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BIP vs ESS

Comparison between Brookfield Infrastructure Partners L.P (BIP, Company) and Essex Property Trust Inc (ESS, Company).

BIP is from the Utilities sector, while ESS is from the Real Estate sector.

5-Year PerformanceBIP has outperformed ESS, delivering a return of +5.7% compared to +2.3%

BIP vs ESS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BIP
$18B
ESS
$18B
Max Drawdown
Winner
BIP
59.34%
ESS
65.33%
Sharpe Ratio
Winner
BIP
0.91
ESS
0.16
5Y Beta
BIP
0.82
Winner
ESS
0.59
Industry
BIP
Utilities - Diversified
ESS
Reit - Residential
P/E Ratio
BIP
42.83
Winner
ESS
29.62
Forward P/E
BIP
156.25
Winner
ESS
50.76
PEG Ratio
Winner
BIP
0.31
ESS
6.86
Dividend Yield
Winner
BIP
4.66%
ESS
3.62%
5Y Dividends CAGR
Winner
BIP
10.65%
ESS
9.11%
5Y EPS CAGR
BIP
1.89%
Winner
ESS
6.35%
Debt to Equity
BIP
1290.18%
Winner
ESS
125.78%
Free Cash Flow Yield
BIP
-3.79%
Winner
ESS
6.06%
P/S Ratio
Winner
BIP
0.74
ESS
9.71
P/B Ratio
BIP
3.32
Winner
ESS
3.27

BIP vs ESS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BIP
+8.22%
ESS
+7.03%
3M
BIP
+3.29%
Winner
ESS
+11.71%
6M
BIP
+11.57%
Winner
ESS
+14.10%
1Y
Winner
BIP
+22.02%
ESS
+6.72%
5Y(CAGR)
Winner
BIP
+5.70%
ESS
+2.25%
10Y(CAGR)
Winner
BIP
+13.39%
ESS
+6.57%
Max(CAGR)
Winner
BIP
+14.89%
ESS
+12.67%

BIP vs ESS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBIPESS
2026+15.80%+12.30%
2025+14.84%-3.83%
2024+7.69%+17.40%
2023+5.55%+22.28%
2022-21.10%-38.03%
2021+27.52%+58.50%
2020+15.36%-17.37%
2019+49.52%+30.50%
2018-18.87%+5.33%
2017+39.81%+8.31%
2016+42.16%+0.75%
2015-6.16%+16.75%
2014+13.17%+45.18%
2013+14.55%-0.03%
2012+31.91%+7.66%
2011+38.55%+23.84%
2010+34.03%+43.89%
2009+39.88%+18.33%
2008-37.64%-16.57%
2007N/A-22.09%
2006N/A+40.90%
2005N/A+15.86%
2004N/A+36.53%
2003N/A+31.76%
2002N/A+9.40%
2001N/A-3.68%
2000N/A+72.93%
1999N/A+5.90%

BIP vs ESS Drawdown Comparison

The maximum drawdown for BIP was -56.05%, occurring on Mar 4, 2009. Recovery took 541 trading sessions.

The maximum drawdown for ESS was -62.70%, occurring on Mar 2, 2009. Recovery took 1021 trading sessions.

The current BIP drawdown is -1.23%. The current ESS drawdown is -7.45%.

RankBIPESS
#1-56.05%
Jan 28, 2008 - Mar 22, 2010
-62.70%
Feb 8, 2007 - Feb 28, 2011
#2-51.31%
Feb 20, 2020 - Nov 9, 2020
-44.85%
Oct 21, 2019 - Jul 8, 2021
#3-49.84%
Apr 20, 2022 - Feb 6, 2026
-43.86%
Apr 21, 2022 - Mar 23, 2023
#4-28.40%
Apr 6, 2015 - Jun 6, 2016
-23.28%
Dec 18, 2000 - Mar 22, 2002
#5-25.40%
Dec 27, 2017 - Jun 7, 2019
-20.97%
Dec 30, 2015 - Mar 23, 2017
#6-17.02%
Mar 22, 2010 - Sep 9, 2010
-19.82%
Sep 8, 2011 - Oct 27, 2011
#7-16.61%
Sep 20, 2011 - Dec 27, 2011
-18.00%
Sep 11, 2017 - Nov 28, 2018
#8-14.38%
Mar 4, 2013 - Oct 28, 2013
-17.84%
Jun 27, 2002 - Mar 21, 2003
#9-12.60%
Aug 29, 2014 - Dec 2, 2014
-17.33%
Dec 15, 2004 - Jun 10, 2005
#10-12.48%
Nov 18, 2013 - May 7, 2014
-16.57%
Jul 22, 2013 - Feb 11, 2014
#11-12.25%
Mar 2, 2026 - May 21, 2026
-16.31%
Oct 27, 2011 - Jan 26, 2012
#12-10.86%
Nov 8, 2010 - Feb 14, 2011
-15.85%
Jul 22, 2011 - Aug 31, 2011
#13-10.64%
Aug 3, 2011 - Aug 15, 2011
-13.24%
Jul 17, 2012 - Apr 8, 2013
#14-10.05%
Sep 30, 2016 - Jan 5, 2017
-12.93%
May 21, 2013 - Jul 22, 2013
#15-9.25%
Aug 22, 2012 - Jan 3, 2013
-12.76%
Mar 20, 2015 - Oct 19, 2015

Correlation

Correlation between BIP and ESS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

BIP vs ESS dividend yield comparison.

YearBIPESS
20262.34%1.81%
20254.95%3.88%
20245.10%2.57%
20234.86%3.73%
20224.65%4.15%
20213.35%2.37%
20203.92%3.50%
20194.02%2.59%
20185.45%3.03%
20173.88%2.90%
20164.62%2.75%
20155.59%2.41%
20144.59%2.47%
20134.38%3.37%
20124.26%3.00%
20114.77%2.96%
20105.22%3.62%
20096.32%4.93%
20087.89%5.32%
20070.00%3.82%
20060.00%2.60%
20050.00%3.51%
20040.00%3.77%
20030.00%4.86%
20020.00%6.06%
20010.00%5.67%
20000.00%4.32%
19990.00%1.62%

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