Essex Property Trust Stock Retained Earnings

ESS Stock

USD 288.31 4.51 1.54%

Fundamental analysis of Essex Property allows traders to better anticipate movements in Essex Property's stock price by examining its financial health and performance throughout various phases of its business cycle.

		Last Reported	Projected for Next Year
	Retained Earnings	-1.2 B	-1.1 B

Retained Earnings is likely to gain to about (1.1 B) in 2025.

Build AI portfolio with Essex Stock

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Essex Property Trust Company Retained Earnings Analysis

Essex Property's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.

Retained Earnings

Beginning RE + Income

-

Dividends

More About Retained Earnings | All Equity Analysis

Current Essex Property Retained Earnings

(1.16 B)

Most of Essex Property's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Essex Property Trust is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Essex Retained Earnings Driver Correlations

Understanding the fundamental principles of building solid financial models for Essex Property is extremely important. It helps to project a fair market value of Essex Stock properly, considering its historical fundamentals such as Retained Earnings. Since Essex Property's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Essex Property's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Essex Property's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Total Liab	Short Term Debt	Accounts Payable	Net Receivables	Total Current Assets	Common Stock	Long Term Debt	Short Term Investments	Current Deferred Revenue	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Intangible Assets	Property Plant Equipment	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.9	0.98	-0.89	0.98	0.41	0.92	0.31	0.69	0.9	0.92	0.65	0.25	0.97	0.97	0.97	0.81	0.94	0.21	0.92	0.54	-0.08	-0.18	0.31	-0.42
Total Stockholder Equity	0.9		0.82	-0.71	0.82	0.44	0.69	0.34	0.73	0.96	0.95	0.74	0.06	0.95	0.91	0.95	0.6	0.91	0.24	0.91	0.48	0.04	0.22	0.39	-0.07
Net Debt	0.98	0.82		-0.93	1.0	0.4	0.96	0.33	0.66	0.86	0.9	0.58	0.33	0.92	0.95	0.92	0.85	0.89	0.18	0.88	0.53	-0.15	-0.25	0.3	-0.53
Retained Earnings	-0.89	-0.71	-0.93		-0.95	-0.44	-0.94	-0.3	-0.65	-0.76	-0.85	-0.37	-0.44	-0.82	-0.89	-0.83	-0.91	-0.76	-0.07	-0.81	-0.42	0.29	0.29	-0.37	0.65
Total Liab	0.98	0.82	1.0	-0.95		0.42	0.97	0.33	0.68	0.85	0.9	0.56	0.34	0.91	0.95	0.92	0.86	0.88	0.17	0.88	0.53	-0.16	-0.26	0.32	-0.54
Short Term Debt	0.41	0.44	0.4	-0.44	0.42		0.33	0.53	0.61	0.53	0.5	0.53	0.12	0.36	0.42	0.37	0.31	0.53	0.12	0.36	0.66	0.37	0.09	0.73	0.0
Accounts Payable	0.92	0.69	0.96	-0.94	0.97	0.33		0.26	0.57	0.74	0.81	0.37	0.48	0.84	0.91	0.85	0.89	0.77	0.21	0.83	0.45	-0.28	-0.37	0.24	-0.67
Net Receivables	0.31	0.34	0.33	-0.3	0.33	0.53	0.26		0.65	0.4	0.45	0.49	0.37	0.24	0.36	0.24	0.26	0.32	-0.08	0.28	0.52	-0.13	0.32	0.82	0.09
Total Current Assets	0.69	0.73	0.66	-0.65	0.68	0.61	0.57	0.65		0.74	0.79	0.63	0.1	0.67	0.7	0.67	0.5	0.7	0.08	0.65	0.52	0.02	0.2	0.64	-0.06
Common Stock	0.9	0.96	0.86	-0.76	0.85	0.53	0.74	0.4	0.74		0.96	0.76	0.09	0.92	0.91	0.92	0.64	0.91	0.18	0.88	0.57	0.02	0.2	0.38	-0.12
Long Term Debt	0.92	0.95	0.9	-0.85	0.9	0.5	0.81	0.45	0.79	0.96		0.65	0.24	0.93	0.96	0.93	0.73	0.88	0.17	0.91	0.53	-0.09	0.17	0.48	-0.29
Short Term Investments	0.65	0.74	0.58	-0.37	0.56	0.53	0.37	0.49	0.63	0.76	0.65		-0.23	0.64	0.57	0.62	0.33	0.78	-0.01	0.57	0.68	0.38	0.18	0.41	0.28
Current Deferred Revenue	0.25	0.06	0.33	-0.44	0.34	0.12	0.48	0.37	0.1	0.09	0.24	-0.23		0.23	0.38	0.24	0.6	0.04	-0.08	0.34	0.31	-0.4	-0.23	0.37	-0.66
Net Tangible Assets	0.97	0.95	0.92	-0.82	0.91	0.36	0.84	0.24	0.67	0.92	0.93	0.64	0.23		0.97	1.0	0.77	0.91	0.23	0.96	0.52	-0.03	-0.05	0.28	-0.32
Long Term Debt Total	0.97	0.91	0.95	-0.89	0.95	0.42	0.91	0.36	0.7	0.91	0.96	0.57	0.38	0.97		0.97	0.83	0.87	0.21	0.95	0.56	-0.13	-0.03	0.39	-0.45
Capital Surpluse	0.97	0.95	0.92	-0.83	0.92	0.37	0.85	0.24	0.67	0.92	0.93	0.62	0.24	1.0	0.97		0.77	0.9	0.26	0.96	0.51	-0.05	-0.03	0.29	-0.33
Deferred Long Term Liab	0.81	0.6	0.85	-0.91	0.86	0.31	0.89	0.26	0.5	0.64	0.73	0.33	0.6	0.77	0.83	0.77		0.64	-0.17	0.78	0.53	-0.21	-0.37	0.33	-0.7
Long Term Investments	0.94	0.91	0.89	-0.76	0.88	0.53	0.77	0.32	0.7	0.91	0.88	0.78	0.04	0.91	0.87	0.9	0.64		0.22	0.83	0.54	0.12	-0.09	0.33	-0.15
Intangible Assets	0.21	0.24	0.18	-0.07	0.17	0.12	0.21	-0.08	0.08	0.18	0.17	-0.01	-0.08	0.23	0.21	0.26	-0.17	0.22		0.22	-0.18	-0.12	-0.01	-0.03	-0.02
Property Plant Equipment	0.92	0.91	0.88	-0.81	0.88	0.36	0.83	0.28	0.65	0.88	0.91	0.57	0.34	0.96	0.95	0.96	0.78	0.83	0.22		0.51	-0.1	0.0	0.34	-0.36
Short Long Term Debt	0.54	0.48	0.53	-0.42	0.53	0.66	0.45	0.52	0.52	0.57	0.53	0.68	0.31	0.52	0.56	0.51	0.53	0.54	-0.18	0.51		0.47	0.01	0.5	-0.15
Cash And Equivalents	-0.08	0.04	-0.15	0.29	-0.16	0.37	-0.28	-0.13	0.02	0.02	-0.09	0.38	-0.4	-0.03	-0.13	-0.05	-0.21	0.12	-0.12	-0.1	0.47		0.1	0.08	0.38
Net Invested Capital	-0.18	0.22	-0.25	0.29	-0.26	0.09	-0.37	0.32	0.2	0.2	0.17	0.18	-0.23	-0.05	-0.03	-0.03	-0.37	-0.09	-0.01	0.0	0.01	0.1		0.25	0.59
Net Working Capital	0.31	0.39	0.3	-0.37	0.32	0.73	0.24	0.82	0.64	0.38	0.48	0.41	0.37	0.28	0.39	0.29	0.33	0.33	-0.03	0.34	0.5	0.08	0.25		0.0
Capital Stock	-0.42	-0.07	-0.53	0.65	-0.54	0.0	-0.67	0.09	-0.06	-0.12	-0.29	0.28	-0.66	-0.32	-0.45	-0.33	-0.7	-0.15	-0.02	-0.36	-0.15	0.38	0.59	0.0

