Equity Lifestyle Properties Inc (ELS)vsMid-America Apartment Communities Inc (MAA)
ELS
Equity Lifestyle Properties Inc
$63.14
-1.68%
REAL ESTATE · Cap: $12.87B
MAA
Mid-America Apartment Communities Inc
$122.38
+0.48%
REAL ESTATE · Cap: $14.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Mid-America Apartment Communities Inc generates 44% more annual revenue ($2.21B vs $1.54B). ELS leads profitability with a 25.1% profit margin vs 20.2%. ELS appears more attractively valued with a PEG of 0.90. ELS earns a higher WallStSmart Score of 62/100 (C+).
ELS
Buy62
out of 100
Grade: C+
MAA
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-175.3%
Fair Value
$23.96
Current Price
$63.14
$39.18 premium
Margin of Safety
-429.3%
Fair Value
$25.70
Current Price
$122.38
$96.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.1%
Revenue surging 50.0% year-over-year
Every $100 of equity generates 22 in profit
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 100.0% year-over-year
Keeps 20 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 28.4%
Areas to Watch
Premium valuation, high expectations priced in
3.2% earnings growth
Weak financial health signals
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
ROE of 7.7% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ELS
The strongest argument for ELS centers on Operating Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 25.1% and operating margin at 36.1%. Revenue growth of 50.0% demonstrates continued momentum.
Bull Case : MAA
The strongest argument for MAA centers on Revenue Growth, Profit Margin, Price/Book. Profitability is solid with margins at 20.2% and operating margin at 28.4%. Revenue growth of 100.0% demonstrates continued momentum.
Bear Case : ELS
The primary concerns for ELS are P/E Ratio, EPS Growth, Piotroski F-Score.
Bear Case : MAA
The primary concerns for MAA are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
MAA carries more volatility with a beta of 0.77 — expect wider price swings.
MAA is growing revenue faster at 100.0% — sustainability is the question.
MAA generates stronger free cash flow (159M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ELS scores higher overall (62/100 vs 52/100), backed by strong 25.1% margins and 50.0% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Equity Lifestyle Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
We are a self-managed and self-managed real estate investment trust (?
Mid-America Apartment Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Mid-America Apartment Communities (MAA) is a publicly traded real estate investment trust based in Memphis, Tennessee that invests in apartments in the Southeastern United States and the Southwestern United States.
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