COMP <GO>
ELS vs V // REVENUE GROWTH (YOY)
Equity Lifestyle Properties Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: ELS 5
— V 7
▲ REVENUE GROWTH (YOY) LEADER: V
LAST: $60.45 (+2.41%) • MKT CAP: $11.50B
revenue-growth
0.30%
LAST: $425.51 (+2.88%) • MKT CAP: $738.98B
revenue-growth
11.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ELS VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ELS | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.40% | 32.30% | -20.90 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.6x | 28.9x | -1.30 | ELS | /valuation <GO> |
| Free Cash Flow Yield | 4.38% | 2.90% | +1.48 | ELS | /fcf-yield <GO> |
| Operating Margin | 25.60% | 60.00% | -34.40 | V | /operating-margins <GO> |
| Net Profit Margin | 26.30% | 50.10% | -23.80 | V | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 0.30% | 11.30% | -11.00 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.38% | 0.63% | +2.75 | ELS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.8 | 67.7 | -21.90 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.06 | +0.06 | ELS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.5x | 34.0x | -7.50 | ELS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.50B | $738.98B | -$727.49B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ELS REV | V REV | ELS GROSS % | V GROSS % | ELS FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.53B | $40.00B | — | — | $502.2M | $21.26B |
| FY 2024 | $1.53B | $35.93B | — | — | $528.0M | $18.33B |
| FY 2023 | $1.49B | $32.65B | — | — | $481.0M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ELS // BETA 1.12
V // BETA 1.06