WallStSmart

Essex Property Trust Inc (ESS)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 224% more annual revenue ($6.42B vs $1.98B). ESS leads profitability with a 20.9% profit margin vs 4.1%. VTR appears more attractively valued with a PEG of 1.74. ESS earns a higher WallStSmart Score of 49/100 (D+).

ESS

Hold

49

out of 100

Grade: D+

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

VTR

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 2.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ESSUndervalued (+35.0%)

Margin of Safety

+35.0%

Fair Value

$402.39

Current Price

$279.00

$123.39 discount

UndervaluedFair: $402.39Overvalued
VTRSignificantly Overvalued (-21.1%)

Margin of Safety

-21.1%

Fair Value

$76.71

Current Price

$92.05

$15.34 premium

UndervaluedFair: $76.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

Areas to Watch

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

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Return on EquityProfitability
1.8%3/10

ROE of 1.8% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

P/E RatioValuation
170.0x2/10

Premium valuation, high expectations priced in

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 20.9% and operating margin at 34.0%.

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bear Case : ESS

The primary concerns for ESS are Revenue Growth, Return on Equity, Debt/Equity. A P/E of 43.7x leaves little room for execution misses.

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 170.0x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

ESS profiles as a value stock while VTR is a growth play — different risk/reward profiles.

VTR carries more volatility with a beta of 0.73 — expect wider price swings.

VTR is growing revenue faster at 21.7% — sustainability is the question.

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

Bottom Line

ESS scores higher overall (49/100 vs 45/100), backed by strong 20.9% margins. 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.

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.

Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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