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ESS vs WELL

ESS
Essex Property Trust, Inc.
BEARISH
Price
$255.37
Market Cap
$16.47B
Sector
Real Estate
AI Confidence
85%
WELL
Welltower Inc.
NEUTRAL
Price
$199.96
Market Cap
$139.52B
Sector
Real Estate
AI Confidence
90%

Valuation

P/E Ratio
ESS
24.58
WELL
140.82
Forward P/E
ESS
41.72
WELL
60.78
P/B Ratio
ESS
2.97
WELL
3.31
P/S Ratio
ESS
8.51
WELL
12.87
EV/EBITDA
ESS
18.67
WELL
58.31

Profitability

Gross Margin
ESS
68.58%
WELL
40.22%
Operating Margin
ESS
32.86%
WELL
-28.2%
Profit Margin
ESS
34.6%
WELL
8.64%
ROE
ESS
12.23%
WELL
2.54%
ROA
ESS
3.1%
WELL
0.56%

Growth

Revenue Growth
ESS
3.2%
WELL
41.3%
Earnings Growth
ESS
-68.7%
WELL
-26.3%

Financial Health

Debt/Equity
ESS
1.19
WELL
0.49
Current Ratio
ESS
0.15
WELL
1.7
Quick Ratio
ESS
0.06
WELL
1.14

Dividends

Dividend Yield
ESS
4.03%
WELL
1.5%
Payout Ratio
ESS
98.85%
WELL
198.59%

AI Verdict

ESS BEARISH

ESS exhibits significant valuation misalignment, trading at $255.37 despite a Graham Number of $141.78 and an Intrinsic Value of $72.73. The Piotroski F-Score of 4/9 indicates only stable health, while a crashing YoY earnings growth of -68.70% and a PEG ratio of 7.02 suggest the stock is severely overpriced relative to its growth profile. Furthermore, a dividend payout ratio of 98.85% leaves virtually no margin for error, making the current yield precarious. The combination of a 0/100 technical trend and deteriorating earnings fundamentals supports a bearish outlook.

Strengths
Strong profit margins (34.60%) and gross margins (68.58%)
Substantial market capitalization of $16.47B providing scale
Consistent dividend yield of 4.03%
Risks
Severe valuation premium over Graham and Intrinsic value estimates
Dramatic decline in YoY earnings growth (-68.70%)
Unsustainable dividend payout ratio (98.85%)
WELL NEUTRAL

WELL shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 41.3%
Low debt with D/E ratio of 0.49
Risks
High valuation with P/E of 140.8
Premium vs Graham Number ($43.96)
Weak ROE of 2.5%

Compare Another Pair

ESS vs WELL: Head-to-Head Comparison

This page compares Essex Property Trust, Inc. (ESS) and Welltower Inc. (WELL) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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