Equity Lifestyle Properties owns and operates manufactured housing communities and RV resorts, collecting rent on pads that tenants own their homes on, with a large base of annual membership and seasonal RV sites layered on top. Its moat is scarcity: new manufactured home communities are almost impossible to entitle in most coastal and supply-constrained markets, so existing sites carry pricing power that has held up through cycles. Revenue growth of 3.8% is modest, but a 53.9% gross margin and 33.4% operating margin show how much of each rent dollar reaches the bottom line. The stock trades at 30.1 times trailing earnings and 27.9 times forward, a premium that prices in durable rent increases and steady occupancy, so the case rests on whether that cash flow compounding holds. With a score of 48/100 and no index membership, it reads as a quality compounder that is not cheap, and it merits a deeper look on rent growth and occupancy trends before any conviction is formed.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 01:52 CEST | ACCE price target | $58.00 | $60.00 | $61.97 |
| 5 Oct 2026, 00:00 CEST | Fair value | $28.43 | $28.80 | $58.25 |
| 29 Sept 2026, 00:00 CEST | Fair value | $28.80 | $29.18 | $59.23 |
| 26 Sept 2026, 00:00 CEST | ACCE price target | $60.00 | first publication | $59.23 |
| 22 Sept 2026, 00:00 CEST | Fair value | $29.18 | $29.57 | $60.40 |
| 15 Sept 2026, 00:00 CEST | Fair value | $29.57 | $32.67 | $60.08 |
| 12 Sept 2026, 00:00 CEST | Fair value | $32.67 | $33.25 | $60.30 |
| 5 Sept 2026, 00:00 CEST | Fair value | $33.25 | $31.60 | $62.61 |
| 31 Aug 2026, 00:00 CEST | Fair value | $31.60 | $33.81 | $63.74 |
| 26 Aug 2026, 00:00 CEST | Fair value | $33.81 | $31.33 | $65.45 |
Answered from Equity Lifestyle Properties Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| ELS Equity Lifestyle Properties Inc. Common Stock | $60.84 | - | - | 29.3x | 22.3% | 77 | 48 |
| CPT Camden Property Trust Common Stock | $102.74 | $102 | 1% above | 33.9x | 7.9% | 72 | 41 |
| AMH American Homes 4 Rent Common Shares of Beneficial Interest | $31.90 | $22 | 42% above | 25.3x | 7.1% | 77 | 55 |
| UDR UDR Inc. Common Stock | $36.18 | $25 | 44% above | 22.7x | 13.7% | 72 | 52 |
| MAA Mid-America Apartment Communities Inc. Common Stock | $121.17 | $105 | 15% above | 35.4x | 7.0% | 69 | 48 |
| SUI Sun Communities Inc. Common Stock | $119.86 | $97 | 23% above | 88.1x | 1.7% | 59 | 38 |
| AIZN Assurant Inc. 5.25% Subordinated Notes due 2061 | $17.10 | $31 | 45% below | - | 7.5% | 38 | 26 |
Where ELS ranks against its sector peers on each metric.