Essex Property Trust, Inc. vs Welltower Inc.
WELL wins the Tale of the Tape 5–4.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Low correlation — excellent diversification pair.
Fundamentals
| Metric | ESS | WELL |
|---|---|---|
| Market Cap | $18.8B | $144.9B |
| P/E Ratio | 30.7x | 99.2x |
| Forward P/E | 46.1x | 61.1x |
| P/B | 3.23x | 3.39x |
| Dividend Yield | 3.80% | 1.44% |
| Beta | 0.73 | 0.82 |
Quantitative Metrics
| Metric | ESS | WELL |
|---|---|---|
| DCF Fair Value | $231.41 | $143.61 |
| DCF Upside | -7.0% | -30.6% |
| Piotroski F | 5/9 | 7/9 |
| Altman Z | 1.65 | 3.73 |
| Beneish M | -2.84 | -3.07 |
| FCF Yield | 3.89% | 1.79% |
| Net Debt/EBITDA | 4.3x | 6.1x |
| ROIC | 6.0% | 0.2% |
| WACC | 7.8% | 9.2% |
| ROIC – WACC | -1.9pp | -9.0pp |
| Gross Margin | 67.8% | 39.2% |
| Net Margin | 35.5% | 8.8% |
| Rev Growth YoY | 6.4% | 35.8% |
| Sharpe (1Y) | -0.40 | 1.86 |
| Max Drawdown 3Y | — | — |
| FCF Payout Ratio | 70% | 66% |
ESS Price
WELL Price
ETF Exposure
ESS found in:
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Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
ESS vs WELL: Head-to-Head Analysis
Essex Property Trust, Inc. (ESS) and Welltower Inc. (WELL) represent two companies in the Real Estate sector. In our quantitative Tale of the Tape scoring, WELL leads 5–4 across nine fundamental and risk metrics including profitability, valuation, capital efficiency, and financial health.
In terms of capital efficiency, ESS generates a return on invested capital (ROIC) of 6.0% compared to WELL's 0.2%. This suggests ESS is more effective at deploying capital to generate shareholder returns.
The 252-day rolling correlation between ESS and WELL is 0.297, indicating low correlation, making them an effective diversification pair in a portfolio context.
ESS appears in 34 ETFs tracked by SecuritiesDB, while WELL appears in 30 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, ESS or WELL?
Our quantitative analysis compares ESS and WELL across nine fundamental dimensions. WELL wins the Tale of the Tape 5–4. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are ESS and WELL correlated?
The 252-day correlation between ESS and WELL is 0.297. They have low correlation, offering good diversification.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.