AAT vs. ESS
Compare and contrast key facts about American Assets Trust, Inc. (AAT) and Essex Property Trust, Inc. (ESS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAT or ESS.
Correlation
The correlation between AAT and ESS is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AAT vs. ESS - Performance Comparison
Key characteristics
AAT:
-0.28
ESS:
0.61
AAT:
-0.13
ESS:
0.94
AAT:
0.98
ESS:
1.12
AAT:
-0.11
ESS:
0.59
AAT:
-0.42
ESS:
2.31
AAT:
15.07%
ESS:
6.10%
AAT:
27.92%
ESS:
23.97%
AAT:
-61.85%
ESS:
-62.67%
AAT:
-49.73%
ESS:
-12.14%
Fundamentals
AAT:
$1.47B
ESS:
$20.22B
AAT:
$1.32
ESS:
$10.45
AAT:
14.42
ESS:
28.02
AAT:
21.85
ESS:
8.89
AAT:
3.26
ESS:
10.70
AAT:
0.97
ESS:
3.38
AAT:
$455.77M
ESS:
$1.81B
AAT:
$256.81M
ESS:
$1.01B
AAT:
$251.87M
ESS:
$1.48B
Returns By Period
In the year-to-date period, AAT achieves a -25.47% return, which is significantly lower than ESS's 0.37% return. Over the past 10 years, AAT has underperformed ESS with an annualized return of -3.62%, while ESS has yielded a comparatively higher 5.77% annualized return.
AAT
-25.47%
11.45%
-29.17%
-7.75%
-2.70%
-3.62%
ESS
0.37%
10.60%
-3.39%
14.54%
6.37%
5.77%
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Risk-Adjusted Performance
AAT vs. ESS — Risk-Adjusted Performance Rank
AAT
ESS
AAT vs. ESS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Assets Trust, Inc. (AAT) and Essex Property Trust, Inc. (ESS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAT vs. ESS - Dividend Comparison
AAT's dividend yield for the trailing twelve months is around 6.98%, more than ESS's 3.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAT American Assets Trust, Inc. | 6.98% | 5.10% | 5.86% | 4.83% | 3.09% | 3.46% | 2.48% | 2.71% | 2.75% | 2.34% | 2.47% | 2.24% |
ESS Essex Property Trust, Inc. | 3.52% | 2.57% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% |
Drawdowns
AAT vs. ESS - Drawdown Comparison
The maximum AAT drawdown since its inception was -61.85%, roughly equal to the maximum ESS drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for AAT and ESS. For additional features, visit the drawdowns tool.
Volatility
AAT vs. ESS - Volatility Comparison
American Assets Trust, Inc. (AAT) and Essex Property Trust, Inc. (ESS) have volatilities of 9.69% and 9.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AAT vs. ESS - Financials Comparison
This section allows you to compare key financial metrics between American Assets Trust, Inc. and Essex Property Trust, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AAT vs. ESS - Profitability Comparison
AAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Assets Trust, Inc. reported a gross profit of 67.30M and revenue of 108.61M. Therefore, the gross margin over that period was 62.0%.
ESS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Essex Property Trust, Inc. reported a gross profit of 399.66M and revenue of 464.58M. Therefore, the gross margin over that period was 86.0%.
AAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Assets Trust, Inc. reported an operating income of 71.97M and revenue of 108.61M, resulting in an operating margin of 66.3%.
ESS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Essex Property Trust, Inc. reported an operating income of 257.08M and revenue of 464.58M, resulting in an operating margin of 55.3%.
AAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Assets Trust, Inc. reported a net income of 42.54M and revenue of 108.61M, resulting in a net margin of 39.2%.
ESS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Essex Property Trust, Inc. reported a net income of 203.11M and revenue of 464.58M, resulting in a net margin of 43.7%.