Compare Stocks › EQR vs JPM
Equity Residential (EQR) vs JPMorgan Chase & Co. (JPM)
EQR
Equity Residential
$59.31
VS
JPM
JPMorgan Chase & Co.
$287.97
Rewards
EQR
- ★Gross margin of 62.9% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Trailing P/E of 20.2x is 22% below the historical average of 26.0x — potentially undervalued relative to its own history.
JPM
- ★Each dollar of retained earnings has created $3.95 of market value — management is an exceptional capital allocator.
Risks
EQR
- ⚠Despite buyback spending, shares outstanding increased in 2 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 6.1% suggests reasonable valuation assuming continued moderate growth.
- ⚠Net debt/EBITDA of 4.5x indicates heavy leverage — it would take over 4 years of EBITDA to pay off net debt.
JPM
- ⚠Gross margin of 0.0% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠JPMorgan Chase & Co. scores only 18/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
- ⚠Altman Z-Score of 0.30 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
Key Valuation Metrics
Learn more →EQR
JPM
Valuation
$1.42B
Free Cash Flow
N/A
6.09%
FCF Yield
N/A
20.17
Trailing P/E
14.39
39.42
Forward P/E
12.26
Quality & Moat
3.50%
ROIC
5.32%
9.81%
ROE
N/A
62.88%
Gross Margin
0.00%
N/A
PEG Ratio
N/A
Balance Sheet Safety
0.74
Debt / Equity
N/A
N/A
Interest Coverage
N/A
4.48
Net Debt / EBITDA
N/A
4.67%
Dividend Yield
2.08%
EQR: 2Ties: 1JPM: 3
EQRJPM
Historical Fundamentals
Learn more →EQR
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
JPM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →EQR
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-71.0M
Δ Market Cap
+$1.49B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
JPM
$3.95
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$120.20B
Δ Market Cap
+$475.31B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →EQR
14.7% Overvalued
Price is 14.7% above estimated fair value
Current Price: $59.31
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $51.69
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
JPM
46.5% Margin of Safety
Price is 46.5% below estimated fair value
Current Price: $287.97
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $538.22
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →EQR
What growth rate is the market pricing in at $59?
+12.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +9.2%
The market implies +12.4% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +9.2%, reflecting ongoing growth investment.
JPM
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →EQR
60/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
JPM
18/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though revenue predictability shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →EQR
-2.57
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
JPM
-2.17
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →EQR
Insiders 0.6%Institutions 96.2%Retail & Other 3.2%
No. of Institutional Holders1,043
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
JPM
Insiders 0.4%Institutions 75.0%Retail & Other 24.6%
No. of Institutional Holders6,240
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →EQR
0
Buys (3M)
0
Buys (12M)
GARECHANA ROBERT A
Chief Financial Officer
$279.00
@ $69.75 · 2025-03-17
Open market purchases · includes direct & indirect ownership · excludes option exercises
JPM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →EQR
6
Sells (3M)
7
Sells (12M)
Total value (12M): $985,890
MANELIS MICHAEL L
Chief Operating Officer
$154,387
@ $63.56 · 2026-02-18
CARRAWAY CATHERINE
Officer
$47,606
@ $63.56 · 2026-02-18
KAUFMAN IAN
Officer
$57,776
@ $63.56 · 2026-02-18
MANELIS MICHAEL L
Chief Operating Officer
$375,474
@ $65.13 · 2026-02-10
GARECHANA ROBERT A
Chief Investment Officer
$236,878
@ $65.13 · 2026-02-10
CARRAWAY CATHERINE
Officer
$42,725
@ $65.13 · 2026-02-10
CARRAWAY CATHERINE
Officer
$71,044
@ $70.55 · 2025-05-01
MANELIS MICHAEL L
Chief Operating Officer
$683,761
@ $72.07 · 2025-02-06
FENSTER SCOTT J.
General Counsel
$384,800
@ $72.06 · 2025-02-06
GARECHANA ROBERT A
Chief Financial Officer
$309,426
@ $72.06 · 2025-02-06
BRACKENRIDGE ALEXANDER
Chief Operating Officer
$897,796
@ $72.06 · 2025-02-06
CARRAWAY CATHERINE
Officer
$60,891
@ $72.06 · 2025-02-06
KAUFMAN IAN
Officer
$46,263
@ $72.06 · 2025-02-06
STERRETT STEPHEN E
Director
$151,713
@ $72.21 · 2025-02-05
MANELIS MICHAEL L
Chief Operating Officer
$143,000
@ $71.50 · 2024-11-07
CARRAWAY CATHERINE
Officer
$74,200
@ $74.20 · 2024-08-28
BRACKENRIDGE ALEXANDER
Chief Investment Officer
$813,094
@ $72.52 · 2024-08-22
FENSTER SCOTT J.
