WallStSmart

Equity Residential (EQR)vsEssex Property Trust Inc (ESS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Equity Residential generates 58% more annual revenue ($3.13B vs $1.98B). EQR leads profitability with a 28.0% profit margin vs 20.9%. ESS appears more attractively valued with a PEG of 7.39. ESS earns a higher WallStSmart Score of 49/100 (D+).

EQR

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 7.5Value: 4.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.11

ESS

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 6.5Value: 5.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EQROvervalued (-8.6%)

Margin of Safety

-8.6%

Fair Value

$59.56

Current Price

$63.66

$4.10 premium

UndervaluedFair: $59.56Overvalued
ESSUndervalued (+35.1%)

Margin of Safety

+35.1%

Fair Value

$403.08

Current Price

$283.06

$120.02 discount

UndervaluedFair: $403.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EQR3 strengths · Avg: 8.3/10
Profit MarginProfitability
28.0%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.9%8/10

Strong operational efficiency at 27.9%

ESS2 strengths · Avg: 9.5/10
Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

Profit MarginProfitability
20.9%9/10

Keeps 21 of every $100 in revenue as profit

Areas to Watch

EQR4 concerns · Avg: 3.0/10
P/E RatioValuation
28.7x4/10

Moderate valuation

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

PEG RatioValuation
8.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-39.9%2/10

Earnings declined 39.9%

ESS4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Debt/EquityHealth
1.273/10

Elevated debt levels

PEG RatioValuation
7.392/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : EQR

The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 28.0% and operating margin at 27.9%.

Bull Case : ESS

The strongest argument for ESS centers on Operating Margin, Profit Margin. Profitability is solid with margins at 20.9% and operating margin at 34.0%.

Bear Case : EQR

The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.

Bear Case : ESS

The primary concerns for ESS are Revenue Growth, Return on Equity, Debt/Equity. A P/E of 44.9x leaves little room for execution misses.

Key Dynamics to Monitor

EQR carries more volatility with a beta of 0.75 — expect wider price swings.

ESS is growing revenue faster at 3.1% — sustainability is the question.

ESS generates stronger free cash flow (234M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EQR scores higher overall (49/100 vs 49/100), backed by strong 28.0% margins. ESS offers better value entry with a 35.1% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Equity Residential

REAL ESTATE · REIT - RESIDENTIAL · USA

Equity Residential is a publicly traded real estate investment trust that invests in apartments.

Essex Property Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.

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