Essex Property Trust (ESS) is a multi-family residential reits company in the Real Estate sector. Listed on the NASDAQ, Essex Property Trust is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $284.64.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $284.64 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 4.44% |
| Risk / Std Dev (Annualized) | 23.72% |
| Sharpe Ratio (rf=4.5%) | -0.00 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Multi-Family Residential REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 4.44% with an annualized volatility of 23.72%. The Sharpe ratio of -0.00 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 19.62B |
| Enterprise Value | 25.3B |
| Trailing P/E | 32.05 |
| Forward P/E | 47.25 |
| Price to Book | 3.37 |
| Price to Sales | 9.98 |
| EV/Revenue | 12.87 |
| EV/EBITDA | 19.79 |
| Profitability | | | Profit Margin | 29.13% | | Operating Margin | 35.17% | | ROE | 10.56% | | ROA | 3.17% |
| Growth | | | Revenue Growth | 6.4% | | Earnings Growth | -47.8% |
| Dividend | | | Dividend Yield | 364.0% | | Payout Ratio | 115.86% | | 5Y Avg Yield | 350.0% |
| Financial Health | | | Total Revenue | 1.97B | | Total Debt | 6.86B | | Total Cash | 0.04B | | Free Cash Flow | 0.98B | | Operating Cash Flow | 1.08B |
| Price & Technical | | | 52W High | $294.09$ | | 52W Low | $238.46$ | | 50-Day Avg | $263.71$ | | 200-Day Avg | $259.2$ | | Beta | 0.73 | | Shares Outstanding | 0.06B | | Float Shares | 0.06B | | Insider Holdings | 0.73% | | Institutional Holdings | 101.32% | | Short Ratio | 3.93 | | Short % of Float | 4.83% |
| Analyst Targets | | | Target High | $310.0$ | | Target Low | $239.0$ | | Target Mean | $285.5$ | | Target Median | $285.0$ | | # of Analysts | 23 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.