ESS vs. O: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at ESS and O, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both ESS and O are Real Estate Investment Trusts (REITs). These entities are required to distribute the majority of their taxable income to shareholders, often resulting in higher dividend yields.
| Symbol | ESS | O |
|---|---|---|
| Company Name | Essex Property Trust, Inc. | Realty Income Corporation |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry | Residential REITs | Retail REITs |
| Market Capitalization | 17.50 billion USD | 52.32 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 7, 1994 | October 18, 1994 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of ESS and O by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | ESS | O |
|---|---|---|
| 5-Day Price Return | -2.14% | 0.74% |
| 13-Week Price Return | -1.85% | -2.87% |
| 26-Week Price Return | -9.33% | 3.16% |
| 52-Week Price Return | -17.15% | -0.18% |
| Month-to-Date Return | 1.12% | -2.04% |
| Year-to-Date Return | -10.81% | 6.35% |
| 10-Day Avg. Volume | 0.54M | 6.85M |
| 3-Month Avg. Volume | 0.50M | 5.47M |
| 3-Month Volatility | 19.05% | 15.35% |
| Beta | 0.74 | 0.81 |
Profitability
Return on Equity (TTM)
ESS
15.13%
Residential REITs Industry
- Max
- 15.13%
- Q3
- 9.79%
- Median
- 6.73%
- Q1
- 5.85%
- Min
- 0.65%
In the upper quartile for the Residential REITs industry, ESS’s Return on Equity of 15.13% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
O
2.47%
Retail REITs Industry
- Max
- 16.63%
- Q3
- 9.46%
- Median
- 6.20%
- Q1
- 3.73%
- Min
- -3.17%
O’s Return on Equity of 2.47% is in the lower quartile for the Retail REITs industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Net Profit Margin (TTM)
ESS
45.46%
Residential REITs Industry
- Max
- 49.84%
- Q3
- 42.29%
- Median
- 25.23%
- Q1
- 17.15%
- Min
- -0.30%
In the Residential REITs industry, Net Profit Margin is often not the primary profitability metric.
O
17.18%
Retail REITs Industry
- Max
- 76.30%
- Q3
- 49.30%
- Median
- 28.18%
- Q1
- 18.68%
- Min
- -0.84%
In the Retail REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
ESS
56.43%
Residential REITs Industry
- Max
- 56.43%
- Q3
- 48.20%
- Median
- 28.02%
- Q1
- 18.72%
- Min
- -7.36%
In the Residential REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
O
15.85%
Retail REITs Industry
- Max
- 87.47%
- Q3
- 56.33%
- Median
- 40.14%
- Q1
- 28.20%
- Min
- 4.62%
In the Retail REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | ESS | O |
|---|---|---|
| Return on Equity (TTM) | 15.13% | 2.47% |
| Return on Assets (TTM) | 6.46% | 1.37% |
| Net Profit Margin (TTM) | 45.46% | 17.18% |
| Operating Profit Margin (TTM) | 56.43% | 15.85% |
| Gross Profit Margin (TTM) | 70.42% | 92.56% |
Financial Strength
Current Ratio (MRQ)
ESS
0.59
Residential REITs Industry
- Max
- 1.58
- Q3
- 0.72
- Median
- 0.19
- Q1
- 0.09
- Min
- 0.00
ESS’s Current Ratio of 0.59 aligns with the median group of the Residential REITs industry, indicating that its short-term liquidity is in line with its sector peers.
O
0.81
Retail REITs Industry
- Max
- 1.74
- Q3
- 0.98
- Median
- 0.70
- Q1
- 0.40
- Min
- 0.09
O’s Current Ratio of 0.81 aligns with the median group of the Retail REITs industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio (MRQ)
ESS
1.18
Residential REITs Industry
- Max
- 1.64
- Q3
- 1.11
- Median
- 0.82
- Q1
- 0.68
- Min
- 0.28
ESS’s leverage is in the upper quartile of the Residential REITs industry, with a Debt-to-Equity Ratio of 1.18. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
O
0.73
Retail REITs Industry
- Max
- 2.02
- Q3
- 1.33
- Median
- 0.95
- Q1
- 0.73
- Min
- 0.34
O’s Debt-to-Equity Ratio of 0.73 is typical for the Retail REITs industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
ESS
8.86
Residential REITs Industry
- Max
- 5.11
- Q3
- 4.01
- Median
- 2.53
- Q1
- 1.52
- Min
- 0.52
With an Interest Coverage Ratio of 8.86, ESS demonstrates a superior capacity to service its debt, placing it well above the typical range for the Residential REITs industry. This stems from either robust earnings or a conservative debt load.
O
2.15
Retail REITs Industry
- Max
- 4.31
- Q3
- 3.30
- Median
- 2.15
- Q1
- 1.29
- Min
- -0.08
O’s Interest Coverage Ratio of 2.15 is positioned comfortably within the norm for the Retail REITs industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | ESS | O |
|---|---|---|
| Current Ratio (MRQ) | 0.59 | 0.81 |
| Quick Ratio (MRQ) | 0.16 | 0.77 |
| Debt-to-Equity Ratio (MRQ) | 1.18 | 0.73 |
| Interest Coverage Ratio (TTM) | 8.86 | 2.15 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
ESS
3.94%
Residential REITs Industry
- Max
- 5.50%
- Q3
- 4.61%
- Median
- 3.94%
- Q1
- 3.53%
- Min
- 2.40%
ESS’s Dividend Yield of 3.94% is consistent with its peers in the Residential REITs industry, providing a dividend return that is standard for its sector.
O
5.49%
Retail REITs Industry
- Max
- 6.10%
- Q3
- 5.13%
- Median
- 4.58%
- Q1
- 3.95%
- Min
- 2.31%
With a Dividend Yield of 5.49%, O offers a more attractive income stream than most of its peers in the Retail REITs industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
ESS
76.31%
Residential REITs Industry
- Max
- 277.28%
- Q3
- 165.36%
- Median
- 103.47%
- Q1
- 84.26%
- Min
- 24.03%
ESS’s Dividend Payout Ratio of 76.31% is in the lower quartile for the Residential REITs industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
O
298.20%
Retail REITs Industry
- Max
- 195.40%
- Q3
- 120.47%
- Median
- 83.99%
- Q1
- 57.23%
- Min
- 12.11%
At 298.20%, O’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Retail REITs industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
Dividend at a Glance
| Symbol | ESS | O |
|---|---|---|
| Dividend Yield (TTM) | 3.94% | 5.49% |
| Dividend Payout Ratio (TTM) | 76.31% | 298.20% |
Valuation
Price-to-Earnings Ratio (TTM)
ESS
19.37
Residential REITs Industry
- Max
- 53.82
- Q3
- 37.09
- Median
- 28.15
- Q1
- 19.50
- Min
- 7.75
The P/E Ratio is often not the primary metric for valuation in the Residential REITs industry.
O
54.31
Retail REITs Industry
- Max
- 43.81
- Q3
- 30.93
- Median
- 21.49
- Q1
- 16.44
- Min
- 6.22
The P/E Ratio is often not the primary metric for valuation in the Retail REITs industry.
Price-to-Sales Ratio (TTM)
ESS
8.81
Residential REITs Industry
- Max
- 9.23
- Q3
- 8.35
- Median
- 6.96
- Q1
- 6.23
- Min
- 4.99
ESS’s P/S Ratio of 8.81 is in the upper echelon for the Residential REITs industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
O
9.33
Retail REITs Industry
- Max
- 12.31
- Q3
- 8.99
- Median
- 6.73
- Q1
- 4.90
- Min
- 2.94
O’s P/S Ratio of 9.33 is in the upper echelon for the Retail REITs industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
Price-to-Book Ratio (MRQ)
ESS
3.06
Residential REITs Industry
- Max
- 3.77
- Q3
- 2.52
- Median
- 2.04
- Q1
- 1.46
- Min
- 0.68
ESS’s P/B Ratio of 3.06 is in the upper tier for the Residential REITs industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
O
1.42
Retail REITs Industry
- Max
- 2.86
- Q3
- 1.82
- Median
- 1.14
- Q1
- 0.92
- Min
- 0.58
O’s P/B Ratio of 1.42 is within the conventional range for the Retail REITs industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | ESS | O |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 19.37 | 54.31 |
| Price-to-Sales Ratio (TTM) | 8.81 | 9.33 |
| Price-to-Book Ratio (MRQ) | 3.06 | 1.42 |
| Price-to-Free Cash Flow Ratio (TTM) | 109.27 | 1,247.60 |