Essex Property Trust, Inc. ESS
Real Estate · REIT - Residential · United States · S&P 500
Based on the available data, Essex Property Trust, Inc. gets an algorithmic score of 41/100. It trades at 273.93 $, with a bullish technical trend (RSI 44.8) and 19.4% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (20.9%): pricing power / competitive advantage.
- Low beta (0.60): defensive profile.
- Meaningful dividend (3.78%).
Weaknesses
- Demanding valuation (P/E 43.5): the market prices in a lot of growth.
Fundamentals
| P/E | 42.54 |
| Forward P/E | 43.48 |
| PEG | 7.02 |
| P/B | 3.31 |
| EV/EBITDA | 19.89 |
| P/S | 9.53 |
| ROE % | 7.71 |
| ROA % | 2.96 |
| Gross margin % | 68.77 |
| Operating margin % | 33.98 |
| Net margin % | 20.89 |
| Revenue growth % (y/y) | 3.10 |
| Earnings growth % (y/y) | -71.80 |
| Revenue CAGR % | 5.51 |
| Earnings CAGR % | 17.93 |
| Debt/Equity % | 122.41 |
| Current ratio | 0.25 |
| FCF yield % | 4.95 |
| Dividend yield % | 3.78 |
| Payout % | 160.75 |
Returns
| 1 month | -3.6 % |
| 3 months | -6.1 % |
| 6 months | +15.1 % |
| YTD | +8.7 % |
| 1 year | +6.4 % |
| 3 years | +42.2 % |
| 5 years | +1.4 % |
Risk
| 1-year volatility | 19.4 % |
| Beta | 0.60 |
| 5-year max drawdown | -43.9 % |
| Sharpe 1A | 0.21 |
Macroeconomic context
Highly sensitive to mortgage and funding rates. Falling rates revalue assets; occupancy is tied to employment and the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.