Company Analysis Essex Property Trust
1. Summary
Advantages
- Dividends (3.37%) are higher than the sector average (3.28%).
- The stock's return over the last year (-1.65%) is higher than the sector average (-7.1%).
Disadvantages
- Price (289.75 $) is higher than fair price (8.28 $)
- Current debt level 51.47% has increased over 5 years from 46.34%.
- The company's current efficiency (ROE=-1.27%) is lower than the sector average (ROE=1.96%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Essex Property Trust | Real Estate | Index | |
|---|---|---|---|
| 7 days | 3.8% | -9.6% | -0.6% |
| 90 days | 6.5% | -11.3% | 5.7% |
| 1 year | -1.7% | -7.1% | 9% |
ESS vs Sector: Essex Property Trust has outperformed the "Real Estate" sector by 5.44% over the past year.
ESS vs Market: Essex Property Trust has significantly underperformed the market by -10.62% over the past year.
Stable price: ESS is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: ESS with weekly volatility of -0.0318% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (289.75 $) is higher than the fair price (8.28 $).
Price is higher than fair: The current price (289.75 $) is 97.1% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (38.69) is lower than that of the sector as a whole (72.5).
P/E vs Market: The company's P/E (38.69) is lower than that of the market as a whole (61.83).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (3.16) is higher than that of the sector as a whole (-8.76).
P/BV vs Market: The company's P/BV (3.16) is lower than that of the market as a whole (20.82).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (10.24) is higher than that of the sector as a whole (8.18).
P/S vs Market: The company's P/S indicator (10.24) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (15.22) is lower than that of the sector as a whole (153.35).
EV/Ebitda vs Market: The company's EV/Ebitda (15.22) is lower than that of the market as a whole (27.04).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -22.45% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-22.45%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-7.74%).
5.4. ROE
ROE vs Sector: The company's ROE (-1.27%) is lower than that of the sector as a whole (1.96%).
ROE vs Market: The company's ROE (-1.27%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (-0.5519%) is lower than that of the sector as a whole (2.97%).
ROA vs Market: The company's ROA (-0.5519%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (4.9%) is lower than that of the sector as a whole (6.96%).
ROIC vs Market: The company's ROIC (4.9%) is lower than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.37% is higher than the average for the sector '3.28%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.37% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 3.37% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (144.64%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 03.03.2025 | Morrison Anne Officer |
Purchase | 314.79 | 809 325 | 2 571 |
| 16.09.2024 | Kleiman Angela L. Officer |
Purchase | 315.1 | 2 546 010 | 8 080 |
| 21.06.2024 | Kleiman Angela L. President and CEO |
Sale | 278.27 | 1 051 860 | 3 780 |
| 28.10.2021 | SCHALL MICHAEL J President and CEO |
Sale | 343.72 | 10 779 700 | 31 362 |
| 28.10.2021 | SCHALL MICHAEL J President and CEO |
Purchase | 240.61 | 7 546 010 | 31 362 |
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