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ESS vs. PSA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ESS and PSA is 0.40, 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

ESS vs. PSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Essex Property Trust, Inc. (ESS) and Public Storage (PSA). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ESS:

0.54

PSA:

0.51

Sortino Ratio

ESS:

0.85

PSA:

0.84

Omega Ratio

ESS:

1.11

PSA:

1.10

Calmar Ratio

ESS:

0.52

PSA:

0.39

Martin Ratio

ESS:

1.98

PSA:

0.96

Ulcer Index

ESS:

6.28%

PSA:

11.93%

Daily Std Dev

ESS:

24.02%

PSA:

23.68%

Max Drawdown

ESS:

-62.67%

PSA:

-55.80%

Current Drawdown

ESS:

-10.31%

PSA:

-14.76%

Fundamentals

Market Cap

ESS:

$19.78B

PSA:

$54.29B

EPS

ESS:

$10.45

PSA:

$10.09

PE Ratio

ESS:

27.42

PSA:

30.67

PEG Ratio

ESS:

7.30

PSA:

11.99

PS Ratio

ESS:

10.63

PSA:

11.46

PB Ratio

ESS:

3.34

PSA:

10.40

Total Revenue (TTM)

ESS:

$1.81B

PSA:

$4.72B

Gross Profit (TTM)

ESS:

$1.01B

PSA:

$3.45B

EBITDA (TTM)

ESS:

$1.48B

PSA:

$3.37B

Returns By Period

In the year-to-date period, ESS achieves a 2.45% return, which is significantly lower than PSA's 3.83% return. Over the past 10 years, ESS has underperformed PSA with an annualized return of 5.94%, while PSA has yielded a comparatively higher 8.82% annualized return.


ESS

YTD

2.45%

1M

4.44%

6M

-3.09%

1Y

12.97%

3Y*

4.54%

5Y*

7.79%

10Y*

5.94%

PSA

YTD

3.83%

1M

3.99%

6M

-6.17%

1Y

11.92%

3Y*

4.58%

5Y*

15.79%

10Y*

8.82%

*Annualized

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Essex Property Trust, Inc.

Public Storage

Risk-Adjusted Performance

ESS vs. PSA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESS
The Risk-Adjusted Performance Rank of ESS is 6868
Overall Rank
The Sharpe Ratio Rank of ESS is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of ESS is 6262
Sortino Ratio Rank
The Omega Ratio Rank of ESS is 6161
Omega Ratio Rank
The Calmar Ratio Rank of ESS is 7373
Calmar Ratio Rank
The Martin Ratio Rank of ESS is 7373
Martin Ratio Rank

PSA
The Risk-Adjusted Performance Rank of PSA is 6464
Overall Rank
The Sharpe Ratio Rank of PSA is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of PSA is 6262
Sortino Ratio Rank
The Omega Ratio Rank of PSA is 5858
Omega Ratio Rank
The Calmar Ratio Rank of PSA is 6868
Calmar Ratio Rank
The Martin Ratio Rank of PSA is 6363
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.

ESS vs. PSA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Essex Property Trust, Inc. (ESS) and Public Storage (PSA). 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.


The current ESS Sharpe Ratio is 0.54, which is comparable to the PSA Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of ESS and PSA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ESS vs. PSA - Dividend Comparison

ESS's dividend yield for the trailing twelve months is around 3.45%, less than PSA's 3.90% yield.


TTM20242023202220212020201920182017201620152014
ESS
Essex Property Trust, Inc.
3.45%2.57%3.73%4.15%2.37%3.50%2.59%3.03%2.90%2.75%2.41%2.47%
PSA
Public Storage
3.90%4.01%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%3.03%

Drawdowns

ESS vs. PSA - Drawdown Comparison

The maximum ESS drawdown since its inception was -62.67%, which is greater than PSA's maximum drawdown of -55.80%. Use the drawdown chart below to compare losses from any high point for ESS and PSA. For additional features, visit the drawdowns tool.


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Volatility

ESS vs. PSA - Volatility Comparison

Essex Property Trust, Inc. (ESS) has a higher volatility of 6.18% compared to Public Storage (PSA) at 5.42%. This indicates that ESS's price experiences larger fluctuations and is considered to be riskier than PSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ESS vs. PSA - Financials Comparison

This section allows you to compare key financial metrics between Essex Property Trust, Inc. and Public Storage. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M600.00M800.00M1.00B1.20B20212022202320242025
464.58M
1.18B
(ESS) Total Revenue
(PSA) Total Revenue
Values in USD except per share items

ESS vs. PSA - Profitability Comparison

The chart below illustrates the profitability comparison between Essex Property Trust, Inc. and Public Storage over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%20212022202320242025
86.0%
72.0%
(ESS) Gross Margin
(PSA) Gross Margin
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%.

PSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Public Storage reported a gross profit of 851.34M and revenue of 1.18B. Therefore, the gross margin over that period was 72.0%.

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%.

PSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Public Storage reported an operating income of 543.44M and revenue of 1.18B, resulting in an operating margin of 45.9%.

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%.

PSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Public Storage reported a net income of 407.79M and revenue of 1.18B, resulting in a net margin of 34.5%.