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Equity Residential (EQR) Stock Fundamental Analysis & AI Rating 2026

EQR NYSE Real Estate Investment Trusts MD CIK: 0000906107
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 28, 2026 (in 12 days) • After-hours ET • EPS est. $0.97 (vs $0.95 prior year) • All earnings →
Combined AI Rating
HOLD
60% Confidence
STRONG AGREEMENT
HOLD
42% Conf
HOLD
78% Conf

📊 EQR Key Takeaways

Revenue: $682.3M
Net Margin: 164.2%
Free Cash Flow: $1.6B
Current Ratio: N/A
Debt/Equity: 0.75x
EPS: $2.94
AI Rating: HOLD with 42% confidence
Equity Residential (EQR) receives a HOLD rating with 60% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $682.3M, net profit margin of 164.2%, and return on equity (ROE) of 10.1%, Equity Residential demonstrates mixed fundamentals in the Real Estate sector. Below is our complete EQR stock analysis for 2026.

Is Equity Residential (EQR) a Good Investment?

Claude

Equity Residential demonstrates exceptional cash generation and strong balance sheet fundamentals with $1.6B operating cash flow and manageable 0.75x debt/equity ratio. However, the 703,304.9% YoY revenue increase is a severe data anomaly that undermines confidence in reported metrics, and operating margin of 170.1% is structurally implausible for a REIT, suggesting material data integrity issues that require clarification before investment consideration.

ChatGPT

Equity Residential shows solid core financial health with substantial operating cash flow, manageable leverage, and a strong equity base, which are constructive for a large apartment REIT. However, the reported revenue growth and margins are clearly distorted by non-recurring or classification-driven items, so the latest earnings quality looks mixed and core operating performance appears less impressive than headline net income suggests.

Why Buy Equity Residential Stock? EQR Key Strengths

Claude
  • + Exceptional free cash flow generation of $1.6B with 241.4% FCF margin
  • + Conservative leverage at 0.75x debt/equity with adequate 3.8x interest coverage
  • + Substantial asset base of $20.7B with $11.0B stockholders' equity
  • + Positive net income growth of 0.1% YoY with 2.94 diluted EPS and 8.1% EPS growth
ChatGPT
  • + Strong operating cash flow generation relative to reported revenue and asset base
  • + Moderate leverage profile for a REIT, with debt/equity of 0.75x and positive interest coverage
  • + Large asset base and equity cushion support balance sheet stability

EQR Stock Risks: Equity Residential Investment Risks

Claude
  • ! Critical data integrity concerns: 703,304.9% YoY revenue growth is mathematically implausible and suggests reporting or calculation errors
  • ! Operating margin of 170.1% is structurally impossible for a REIT and indicates fundamental data anomalies requiring investigation
  • ! Abnormally low capex of $1.5M is inconsistent with real estate operations and suggests incomplete or miscategorized data
  • ! Minimal cash position of $55.9M creates refinancing risk relative to $8.2B long-term debt despite strong cash flow
ChatGPT
  • ! Reported operating and net margins above 100% suggest material non-recurring gains or accounting distortions that reduce earnings quality
  • ! Cash on hand is relatively low versus long-term debt, limiting near-term liquidity flexibility
  • ! Net income growth was essentially flat, indicating limited underlying earnings momentum despite unusual reported revenue growth

Key Metrics to Watch

Claude
  • * Revenue reconciliation and validation of YoY growth calculation
  • * Operating margin normalization and verification of cost structure reporting
  • * Capital expenditure levels relative to property maintenance and replacement requirements
  • * Quarterly operating cash flow consistency and dividend sustainability
  • * Debt maturity schedule and refinancing capacity
ChatGPT
  • * Funds from operations or recurring operating cash flow trends versus net income
  • * Interest coverage and net debt levels relative to cash flow

Equity Residential (EQR) Financial Metrics & Key Ratios

Revenue
$682.3M
Net Income
$1.1B
EPS (Diluted)
$2.94
Free Cash Flow
$1.6B
Total Assets
$20.7B
Cash Position
$55.9M

💡 AI Analyst Insight

The 241.4% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

EQR Profit Margin, ROE & Profitability Analysis

Gross Margin 45.7%
Operating Margin 170.1%
Net Margin 164.2%
ROE 10.1%
ROA 5.4%
FCF Margin 241.4%

EQR vs Real Estate Sector: How Equity Residential Compares

How Equity Residential compares to Real Estate sector averages

Net Margin
EQR 164.2%
vs
Sector Avg 20.0%
EQR Sector
ROE
EQR 10.1%
vs
Sector Avg 8.0%
EQR Sector
Current Ratio
EQR 0.0x
vs
Sector Avg 1.5x
EQR Sector
Debt/Equity
EQR 0.7x
vs
Sector Avg 1.5x
EQR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Equity Residential Stock Overvalued? EQR Valuation Analysis 2026

Based on fundamental analysis, Equity Residential appears fundamentally strong relative to the Real Estate sector in 2026.

