Profitability
Weight: 20%
A+
100.0
Scored using FFO margin — REIT-archetype substitution.
- FFO Margin 68.8% 100/100
EQR - Equity Residential
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$72.09
DETAILS
HIGH:
$79.00
LOW:
$66.00
MEDIAN:
$72.00
CONSENSUS:
$72.09
UPSIDE:
13.24%
AlphaQuality
Quantitative six-pillar business-quality grade
Real Estate Investment Trust
AlphaQuality — archetype-weighted quantitative grade
B+
76.1 / 100 composite
Capital Efficiency
Weight: 15%
C+
58.2
- 5yr Avg ROE 9.2% 56/100
- 5yr Share-Count CAGR 0.1% 62/100
Growth Quality
Weight: 15%
B+
79.2
Scored using FFO/share — REIT-archetype substitution.
- 5yr FFO/Share CAGR 4.0% 70/100
- Positive-FFO Years (5) 5/5 100/100
Cash Generation
Weight: 15%
A-
82.4
Scored using AFFO dividend coverage — REIT substitution.
- AFFO Dividend Coverage 1.23x 77/100
- 5yr FCF/NI 1.24x 96/100
Balance Sheet
Weight: 25%
B
74.0
Scored using Debt/Assets — REIT-archetype substitution.
- Debt / Assets 42.3% 78/100
- Interest Coverage (EBIT/Int) 5.58x 67/100
Stability
Weight: 10%
C-
45.9
- EPS Volatility (σ/μ) 0.86 6/100
- Negative-Revenue Years (5) 1/5 80/100
- Piotroski F-Score 7 78/100
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.2 of 4 gurus held; 2 trimmed; 2 full exits.
- Holders
- 2 -2
- Avg Δ position
- -36.6%
- New buys
- 0
- Full exits
- 2
How this is calculated
AlphaQuality grades six pillars from 0-100 and weights each by archetype:
- Profitability (20%) — FFO Margin
- Capital Efficiency (15%) — 5yr Avg ROE, 5yr Share-Count CAGR
- Growth Quality (15%) — 5yr FFO/Share CAGR, Positive-FFO Years (5)
- Cash Generation (15%) — AFFO Dividend Coverage, 5yr FCF/NI
- Balance Sheet (25%) — Debt / Assets, Interest Coverage (EBIT/Int)
- Stability (10%) — EPS Volatility (σ/μ), Negative-Revenue Years (5), Piotroski F-Score
The six pillars read only reported financial-statement fields — no analyst targets or consensus ratings. The archetype that picks which pillar formulas apply is not fully price-free, though: it can route a company to the distressed/ungradable archetype based on price vs. its 52-week high, and beta affects one classification check. A minimum of 5 fiscal years of audited statements is required. Insurers and banks are graded on their own methodology — insurers on loss ratio, its trend and stability, and premiums-to-surplus; banks on the efficiency ratio, its trend and stability, and equity-to-assets — rather than on industrial margin/ROIC signals. Distressed, highly leveraged infrastructure, asset-manager, and other financial businesses are declared ungradable rather than forced into a numeric score.