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

Correlation

The correlation between PSA and ESS 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

PSA vs. ESS - Performance Comparison

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

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Key characteristics

Sharpe Ratio

PSA:

0.46

ESS:

0.37

Sortino Ratio

PSA:

0.88

ESS:

0.79

Omega Ratio

PSA:

1.11

ESS:

1.10

Calmar Ratio

PSA:

0.41

ESS:

0.48

Martin Ratio

PSA:

1.05

ESS:

1.83

Ulcer Index

PSA:

11.80%

ESS:

6.21%

Daily Std Dev

PSA:

23.68%

ESS:

23.98%

Max Drawdown

PSA:

-55.80%

ESS:

-62.67%

Current Drawdown

PSA:

-17.42%

ESS:

-13.07%

Fundamentals

Market Cap

PSA:

$53.00B

ESS:

$19.39B

EPS

PSA:

$10.07

ESS:

$10.45

PE Ratio

PSA:

30.00

ESS:

26.87

PEG Ratio

PSA:

11.72

ESS:

8.69

PS Ratio

PSA:

11.18

ESS:

10.42

PB Ratio

PSA:

10.16

ESS:

3.31

Total Revenue (TTM)

PSA:

$4.72B

ESS:

$1.81B

Gross Profit (TTM)

PSA:

$3.45B

ESS:

$1.01B

EBITDA (TTM)

PSA:

$3.37B

ESS:

$1.48B

Returns By Period

In the year-to-date period, PSA achieves a 0.58% return, which is significantly higher than ESS's -0.70% return. Over the past 10 years, PSA has outperformed ESS with an annualized return of 8.22%, while ESS has yielded a comparatively lower 5.41% annualized return.


PSA

YTD

0.58%

1M

3.28%

6M

-9.23%

1Y

10.77%

5Y*

16.00%

10Y*

8.22%

ESS

YTD

-0.70%

1M

2.19%

6M

-7.76%

1Y

8.84%

5Y*

7.98%

10Y*

5.41%

*Annualized

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Risk-Adjusted Performance

PSA vs. ESS — Risk-Adjusted Performance Rank

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

PSA
The Risk-Adjusted Performance Rank of PSA is 6565
Overall Rank
The Sharpe Ratio Rank of PSA is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of PSA is 6262
Sortino Ratio Rank
The Omega Ratio Rank of PSA is 5959
Omega Ratio Rank
The Calmar Ratio Rank of PSA is 7070
Calmar Ratio Rank
The Martin Ratio Rank of PSA is 6464
Martin Ratio Rank

ESS
The Risk-Adjusted Performance Rank of ESS is 6565
Overall Rank
The Sharpe Ratio Rank of ESS is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of ESS is 5959
Sortino Ratio Rank
The Omega Ratio Rank of ESS is 5858
Omega Ratio Rank
The Calmar Ratio Rank of ESS is 7272
Calmar Ratio Rank
The Martin Ratio Rank of ESS is 7272
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.

PSA vs. ESS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Public Storage (PSA) 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.


The current PSA Sharpe Ratio is 0.46, which is comparable to the ESS Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of PSA and ESS, 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

PSA vs. ESS - Dividend Comparison

PSA's dividend yield for the trailing twelve months is around 4.02%, more than ESS's 3.56% yield.


TTM20242023202220212020201920182017201620152014
PSA
Public Storage
4.02%4.01%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%3.03%
ESS
Essex Property Trust, Inc.
3.56%2.57%3.73%4.15%2.37%3.50%2.59%3.03%2.90%2.75%2.41%2.47%

Drawdowns

PSA vs. ESS - Drawdown Comparison

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


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Volatility

PSA vs. ESS - Volatility Comparison

Public Storage (PSA) and Essex Property Trust, Inc. (ESS) have volatilities of 6.20% and 6.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

PSA vs. ESS - Financials Comparison

This section allows you to compare key financial metrics between Public Storage 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.


Quarterly
Annual

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


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

PSA vs. ESS - Profitability Comparison

The chart below illustrates the profitability comparison between Public Storage and Essex Property Trust, Inc. 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
72.0%
86.0%
(PSA) Gross Margin
(ESS) Gross Margin
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 - 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 - 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 - 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 - 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%.

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%.