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ELS vs O
Which Stock Would AI Choose? Equity LifeStyle Properties (ELS) vs. Realty Income (O) Stock Comparison
Key Takeaways
- Both ELS and O are real estate investment trusts (REITs), but ELS specializes in manufactured home communities and RV resorts, while O focuses on single-tenant retail net lease properties.
- O has outperformed ELS year-to-date with approximately 15% gains compared to ELS's 5% rise, amid broader REIT sector recovery.
- O offers a higher dividend yield of around 5%, paid monthly, versus ELS's 3.5% quarterly yield, appealing to income-focused investors.
- ELS reported solid Q1 2026 funds from operations (FFO) of $0.84 per share and core net operating income (NOI) growth of 4.9%, maintaining full-year guidance.
- O, with a larger market cap of $59.5 billion versus ELS's $12.6 billion, benefits from greater diversification across retail tenants.
- Recent market activity shows both stocks stabilizing amid interest rate expectations, with O exhibiting stronger momentum in the past month.
Introduction
This ELS vs. O stock comparison examines two prominent REITs in distinct niches of the real estate sector. Equity LifeStyle Properties (ELS) targets lifestyle communities, while Realty Income (O) dominates net lease retail. Investors seeking stable income streams, dividend reliability, and exposure to housing or commercial recovery will find this analysis relevant amid evolving interest rate dynamics and economic shifts. The review highlights relative performance, growth drivers, and market positioning to inform stock comparison decisions.
ELS Overview and Recent Performance
Equity LifeStyle Properties (ELS) owns and operates approximately 450 manufactured home communities, RV resorts, and campgrounds across North America, benefiting from steady demand for affordable housing and leisure. In recent market activity, the stock has traded around $63, posting modest year-to-date gains of about 5%. Q1 2026 results showed normalized FFO of $0.84 per share, surpassing estimates, with core NOI up 4.9% year-over-year due to higher occupancy and rate growth. The company maintained full-year FFO guidance at $3.17 per share and declared a Q2 dividend of $0.5425 per share. Sentiment has been supported by resilient resident demand, though broader REIT pressures from rates have capped upside. Price behavior reflects stability rather than sharp rallies, with a P/E ratio near 32.
O Overview and Recent Performance
Realty Income (O), known as "The Monthly Dividend Company," is a leading net lease REIT with over 15,000 properties leased to diversified tenants like convenience stores and drugstores. Recent weeks have seen the stock hover near $64, with year-to-date returns around 15%, outpacing the sector. Trading activity indicates resilience, with gains in recent sessions amid positive retail occupancy trends. The monthly dividend stands at $0.2705 per share, yielding about 5%, backed by a payout supported by AFFO growth. Upcoming Q1 earnings are anticipated to reflect portfolio strength, though high P/E above 50 signals premium valuation. Performance drivers include tenant quality and international expansion, fostering sentiment shifts toward stability in volatile markets.
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Head-to-Head Comparison
ELS and O share REIT traits like high dividends and rate sensitivity but diverge in business models: ELS leverages recession-resistant manufactured housing with long-term residents, while O emphasizes mission-critical retail net leases with triple-net structures shifting costs to tenants. Growth drivers contrast too—ELS via occupancy and rate hikes (recent NOI +4.9%), O through acquisitions and European expansion. Recent momentum favors O with superior YTD returns and monthly payouts, though ELS offers lower volatility (beta 0.70 vs. 0.76). Risk factors include rising rates for both, but O's scale mitigates via diversification, while ELS faces seasonal exposures. Market sentiment tilts toward O for income trade-offs in retail recovery.
Tickeron AI Verdict
Tickeron’s AI currently favors O over ELS based on stronger trend consistency, higher yield appeal, and relative momentum in recent market activity. While ELS demonstrates operational stability, O's scale and diversification position it probabilistically better for near-term outperformance amid REIT rebounds.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ELS is a Hold and O is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ELS’s FA Score shows that 0 FA rating(s) are green whileO’s FA Score has 0 green FA rating(s).
- ELS’s FA Score: 0 green, 5 red.
