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ELS EQUITY LIFESTYLE PROPERTIES INC

Trailing twelve months to 2026-03-31 · as filed 2026-04-28, not restated
Real Estate

Scale

Market cap
$12.4bn
Revenue TTM
$1.5bn
Net income TTM
$399m
Free cash flow
Composite score
51.2
Sector rank
#622

Valuation

P / E
31.2
EV / EBITDA
20.6
EV / sales
8.1
FCF yield
Earnings yield vs 10-yr
-1.52pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
25.9%
EBITDA margin
39.3%
ROE
22.7%
ROIC
22.4%
Revenue growth
1.0%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We are a fully integrated owner of lifestyle-oriented properties (“Properties”) consisting of property operations and home sales and rental operations primarily within manufactured home (“MH”) and recreational vehicle (“RV”) communities and marinas. After conducting a comprehensive study of RV ownership, according to the Recreational Vehicle Industry Association (“RVIA”), data suggested that RV sales are expected to benefit from an increase in demand from those born in the United States from 1980 to 2003, or Millennials and Generation Z, over the coming years. The revenue from seasonal and transient Sites is generally higher during the first and third quarters. …EQUITY LIFESTYLE PROPERTIES INC, 10-Q, period ended 2026-06-30, filed 2026-07-28

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