ESS Stock Financial Analysis - Essex Property Trust, Inc. (BMV) Stock

Overview

Essex Property Trust, Inc., based in the United States, is a prominent real estate investment trust (REIT) specializing in residential properties. The company primarily focuses on acquiring, developing, and managing multifamily residential properties within select West Coast markets. Essex Property Trust holds a significant portfolio comprising various apartment communities aimed primarily at middle to upper-income market segments. Key initiatives include sustainable development and substantial investments in technology to enhance property management efficiencies and tenant experiences. These strategic efforts aid in maintaining high occupancy rates and achieving robust rental income, positioning Essex as a leading entity in the multifamily housing sector on the West Coast.

Quality, Value, Momentum Scores

This card shows the Quality, Value, and Momentum scores for the company

Quality

The QualityScore is a proprietary scoring model that identifies high quality companies, based on cash generating efficiencies.

Value

Proprietary scoring model that ranks companies based on their relative valuation. Scores range from 0 to 100, with 100 being the most undervalued.

Momentum

Proprietary scoring model that ranks companies on their six-month momentum.

Fund Sentiment

The Fund Sentiment (fka Ownership) score is a proprietary quantitative model that ranks companies based on levels of ownership accumulation.

QVM

The QVM Score is a proprietary scoring model that combines Quality, Value, and Momentum into a single metric that ranks companies from 0 to 100.

Income Statement: Revenue, Operating Income, Net Income

The revenue for Essex Property Trust, Inc. as of June 30, 2025 is 1,887.96 MM.
The operating income for Essex Property Trust, Inc. as of June 30, 2025 is 605.65 MM.
The net income for Essex Property Trust, Inc. as of June 30, 2025 is 800.35 MM.

Period End (TTM)	Revenue (MM)	Operating Income (MM)	Net Income (MM)
2025-06-30	1,887.96	605.65	800.35
2025-03-31	1,861.15	590.25	671.90
2024-12-31	1,822.66	575.72	741.52
2024-09-30	1,752.44	539.65	549.46
2024-06-30	1,719.68	541.40	518.32
2024-03-31	1,695.96	541.37	525.02
2023-12-31	1,679.96	536.10	405.82
2023-09-30	1,698.49	564.58	525.60
2023-06-30	1,689.76	562.11	531.16
2023-03-31	1,653.06	535.27	488.59
2022-12-31	1,632.84	526.84	408.31
2022-09-30	1,638.14	543.26	360.02
2022-06-30	1,605.57	524.05	385.57
2022-03-31	1,583.22	515.45	393.36
2021-12-31	1,552.28	498.72	488.55
2021-09-30	1,504.72	447.47	447.43
2021-06-30	1,502.20	448.21	402.70
2021-03-31	1,520.73	456.97	422.31
2020-12-31	1,562.26	494.81	568.87
2020-09-30	1,631.24	589.54	601.94

Income Statement: EPS

The earnings per share basic for Essex Property Trust, Inc. as of June 30, 2025 is 12.45.
The earnings per share diluted for Essex Property Trust, Inc. as of June 30, 2025 is 12.44.

Period End (TTM)	Earnings Per Share Basic	Earnings Per Share Diluted
2025-06-30	12.45	12.44
2025-03-31	10.46	10.45
2024-12-31	11.55	11.54
2024-09-30	8.56	8.56
2024-06-30	8.07	8.07
2024-03-31	8.18	8.19
2023-12-31	6.32	6.32
2023-09-30	8.16	8.17
2023-06-30	8.22	8.22
2023-03-31	7.53	7.53
2022-12-31	6.27	6.27
2022-09-30	5.52	5.53
2022-06-30	5.91	5.92
2022-03-31	6.04	6.04
2021-12-31	7.51	7.51
2021-09-30	6.88	6.87
2021-06-30	6.19	6.19
2021-03-31	6.48	6.48
2020-12-31	8.69	8.69
2020-09-30	9.16	9.16

Cash Flow: Operations, Investing, Financing

The cash from operating activities for Essex Property Trust, Inc. as of June 30, 2025 is 1,032.15 MM.
The cash from investing activities for Essex Property Trust, Inc. as of June 30, 2025 is -670.82 MM.
The cash from financing activities for Essex Property Trust, Inc. as of June 30, 2025 is -357.60 MM.

