

ELS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.851.851.762.352.232.202.041.821.972.001.93
Debt / EBITDA4.634.635.126.046.095.735.355.015.235.205.24
Net Debt / Equity—1.841.752.352.232.142.031.801.911.971.88
Net Debt / EBITDA4.594.595.126.046.085.575.304.955.075.125.10
Debt / FCF—10.009.0015.2214.9410.4310.5912.839.818.598.74
Interest Coverage2.982.983.793.413.563.533.303.763.113.052.81

ELS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.681.680.110.130.090.180.090.150.570.350.66
Quick Ratio1.681.680.110.130.090.180.090.150.570.350.66
Cash Ratio0.370.370.010.010.000.100.040.070.280.150.26
Asset Turnover—0.270.250.250.250.250.240.250.250.250.25
Inventory Turnover———————————
Days Sales Outstanding———————————

ELS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield3.4%3.3%2.8%2.5%2.5%1.7%2.1%1.8%2.3%2.3%2.5%
Payout Ratio104.8%104.8%100.2%109.0%109.2%105.0%112.5%82.1%95.3%88.8%87.7%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.2%3.2%2.9%2.4%2.4%1.6%1.9%2.2%2.5%2.4%2.7%
FCF Yield2.9%2.8%2.7%1.7%1.8%1.9%2.0%1.5%2.7%3.2%3.8%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield3.4%3.3%2.8%2.5%2.5%1.7%2.1%1.8%2.3%2.3%2.5%
Shares Outstanding—$200M$197M$195M$195M$183M$193M$181M$178M$175M$171M

Key Metrics

Growth RegimeStable
ProfitabilityStable
Balance SheetAdequate
Cash FlowStable
Top Statement Risk

Expense inflation and climate exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Quality Premium Masks FFO Yield

ELS trades at 9.08x forward FFO, a premium to SUI's 11.28x P/E but with a 3.1% dividend yield, according to recent market data.

The P/FFO of 9.08x appears modest relative to the broader REIT market, but the implied cap rate derived from NOI and enterprise value suggests a premium valuation for the age-qualified coastal portfolio. Compared to SUI's P/E of 11.28x, ELS's multiple reflects its perceived defensive quality, yet the 3.1% dividend yield is lower than SUI's 6.8%, indicating investors are paying up for stability. The EV/EBITDA of 22.07x further underscores a rich valuation, which may limit upside unless organic growth accelerates.

NOI Margin Volatility Clouds Core Trend

NOI margin swung from 95.8% in 2026Q2 to 3.7% in 2025Q4, as reported in financial statements, obscuring the underlying profitability trajectory.

The extreme quarterly swings in NOI margin—from 95.8% to 3.7%—suggest significant noise from seasonal expenses or one-time items, rather than a stable operational trend. The 2026Q2 margin of 95.8% appears unsustainably high, likely reflecting timing of expense recognition, while the 2025Q4 figure of 3.7% may include catch-up costs. Investors should focus on the trailing twelve-month average, which hovers around 40-50%, indicating a more normalized profitability level. The 6.8% revenue growth in 2026Q2, as per the latest earnings release, may be acquisition-driven, but the FFO growth of 12.3% suggests some organic momentum, though the wide FFO-to-AFFO gap warrants caution.

Payout Ratio Stretches with AFFO Gap

FFO payout ratio of 72.5% in 2026Q2, as per reported figures, appears manageable, but AFFO coverage of 0.72x indicates a thinner retained cash buffer.

The FFO payout ratio of 72.5% in 2026Q2 is within a typical REIT range, but the AFFO payout ratio, implied by AFFO per share of $0.43 versus the dividend, suggests a tighter coverage. With AFFO covering only 0.72x the dividend, as noted in prior cash flow analysis, ELS retains limited cash after distributions, which may constrain reinvestment. The gap between FFO and AFFO, driven by maintenance capex, appears to be widening, as FFO per share of $0.75 versus AFFO of $0.43 indicates a significant non-cash deduction. This suggests the dividend is safe in the near term, but the margin of safety is thinner than the FFO payout ratio alone implies.

Moderate Leverage with Floating-Rate Risk

Debt-to-equity rose to 1.82 in 2026Q2 from 1.73 a year earlier, as reported in financial statements, with interest coverage of 3.94x.

The debt-to-equity ratio of 1.82 indicates a moderately leveraged balance sheet, though it is lower than the 2.32 peak in 2024Q3, suggesting some deleveraging. Interest coverage of 3.94x in 2026Q2, while adequate, has declined from 4.67x in 2025Q1, reflecting higher interest costs or increased debt. The thin cash balance of $26-35 million relative to $3.3 billion in debt, as per the balance sheet analysis, implies reliance on credit facilities for liquidity. The 1.85% debt-to-equity ratio mentioned in the intelligence appears inconsistent with the reported 1.82, but both indicate a manageable leverage profile, though floating-rate exposure could pressure coverage if rates rise.

Coastal Concentration Elevates Risk

With significant exposure to Florida and California, ELS's portfolio quality is tied to state-specific regulatory and climate risks, as disclosed in recent filings.

The geographic concentration in Florida and California, as highlighted in the company intelligence, exposes ELS to potential rent control legislation and escalating property insurance premiums. This concentration may justify a premium valuation due to high barriers to entry, but it also introduces idiosyncratic risks that could impact occupancy and NOI margins. The age-qualified (55+) demographic provides a stable tenant base, but the transient RV segment adds volatility, as seen in the NOI margin swings. G&A efficiency appears reasonable, but the marina JVs add operational complexity that may obscure true portfolio performance.

P/E Misleads on Depreciation

Standard P/E of 33.91x, as per market data, is distorted by heavy depreciation, making P/FFO the more appropriate valuation metric for ELS.

The P/E of 33.91x appears elevated, but for a REIT, this metric is misleading because depreciation is a non-cash charge that reduces net income without affecting cash flows. Using P/FFO of 9.08x provides a clearer picture of valuation relative to cash earnings, as FFO adds back depreciation. However, even P/FFO may overstate earnings quality if maintenance capex is not fully deducted, as the wide FFO-to-AFFO gap suggests. Investors should use P/AFFO, which accounts for maintenance capex, to assess the true earnings power, though this metric is not provided in the data.

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Includes 30+ ratios · 30 years · Updated daily

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ELS — Frequently Asked Questions

Quick answers to the most common questions about buying ELS stock.

What is Equity LifeStyle Properties, Inc.'s P/E ratio?

Equity LifeStyle Properties, Inc.'s current P/E ratio is 30.9x. The historical average is 40.4x. This places it at the 29th percentile of its historical range.

What is Equity LifeStyle Properties, Inc.'s EV/EBITDA?

Equity LifeStyle Properties, Inc.'s current EV/EBITDA is 20.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 18.6x.

What is Equity LifeStyle Properties, Inc.'s ROE?

Equity LifeStyle Properties, Inc.'s return on equity (ROE) is 21.2%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 12.2%.

Is ELS stock overvalued?

Based on historical data, Equity LifeStyle Properties, Inc. is trading at a P/E of 30.9x. This is at the 29th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Equity LifeStyle Properties, Inc.'s dividend yield?

Equity LifeStyle Properties, Inc.'s current dividend yield is 3.39% with a payout ratio of 104.8%.

What are Equity LifeStyle Properties, Inc.'s profit margins?

Equity LifeStyle Properties, Inc. has 37.6% gross margin and 33.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Equity LifeStyle Properties, Inc. have?

Equity LifeStyle Properties, Inc.'s Debt/EBITDA ratio is 4.6x, indicating high leverage. A ratio above 4x may signal elevated financial risk.