AMH vs. ESS
Compare and contrast key facts about American Homes 4 Rent (AMH) and Essex Property Trust, Inc. (ESS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMH or ESS.
Key characteristics
| AMH | ESS | |
|---|---|---|
| YTD Return | 7.79% | 27.42% |
| 1Y Return | 6.52% | 47.52% |
| 3Y Return (Ann) | 0.64% | -0.36% |
| 5Y Return (Ann) | 9.36% | 2.78% |
| 10Y Return (Ann) | 9.72% | 7.78% |
| Sharpe Ratio | 0.64 | 2.50 |
| Sortino Ratio | 1.05 | 3.39 |
| Omega Ratio | 1.12 | 1.41 |
| Calmar Ratio | 0.66 | 1.46 |
| Martin Ratio | 2.74 | 13.32 |
| Ulcer Index | 4.39% | 4.13% |
| Daily Std Dev | 18.79% | 21.98% |
| Max Drawdown | -38.40% | -62.67% |
| Current Drawdown | -7.68% | -5.76% |
Fundamentals
| AMH | ESS | |
|---|---|---|
| Market Cap | $15.71B | $20.03B |
| EPS | $0.96 | $8.55 |
| PE Ratio | 38.89 | 35.18 |
| PEG Ratio | 29.82 | 7.20 |
| Total Revenue (TTM) | $1.71B | $1.74B |
| Gross Profit (TTM) | $620.03M | $860.48M |
| EBITDA (TTM) | $890.97M | $1.40B |
Correlation
The correlation between AMH and ESS is 0.58, 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
AMH vs. ESS - Performance Comparison
In the year-to-date period, AMH achieves a 7.79% return, which is significantly lower than ESS's 27.42% return. Over the past 10 years, AMH has outperformed ESS with an annualized return of 9.72%, while ESS has yielded a comparatively lower 7.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AMH vs. ESS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Homes 4 Rent (AMH) 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
AMH vs. ESS - Dividend Comparison
AMH's dividend yield for the trailing twelve months is around 2.63%, less than ESS's 3.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMH American Homes 4 Rent | 2.63% | 2.45% | 2.39% | 0.92% | 0.67% | 0.76% | 1.01% | 0.92% | 0.95% | 1.20% | 1.17% | 0.31% |
ESS Essex Property Trust, Inc. | 3.14% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% | 3.37% |
Drawdowns
AMH vs. ESS - Drawdown Comparison
The maximum AMH drawdown since its inception was -38.40%, smaller than the maximum ESS drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for AMH and ESS. For additional features, visit the drawdowns tool.
Volatility
AMH vs. ESS - Volatility Comparison
The current volatility for American Homes 4 Rent (AMH) is 7.92%, while Essex Property Trust, Inc. (ESS) has a volatility of 8.49%. This indicates that AMH 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
AMH vs. ESS - Financials Comparison
This section allows you to compare key financial metrics between American Homes 4 Rent 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