ESS vs. WY: Essex Property Trust vs. Weyerhaeuser Stock Comparison

Company Profile

Essex Property Trust (ESS) and Weyerhaeuser (WY) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but ESS is classified in Residential REITs while WY is classified in Specialized REITs.

Both Essex Property Trust (ESS) and Weyerhaeuser (WY) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Essex Property Trust (ESS) at 6.52% and Weyerhaeuser (WY) at 4.81% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Neither Essex Property Trust (ESS) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for Essex Property Trust (ESS) in Equity Real Estate Investment Trusts (REITs) and Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Essex Property Trust (ESS) at 6.36% is around its peer norm for revenue growth, while Weyerhaeuser (WY) at -3.07% drops into the bottom quartile, signaling weaker demand or pricing momentum.

EPS growth isn't a meaningful figure for either Essex Property Trust (ESS) in Equity Real Estate Investment Trusts (REITs) or Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Weyerhaeuser (WY) at 1.82 keeps current ratio within its industry’s typical mid-range, while Essex Property Trust (ESS) at 0.41 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for ESS.

Weyerhaeuser (WY) at 0.57 keeps leverage in the lower industry quartile, while Essex Property Trust (ESS) at 1.21 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

Both Essex Property Trust (ESS) at 3.81% and Weyerhaeuser (WY) at 3.88% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

An earnings-based payout ratio fits neither Essex Property Trust (ESS) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either Essex Property Trust (ESS) in Equity Real Estate Investment Trusts (REITs) or Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Weyerhaeuser (WY) at 2.16 looks cheap on sales in the lower P/S ratio quartile, while Essex Property Trust (ESS) at 9.48 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Weyerhaeuser (WY) at 1.61 is valued about in line with its industry on P/B ratio, while Essex Property Trust (ESS) at 3.30 carries an above-peer premium to book — ESS is pricier on assets.

Valuation Metrics