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Essex Property Trust Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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Data: SEC EDGAR filings · prices Marketstack · estimates Finnhub · updated 11 Jul 2026, 02:29 UTC
2 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
Valuation is the clearest signal here: the P/E of 24.2× sits -36% below the sector median 38.1×, and EV/EBITDA of 12.6× runs -32% below its median 18.4× — both multiples point to a price that is undemanding relative to peers. Balance-sheet discipline reinforces that read; Debt/EBITDA of 0.0× is -100% below the sector median 3.2×, placing ESS in the top quartile for financial health. The F-Score of 6/9 reflects stable quality, though EPS growth YoY of -9.9% trails the sector median -2.6% by -275%, and P/B of 3.4× runs +31% above the median 2.6× — so the book-value premium partially offsets the earnings-multiple discount. On the forward axis, the beat rate is strong and realized growth per SEC filings is solid, yet consensus signals are mixed, meaning the market's growth assumptions carry the usual optimism risk; the composite of 60/100 against the sector reflects that unresolved tension.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AMT | American Tower | 7/9 | 75% |
The market prices in an earnings decline; analyst sentiment is strengthening; has mostly 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 July 29, track same-store revenue growth year over year and net operating income margin — both will test whether the -2.63% EPS decline is a one-quarter anomaly or a trend. Also check whether the F-Score profitability block, currently 3/4, holds or slips.
On SEC EDGAR, open the most recent ESS 10-K and read the Risk Factors and Management Discussion sections. With Debt/EBITDA at 3.20x — well below the sector median — confirm how management frames refinancing exposure and West Coast apartment demand assumptions that underpin the EV/EBITDA of 18.4x.
In the same-sector table in section 06, pick two or three companies yourself and line up their P/B ratios against ESS's 2.60x, which sits 31% above the sector median. That comparison will show whether the premium is common across similar REITs or specific to ESS's portfolio mix.
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: 2.822.542.131.82
Over 4 years: +23%+8%+5%+3%
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 3 of 8 recent quarters — a mixed record.
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +5% |
| 46% |
| 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 14 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.