Period End (TTM)	Cash From Operating Activities (MM)	Cash From Investing Activities (MM)	Cash From Financing Activities (MM)
2025-06-30	1,032.15	-670.82	-357.60
2025-03-31	1,034.95	-842.92	-592.04
2024-12-31	1,068.31	-973.05	-419.74
2024-09-30	1,053.65	-886.41	-487.48
2024-06-30	1,025.52	-732.94	-297.54
2024-03-31	1,018.00	-597.74	10.45
2023-12-31	980.06	-145.14	-477.27
2023-09-30	943.30	112.92	-709.29
2023-06-30	954.43	9.79	-943.57
2023-03-31	937.42	95.40	-1,064.22
2022-12-31	975.65	145.96	-1,137.56
2022-09-30	1,014.12	-371.57	-649.93
2022-06-30	986.73	-290.11	-706.34
2022-03-31	1,025.14	-438.55	-591.39
2021-12-31	905.26	-397.40	-533.26
2021-09-30	849.55	-210.12	-1,147.55
2021-06-30	805.07	-134.73	-868.64
2021-03-31	731.45	175.61	-1,076.04
2020-12-31	803.11	-416.90	-383.26
2020-09-30	865.59	-125.43	-262.81

Valuation Metrics : PE, PriceToBook, PriceToTBV

P/Book: The current closing price divided by the book value per share.

P/TBV: The current price divided by the tangible book value per share.

Period End (TTM)	p/e	P/Book	P/TBV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30

Valuation Metrics : EBitToEv, EBit3YrAvgToEv

Period End (TTM)	EBIT/EV	EBIT (3y)/EV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30

Management Effectiveness

The roe for Essex Property Trust, Inc. as of June 30, 2025 is 0.09.

Period End (TTM)	ROA	ROE	ROIC	CROIC	OCROIC
2025-06-30		0.09
2025-03-31		0.09
2024-12-31		0.09
2024-09-30		0.09
2024-06-30		0.09
2024-03-31		0.09
2023-12-31		0.09
2023-09-30		0.09
2023-06-30		0.09
2023-03-31		0.09
2022-12-31		0.09
2022-09-30		0.09
2022-06-30		0.09
2022-03-31		0.09
2021-12-31		0.09
2021-09-30		0.09
2021-06-30		0.09
2021-03-31		0.09
2020-12-31	0.04	0.09	0.04	0.00	0.06
2020-09-30	0.05	0.09	0.05	0.04	0.07

Gross Margins

The net margin for Essex Property Trust, Inc. as of June 30, 2025 is 0.36.
The operating margin for Essex Property Trust, Inc. as of June 30, 2025 is 0.32.

Gross Margin: The Gross Margin is the ratio of revenue left after substracting the Cost of Goods Sold. It is calculated as 1.0 - (Revenue - COGS ) / Revenue.

Net Margin: The Net Margin (aka Profit Margin) is the ratio of revenue left after substracting the Net Income. It is calculated as Net Income / Revenue.

Operating Margin: The Operaing Margin is the ratio of revenue left after substracting the Operating Income. It is calculated as Operating Income / Revenue.

Period End (TTM)	Gross Margin	Net Margin	Operating Margin
2025-06-30		0.36	0.32
2025-03-31		0.36	0.32
2024-12-31		0.36	0.32
2024-09-30		0.36	0.32
2024-06-30		0.36	0.32
2024-03-31		0.36	0.32
2023-12-31		0.36	0.32
2023-09-30		0.36	0.32
2023-06-30		0.36	0.32
2023-03-31		0.36	0.32
2022-12-31		0.36	0.32
2022-09-30		0.36	0.32
2022-06-30		0.36	0.32
2022-03-31		0.36	0.32
2021-12-31		0.36	0.32
2021-09-30		0.36	0.32
2021-06-30		0.36	0.32
2021-03-31		0.36	0.32
2020-12-31	0.69	0.36	0.32
2020-09-30	0.71	0.37	0.36

DE:EXP	€228.40
GB:0IIR	$268.60
US:ESS	$268.12