MAX
Company Analysis Essex Property Trust
1. Summary
Advantages
- The company's current efficiency (ROE=13.53%) is higher than the sector average (ROE=5.01%)
Disadvantages
- Price (254.08 $) is higher than fair price (167.83 $)
- Dividends (3.56%) are below the sector average (3.74%).
- The stock's return over the last year (-10.12%) is lower than the sector average (-5.82%).
- Current debt level 51.47% has increased over 5 years from 48.92%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Essex Property Trust | Real Estate | Index | |
|---|---|---|---|
| 7 days | -1.2% | -7.2% | 1.4% |
| 90 days | -2.7% | -4.5% | 1.3% |
| 1 year | -10.1% | -5.8% | 14.6% |
ESS vs Sector: Essex Property Trust has slightly underperformed the "Real Estate" sector by -4.3% over the past year.
ESS vs Market: Essex Property Trust has significantly underperformed the market by -24.71% 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 -0.19% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (254.08 $) is higher than the fair price (167.83 $).
Price is higher than fair: The current price (254.08 $) is 33.9% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (24.5) is lower than that of the sector as a whole (84.88).
P/E vs Market: The company's P/E (24.5) is lower than that of the market as a whole (73.05).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (3.16) is higher than that of the sector as a whole (-6.69).
P/BV vs Market: The company's P/BV (3.16) is lower than that of the market as a whole (20.58).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (10.24) is higher than that of the sector as a whole (7.29).
P/S vs Market: The company's P/S indicator (10.24) is lower than that of the market as a whole (30.65).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (15.22) is lower than that of the sector as a whole (19.1).
EV/Ebitda vs Market: The company's EV/Ebitda (15.22) is lower than that of the market as a whole (36.29).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 10.35% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (10.35%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-57.89%).
6.4. ROE
ROE vs Sector: The company's ROE (13.53%) is higher than that of the sector as a whole (5.01%).
ROE vs Market: The company's ROE (13.53%) is lower than that of the market as a whole (51.19%).
6.6. ROA
ROA vs Sector: The company's ROA (5.86%) is higher than that of the sector as a whole (3.02%).
ROA vs Market: The company's ROA (5.86%) is lower than that of the market as a whole (11.29%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (4.9%) is lower than that of the sector as a whole (9.1%).
ROIC vs Market: The company's ROIC (4.9%) is lower than that of the market as a whole (45.07%).
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8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 3.56% is below the average for the sector '3.74%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.56% has been steadily paid over the past 7 years, DSI=0.93.
Dividend growth: Company's dividend yield 3.56% has been growing over the last 5 years. Growth over 35 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (83.67%) are at a comfortable level.
9. Insider trades
9.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
9.2. 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 |
Based on sources: porti.ru
