WallStSmart

Essex Property Trust Inc (ESS)vsNexpoint Residential Trust Inc (NXRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Essex Property Trust Inc generates 681% more annual revenue ($1.97B vs $251.88M). ESS leads profitability with a 29.1% profit margin vs -12.7%. ESS appears more attractively valued with a PEG of 7.39. 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: 3.5
Piotroski: 4/9Altman Z: 0.74

NXRT

Hold

42

out of 100

Grade: D

Growth: 5.3Profit: 3.5Value: 4.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ESSUndervalued (+35.2%)

Margin of Safety

+35.2%

Fair Value

$403.62

Current Price

$285.43

$118.19 discount

UndervaluedFair: $403.62Overvalued

Intrinsic value data unavailable for NXRT.

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

NXRT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
371.8%10/10

Earnings expanding 371.8% YoY

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

ESS4 concerns · Avg: 2.8/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.263/10

Elevated debt levels

PEG RatioValuation
7.392/10

Expensive relative to growth rate

EPS GrowthGrowth
-47.8%2/10

Earnings declined 47.8%

NXRT4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Market CapQuality
$1.49B3/10

Smaller company, higher risk/reward

PEG RatioValuation
26.922/10

Expensive relative to growth rate

Return on EquityProfitability
-9.7%2/10

ROE of -9.7% — below average capital efficiency

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 : NXRT

The strongest argument for NXRT centers on EPS Growth, Price/Book.

Bear Case : ESS

The primary concerns for ESS are P/E Ratio, Debt/Equity, PEG Ratio.

Bear Case : NXRT

The primary concerns for NXRT are Revenue Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

ESS profiles as a mature stock while NXRT is a turnaround play — different risk/reward profiles.

NXRT carries more volatility with a beta of 1.20 — 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 42/100), 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.

Nexpoint Residential Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

NexPoint Residential Trust is a publicly traded REIT, with its shares listed on the New York Stock Exchange under the symbol NXRT, primarily focused on acquiring, owning and operating well-located middle-income multifamily properties with value-added potential in large cities and suburbs. Submarkets in large cities, mainly in the southeastern and southwestern United States.

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