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

Company Info

ISIN

US2971781057

CUSIP

297178105

IPO Date

Jun 6, 1994

Highlights

Market Cap

$19.08B

EPS (TTM)

$11.53

PE Ratio

23.99

PEG Ratio

8.41

Total Revenue (TTM)

$1.35B

Gross Profit (TTM)

$614.10M

EBITDA (TTM)

$967.93M

Year Range

$232.44 - $313.63

Target Price

$309.92

Short %

2.48%

Short Ratio

2.51

Share Price Chart


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Compare to other instruments

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


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%NovemberDecember2025FebruaryMarchApril
5,434.46%
1,105.82%
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

Returns By Period

Essex Property Trust, Inc. had a return of -1.82% year-to-date (YTD) and 15.34% in the last 12 months. Over the past 10 years, Essex Property Trust, Inc. had an annualized return of 5.15%, while the S&P 500 had an annualized return of 10.11%, indicating that Essex Property Trust, Inc. did not perform as well as the benchmark.


ESS

YTD

-1.82%

1M

-9.27%

6M

-5.21%

1Y

15.34%

5Y*

6.34%

10Y*

5.15%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

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
20250.56%9.49%-0.77%-10.13%-1.82%
2024-5.92%-0.80%6.90%0.59%5.50%5.72%2.26%8.42%-1.29%-3.91%9.37%-8.06%18.36%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ESS is 75, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ESS is 7575
Overall Rank
The Sharpe Ratio Rank of ESS is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of ESS is 6969
Sortino Ratio Rank
The Omega Ratio Rank of ESS is 6969
Omega Ratio Rank
The Calmar Ratio Rank of ESS is 7878
Calmar Ratio Rank
The Martin Ratio Rank of ESS is 8080
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.


The chart of Sharpe ratio for ESS, currently valued at 0.75, compared to the broader market-2.00-1.000.001.002.003.00
ESS: 0.75
^GSPC: 0.46
The chart of Sortino ratio for ESS, currently valued at 1.13, compared to the broader market-6.00-4.00-2.000.002.004.00
ESS: 1.13
^GSPC: 0.77
The chart of Omega ratio for ESS, currently valued at 1.15, compared to the broader market0.501.001.502.00
ESS: 1.15
^GSPC: 1.11
The chart of Calmar ratio for ESS, currently valued at 0.68, compared to the broader market0.001.002.003.004.005.00
ESS: 0.68
^GSPC: 0.47
The chart of Martin ratio for ESS, currently valued at 3.04, compared to the broader market-5.000.005.0010.0015.0020.00
ESS: 3.04
^GSPC: 1.94

The current Essex Property Trust, Inc. Sharpe ratio is 0.75. 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.75
0.46
ESS (Essex Property Trust, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Essex Property Trust, Inc. provided a 3.60% dividend yield over the last twelve months, with an annual payout of $9.92 per share.


2.50%3.00%3.50%4.00%$0.00$2.00$4.00$6.00$8.00$10.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$9.92$7.35$9.24$8.80$8.36$8.31$7.80$7.44$7.00$6.40$5.76$5.11

Dividend yield

3.60%2.57%3.73%4.15%2.37%3.50%2.59%3.03%2.90%2.75%2.41%2.47%

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
2025$2.45$0.00$2.57$0.00$5.02
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$1.21$0.00$0.00$1.30$0.00$0.00$1.30$0.00$0.00$1.30$5.11

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
ESS: 3.6%
Essex Property Trust, Inc. has a dividend yield of 3.60%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
ESS: 112.6%
Essex Property Trust, Inc. has a payout ratio of 112.60%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.05%
-10.07%
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 14.05%.


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 13.69%, 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%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.69%
14.23%
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 overview of how Essex Property Trust, Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
ESS: 24.0
The chart displays the Price-to-Earnings (P/E) ratio for ESS, comparing it with other companies in the REIT - Residential industry. Currently, ESS has a P/E ratio of 24.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
4.06.08.010.0
ESS: 8.4
The chart shows the Price/Earnings to Growth (PEG) ratio for ESS compared to other companies in the REIT - Residential industry. ESS currently has a PEG ratio of 8.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
ESS: 10.5
This chart shows the Price-to-Sales (P/S) ratio for ESS relative to other companies in the REIT - Residential industry. Currently, ESS has a P/S ratio of 10.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.0
ESS: 3.2
The chart illustrates the Price-to-Book (P/B) ratio for ESS in comparison with other companies in the REIT - Residential industry. Currently, ESS has a P/B value of 3.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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