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QuarterlyIQ Insights · ESS

Factors

The full factor breakdown (the numbers behind each rank). The overview page shows the same reads in short form; this is the depth.

Factor signals

Each factor is a parallel diagnostic with a plain-language read of what it shows and how names like it have historically fared. Never aggregated into a single score.

Recent financial performance
weak

Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated weak grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=1506).

19th pctl · Real Estate
The numbers
bonus
0
dir share
1
slope norm
-0.2166
Earnings quality
neutral

Over the trailing year it converted 1.79x of net income into operating cash flow. Historically, Real Estate names rated neutral grew net income 61% of the time over the next year (vs 47% for the rest of the cohort, n=1866).

47th pctl · Real Estate
The numbers
ttm ni
602.2
ttm cfo
1080.09
Macro sensitivity

Most sensitive to the broad stock market and real (inflation-adjusted) rates.

  • the broad stock market: This stock moves with the broad market (high beta).β 0.58 · R² 0.20
  • real (inflation-adjusted) rates: This stock behaves like a long-duration asset — tends to fall when real rates rise.β -0.09 · R² 0.06

Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity (low R² over the window).

Management & capital allocation

Not enough signal yet.

Not investment advice. As of 2026-06-09.

Earnings setup & market context

The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.

Earnings setup · pre-print positioning
forward-looking
neutral7 PT revisions / 30d, avg 5.3% above currentfor period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $1.49 → $1.48 (-0.6% / 30d). 0 raised, 2 cut, 5 covering analysts.

Rating actions

1 upgrade, 0 downgrades / 30d, 6 maintained. 30% of analysts rate Buy.

Price target activity

7 PT revisions / 30d. Avg target 5.3% above current price.

Sector context
Intermediate · Weekly
Sector phase: real estate is in maturing, with decelerating (~8.8 years in phase).
Sector regime (90d momentum): headwind.
headwind-6.1%sector vs S&P 500, 60d

via XLRE

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.

Full real estate context →All sectors →

AI cycle regime · market-wide
2-axis classifierLong-term · 1–3 yr
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.60 · M +0.22
Single-axisneutralz +0.08

Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-06-09.