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Upturn AI SWOT - About
ESS 
Essex Property Trust Inc (ESS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/27/2025: ESS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
27 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $310.54
Year Target Price $310.54
| 3 | Strong Buy |
| 6 | Buy |
| 16 | Hold |
| 0 | Under performing |
| 2 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.3% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.57B USD | Price to earnings Ratio 27.12 | 1Y Target Price 310.54 |
Price to earnings Ratio 27.12 | 1Y Target Price 310.54 | ||
Volume (30-day avg) 27 | Beta 0.8 | 52 Weeks Range 241.65 - 310.81 | Updated Date 06/30/2025 |
52 Weeks Range 241.65 - 310.81 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.60% | Basic EPS (TTM) 10.45 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 36.1% | Operating Margin (TTM) 33.33% |
Management Effectiveness
Return on Assets (TTM) 2.83% | Return on Equity (TTM) 12.81% |
Valuation
Trailing PE 27.12 | Forward PE 54.95 | Enterprise Value 25045826367 | Price to Sales(TTM) 10.51 |
Enterprise Value 25045826367 | Price to Sales(TTM) 10.51 | ||
Enterprise Value to Revenue 13.82 | Enterprise Value to EBITDA 15.86 | Shares Outstanding 64385200 | Shares Floating 63792190 |
Shares Outstanding 64385200 | Shares Floating 63792190 | ||
Percent Insiders 1.17 | Percent Institutions 100.63 |
Analyst Ratings
Rating 5 | Target Price 310.54 | Buy 6 | Strong Buy 3 |
Buy 6 | Strong Buy 3 | ||
Hold 16 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Essex Property Trust Inc
Company Overview
History and Background
Essex Property Trust, Inc. was founded in 1971 and is a real estate investment trust (REIT) that focuses on acquiring, developing, redeveloping, and managing apartment communities primarily on the West Coast of the United States. They have grown through acquisitions and developments.
Core Business Areas
- Residential Properties: Owns and operates primarily multifamily residential properties. These include apartment communities in urban and suburban locations.
Leadership and Structure
Essex Property Trust is led by a management team headed by Michael J. Schall, President and CEO. The organizational structure includes departments for acquisitions, development, property management, finance, and legal.
Top Products and Market Share
Key Offerings
- Apartment Rentals: Essex's primary product is rental apartments. They lease apartment units in high-demand West Coast markets. Market share data is fragmented, but Essex is one of the largest REITs specializing in the West Coast apartment market. Competitors include other large REITs like AvalonBay Communities (AVB) and Equity Residential (EQR), as well as smaller, regional property owners.
Market Dynamics
Industry Overview
The multifamily residential real estate industry is driven by population growth, employment rates, and housing affordability. Demand for rental housing is high, especially in urban areas with strong job markets. The industry is influenced by interest rates, construction costs, and government regulations.
Positioning
Essex Property Trust focuses on high-barrier-to-entry markets on the West Coast, giving it a competitive advantage due to limited new supply and strong demand. They also focus on high quality apartments.
Total Addressable Market (TAM)
The total addressable market for apartment rentals in Essex's target markets (West Coast) is substantial, estimated to be in the hundreds of billions of dollars. Essex is positioned to capture a significant share of this market due to its scale and regional focus.
Upturn SWOT Analysis
Strengths
- Strong presence in high-growth West Coast markets
- High-quality portfolio of apartment communities
- Experienced management team
- Strong balance sheet
Weaknesses
- Geographic concentration exposes them to regional economic downturns
- Reliance on rental income
- Vulnerable to interest rate hikes
- High operating costs in California
Opportunities
- Acquisitions and development of new apartment communities
- Increasing rental rates due to strong demand
- Expanding into adjacent markets
- Implementing technology to improve efficiency
Threats
- Economic slowdown in the West Coast region
- Increased competition from new developments
- Rising interest rates
- Changes in government regulations and policies
Competitors and Market Share
Key Competitors
- AVB
- EQR
- UDR
Competitive Landscape
Essex Property Trust has a strong presence on the West Coast, focusing on high-end apartments. Competitors like AvalonBay and Equity Residential have broader geographic diversification. Essex benefits from its specialization but is more vulnerable to regional economic downturns. In general, AVB and EQR are better diversified than ESS and UDR, which focuses more on urban development.
Growth Trajectory and Initiatives
Historical Growth: Analysis requires access to live financial data sources and is not available here, though key data to look for is revenue, net operating income (NOI), funds from operations (FFO), and earnings per share (EPS).
Future Projections: Analysis requires access to live financial data sources and is not available here, though key data to look for is revenue, net operating income (NOI), funds from operations (FFO), and earnings per share (EPS).
Recent Initiatives: Analysis requires access to live financial data sources and is not available here, though key data to look for is revenue, net operating income (NOI), funds from operations (FFO), and earnings per share (EPS).
Summary
Essex Property Trust is a strong REIT focused on the West Coast apartment market. Their high-quality portfolio and strategic locations provide a competitive advantage. However, they face risks related to economic cycles and regional competition. While they are well positioned for continued growth, they must closely monitor interest rates and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is based on estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Essex Property Trust Inc
Exchange NYSE | Headquaters San Mateo, CA, United States | ||
IPO Launch date 1994-06-06 | President, CEO & Director Ms. Angela L. Kleiman | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 1712 | |
Full time employees 1712 | |||
Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 257 apartment communities comprising over 62,000 apartment homes with an additional property in active development.
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