Essex Property Trust, Inc. ESS SPX
Company Overview
Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust. The firm acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 259 apartment communities comprising over 63,000 apartment homes with an additional property in active development. Essex Property Trust, Inc. was incorporated in 1971 in Maryland and is based in San Mateo, United States.
Why Investors Should Care
Net profit has compounded at 15.0% per year over the last five years.
Maintains a net profit margin of 29.1%.
Offers a dividend yield of 3.65%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $9.38M (-8.6% YoY); net profit $669.67M.
- Trailing 12 Months Year-on-year growth — revenue +6.4%, earnings -47.8%.
- 5-Year Trend Long-term compounding — revenue CAGR -19.9%, profit CAGR 15.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -19.91% |
| 1 Year: | 6.40% |
Compounded Profit Growth
| 5 Years: | 15.01% |
| 1 Year: | -47.80% |
Stock Price Performance
| 1 Year: | +8.95% |
| 6 Months: | +21.11% |
| 3 Months: | +20.81% |
| 1 Month: | +7.19% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)66.86 · Neutral
P/E of 33.57 is above the sector median of 27.36 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 29.1%.
- Profit CAGR of 15.0% over 5 years.
- Attractive dividend yield of 3.65%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Revenue declined at -19.9% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Real Estate).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ESS Essex Property Trust, Inc. SPX | 298.13 | 33.57 | $19.16B | 3.65% | - | 10.56% | -19.91% | 15.01% |
| 2 | WELL Welltower Inc. SPX | 236.00 | 113.46 | $166.60B | 1.25% | 0.26% | 3.67% | 22.69% | 87.90% |
| 3 | PLD Prologis, Inc. SPX | 142.49 | 35.71 | $132.85B | 2.88% | - | 6.84% | 14.83% | 36.55% |
| 4 | EQIX Equinix, Inc. SPX | 1,023.54 | 70.74 | $100.95B | 1.87% | 5.10% | 10.06% | 16.33% | 16.02% |
| 5 | AMT American Tower Corporation SPX | 168.83 | 27.23 | $78.66B | 3.73% | 7.82% | 29.95% | 3.34% | 12.73% |
| 6 | SPG Simon Property Group, Inc. SPX | 221.28 | 15.38 | $71.76B | 4.02% | - | 113.59% | 3.14% | 14.02% |
| 7 | DLR Digital Realty Trust, Inc. SPX | 173.11 | 45.80 | $60.83B | 2.65% | - | 5.69% | 15.18% | 18.41% |
| 8 | O Realty Income Corporation SPX | 63.77 | 52.27 | $59.47B | 5.18% | - | 2.83% | 24.73% | 13.04% |
| 9 | PSA Public Storage SPX | 318.93 | 32.95 | $55.99B | 3.68% | - | 20.18% | 5.67% | 7.85% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Dec 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.33M | 2.26M | 2.43M | - | 2.62M | 2.35M | 2.35M | 2.25M | 2.22M | 2.24M | 2.69M | 2.74M | 2.89M | 2.77M | 2.78M | 2.79M | 2.71M | 2.57M | 2.56M | 2.49M | 2.22M | 2.36M | 2.31M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 297.72M | 313.25M | 313.34M | 323.47M | 332.18M | 327.51M | 341.19M |
| Operating Income | - | 75.31M | 80.97M | 82.69M | - | 100.00M | 105.87M | 109.41M | - | 109.23M | 112.25M | 112.67M | - | 110.55M | 138.52M | 113.90M | - | 115.69M | 124.56M | 124.04M | - | 130.84M | 119.74M | 128.94M | 197.38M | 93.38M | 137.97M | 109.85M | 128.63M | 128.61M | 187.38M | 134.83M | 131.78M | 132.36M | 137.45M | 128.79M | 257.08M | 279.70M | 210.40M | 155.19M |
