Essex Property Trust Key Fundamental Indicators
| ESS Stock | USD 251.87 1.99 0.80% |
As of the 2nd of February, Essex Property shows the Mean Deviation of 1.01, variance of 1.63, and Standard Deviation of 1.28. Essex Property Trust technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm Essex Property Trust market risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and skewness to decide if Essex Property Trust is priced favorably, providing market reflects its regular price of 251.87 per share. Given that Essex Property has information ratio of (0.07), we urge you to verify Essex Property Trust's prevailing market performance to make sure the company can sustain itself at a future point.
Essex Property Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 12.1671 | Revenue |
Essex | Select Account or Indicator | Build AI portfolio with Essex Stock |
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Essex Property Cash Flow Statement | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Essex Property Valuation Data | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Essex Fundamental Market Drivers
| Forward Price Earnings | 41.6667 | |
| Cash And Short Term Investments | 136.6 M |
Essex Upcoming Events
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Essex Operating Margin Driver Correlations
Understanding the fundamental principles of building solid financial models for Essex Property is extremely important. It helps to project a fair market value of Essex Stock properly, considering its historical fundamentals such as Operating Margin. Since Essex Property's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Essex Property's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Essex Property's interrelated accounts and indicators.
Click cells to compare fundamentals
Is there potential for Multi-Family Residential REITs market expansion? Will Essex introduce new products? Factors like these will boost the valuation of Essex Property. Projected growth potential of Essex fundamentally drives upward valuation adjustments. Understanding fair value requires weighing current performance against future potential. All the valuation information about Essex Property listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.389 | Dividend Share 10.16 | Earnings Share 13.25 | Revenue Per Share | Quarterly Revenue Growth 0.062 |
Investors evaluate Essex Property Trust using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Essex Property's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. External factors like market trends, sector rotation, and investor psychology can cause Essex Property's market price to deviate significantly from intrinsic value.
It's important to distinguish between Essex Property's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Essex Property should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Essex Property's market price signifies the transaction level at which participants voluntarily complete trades.
Essex Property 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Essex Property's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Essex Property.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Essex Property on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Essex Property Trust or generate 0.0% return on investment in Essex Property over 90 days. Essex Property is related to or competes with Mid America, Invitation Homes, Sun Communities, Annaly Capital, American Homes, Weyerhaeuser, and Kimco Realty. Essex Property Trust, Inc., an SP 500 company, is a fully integrated real estate investment trust that acquires, develop... More
Essex Property Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Essex Property's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Essex Property Trust upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 5.23 | |||
| Value At Risk | (2.35) | |||
| Potential Upside | 1.87 |
Essex Property Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Essex Property's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Essex Property's standard deviation. In reality, there are many statistical measures that can use Essex Property historical prices to predict the future Essex Property's volatility.| Risk Adjusted Performance | (0.02) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.17) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Essex Property's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Essex Property February 2, 2026 Technical Indicators
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| Risk Adjusted Performance | (0.02) | |||
| Market Risk Adjusted Performance | (0.16) | |||
| Mean Deviation | 1.01 | |||
| Coefficient Of Variation | (3,313) | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.63 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.17) | |||
| Maximum Drawdown | 5.23 | |||
| Value At Risk | (2.35) | |||
| Potential Upside | 1.87 | |||
| Skewness | (0.35) | |||
| Kurtosis | 0.0371 |
Essex Property Trust Backtested Returns
Essex Property Trust secures Sharpe Ratio (or Efficiency) of close to zero, which denotes the company had a close to zero % return per unit of risk over the last 3 months. Essex Property Trust exposes twenty-four different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Essex Property's Standard Deviation of 1.28, mean deviation of 1.01, and Variance of 1.63 to check the risk estimate we provide. The firm shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Essex Property's returns are expected to increase less than the market. However, during the bear market, the loss of holding Essex Property is expected to be smaller as well. At this point, Essex Property Trust has a negative expected return of -0.0071%. Please make sure to confirm Essex Property's treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Essex Property Trust performance from the past will be repeated at some point in the near future.
