Dividend compounder review

ELS

Equity Lifestyle Properties Inc · NYSE · US

Real Estate · Reit - Residential

Score82.50/100
Confidence100.00/100
DecisionReject
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 25.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 6.5 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 25.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 13.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 13.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years33
Dividend Yield0.84%
Payout Ratio104.4%
Dividend Cut 5YNo
Net Income$386.5M
Free Cash Flow$334.1M
FCF Covers DividendNo
Debt / Equity1.81
P/E32.4
Revenue Growth 5Y7.2%
Net Margin25.0%
ROE21.9%
Price vs Trend2.6%
3Y Return8.8%
5Y Return-2.0%
CurrencyUSD
Warnings

Review flags

Dividend yield normalized from payment history because provider yield looked inconsistent.
Payout ratio is elevated at 104.4%.
Free cash flow does not cover dividends paid.
Dividend diary

Activity record

ELS dividend review warning Warning · Warning

Free cash flow does not cover dividends paid.

Dividend increased 5.4% Dividend Increase · Positive

Payment changed from 0.515 to 0.543.

ELS dividend payment 0.543 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.515 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.515 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.515 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

Dividend increased 7.7% Dividend Increase · Positive

Payment changed from 0.478 to 0.515.

ELS dividend payment 0.515 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.478 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.478 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.478 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

Dividend increased 6.7% Dividend Increase · Positive

Payment changed from 0.448 to 0.478.

ELS dividend payment 0.478 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.448 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.448 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

ELS dividend payment 0.448 USD Dividend Payment · Info

Recorded dividend payment for Equity Lifestyle Properties Inc.

Dividend increased 9.3% Dividend Increase · Positive

Payment changed from 0.41 to 0.448.

Dividend increased 12.9% Dividend Increase · Positive

Payment changed from 0.363 to 0.41.

Dividend increased 5.8% Dividend Increase · Positive

Payment changed from 0.343 to 0.363.