Return on Equity
10.1%
Sector avg: 8%
Net Profit Margin
164.2%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.75x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Equity Residential Balance Sheet: EQR Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.75x
Debt/Assets
45.0%
Interest Coverage
3.78x
Long-term Debt
$8.2B

EQR Revenue & Earnings Growth: 5-Year Financial Trend

EQR 5-year financial data: Year 2015: Revenue $2.7B, Net Income N/A, EPS N/A. Year 2016: Revenue $2.7B, Net Income N/A, EPS N/A. Year 2017: Revenue $2.7B, Net Income N/A, EPS N/A. Year 2018: Revenue $2.6B, Net Income N/A, EPS N/A. Year 2019: Revenue $2.7B, Net Income N/A, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Equity Residential's revenue has remained relatively flat over the 5-year period, with a 2% decline. The most recent EPS of $2.20 reflects profitable operations.

EQR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
241.4%
Free cash flow / Revenue

EQR Quarterly Earnings & Performance

Quarterly financial performance data for Equity Residential including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2020 $24.0K $94.9M $0.28
Q3 2019 $25.0K $214.2M $0.58
Q2 2019 $143.0K $112.8M $0.31
Q1 2019 $185.0K $94.9M $0.28
Q3 2018 $624.1M $137.5M $0.37
Q2 2018 $612.5M $112.8M $0.31
Q1 2018 $604.1M $143.0M $0.39
Q3 2017 $606.1M $137.5M $0.37

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Equity Residential Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.6B
Cash generated from operations
Stock Buybacks
$280.7M
Shares repurchased (TTM)
Capital Expenditures
$1.5M
Investment in assets
Dividends Paid
$1.0B
Returned to shareholders

EQR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Equity Residential (CIK: 0000906107)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 8-K eqr-20260413.htm View →
Apr 14, 2026 DEF 14A eqr-20260410.htm View →
Mar 4, 2026 4 xslF345X05/form4.xml View →
Mar 2, 2026 8-K eqr-20260227.htm View →
Feb 19, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about EQR

What is the AI rating for EQR?

Equity Residential (EQR) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 60% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EQR's key strengths?

Claude: Exceptional free cash flow generation of $1.6B with 241.4% FCF margin. Conservative leverage at 0.75x debt/equity with adequate 3.8x interest coverage. ChatGPT: Strong operating cash flow generation relative to reported revenue and asset base. Moderate leverage profile for a REIT, with debt/equity of 0.75x and positive interest coverage.

What are the risks of investing in EQR?

Claude: Critical data integrity concerns: 703,304.9% YoY revenue growth is mathematically implausible and suggests reporting or calculation errors. Operating margin of 170.1% is structurally impossible for a REIT and indicates fundamental data anomalies requiring investigation. ChatGPT: Reported operating and net margins above 100% suggest material non-recurring gains or accounting distortions that reduce earnings quality. Cash on hand is relatively low versus long-term debt, limiting near-term liquidity flexibility.

What is EQR's revenue and growth?

Equity Residential reported revenue of $682.3M.

Does EQR pay dividends?

Equity Residential pays dividends, with $1,046.2M distributed to shareholders in the trailing twelve months.

Where can I find EQR SEC filings?

Official SEC filings for Equity Residential (CIK: 0000906107) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EQR's EPS?

Equity Residential has a diluted EPS of $2.94.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EQR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Equity Residential has a HOLD rating with 60% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is EQR stock overvalued or undervalued?

Valuation metrics for EQR: ROE of 10.1% (sector avg: 8%), net margin of 164.2% (sector avg: 20%). Higher ROE suggests strong returns relative to peers.

Should I buy EQR stock in 2026?

Our dual AI analysis gives Equity Residential a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is EQR's free cash flow?

Equity Residential's operating cash flow is $1.6B, with capital expenditures of $1.5M. FCF margin is 241.4%.

How does EQR compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 164.2% (avg: 20%), ROE 10.1% (avg: 8%), current ratio N/A (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI