EPR vs. ESS
Compare and contrast key facts about EPR Properties (EPR) and Essex Property Trust, Inc. (ESS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPR or ESS.
Correlation
The correlation between EPR 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
EPR vs. ESS - Performance Comparison
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Key characteristics
EPR:
1.53
ESS:
0.48
EPR:
2.25
ESS:
0.83
EPR:
1.30
ESS:
1.11
EPR:
1.05
ESS:
0.50
EPR:
6.57
ESS:
1.94
EPR:
5.48%
ESS:
6.18%
EPR:
22.10%
ESS:
23.97%
EPR:
-82.02%
ESS:
-62.67%
EPR:
-7.76%
ESS:
-12.40%
Fundamentals
EPR:
$4.05B
ESS:
$19.77B
EPR:
$1.63
ESS:
$10.46
EPR:
32.63
ESS:
27.37
EPR:
2.93
ESS:
8.58
EPR:
5.80
ESS:
10.62
EPR:
1.73
ESS:
3.27
EPR:
$517.64M
ESS:
$1.81B
EPR:
$431.94M
ESS:
$1.01B
EPR:
$308.87M
ESS:
$1.48B
Returns By Period
In the year-to-date period, EPR achieves a 21.04% return, which is significantly higher than ESS's 0.07% return. Over the past 10 years, EPR has underperformed ESS with an annualized return of 4.93%, while ESS has yielded a comparatively higher 5.50% annualized return.
EPR
21.04%
11.53%
19.56%
33.40%
22.88%
4.93%
ESS
0.07%
6.57%
-5.05%
11.54%
8.29%
5.50%
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Risk-Adjusted Performance
EPR vs. ESS — Risk-Adjusted Performance Rank
EPR
ESS
EPR vs. ESS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) 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.
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Dividends
EPR vs. ESS - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 6.57%, more than ESS's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.57% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.22% | 5.93% |
ESS Essex Property Trust, Inc. | 3.53% | 2.57% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% |
Drawdowns
EPR vs. ESS - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, which is greater than ESS's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for EPR and ESS. For additional features, visit the drawdowns tool.
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Volatility
EPR vs. ESS - Volatility Comparison
The current volatility for EPR Properties (EPR) is 5.30%, while Essex Property Trust, Inc. (ESS) has a volatility of 6.79%. This indicates that EPR 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.
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Financials
EPR vs. ESS - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties 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
EPR vs. ESS - Profitability Comparison
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, EPR Properties reported a gross profit of 148.85M and revenue of 164.04M. Therefore, the gross margin over that period was 90.7%.
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%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, EPR Properties reported an operating income of 45.24M and revenue of 164.04M, resulting in an operating margin of 27.6%.
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%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, EPR Properties reported a net income of -8.40M and revenue of 164.04M, resulting in a net margin of -5.1%.
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%.