| Net Income | - | 60.68M | 46.87M | 43.64M | - | 81.84M | 72.01M | 65.56M | - | 178.96M | 70.76M | 79.72M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Diluted EPS | 0.63 | 0.92 | 0.70 | 0.65 | 1.22 | 1.19 | 1.10 | 1.00 | 2.98 | 2.72 | 1.08 | 1.21 | 1.57 | 1.38 | 1.52 | 1.22 | 1.78 | 1.81 | 1.40 | 1.51 | 1.95 | 4.76 | 1.29 | 1.13 | 2.59 | 1.00 | 1.82 | 1.12 | 0.87 | 1.43 | 2.38 | 1.55 | 1.36 | 4.25 | 1.45 | 1.84 | 3.16 | 3.44 | 2.56 | 1.65 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 408.43M | 408.88M | 410.28M | 467.44M | 535.15M | 610.59M | 970.94M | 1.19B | 1.29B | 1.36B | 9.18M | 9.53M | 9.60M | 9.14M | 11.14M | 11.13M | 10.27M | 9.38M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.13B | 1.17B | 1.24B | 1.32B |
| Operating Income | 137.98M | 111.73M | 110.63M | 134.62M | 167.03M | 188.71M | 201.51M | 331.17M | 420.80M | 472.94M | 511.99M | 481.11M | 491.44M | 530.00M | 595.23M | 584.34M | 703.10M | 899.32M |
| Net Income | 62.14M | 37.11M | 35.93M | 47.07M | 125.28M | 156.28M | 122.15M | 232.12M | 414.98M | 433.06M | 390.15M | 439.29M | 568.87M | 488.55M | 408.31M | 405.82M | 741.52M | 669.67M |
| Diluted EPS | 2.09 | 2.91 | 1.14 | 1.24 | 3.41 | 4.04 | 2.06 | 3.49 | 6.27 | 6.57 | 5.90 | 6.66 | 8.69 | 7.51 | 6.27 | 6.32 | 11.54 | 10.40 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 3.25B | 3.73B | 4.04B | 4.85B | 5.19B | 11.53B | 12.01B | 12.22B | 12.50B | 12.38B | 12.71B | 12.94B | 13.00B | 12.37B | 12.36B | 12.93B | 13.16B |
| Total Equity | 1.08B | 1.09B | 1.05B | 1.15B | 1.44B | 1.76B | 1.88B | 6.02B | 6.24B | 6.19B | 6.28B | 6.27B | 6.22B | 6.00B | 5.99B | 5.72B | 5.42B | 5.54B | 5.54B |
| Cash & Equivalents | 9.96M | 41.91M | 20.66M | 13.75M | 12.89M | 18.61M | 18.49M | 25.61M | 29.68M | 64.92M | 44.62M | 134.47M | 70.09M | 73.63M | 48.42M | 33.30M | 391.75M | 66.80M | 76.24M |
| Long Term Debt | - | - | - | 1.83B | 1.75B | 1.57B | 1.40B | 2.23B | 2.22B | 2.19B | 2.01B | 1.81B | 990.67M | 643.55M | 638.96M | - | - | - | - |
| Total Liabilities | - | - | 1.98B | 2.37B | 2.48B | 2.96B | 3.18B | 5.37B | 5.63B | 5.88B | 6.06B | 5.95B | 6.26B | 6.72B | 6.79B | 6.45B | 6.74B | 7.18B | 7.42B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 181.24M | 173.59M | 175.53M | 216.57M | 267.50M | 304.98M | 493.31M | 618.17M | 716.79M | 769.61M | 826.55M | 919.08M | 803.11M | 905.26M | 975.65M | 980.06M | 1.07B | 1.07B |
| Investing Cash Flow | -285.02M | -218.96M | -510.87M | -425.78M | -812.14M | -453.70M | -1.15B | -725.56M | -413.07M | -567.94M | -59.89M | -527.69M | -416.90M | -397.40M | 145.96M | -145.14M | -973.05M | -552.48M |
| Financing Cash Flow | 135.74M | 24.12M | 328.43M | 208.35M | 550.36M | 148.60M | 520.61M | 107.46M | -256.47M | -310.84M | -676.39M | -461.69M | -383.26M | -533.26M | -1.14B | -477.27M | -419.74M | -512.20M |
| Share Buybacks | 13.72M | 20.27M | 0 | 0 | - | - | 0 | 0 | 1.04M | 0 | 51.23M | 56.99M | 269.31M | 9.17M | 189.73M | 95.66M | 0 | 0 |
Ratios (Annual)
Figures in %.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 10,130.2% | 10,515.7% | 12,105.7% | 14,060.1% |
| Operating Margin % | 33.8% | 27.3% | 27.0% | 28.8% | 31.2% | 30.9% | 20.8% | 27.7% | 32.5% | 34.7% | 5,575.4% | 5,050.0% | 5,120.2% | 5,799.9% | 5,343.6% | 5,249.7% | 6,849.4% | 9,586.6% |
| Net Margin % | 15.2% | 9.1% | 8.8% | 10.1% | 23.4% | 25.6% | 12.6% | 19.4% | 32.1% | 31.8% | 4,248.6% | 4,611.0% | 5,927.0% | 5,346.4% | 3,665.6% | 3,645.9% | 7,223.8% | 7,138.5% |
| ROE % | 5.7% | 3.5% | 3.1% | 3.3% | 7.1% | 8.3% | 2.0% | 3.7% | 6.7% | 6.9% | 6.2% | 7.1% | 9.5% | 8.2% | 7.1% | 7.5% | 13.4% | 12.1% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 11.29% | 7.26M | $2.16B |
