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Essex Property Trust, Inc. (ESS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS2971781057
CUSIP297178105
SectorReal Estate
IndustryREIT—Residential

Highlights

Market Cap$15.63B
EPS$6.33
PE Ratio37.15
PEG Ratio7.76
Revenue (TTM)$1.68B
Gross Profit (TTM)$1.12B
EBITDA (TTM)$1.08B
Year Range$196.41 - $249.74
Target Price$247.17
Short %3.28%
Short Ratio3.87

Share Price Chart


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Compare to other instruments

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Essex Property Trust, Inc.

Popular comparisons: ESS vs. PSA, ESS vs. CLPR, ESS vs. EWZ, ESS vs. VOO, ESS vs. SCHD, ESS vs. VNQ, ESS vs. QQQ, ESS vs. MAIN, ESS vs. EPR, ESS vs. TIP

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Essex Property Trust, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
17.44%
21.11%
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Essex Property Trust, Inc. had a return of -1.32% year-to-date (YTD) and 19.14% in the last 12 months. Over the past 10 years, Essex Property Trust, Inc. had an annualized return of 6.88%, while the S&P 500 had an annualized return of 10.55%, indicating that Essex Property Trust, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-1.32%6.30%
1 month1.11%-3.13%
6 months15.01%19.37%
1 year19.14%22.56%
5 years (annualized)0.60%11.65%
10 years (annualized)6.88%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-5.92%-0.80%6.90%
2023-10.05%0.86%-0.22%17.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ESS is 71, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of ESS is 7171
Essex Property Trust, Inc.(ESS)
The Sharpe Ratio Rank of ESS is 7575Sharpe Ratio Rank
The Sortino Ratio Rank of ESS is 7171Sortino Ratio Rank
The Omega Ratio Rank of ESS is 6767Omega Ratio Rank
The Calmar Ratio Rank of ESS is 7070Calmar Ratio Rank
The Martin Ratio Rank of ESS is 7474Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Essex Property Trust, Inc. (ESS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ESS
Sharpe ratio
The chart of Sharpe ratio for ESS, currently valued at 0.80, compared to the broader market-2.00-1.000.001.002.003.000.80
Sortino ratio
The chart of Sortino ratio for ESS, currently valued at 1.34, compared to the broader market-4.00-2.000.002.004.006.001.34
Omega ratio
The chart of Omega ratio for ESS, currently valued at 1.15, compared to the broader market0.501.001.501.15
Calmar ratio
The chart of Calmar ratio for ESS, currently valued at 0.46, compared to the broader market0.001.002.003.004.005.000.46
Martin ratio
The chart of Martin ratio for ESS, currently valued at 2.73, compared to the broader market0.0010.0020.0030.002.73
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Essex Property Trust, Inc. Sharpe ratio is 0.80. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.80
1.92
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Essex Property Trust, Inc. granted a 3.87% dividend yield in the last twelve months. The annual payout for that period amounted to $9.38 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$9.38$9.24$8.80$8.36$8.31$7.80$7.44$7.00$6.40$5.76$5.11$4.84

Dividend yield

3.87%3.73%4.15%2.37%3.50%2.59%3.03%2.90%2.75%2.41%2.47%3.37%

Monthly Dividends

The table displays the monthly dividend distributions for Essex Property Trust, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$2.45
2023$0.00$0.00$2.31$0.00$0.00$2.31$0.00$0.00$2.31$0.00$0.00$2.31
2022$0.00$0.00$2.20$0.00$0.00$2.20$0.00$0.00$2.20$0.00$0.00$2.20
2021$0.00$0.00$2.09$0.00$0.00$2.09$0.00$0.00$2.09$0.00$0.00$2.09
2020$0.00$0.00$2.08$0.00$0.00$2.08$0.00$0.00$2.08$0.00$0.00$2.08
2019$0.00$0.00$1.95$0.00$0.00$1.95$0.00$0.00$1.95$0.00$0.00$1.95
2018$0.00$0.00$1.86$0.00$0.00$1.86$0.00$0.00$1.86$0.00$0.00$1.86
2017$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75
2016$0.00$0.00$1.60$0.00$0.00$1.60$0.00$0.00$1.60$0.00$0.00$1.60
2015$0.00$0.00$1.44$0.00$0.00$1.44$0.00$0.00$1.44$0.00$0.00$1.44
2014$0.00$0.00$1.21$0.00$0.00$1.30$0.00$0.00$1.30$0.00$0.00$1.30
2013$1.21$0.00$0.00$1.21$0.00$0.00$1.21$0.00$0.00$1.21

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.9%
Essex Property Trust, Inc. has a dividend yield of 3.87%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%148.7%
Essex Property Trust, Inc. has a payout ratio of 148.65%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-27.01%
-3.50%
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Essex Property Trust, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Essex Property Trust, Inc. was 62.67%, occurring on Mar 2, 2009. Recovery took 503 trading sessions.

The current Essex Property Trust, Inc. drawdown is 27.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.67%Feb 9, 2007518Mar 2, 2009503Feb 28, 20111021
-44.84%Oct 22, 2019105Mar 23, 2020326Jul 8, 2021431
-43.87%Apr 22, 2022231Mar 23, 2023
-23.26%Dec 19, 200080Apr 16, 2001232Mar 22, 2002312
-23.23%Jun 8, 1994142Dec 28, 1994238Dec 6, 1995380

Volatility

Volatility Chart

The current Essex Property Trust, Inc. volatility is 7.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
7.25%
3.58%
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Essex Property Trust, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items