Equity Lifestyle Properties vs UDR
Equity Lifestyle Properties and UDR are similar in size: $1.53bn and $1.71bn of revenue in their latest fiscal years. UDR grew faster (2.4% against 0.3%). Equity Lifestyle Properties kept more of each dollar of sales as profit: a net margin of 26.3% against 22.1%. UDR carries less debt relative to equity (177.5% against 190.5%).
| Latest fiscal year | Equity Lifestyle PropertiesELS, 2025 | UDRUDR, 2025 |
|---|---|---|
| Revenue | $1.53bn | $1.71bn |
| Revenue growth | 0.3% | 2.4% |
| Net income | $402m | $378m |
| Operating margin | 25.6% | 32.3% |
| Net margin | 26.3% | 22.1% |
| Return on equity | 23.0% | 11.2% |
| Free cash flow | $334m | $650m |
| Cash | $26.1m | $1.2m |
| Total debt | $3.35bn | $5.84bn |
| Debt to equity | 190.5% | 177.5% |
| Dividend per share | $2.06 | $1.72 |
| Dividend yield | 3.5% | 4.9% |
| Share buybacks | — | $118m |
| Employees | — | 1,420 |
| Market value | $11.70bn | $11.55bn |
| Price vs our value range | — | — |
| Moat score | 74 (Strong) | 61 (Moderate) |
| Insider trades, 12 months | 0 buys, 1 sales | 0 buys, 1 sales |