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Essex Property Trust Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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1 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
1 signal unavailable
Profitability
3/4
Debt & liquidity
2/3
Efficiency
1/2
Debt/EBITDA of 0.0× sits -100% below the sector median 4.2×, a balance-sheet position that stands out in a sector where leverage is the norm rather than the exception. ROIC runs at 13.0%, +44% above the sector median 9.0%, and EV/EBITDA of 12.3× is -17% below the median 14.9× — so the company earns more per dollar of invested capital than most peers while trading at a modest discount on that earnings measure. P/B at 3.3× exceeds the sector median 2.6× by +28%, which tempers the valuation picture. The F-Score of 6/9 reflects stable but not exceptional quality, and the composite of 58/100 against the sector median confirms a middling overall read. Consensus and the realized three-year EPS CAGR are broadly aligned here, though the beat rate over recent quarters has been weak — the last report came in just -9.9% ahead of estimates.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AMT | American Tower | 6/9 | 75% |
The market prices in an earnings decline; analyst sentiment is strengthening; has not always beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When ESS reports on 2026-10-27, track whether operating margin holds near its current 48.7% and whether ROIC stays above the sector median of 6.3×. A narrowing gap on either metric would warrant rechecking the F-Score efficiency signals, which currently score 1/2.
ESS carries a Debt/EBITDA of 4.17×, well inside the sector median. In the 10-K, review the risk factors around refinancing timelines and management's discussion of capital allocation to confirm that figure is structural rather than cyclical.
Pick two or three names from the section 06 table and line up one metric — EV/EBITDA, P/B, or ROIC. ESS trades at a P/B of 2.62×, 28% above the sector median, so that ratio is a useful starting point for a relative read across the table.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: 0.000.000.000.00
Over 4 years: +12%+4%+6%+6%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 4 of 8 recent quarters — a mixed record.
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +5% |
| 46% |
| ARE | Alexandria Real Estate | 4/9 | -9% | -3% | — |
| AVB | AvalonBay | 4/9 | 9% | +4% | 66% |
| CCI | Crown Castle | 6/9 | 17% | -4% | 49% |
| DLR | Digital Realty | 6/9 | 6% | +10% | 11% |
| EQIX | Equinix | 6/9 | 10% | +5% | 20% |
| EQR | Equity Residential | 5/9 | 9% | +5% | 50% |
| ESS | Essex Property Trust Inc. | 6/9 | 13% | +6% | 48% |
| MAA | Mid-America Apartment | 4/9 | 8% | +1% | — |
| O | Realty Income | 6/9 | 3% | +9% | — |
| PLD | Prologis | 4/9 | 6% | +7% | 50% |
| PSA | Public Storage | 5/9 | 19% | +3% | — |
| SPG | Simon Property | 4/9 | 132% | +7% | 50% |
| VTR | Ventas | 6/9 | 2% | +18% | — |
| WELL | Welltower | 6/9 | 3% | +36% | — |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.