SURYY vs. ESS

Last updated Jun 4, 2026

SURYY (Sumitomo Realty & Development Co. Ltd) and ESS (Essex Property Trust, Inc.) are both stocks. Both are in the Real Estate sector — SURYY in Real Estate - Services, ESS in REIT - Residential. Over the past 3 years, SURYY returned 1.52%/yr vs 10.87%/yr for ESS. At a 0.01 correlation, their price movements are largely independent.

Performance

SURYY vs. ESS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Realty & Development Co. Ltd (SURYY) and Essex Property Trust, Inc. (ESS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SURYY achieves a -4.66% return, which is significantly lower than ESS's 8.37% return.

SURYY

• 1D: -0.04%
• 1M: -24.10%
• YTD: -4.66%
• 6M: -46.40%
• 1Y: -28.11%
• 3Y*: 1.52%
• 5Y*: —
• 10Y*: —

ESS

• 1D: 0.08%
• 1M: 4.96%
• YTD: 8.37%
• 6M: 9.16%
• 1Y: 2.89%
• 3Y*: 10.87%
• 5Y*: 1.72%
• 10Y*: 6.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SURYY vs. ESS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
SURYY Sumitomo Realty & Development Co. Ltd	-4.66%	-24.29%	44.95%	-0.60%	1.21%
ESS Essex Property Trust, Inc.	8.37%	-4.98%	18.36%	21.97%	-6.00%

Correlation

The correlation between SURYY and ESS is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.02
Correlation (All Time) Calculated using the full available price history since Oct 24, 2022	0.01

Fundamentals

EPS SURYY : $115.63 ESS : $9.59
PE Ratio SURYY : 0.11 ESS : 28.97
PEG Ratio SURYY : 0.01 ESS : 2.03
PS Ratio SURYY : 0.02 ESS : 7.04
Total Revenue (TTM) SURYY : $1.07T ESS : $1.91B
Gross Profit (TTM) SURYY : $349.64B ESS : $1.32B
EBITDA (TTM) SURYY : $379.18B ESS : $1.44B

Return for Risk

SURYY vs. ESS — Risk / Return Rank

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

SURYY

SURYY Risk / Return Rank: 28
SURYY Sharpe Ratio Rank: 26
SURYY Sortino Ratio Rank: 32
SURYY Omega Ratio Rank: 35
SURYY Calmar Ratio Rank: 24
SURYY Martin Ratio Rank: 24

ESS

ESS Risk / Return Rank: 42
ESS Sharpe Ratio Rank: 46
ESS Sortino Ratio Rank: 38
ESS Omega Ratio Rank: 38
ESS Calmar Ratio Rank: 44
ESS Martin Ratio Rank: 43

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SURYY vs. ESS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Realty & Development Co. Ltd (SURYY) 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.

	SURYY	ESS	Difference
Sharpe ratio Return per unit of total volatility	-0.36	0.14	-0.50
Sortino ratio Return per unit of downside risk	0.07	0.32	-0.25
Omega ratio Gain probability vs. loss probability	1.02	1.04	-0.02
Calmar ratio Return relative to maximum drawdown	-0.50	0.18	-0.68
Martin ratio Return relative to average drawdown	-0.92	0.30	-1.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SURYY vs. ESS - Sharpe Ratio Comparison

The current SURYY Sharpe Ratio is -0.36, which is lower than the ESS Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of SURYY and ESS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SURYY	ESS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.36	0.14	-0.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.07	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.24	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.02	0.50	-0.48

Drawdowns

SURYY vs. ESS - Drawdown Comparison

The maximum SURYY drawdown since its inception was -56.38%, smaller than the maximum ESS drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for SURYY and ESS.

Drawdown Indicators

	SURYY	ESS	Difference
Max Drawdown Largest peak-to-trough decline	-56.38%	-62.67%	+6.29%
Max Drawdown (1Y) Largest decline over 1 year	-56.38%	-16.49%	-39.89%
Max Drawdown (3Y) Largest decline over 3 years	-56.38%	-20.77%	-35.61%
Max Drawdown (5Y) Largest decline over 5 years	—	-43.87%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-44.84%	—
Current Drawdown Current decline from peak	-53.61%	-9.86%	-43.75%
Average Drawdown Average peak-to-trough decline	-19.63%	-10.86%	-8.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	30.54%	9.80%	+20.74%

Volatility

SURYY vs. ESS - Volatility Comparison

Sumitomo Realty & Development Co. Ltd (SURYY) has a higher volatility of 27.56% compared to Essex Property Trust, Inc. (ESS) at 4.48%. This indicates that SURYY's price experiences larger fluctuations and is considered to be riskier than ESS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SURYY	ESS	Difference
Volatility (1M) Calculated over the trailing 1-month period	27.56%	4.48%	+23.08%
Volatility (6M) Calculated over the trailing 6-month period	87.16%	14.01%	+73.15%
Volatility (1Y) Calculated over the trailing 1-year period	79.00%	20.76%	+58.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	62.11%	23.70%	+38.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	62.11%	25.80%	+36.31%

Dividends

SURYY vs. ESS - Dividend Comparison

SURYY has not paid dividends to shareholders, while ESS's dividend yield for the trailing twelve months is around 3.71%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESS Essex Property Trust, Inc.	3.71%	3.88%	2.57%	3.73%	4.15%	2.37%	3.50%	2.59%	3.03%	2.90%	2.75%	2.41%
SURYY Sumitomo Realty & Development Co. Ltd	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

SURYY vs. ESS - Profitability Comparison

The chart below illustrates the profitability comparison between Sumitomo Realty & Development Co. Ltd and Essex Property Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SURYY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a gross profit of 65.77B and revenue of 283.74B. Therefore, the gross margin over that period was 23.2%.

ESS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Essex Property Trust, Inc. reported a gross profit of 343.50M and revenue of 484.76M. Therefore, the gross margin over that period was 70.9%.

SURYY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported an operating income of 62.29B and revenue of 283.74B, resulting in an operating margin of 22.0%.

ESS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Essex Property Trust, Inc. reported an operating income of 155.19M and revenue of 484.76M, resulting in an operating margin of 32.0%.

SURYY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a net income of 38.35B and revenue of 283.74B, resulting in a net margin of 13.5%.

ESS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essex Property Trust, Inc. reported a net income of -6.02M and revenue of 484.76M, resulting in a net margin of -1.2%.

Frequently Asked Questions

Can I hold both SURYY and ESS in my portfolio?

SURYY and ESS have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SURYY or ESS?

SURYY has higher volatility (27.56%) compared to ESS (4.48%). In terms of maximum drawdown, SURYY dropped -56.38% vs ESS's -62.67%.

Which has better risk-adjusted returns?

ESS currently has the higher Sharpe Ratio (0.14 vs -0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.