WallStSmart

Essex Property Trust Inc (ESS)vsIndependence Realty Trust Inc (IRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Essex Property Trust Inc generates 192% more annual revenue ($1.97B vs $672.38M). ESS leads profitability with a 29.1% profit margin vs 7.2%. IRT appears more attractively valued with a PEG of 4.57. ESS earns a higher WallStSmart Score of 53/100 (C-).

ESS

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.3Quality: 5.0

IRT

Hold

41

out of 100

Grade: D

Growth: 3.3Profit: 4.5Value: 3.3Quality: 5.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ESSUndervalued (+40.0%)

Margin of Safety

+40.0%

Fair Value

$435.82

Current Price

$267.06

$168.76 discount

UndervaluedFair: $435.82Overvalued
IRTUndervalued (+13.9%)

Margin of Safety

+13.9%

Fair Value

$19.54

Current Price

$16.00

$3.54 discount

UndervaluedFair: $19.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ESS2 strengths · Avg: 9.5/10
Operating MarginProfitability
35.2%10/10

Strong operational efficiency at 35.2%

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

IRT1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Areas to Watch

ESS3 concerns · Avg: 2.7/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
7.392/10

Expensive relative to growth rate

EPS GrowthGrowth
-47.8%2/10

Earnings declined 47.8%

IRT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.3%4/10

2.3% revenue growth

Return on EquityProfitability
1.4%3/10

ROE of 1.4% — below average capital efficiency

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ESS

The strongest argument for ESS centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 35.2%.

Bull Case : IRT

The strongest argument for IRT centers on Price/Book.

Bear Case : ESS

The primary concerns for ESS are P/E Ratio, PEG Ratio, EPS Growth.

Bear Case : IRT

The primary concerns for IRT are Revenue Growth, Return on Equity, Profit Margin. A P/E of 82.3x leaves little room for execution misses.

Key Dynamics to Monitor

ESS profiles as a mature stock while IRT is a value play — different risk/reward profiles.

IRT carries more volatility with a beta of 0.99 — expect wider price swings.

ESS is growing revenue faster at 6.4% — sustainability is the question.

ESS generates stronger free cash flow (244M), providing more financial flexibility.

Bottom Line

ESS scores higher overall (53/100 vs 41/100), backed by strong 29.1% margins. Both earn "Buy" 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.

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.

Independence Realty Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.

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