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Upturn AI SWOT - About
ESS 
Essex Property Trust Inc (ESS)
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Upturn Advisory Summary
10/15/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $291.7
1 Year Target Price $291.7
| 3 | Strong Buy |
| 6 | Buy |
| 16 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.72% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.79B USD | Price to earnings Ratio 20.69 | 1Y Target Price 291.7 |
Price to earnings Ratio 20.69 | 1Y Target Price 291.7 | ||
Volume (30-day avg) 27 | Beta 0.82 | 52 Weeks Range 239.32 - 307.81 | Updated Date 10/16/2025 |
52 Weeks Range 239.32 - 307.81 | Updated Date 10/16/2025 | ||
Dividends yield (FY) 3.90% | Basic EPS (TTM) 12.45 |
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 42.39% | Operating Margin (TTM) 33.94% |
Management Effectiveness
Return on Assets (TTM) 2.95% | Return on Equity (TTM) 15.12% |
Valuation
Trailing PE 20.69 | Forward PE 46.73 | Enterprise Value 23666812325 | Price to Sales(TTM) 9.42 |
Enterprise Value 23666812325 | Price to Sales(TTM) 9.42 | ||
Enterprise Value to Revenue 12.87 | Enterprise Value to EBITDA 13.78 | Shares Outstanding 64404022 | Shares Floating 63796692 |
Shares Outstanding 64404022 | Shares Floating 63796692 | ||
Percent Insiders 1.16 | Percent Institutions 103.28 |
Upturn AI SWOT
Essex Property Trust Inc
Company Overview
History and Background
Essex Property Trust, Inc. (ESS) was founded in 1971 and is headquartered in San Mateo, California. It is a self-administered and self-managed real estate investment trust (REIT) that invests primarily in apartment communities located in West Coast markets.
Core Business Areas
- Residential Properties: Essex owns and operates a portfolio of apartment communities primarily located in California and Washington. The focus is on high-quality, well-located properties in desirable urban and suburban areas.
Leadership and Structure
Essex Property Trust is led by a board of trustees and an executive management team. The company operates with a geographically focused regional management structure.
Top Products and Market Share
Key Offerings
- Apartment Rentals: Essex provides apartment rentals in urban and suburban locations on the West Coast. Market share data is not readily available but is estimated to be significant for the geographies Essex operates in. Competitors include AvalonBay Communities (AVB), Equity Residential (EQR), and UDR (UDR).
Market Dynamics
Industry Overview
The residential REIT industry is influenced by economic conditions, interest rates, population growth, and housing affordability. West Coast markets are generally characterized by high demand and limited supply.
Positioning
Essex is a leading residential REIT focused on the West Coast. Its competitive advantages include a strong portfolio of high-quality properties in desirable locations, a proven track record of operational excellence, and a strong balance sheet.
Total Addressable Market (TAM)
The TAM for West Coast apartment rentals is estimated to be in the billions of dollars. Essex is well-positioned to capture a significant share of this market due to its strong brand and portfolio.
Upturn SWOT Analysis
Strengths
- High-quality portfolio of apartment communities
- Strong presence in attractive West Coast markets
- Experienced management team
- Solid financial position
Weaknesses
- Geographic concentration makes it vulnerable to regional economic downturns
- Sensitivity to rising interest rates
- High property values increase acquisition costs
Opportunities
- Acquisition of existing apartment communities
- Development of new apartment communities
- Implementation of value-add strategies
- Expansion into new markets within the West Coast
Threats
- Economic downturns could reduce demand for apartments
- Increased competition from other apartment owners
- Rising interest rates could increase borrowing costs
- Changes in government regulations
Competitors and Market Share
Key Competitors
- AVB
- EQR
- UDR
Competitive Landscape
Essex faces competition from other REITs, private apartment owners, and individual landlords. Its advantages include its West Coast focus and high-quality portfolio. Disadvantages include geographic concentration and sensitivity to regional economic conditions.
Major Acquisitions
Breakers Apartments
- Year: 2022
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded Essex's presence in the desirable Seattle market.
Growth Trajectory and Initiatives
Historical Growth: Essex has grown through acquisitions, development, and organic growth in its existing portfolio.
Future Projections: Future growth projections are based on analyst estimates and management guidance, considering factors such as market conditions and development plans.
Recent Initiatives: Recent strategic initiatives may include acquisitions, dispositions, development projects, and technology investments.
Summary
Essex Property Trust is a strong REIT with a focus on the West Coast apartment market. Its high-quality portfolio and experienced management team are working well. However, it needs to be aware of its geographic concentration and the potential impact of economic downturns and rising interest rates. Acquisitions are also an important part of its strategy
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share and competitor data are estimates.
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 258 apartment communities comprising over 62,000 apartment homes with an additional property in active development.
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