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.
Key characteristics
| AAT | ESS | |
|---|---|---|
| YTD Return | 30.04% | 26.11% |
| 1Y Return | 61.58% | 49.81% |
| 3Y Return (Ann) | -5.33% | -0.70% |
| 5Y Return (Ann) | -5.72% | 2.95% |
| 10Y Return (Ann) | 0.23% | 7.67% |
| Sharpe Ratio | 2.19 | 2.36 |
| Sortino Ratio | 2.90 | 3.21 |
| Omega Ratio | 1.37 | 1.39 |
| Calmar Ratio | 1.10 | 1.33 |
| Martin Ratio | 10.29 | 12.61 |
| Ulcer Index | 5.97% | 4.13% |
| Daily Std Dev | 28.08% | 22.05% |
| Max Drawdown | -61.85% | -62.67% |
| Current Drawdown | -28.87% | -6.72% |
Fundamentals
| AAT | ESS | |
|---|---|---|
| Market Cap | $2.15B | $20.26B |
| EPS | $0.97 | $8.56 |
| PE Ratio | 28.80 | 35.53 |
| PEG Ratio | 21.85 | 7.21 |
| Total Revenue (TTM) | $456.89M | $1.74B |
| Gross Profit (TTM) | $289.33M | $860.48M |
| EBITDA (TTM) | $149.70M | $1.40B |
Correlation
The correlation between AAT and ESS is 0.59, 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
In the year-to-date period, AAT achieves a 30.04% return, which is significantly higher than ESS's 26.11% return. Over the past 10 years, AAT has underperformed ESS with an annualized return of 0.23%, while ESS has yielded a comparatively higher 7.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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 4.76%, more than ESS's 3.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAT American Assets Trust, Inc. | 4.76% | 5.86% | 4.83% | 3.09% | 3.46% | 2.48% | 2.71% | 2.75% | 2.34% | 2.47% | 2.24% | 2.70% |
ESS Essex Property Trust, Inc. | 3.18% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% | 3.37% |
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
The current volatility for American Assets Trust, Inc. (AAT) is 6.66%, while Essex Property Trust, Inc. (ESS) has a volatility of 8.21%. This indicates that AAT experiences smaller price fluctuations and is considered to be less risky than ESS based on this measure. 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