Equity Lifestyle Properties Inc. (ELS) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$58.85 +1.52% NYSE • Public Delayed / 60s Snapshot

Equity Lifestyle Properties Inc. (ELS) carries a Roarable Rating of C+ (Hold) with 68/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $11.46B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510068
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C- · Rk B+
Cash (14)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.5% Base Target
$73 Bull$62 Base$48 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:55% Call Buyers ($2.5M)
45% PutsMax Pain: $58.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How ELS Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$502.2M (32.8% FCF Margin)
Revenue$1.53BGross Profit $673.8M (44%)Cost of Sales $857.6MOp Profit $391.3M (25.6%)OpEx (R&D/SG&A) $282.5MNet Profit$402.1M (26.3%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.49B
FY24
Rev $1.53B
FY25
Rev $1.53B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$1.53B44%25.6%$402.1M$502.2M10.7%
FY 2024$1.53B44%24.9%$384.8M$528.0M10.6%
FY 2023$1.49B44%21.5%$329.7M$481.0M6.6%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring ELS)

  • ✓Live walkthrough of ELS's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
ELS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -6.73%▼ DESCENDING CHANNEL
2026-10-30O $59.72H $59.78L $58.78C $59.03VOL 2.09M
RES: $62.25SUP: $55.45SMA50: $60.72SMA200: $63.52
$68.50$65.51$62.52$59.52$56.53RES $62.25SUP $55.45$59.032026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ELS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
21.9%/yr Implied 5Y Growth

vs. +0.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ELS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ELS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for ELS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

ELS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Equity Lifestyle Properties Inc. (ELS)?

In FY 2025 (10-K), ELS converted $1.5B of revenue into a 44% gross margin, 25.6% operating margin, and $502.2M in free cash flow (32.8% FCF margin).