Click cells to compare fundamentals

Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.

Competition

Predict Essex Property

Retained Earnings Over Time

Based on the latest financial disclosure, Essex Property Trust has a Retained Earnings of (1.16 Billion). This is 71.5% higher than that of the Residential REITs sector and significantly lower than that of the Real Estate industry. The retained earnings for all United States stocks is 112.39% higher than that of the company.

Essex Retained Earnings Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Essex Property's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Essex Property could also be used in its relative valuation, which is a method of valuing Essex Property by comparing valuation metrics of similar companies.

Essex Property is currently under evaluation in retained earnings category among its peers.

Essex Property Current Valuation Drivers

We derive many important indicators used in calculating different scores of Essex Property from analyzing Essex Property's financial statements. These drivers represent accounts that assess Essex Property's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Essex Property's important valuation drivers and their relationship over time.

	2020	2021	2022	2023	2024	2025 (projected)
Market Cap	15.5B	22.9B	13.8B	15.9B	18.3B	19.3B
Enterprise Value	21.8B	29.2B	19.8B	21.8B	24.9B	26.2B

Essex Property ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Essex Property's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Essex Property's managers, analysts, and investors.

Environmental

Governance

Social

Essex Fundamentals

	Return On Equity	0.13
	Return On Asset	0.0283
	Profit Margin	0.36 %
	Operating Margin	0.33 %
	Current Valuation	25.52 B
	Shares Outstanding	64.39 M
	Shares Owned By Insiders	1.13 %
	Shares Owned By Institutions	96.75 %
	Number Of Shares Shorted	1.31 M
	Price To Earning	33.11 X
	Price To Book	3.38 X
	Price To Sales	10.70 X
	Revenue	1.77 B
	Gross Profit	1.28 B
	EBITDA	1.63 B
	Net Income	811.31 M
	Cash And Equivalents	42.68 M
	Cash Per Share	0.83 X
	Total Debt	6.65 B
	Debt To Equity	1.05 %
	Current Ratio	4.10 X
	Book Value Per Share	86.55 X
	Cash Flow From Operations	1.07 B
	Short Ratio	2.40 X
	Earnings Per Share	10.45 X
	Price To Earnings To Growth	8.89 X
	Target Price	310.23
	Number Of Employees	1.71 K
	Beta	0.8
	Market Capitalization	20.22 B
	Total Asset	12.93 B
	Retained Earnings	(1.16 B)
	Working Capital	(178.14 M)
	Current Asset	279.82 M
	Current Liabilities	272.63 M
	Annual Yield	0.04 %
	Five Year Return	2.92 %
	Net Asset	12.93 B
	Last Dividend Paid	9.92

About Essex Property Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Essex Property Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Essex Property using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Essex Property Trust based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.

Explore Investing Ideas

Additional Tools for Essex Stock Analysis

When running Essex Property's price analysis, check to measure Essex Property's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Essex Property is operating at the current time. Most of Essex Property's value examination focuses on studying past and present price action to predict the probability of Essex Property's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Essex Property's price. Additionally, you may evaluate how the addition of Essex Property to your portfolios can decrease your overall portfolio volatility.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2025 Macroaxis LLC