General Counsel
$214,992
@ $72.00 · 2024-08-21
KAUFMAN IAN
Officer
$466,848
@ $72.00 · 2024-08-21
MANELIS MICHAEL L
Chief Operating Officer
$213,750
@ $71.25 · 2024-08-07
GARECHANA ROBERT A
Chief Financial Officer
$439,142
@ $69.08 · 2024-06-24
BYNOE LINDA WALKER
Director
$208,169
@ $64.23 · 2024-05-31
HABEN MARY KAY
Director
$212,221
@ $65.48 · 2024-04-26
BRACKENRIDGE ALEXANDER
Chief Investment Officer
$261,795
@ $65.01 · 2024-04-24
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
JPM
12
Sells (3M)
30
Sells (12M)
Total value (12M): $104.76M
LEOPOLD ROBIN
Officer
$132,684
@ $307.14 · 2026-02-19
ROHRBAUGH TROY L
Officer
$15.36M
@ $307.11 · 2026-02-19
BARNUM JEREMY
Chief Financial Officer
$886,157
@ $306.42 · 2026-02-17
BEER LORI A
Chief Technology Officer
$627,207
@ $306.40 · 2026-02-17
ERDOES MARY E.
Officer
$1.76M
@ $306.41 · 2026-02-17
PETNO DOUGLAS B
Officer
$1.07M
@ $306.40 · 2026-02-17
PIEPSZAK JENNIFER A
Chief Operating Officer
$2.68M
@ $312.79 · 2026-01-16
BARNUM JEREMY
Chief Financial Officer
$904,890
@ $312.79 · 2026-01-16
BEER LORI A
Chief Technology Officer
$640,295
@ $312.80 · 2026-01-16
ERDOES MARY E.
Officer
$1.79M
@ $312.78 · 2026-01-16
PETNO DOUGLAS B
Officer
$1.09M
@ $312.80 · 2026-01-16
BACON ASHLEY
Officer
$2.30M
@ $312.79 · 2026-01-16
LEOPOLD ROBIN
Officer
$301,311
@ $311.92 · 2025-11-07
BAMMANN LINDA B.
Director
$2.83M
@ $297.94 · 2025-09-02
BACON ASHLEY
Officer
$1.39M
@ $267.44 · 2025-06-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.61M
@ $262.47 · 2025-06-05
BEER LORI A
Chief Technology Officer
$1.57M
@ $267.09 · 2025-05-16
LAKE MARIANNE
Officer
$3.28M
@ $267.08 · 2025-05-16
PETNO DOUGLAS B
Officer
$2.71M
@ $266.89 · 2025-05-15
ERDOES MARY E.
Officer
$3.69M
@ $262.54 · 2025-05-13
BACON ASHLEY
Officer
$1.37M
@ $262.53 · 2025-05-13
ROHRBAUGH TROY L
Officer
$3.29M
@ $263.08 · 2025-05-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.54M
@ $250.76 · 2025-05-06
BARNUM JEREMY
Chief Financial Officer
$10.03M
@ $250.77 · 2025-05-06
BAMMANN LINDA B.
Director
$2.38M
@ $250.00 · 2025-05-06
DIMON JAMES
Chief Executive Officer
$31.50M
@ $235.68 · 2025-04-14
LEOPOLD ROBIN
Officer
$308,652
@ $246.92 · 2025-03-24
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.06M
@ $247.03 · 2025-03-24
ROHRBAUGH TROY L
Officer
$6.18M
@ $247.02 · 2025-03-24
BEER LORI A
Chief Technology Officer
$506,698
@ $246.93 · 2025-03-24
LEOPOLD ROBIN
Officer
$337,610
@ $270.09 · 2025-02-20
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.15M
@ $269.85 · 2025-02-20
ROHRBAUGH TROY L
Officer
$10.12M
@ $269.84 · 2025-02-20
BEER LORI A
Chief Technology Officer
$554,054
@ $269.88 · 2025-02-20
FRIEDMAN STACEY R.
General Counsel
$919,371
@ $278.34 · 2025-02-18
ERDOES MARY E.
Officer
$1.47M
@ $278.37 · 2025-02-18
PETNO DOUGLAS B
Officer
$971,646
@ $278.41 · 2025-02-18
FRIEDMAN STACEY R.
General Counsel
$838,778
@ $253.94 · 2025-01-16
ERDOES MARY E.
Officer
$1.34M
@ $253.97 · 2025-01-16
BACON ASHLEY
Officer
$1.81M
@ $253.94 · 2025-01-16
PETNO DOUGLAS B
Officer
$886,565
@ $253.96 · 2025-01-16
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →EQR
😨Fear(37/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
JPM
😐Neutral(51/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →EQR
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (37)
JPM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (51)