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

Company Info

ISIN

US2971781057

CUSIP

297178105

Sector

Real Estate

IPO Date

Jun 6, 1994

Highlights

Market Cap

$19.59B

EPS (TTM)

$8.55

PE Ratio

34.40

PEG Ratio

7.03

Total Revenue (TTM)

$1.74B

Gross Profit (TTM)

$860.48M

EBITDA (TTM)

$1.24B

Year Range

$216.96 - $315.09

Target Price

$310.33

Short %

1.93%

Short Ratio

2.63

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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


1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%JulyAugustSeptemberOctoberNovemberDecember
5,504.36%
1,194.35%
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

Returns By Period

Essex Property Trust, Inc. had a return of 17.66% year-to-date (YTD) and 21.60% in the last 12 months. Over the past 10 years, Essex Property Trust, Inc. had an annualized return of 6.22%, while the S&P 500 had an annualized return of 11.06%, indicating that Essex Property Trust, Inc. did not perform as well as the benchmark.


ESS

YTD

17.66%

1M

-5.60%

6M

3.78%

1Y

21.60%

5Y*

2.58%

10Y*

6.22%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of ESS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.92%-0.80%6.90%0.59%5.50%5.72%2.26%8.42%-1.29%-3.91%9.37%17.66%
20236.68%0.88%-7.25%5.06%-1.67%9.54%3.95%-2.12%-10.05%0.86%-0.22%17.22%21.97%
2022-5.60%-4.61%9.60%-4.69%-13.79%-7.10%9.57%-7.49%-7.78%-8.25%-0.84%-2.84%-37.76%
20210.92%6.34%7.50%6.87%1.64%2.30%9.36%0.80%-2.69%6.31%-0.14%4.39%52.40%
20202.96%-8.52%-21.56%10.83%-0.54%-4.72%-3.68%-1.92%-6.32%1.89%20.18%-2.59%-18.09%
201910.60%3.19%4.06%-2.33%3.27%0.75%3.52%6.30%2.28%0.15%-4.57%-2.99%25.92%
2018-3.48%-3.93%8.39%-0.41%-0.28%0.82%0.58%2.42%0.96%1.65%4.68%-5.88%4.83%
2017-3.53%4.64%-0.60%5.59%5.09%0.81%1.72%1.63%-3.82%3.31%-5.88%-1.56%6.82%
2016-10.99%-1.80%12.53%-5.73%3.08%1.12%2.54%-2.90%-1.25%-3.87%0.85%8.44%-0.09%
20159.41%-1.60%4.00%-3.46%0.30%-3.90%5.84%-4.58%4.79%-1.33%4.70%4.35%18.87%
201410.35%5.61%2.42%1.89%4.44%2.91%2.52%2.05%-6.93%12.87%0.32%2.70%48.01%
20134.86%-3.11%1.89%4.30%0.06%1.92%1.49%-11.15%3.90%9.00%-5.71%-4.67%1.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, ESS is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ESS is 7777
Overall Rank
The Sharpe Ratio Rank of ESS is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of ESS is 7575
Sortino Ratio Rank
The Omega Ratio Rank of ESS is 7171
Omega Ratio Rank
The Calmar Ratio Rank of ESS is 7575
Calmar Ratio Rank
The Martin Ratio Rank of ESS is 8282
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for ESS, currently valued at 1.08, compared to the broader market-4.00-2.000.002.001.082.10
The chart of Sortino ratio for ESS, currently valued at 1.57, compared to the broader market-4.00-2.000.002.004.001.572.80
The chart of Omega ratio for ESS, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.39
The chart of Calmar ratio for ESS, currently valued at 0.69, compared to the broader market0.002.004.006.000.693.09
The chart of Martin ratio for ESS, currently valued at 5.13, compared to the broader market-5.000.005.0010.0015.0020.0025.005.1313.49
ESS
^GSPC

The current Essex Property Trust, Inc. Sharpe ratio is 1.08. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Essex Property Trust, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.08
2.10
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Essex Property Trust, Inc. provided a 3.40% dividend yield over the last twelve months, with an annual payout of $9.66 per share. The company has been increasing its dividends for 29 consecutive years, earning it the status of a dividend aristocrat.


2.50%3.00%3.50%4.00%$0.00$2.00$4.00$6.00$8.00$10.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$9.66$9.24$8.80$8.36$8.31$7.80$7.44$7.00$6.40$5.76$5.11$4.84

Dividend yield

3.40%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$2.45$0.00$0.00$2.45$0.00$0.00$2.45$0.00$0.00$0.00$7.35
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$9.24
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$8.80
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$8.36
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$8.31
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$7.80
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$7.44
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$7.00
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$6.40
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$5.76
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$5.11
2013$1.21$0.00$0.00$1.21$0.00$0.00$1.21$0.00$0.00$1.21$4.84

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.4%
Essex Property Trust, Inc. has a dividend yield of 3.40%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%112.9%
Essex Property Trust, Inc. has a payout ratio of 112.85%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.97%
-2.62%
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 12.97%.


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
-23.14%Oct 13, 1997232Sep 14, 1998191Jun 17, 1999423

Volatility

Volatility Chart

The current Essex Property Trust, Inc. volatility is 6.00%, 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%JulyAugustSeptemberOctoberNovemberDecember
6.00%
3.79%
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

Valuation

The Valuation section provides an assessment of the market value of Essex Property Trust, Inc. compared to its peers in the REIT - Residential industry.


PE Ratio
50.0100.0150.034.4
The chart displays the price to earnings (P/E) ratio for ESS in comparison to other companies of the REIT - Residential industry. Currently, ESS has a PE value of 34.4. This PE ratio falls in the average range for the industry.
PEG Ratio
0.0200.0400.0600.0800.07.0
The chart displays the price to earnings to growth (PEG) ratio for ESS in comparison to other companies of the REIT - Residential industry. Currently, ESS has a PEG value of 7.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Essex Property Trust, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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