Auto-correlation | 0.07 |
Virtually no predictability
Essex Property Trust has virtually no predictability. Overlapping area represents the amount of predictability between Essex Property time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Essex Property Trust price movement. The serial correlation of 0.07 indicates that barely 7.0% of current Essex Property price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.07 | |
| Spearman Rank Test | 0.13 | |
| Residual Average | 0.0 | |
| Price Variance | 13.98 |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Essex Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Essex Property Trust has an Operating Margin of 0.3378%. This is 99.17% lower than that of the Residential REITs sector and significantly higher than that of the Real Estate industry. The operating margin for all United States stocks is 106.13% lower than that of the firm.
Essex Property Trust Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Essex Property's current stock value. Our valuation model uses many indicators to compare Essex Property value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Essex Property competition to find correlations between indicators driving Essex Property's intrinsic value. More Info.Essex Property Trust is one of the top stocks in return on equity category among its peers. It is rated # 3 in return on asset category among its peers reporting about 0.19 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Essex Property Trust is roughly 5.23 . At this time, Essex Property's Return On Equity is comparatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Essex Property by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Essex Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Essex Property's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Essex Property could also be used in its relative valuation, which is a method of valuing Essex Property by comparing valuation metrics of similar companies.Essex Property is currently under evaluation in operating margin category among its peers.
Essex Property Current Valuation Drivers
We derive many important indicators used in calculating different scores of Essex Property from analyzing Essex Property's financial statements. These drivers represent accounts that assess Essex Property's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Essex Property's important valuation drivers and their relationship over time.
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Market Cap | 15.5B | 22.9B | 13.8B | 15.9B | 14.3B | 15.1B | |
| Enterprise Value | 21.8B | 29.2B | 19.8B | 21.8B | 19.6B | 20.6B |
Essex Property ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Essex Property's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Essex Property's managers, analysts, and investors.Environmental | Governance | Social |
Essex Fundamentals
| Return On Equity | 0.16 | |||
| Return On Asset | 0.0306 | |||
| Profit Margin | 0.44 % | |||
| Operating Margin | 0.34 % | |||
| Current Valuation | 22.66 B | |||
| Shares Outstanding | 64.4 M | |||
| Shares Owned By Insiders | 1.17 % | |||
| Shares Owned By Institutions | 98.83 % | |||
| Number Of Shares Shorted | 1.58 M | |||
| Price To Earning | 33.11 X | |||
| Price To Book | 2.86 X | |||
| Price To Sales | 9.08 X | |||
| Revenue | 1.77 B | |||
| Gross Profit | 1.32 B | |||
| EBITDA | 1.63 B | |||
| Net Income | 811.31 M | |||
| Cash And Equivalents | 66.8 M | |||
| Cash Per Share | 0.83 X | |||
| Total Debt | 6.65 B | |||
| Debt To Equity | 1.05 % | |||
| Current Ratio | 4.10 X | |||
| Book Value Per Share | 87.44 X | |||
| Cash Flow From Operations | 1.07 B | |||
| Short Ratio | 2.84 X | |||
| Earnings Per Share | 13.25 X | |||
| Price To Earnings To Growth | 6.86 X | |||
| Target Price | 282.7 | |||
| Number Of Employees | 1.71 K | |||
| Beta | 0.74 | |||
| Market Capitalization | 17.4 B | |||
| Total Asset | 12.93 B | |||
| Retained Earnings | (1.16 B) | |||
| Working Capital | (178.14 M) | |||
| Current Asset | 279.82 M | |||
| Current Liabilities | 272.63 M | |||
| Annual Yield | 0.04 % | |||
| Five Year Return | 2.92 % | |||
| Net Asset | 12.93 B | |||
| Last Dividend Paid | 10.16 |
About Essex Property Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Essex Property Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Essex Property using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Essex Property Trust based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 202.8 M | 212.9 M | |
| Total Revenue | 2 B | 2.1 B | |
| Cost Of Revenue | 651.8 M | 684.4 M | |
| Stock Based Compensation To Revenue | 0.00 | 0.01 | |
| Sales General And Administrative To Revenue | 0.06 | 0.07 | |
| Capex To Revenue | 0.09 | 0.08 | |
| Revenue Per Share | 24.86 | 26.11 | |
| Ebit Per Revenue | 0.46 | 0.43 |
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Additional Tools for Essex Stock Analysis
When running Essex Property's price analysis, check to measure Essex Property's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Essex Property is operating at the current time. Most of Essex Property's value examination focuses on studying past and present price action to predict the probability of Essex Property's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Essex Property's price. Additionally, you may evaluate how the addition of Essex Property to your portfolios can decrease your overall portfolio volatility.