ESS
Real Estate · REIT - Residential
Performance
ESS (ESS) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
ESS (ESS) operates in the REIT - Residential space within the Real Estate sector. With a market cap of $19.4B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Revenue growth of 6% YoY shows solid business momentum
- Exceptional profit margin of 29.1% — the business retains a large share of each dollar earned
- Dividend yield of 3.68% provides consistent income on top of price appreciation
- P/E of 31.6× is above average — valuation requires continued strong growth to justify
- Earnings fell 48% YoY — profitability is under pressure
- High debt-to-equity of 121.86× increases financial risk, especially with elevated interest rates
- Current ratio below 1 (0.30×) — short-term liabilities exceed current assets
Verdict
Caution
More risks than strengths. Consider waiting for fundamentals to improve before adding.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
3.68%
5Y Avg Annual
$8.1420
Last Payment
$2.5900
Ex-Date
03/31/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest03/31/2026 | 04/15/2026 | $2.5900 | 3.69% |
01/02/2026 | 01/17/2026 | $2.5700 | 3.66% |
09/30/2025 | 10/15/2025 | $2.5700 | 3.66% |
06/30/2025 | 07/15/2025 | $2.5700 | 3.66% |
03/31/2025 | 04/15/2025 | $2.5700 | 3.66% |
01/02/2025 | 01/17/2025 | $2.4500 | 3.49% |
09/30/2024 | 10/15/2024 | $2.4500 | 3.49% |
06/28/2024 | 07/13/2024 | $2.4500 | 3.49% |
Magic Number
Shares needed to self-fund your next purchase
$281.08
Price
$2.5900
Last div. (quarterly)
109
shares
Own 109 ESS shares ($30,637.72) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$30,637.72
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 28, 2026
42
days
EPS (TTM)
$8.89
P/E (TTM)
31.6
Fwd P/E
46.7
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $281.08
Graham Number
√(22.5 × EPS × Book Value)
$130.03
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$146.37
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
7/10
70% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
10.6%Return on equity — measures how efficiently capital is used
Positive profit margin
29.1%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+6.4%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
-47.8%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
121.86×Low financial leverage reduces risk of distress
Current ratio above 1
0.30×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$135M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
3.68%Stock must distribute income to shareholders
Related Assets
Real Estate
About ESS
Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust. The firm acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 259 apartment communities comprising over 63,000 apartment homes with an additional property in active development. Essex Property Trust, Inc. was incorporated in 1971 in Maryland and is based in San Mateo, United States.
Sector
Real Estate
Industry
REIT - Residential
Location
San Mateo, United States
Employees
1,686