ELSEQUITY LIFESTYLE PROPERTIES INC
Real Estate Investment Trusts
- Revenue
- $1.5B
- 0.3% YoY
- Operating margin
- 25.6%
- 2.5% YoY
- EBITDA
- $391M
- 2.8% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 8.5×
- $3.3B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear142% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear68% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.3B | $1.4B | $1.5B | $1.5B | $1.5B | 0.3% |
| Operating income | $272M | $295M | $320M | $381M | $391M | 2.8% |
| Net income | $276M | $299M | $330M | $385M | $402M | 4.5% |
| Operating cash flow | $509M | $476M | $548M | $597M | $571M | 4.3% |
| Capex | $398M | $133M | — | — | — | |
| Stock-based comp | $13M | $9M | $18M | $9M | $7M | 23% |
| Dividends | $262M | $296M | $326M | $351M | $388M | 11% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.