- O’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ELS’s TA Score shows that 5 TA indicator(s) are bullish while O’s TA Score has 4 bullish TA indicator(s).
- ELS’s TA Score: 5 bullish, 4 bearish.
- O’s TA Score: 4 bullish, 6 bearish.
Price Growth
ELS (@Media Conglomerates) experienced а -3.37% price change this week, while O (@Real Estate Investment Trusts) price change was -1.29% for the same time period.
The average weekly price growth across all stocks in the @Media Conglomerates industry was -0.14%. For the same industry, the average monthly price growth was +1.34%, and the average quarterly price growth was +5.65%.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -1.59%. For the same industry, the average monthly price growth was -1.25%, and the average quarterly price growth was +9.37%.
Reported Earning Dates
ELS is expected to report earnings on Jul 20, 2026.
O is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Media Conglomerates (-0.14% weekly)Companies that operate in these three (or more) areas: broadcasting, cable TV, publishing and movies/entertainment. The companies usually have a large share in these markets. Walt Disney Co . is an example.
@Real Estate Investment Trusts (-1.59% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
| ELS | O | ELS / O | |
| Capitalization | 11.9B | 57B | 21% |
| EBITDA | 745M | 4.91B | 15% |
| Gain YTD | 1.704 | 10.311 | 17% |
| P/E Ratio | 30.55 | 50.10 | 61% |
| Revenue | 1.46B | 5.88B | 25% |
| Total Cash | 18.8M | 374M | 5% |
| Total Debt | 3.29B | 30.2B | 11% |
ELS | O | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 52 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 64 Fair valued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 95 | 71 | |
SMR RATING 1..100 | 43 | 88 | |
PRICE GROWTH RATING 1..100 | 60 | 54 | |
P/E GROWTH RATING 1..100 | 57 | 48 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ELS's Valuation (64) in the Real Estate Investment Trusts industry is in the same range as O (69). This means that ELS’s stock grew similarly to O’s over the last 12 months.
O's Profit vs Risk Rating (71) in the Real Estate Investment Trusts industry is in the same range as ELS (95). This means that O’s stock grew similarly to ELS’s over the last 12 months.
ELS's SMR Rating (43) in the Real Estate Investment Trusts industry is somewhat better than the same rating for O (88). This means that ELS’s stock grew somewhat faster than O’s over the last 12 months.
O's Price Growth Rating (54) in the Real Estate Investment Trusts industry is in the same range as ELS (60). This means that O’s stock grew similarly to ELS’s over the last 12 months.
O's P/E Growth Rating (48) in the Real Estate Investment Trusts industry is in the same range as ELS (57). This means that O’s stock grew similarly to ELS’s over the last 12 months.
| ELS | O | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 69% | 3 days ago 56% |
| Stochastic ODDS (%) | 3 days ago 61% | 3 days ago 56% |
| Momentum ODDS (%) | 3 days ago 47% | 3 days ago 39% |
| MACD ODDS (%) | 3 days ago 41% | 3 days ago 38% |
| TrendWeek ODDS (%) | 3 days ago 49% | 3 days ago 50% |
| TrendMonth ODDS (%) | 3 days ago 48% | 3 days ago 44% |
| Advances ODDS (%) | 6 days ago 47% | 6 days ago 48% |
| Declines ODDS (%) | 3 days ago 48% | 14 days ago 48% |
| BollingerBands ODDS (%) | 3 days ago 47% | 3 days ago 47% |
| Aroon ODDS (%) | 3 days ago 48% | 3 days ago 31% |
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ELS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ELS has been closely correlated with SUI. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if ELS jumps, then SUI could also see price increases.
| Ticker / NAME | Correlation To ELS | 1D Price Change % | ||
|---|---|---|---|---|
| ELS | 100% | -1.37% | ||
| SUI - ELS | 67% Closely correlated | -1.20% | ||
| CUBE - ELS | 66% Loosely correlated | -3.23% | ||
| FCPT - ELS | 64% Loosely correlated | -0.24% | ||
| ADC - ELS | 63% Loosely correlated | -1.09% | ||
| DBRG - ELS | 62% Loosely correlated | N/A | ||
More | ||||