ESS vs. PSA
Compare and contrast key facts about Essex Property Trust, Inc. (ESS) and Public Storage (PSA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESS or PSA.
Key characteristics
| ESS | PSA | |
|---|---|---|
| YTD Return | 27.42% | 13.13% |
| 1Y Return | 47.52% | 34.16% |
| 3Y Return (Ann) | -0.36% | 5.50% |
| 5Y Return (Ann) | 2.78% | 14.24% |
| 10Y Return (Ann) | 7.78% | 10.26% |
| Sharpe Ratio | 2.50 | 1.78 |
| Sortino Ratio | 3.39 | 2.45 |
| Omega Ratio | 1.41 | 1.31 |
| Calmar Ratio | 1.46 | 1.24 |
| Martin Ratio | 13.32 | 5.61 |
| Ulcer Index | 4.13% | 7.42% |
| Daily Std Dev | 21.98% | 23.33% |
| Max Drawdown | -62.67% | -55.80% |
| Current Drawdown | -5.76% | -9.02% |
Fundamentals
| ESS | PSA | |
|---|---|---|
| Market Cap | $20.03B | $58.99B |
| EPS | $8.55 | $9.64 |
| PE Ratio | 35.18 | 34.95 |
| PEG Ratio | 7.20 | 10.30 |
| Total Revenue (TTM) | $1.74B | $4.68B |
| Gross Profit (TTM) | $860.48M | $3.44B |
| EBITDA (TTM) | $1.40B | $3.35B |
Correlation
The correlation between ESS and PSA is 0.55, 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
In the year-to-date period, ESS achieves a 27.42% return, which is significantly higher than PSA's 13.13% return. Over the past 10 years, ESS has underperformed PSA with an annualized return of 7.78%, while PSA has yielded a comparatively higher 10.26% 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
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.
Dividends
ESS vs. PSA - Dividend Comparison
ESS's dividend yield for the trailing twelve months is around 3.14%, less than PSA's 3.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PSA Public Storage | 3.58% | 3.93% | 7.55% | 2.14% | 3.46% | 3.76% | 3.95% | 3.83% | 3.27% | 2.62% | 3.03% | 3.42% |
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.
Volatility
ESS vs. PSA - Volatility Comparison
The current volatility for Essex Property Trust, Inc. (ESS) is 8.49%, while Public Storage (PSA) has a volatility of 9.26%. This indicates that ESS experiences smaller price fluctuations and is considered to be less risky than PSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities