ESS vs. VTR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at ESS and VTR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both ESS and VTR 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 | VTR |
|---|---|---|
| Company Name | Essex Property Trust, Inc. | Ventas, Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry | Residential REITs | Health Care REITs |
| Market Capitalization | 17.50 billion USD | 37.01 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 7, 1994 | May 5, 1997 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of ESS and VTR 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 | VTR |
|---|---|---|
| 5-Day Price Return | -2.14% | 2.67% |
| 13-Week Price Return | -1.85% | 15.10% |
| 26-Week Price Return | -9.33% | 21.53% |
| 52-Week Price Return | -17.15% | 21.02% |
| Month-to-Date Return | 1.12% | 5.71% |
| Year-to-Date Return | -10.81% | 32.45% |
| 10-Day Avg. Volume | 0.54M | 3.16M |
| 3-Month Avg. Volume | 0.50M | 2.75M |
| 3-Month Volatility | 19.05% | 19.80% |
| Beta | 0.74 | 0.80 |
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.
VTR
2.01%
Health Care REITs Industry
- Max
- 11.16%
- Q3
- 7.80%
- Median
- 6.33%
- Q1
- 2.19%
- Min
- -0.47%
VTR’s Return on Equity of 2.01% is in the lower quartile for the Health Care 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.
VTR
4.28%
Health Care REITs Industry
- Max
- 90.32%
- Q3
- 52.32%
- Median
- 35.63%
- Q1
- 5.63%
- Min
- -30.51%
In the Health Care 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.
VTR
14.21%
Health Care REITs Industry
- Max
- 92.65%
- Q3
- 61.90%
- Median
- 39.05%
- Q1
- 15.52%
- Min
- -23.45%
In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | ESS | VTR |
|---|---|---|
| Return on Equity (TTM) | 15.13% | 2.01% |
| Return on Assets (TTM) | 6.46% | 0.90% |
| Net Profit Margin (TTM) | 45.46% | 4.28% |
| Operating Profit Margin (TTM) | 56.43% | 14.21% |
| Gross Profit Margin (TTM) | 70.42% | 41.97% |
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.
VTR
0.17
Health Care REITs Industry
- Max
- 4.05
- Q3
- 2.38
- Median
- 1.11
- Q1
- 0.18
- Min
- 0.11
VTR’s Current Ratio of 0.17 falls into the lower quartile for the Health Care REITs industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
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.
VTR
0.99
Health Care REITs Industry
- Max
- 1.20
- Q3
- 0.99
- Median
- 0.93
- Q1
- 0.71
- Min
- 0.44
VTR’s Debt-to-Equity Ratio of 0.99 is typical for the Health Care 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.
VTR
1.08
Health Care REITs Industry
- Max
- 5.10
- Q3
- 2.88
- Median
- 1.84
- Q1
- 1.17
- Min
- 0.43
In the lower quartile for the Health Care REITs industry, VTR’s Interest Coverage Ratio of 1.08 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.
Financial Strength at a Glance
| Symbol | ESS | VTR |
|---|---|---|
| Current Ratio (MRQ) | 0.59 | 0.17 |
| Quick Ratio (MRQ) | 0.16 | 0.17 |
| Debt-to-Equity Ratio (MRQ) | 1.18 | 0.99 |
| Interest Coverage Ratio (TTM) | 8.86 | 1.08 |
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.
VTR
2.34%
Health Care REITs Industry
- Max
- 7.97%
- Q3
- 6.38%
- Median
- 5.12%
- Q1
- 3.34%
- Min
- 1.39%
VTR’s Dividend Yield of 2.34% is in the lower quartile for the Health Care REITs industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
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.
VTR
345.92%
Health Care REITs Industry
- Max
- 345.92%
- Q3
- 204.57%
- Median
- 127.36%
- Q1
- 91.24%
- Min
- 0.00%
VTR’s Dividend Payout Ratio of 345.92% is in the upper quartile for the Health Care REITs industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
Dividend at a Glance
| Symbol | ESS | VTR |
|---|---|---|
| Dividend Yield (TTM) | 3.94% | 2.34% |
| Dividend Payout Ratio (TTM) | 76.31% | 345.92% |
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.
VTR
147.92
Health Care REITs Industry
- Max
- 31.15
- Q3
- 30.90
- Median
- 25.71
- Q1
- 19.03
- Min
- 9.31
The P/E Ratio is often not the primary metric for valuation in the Health Care 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.
VTR
6.34
Health Care REITs Industry
- Max
- 18.70
- Q3
- 12.58
- Median
- 7.37
- Q1
- 5.24
- Min
- 3.23
VTR’s P/S Ratio of 6.34 aligns with the market consensus for the Health Care REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
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.
VTR
2.50
Health Care REITs Industry
- Max
- 3.07
- Q3
- 2.14
- Median
- 1.63
- Q1
- 0.92
- Min
- 0.54
VTR’s P/B Ratio of 2.50 is in the upper tier for the Health Care 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.
Valuation at a Glance
| Symbol | ESS | VTR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 19.37 | 147.92 |
| Price-to-Sales Ratio (TTM) | 8.81 | 6.34 |
| Price-to-Book Ratio (MRQ) | 3.06 | 2.50 |
| Price-to-Free Cash Flow Ratio (TTM) | 109.27 | 36.37 |