| 2 | Vanguard Portfolio Management LLC | 8.54% | 5.49M | $1.63B |
| 3 | State Street Corporation | 8.13% | 5.23M | $1.56B |
| 4 | Cohen & Steers Inc. | 7.54% | 4.84M | $1.44B |
| 5 | Vanguard Capital Management LLC | 6.53% | 4.20M | $1.25B |
| 6 | Price (T.Rowe) Associates Inc | 5.21% | 3.35M | $996.54M |
| 7 | Geode Capital Management, LLC | 2.99% | 1.92M | $572.70M |
| 8 | Principal Financial Group, Inc. | 2.60% | 1.67M | $496.39M |
| 9 | Dimensional Fund Advisors LP | 1.55% | 995.81K | $296.34M |
| 10 | Invesco Ltd. | 1.46% | 939.24K | $279.51M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ESS
Essex Property Trust, Inc. $ESS Shares Acquired by Commonwealth of Pennsylvania Public School Empls Retrmt SYS - MarketBeat
<a href="https://news.google.com/rss/articles/CBMi_AFBVV95cUxNVHE2SkxJUmJyUXFBWlhRQnoybVo0QWgyM2Z4YWszRTZoaXh5YmNTdXd6azI0dWlGUk96WW5CY2xWMzljcWFqOENLNV82akswSWJjTDVqS2MwcnBncjVtREJWbV9ScXdFbnF6VTB2RzdWZlRHTnZmSlI4NGhfbTFGN3hHVDk2VW5BS2FDTH…
Essex Property Trust (ESS) Draws Fresh Valuation Focus, Is The Stock Already Fully Valued? - simplywall.st
<a href="https://news.google.com/rss/articles/CBMi1AFBVV95cUxNZTY4N2lsZUZlVFlCcTFWdlRxUUo2SzA4MDFDWS0yVnlZS0xWN0ktTGNmN1VnZExIWGtrNUY4VFcyZzZjaEl5c3ZtNEhVWjQwQnVaSUhaU291NGRUZjA1Y1ZvVHVIOWE1Yk04LXVaY0RpM1hQaGF0bW9nME5tcmM1akdNeU50RnpnNGlmNH…
Essex schedules July 30 earnings call after Q2 results - Stock Titan
<a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxQNWNSczRnSlBhMDFMSW80WnhtOWI1ZkoxSGg2OEdVZGFQWVNJbGdLNGFjYW5WYkRXdFRINkJTVzNMTVJFcFdld3VWbnNGSUFPQU9sQjRNcWJjLWI4RWpKbmYzRHFaLXhFQnNNTlY4V3l2YjBCYl94MWFEWEVvUGQ3QmRXZ3ZXU0NQLUdKZ2…
A Look At Essex Property Trust (ESS) Valuation After Recent Share Price Pullback - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxNdUFwUXVhbElyYTkxQ3VTZHRBdl9hTG5uMzN1U2d0My05SWRXNHB6TDgtbnNGaFVKNnJiZlpLdkktSzFxSGFMN0ZsLUNIMUl0X0luZDVQQjgxMG9oOE5RWlEyd2g2R09yN2R0bEtyUDZYWjZuamc2LUgwdDFVWUprc1ZOVjNSbkNyVjI0bH…
Principal Financial Group Inc. Lowers Holdings in Essex Property Trust, Inc. $ESS - MarketBeat
<a href="https://news.google.com/rss/articles/CBMi1AFBVV95cUxPUERCWVBqeWFRODE1WEJWS0VZR2dSY2NOWU9JRXpyMlJrbndaMWMyVGNxbVM2YmFteXdxM0ZyM3VLeGFRemNDaGpmVk9tRmtyYWpxWkNSVElGQ1daR3hEckVfZW5uRlU1Q29FUWxqR3c4eXlQUUNOMFE4SkRBbmxxWVBPRFotUEd6emZnN1…
ESS Maintained by Scotiabank -- Price Target Raised to $307 - GuruFocus
<a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxQT2NFeVpCazR3a2NHLVhGM2FRbm1vRmdkU0tLeGphTVpyc2EyV2VTV1htLXFPN3Z0VEhJRExVa3NTREg4YnpnVFRnQWFsUTdKbDV4SlJYb2dhS3hEZnlJMng5bno0cU5VZVExQlZVZm94NHlNdHRERmk2UnMwbzNvcU5sSE9yM3k1OWdCUz…
ESS — Frequently Asked Questions
What is the current share price of Essex Property Trust, Inc. (ESS)?
As of 2026-07-14 21:23 PDT, Essex Property Trust, Inc. (ESS) trades at $298.13 on NYSE. Its 52-week range is $234.98 to $298.33.
What is the market capitalisation of ESS?
Essex Property Trust, Inc. (ESS) has a market capitalisation of $19.16B on NYSE.
What is the P/E ratio of ESS?
ESS trades at a trailing price-to-earnings (P/E) ratio of 33.57. The industry average P/E is 27.36. Its price-to-book (P/B) ratio is 3.36.
Does ESS pay a dividend?
Essex Property Trust, Inc. (ESS) currently offers a dividend yield of 3.65%.
What is the return on equity (ROE) of ESS?
ESS has a return on equity (ROE) of 10.56%.
Is ESS a good stock to buy?
This page provides a data-driven analysis of Essex Property Trust, Inc. (ESS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.