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Side-by-side financial comparison of EQUITY LIFESTYLE PROPERTIES INC (ELS) and YETI Holdings, Inc. (YETI). Click either name above to swap in a different company.
YETI Holdings, Inc. is the larger business by last-quarter revenue ($487.8M vs $397.6M, roughly 1.2× EQUITY LIFESTYLE PROPERTIES INC). On growth, EQUITY LIFESTYLE PROPERTIES INC posted the faster year-over-year revenue change (6.3% vs 1.9%). Over the past eight quarters, EQUITY LIFESTYLE PROPERTIES INC's revenue compounded faster (2.3% CAGR vs -3.1%).
Simon Media Properties, LLC, doing business as Simon Property Group, Inc., is an American real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana. As of December 31, 2024, it owned interests in 232 properties.
YETI Holdings, Inc. is an American brand of outdoor recreation products, headquartered in Austin, Texas, specializing in outdoor products such as ice chests, vacuum-insulated stainless-steel drinkware, soft coolers, dry bags, and related accessories.
ELS vs YETI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $397.6M | $487.8M |
| Net Profit | — | $39.4M |
| Gross Margin | — | 55.9% |
| Operating Margin | — | 11.1% |
| Net Margin | — | 8.1% |
| Revenue YoY | 6.3% | 1.9% |
| Net Profit YoY | — | -30.0% |
| EPS (diluted) | $0.56 | $0.48 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $397.6M | — | ||
| Q4 25 | $373.9M | — | ||
| Q3 25 | $393.3M | $487.8M | ||
| Q2 25 | $376.9M | $445.9M | ||
| Q1 25 | $387.3M | $351.1M | ||
| Q4 24 | $372.3M | $546.5M | ||
| Q3 24 | $387.3M | $478.4M | ||
| Q2 24 | $380.0M | $463.5M |
| Q1 26 | — | — | ||
| Q4 25 | $103.8M | — | ||
| Q3 25 | $100.4M | $39.4M | ||
| Q2 25 | $83.5M | $51.2M | ||
| Q1 25 | $114.4M | $16.6M | ||
| Q4 24 | $100.6M | $53.2M | ||
| Q3 24 | $86.9M | $56.3M | ||
| Q2 24 | $82.1M | $50.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 55.9% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 57.4% | ||
| Q4 24 | — | 59.7% | ||
| Q3 24 | — | 58.0% | ||
| Q2 24 | — | 57.0% |
| Q1 26 | — | — | ||
| Q4 25 | 26.5% | — | ||
| Q3 25 | 25.1% | 11.1% | ||
| Q2 25 | 22.3% | 13.9% | ||
| Q1 25 | 28.3% | 6.2% | ||
| Q4 24 | 27.2% | 15.1% | ||
| Q3 24 | 21.4% | 14.6% | ||
| Q2 24 | 21.5% | 14.5% |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | — | ||
| Q3 25 | 25.5% | 8.1% | ||
| Q2 25 | 22.2% | 11.5% | ||
| Q1 25 | 29.5% | 4.7% | ||
| Q4 24 | 27.0% | 9.7% | ||
| Q3 24 | 22.4% | 11.8% | ||
| Q2 24 | 21.6% | 10.9% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | $0.52 | — | ||
| Q3 25 | $0.50 | $0.48 | ||
| Q2 25 | $0.42 | $0.61 | ||
| Q1 25 | $0.57 | $0.20 | ||
| Q4 24 | $0.51 | $0.62 | ||
| Q3 24 | $0.44 | $0.66 | ||
| Q2 24 | $0.42 | $0.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.8B | $702.6M |
| Total Assets | $5.7M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.2B | $72.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | $702.6M | ||
| Q2 25 | $1.7B | $802.7M | ||
| Q1 25 | $1.7B | $764.3M | ||
| Q4 24 | $1.7B | $740.1M | ||
| Q3 24 | $1.4B | $770.0M | ||
| Q2 24 | $1.4B | $705.9M |
| Q1 26 | $5.7M | — | ||
| Q4 25 | $5.7B | — | ||
| Q3 25 | $5.7B | $1.3B | ||
| Q2 25 | $5.7B | $1.3B | ||
| Q1 25 | $5.6B | $1.2B | ||
| Q4 24 | $5.6B | $1.3B | ||
| Q3 24 | $5.6B | $1.3B | ||
| Q2 24 | $5.6B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.84× | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $100.9M |
| Free Cash FlowOCF − Capex | — | $89.1M |
| FCF MarginFCF / Revenue | — | 18.3% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | — | 2.56× |
| TTM Free Cash FlowTrailing 4 quarters | — | $265.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $571.1M | — | ||
| Q3 25 | $147.0M | $100.9M | ||
| Q2 25 | $131.3M | $61.2M | ||
| Q1 25 | $193.4M | $-80.3M | ||
| Q4 24 | $596.7M | $225.6M | ||
| Q3 24 | $149.5M | $83.5M | ||
| Q2 24 | $143.1M | $56.0M |
| Q1 26 | — | — | ||
| Q4 25 | $334.1M | — | ||
| Q3 25 | $75.7M | $89.1M | ||
| Q2 25 | $71.8M | $50.2M | ||
| Q1 25 | $148.2M | $-89.2M | ||
| Q4 24 | $355.4M | $215.1M | ||
| Q3 24 | $91.1M | $73.8M | ||
| Q2 24 | $80.6M | $45.0M |
| Q1 26 | — | — | ||
| Q4 25 | 89.4% | — | ||
| Q3 25 | 19.3% | 18.3% | ||
| Q2 25 | 19.1% | 11.2% | ||
| Q1 25 | 38.3% | -25.4% | ||
| Q4 24 | 95.5% | 39.4% | ||
| Q3 24 | 23.5% | 15.4% | ||
| Q2 24 | 21.2% | 9.7% |
| Q1 26 | — | — | ||
| Q4 25 | 63.4% | — | ||
| Q3 25 | 18.1% | 2.4% | ||
| Q2 25 | 15.8% | 2.5% | ||
| Q1 25 | 11.7% | 2.5% | ||
| Q4 24 | 64.8% | 1.9% | ||
| Q3 24 | 15.1% | 2.0% | ||
| Q2 24 | 16.5% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.50× | — | ||
| Q3 25 | 1.46× | 2.56× | ||
| Q2 25 | 1.57× | 1.20× | ||
| Q1 25 | 1.69× | -4.83× | ||
| Q4 24 | 5.93× | 4.24× | ||
| Q3 24 | 1.72× | 1.48× | ||
| Q2 24 | 1.74× | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ELS
| Rental income | $339.0M | 85% |
| Other | $37.2M | 9% |
| Annual membership subscriptions | $18.3M | 5% |
| Membership upgrade revenue | $3.1M | 1% |
YETI
| Drinkware | $263.8M | 54% |
| Coolers And Equipment | $215.4M | 44% |
| Other | $8.6M | 2% |
