DUK-P-A vs ESS

Comparison between Duke Energy Corp (DUK-P-A, Company) and Essex Property Trust Inc (ESS, Company).

5-Year PerformanceDUK-P-A has outperformed ESS, delivering a return of +2.6% compared to +1.2%

DUK-P-A vs ESS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUK-P-A(COMPANY)	ESS(COMPANY)
Market Cap	$19B	$19B
Max Drawdown	21.15%	65.33%
Sharpe Ratio	0.19	0.67
5Y Beta	0.13	0.53
Industry	Other	Reit - Residential
P/E Ratio	3.75	31.73
Forward P/E	N/A	50.76
PEG Ratio	0.51	7.39
Dividend Yield	N/A	3.63%
5Y Dividends CAGR	4.56%	9.11%
5Y EPS CAGR	28.45%	6.35%
Debt to Equity	161.36%	125.78%
Free Cash Flow Yield	-17.11%	5.66%
P/S Ratio	N/A	10.41
P/B Ratio	N/A	3.48

Market Cap

Winner

DUK-P-A

$19B

ESS

$19B

Max Drawdown

Winner

DUK-P-A

21.15%

ESS

65.33%

Sharpe Ratio

DUK-P-A

0.19

Winner

ESS

0.67

5Y Beta

Winner

DUK-P-A

0.13

ESS

0.53

Industry

DUK-P-A

Other

ESS

Reit - Residential

P/E Ratio

Winner

DUK-P-A

3.75

ESS

31.73

Forward P/E

DUK-P-A

N/A

ESS

50.76

PEG Ratio

Winner

DUK-P-A

0.51

ESS

7.39

Dividend Yield

DUK-P-A

N/A

ESS

3.63%

5Y Dividends CAGR

DUK-P-A

4.56%

Winner

ESS

9.11%

5Y EPS CAGR

Winner

DUK-P-A

28.45%

ESS

6.35%

Debt to Equity

DUK-P-A

161.36%

Winner

ESS

125.78%

Free Cash Flow Yield

DUK-P-A

-17.11%

Winner

ESS

5.66%

P/S Ratio

DUK-P-A

N/A

ESS

10.41

P/B Ratio

DUK-P-A

N/A

ESS

3.48

DUK-P-A vs ESS - Historical Returns

Returns include dividend reinvestment.

Period	DUK-P-A	ESS
1 month	-0.44%	-3.73%
3 months	+0.08%	+9.48%
6 months	+0.78%	+15.95%
1 year	+4.68%	+17.32%
5 years(CAGR)	+2.63%	+1.20%
10 years(CAGR)	N/A	+5.71%
Max(CAGR)	+5.11%	+12.65%

Winner

DUK-P-A

-0.44%

ESS

-3.73%

DUK-P-A

+0.08%

Winner

ESS

+9.48%

DUK-P-A

+0.78%

Winner

ESS

+15.95%

DUK-P-A

+4.68%

Winner

ESS

+17.32%

5Y(CAGR)

Winner

DUK-P-A

+2.63%

ESS

+1.20%

10Y(CAGR)

DUK-P-A

N/A

ESS

+5.71%

Max(CAGR)

DUK-P-A

+5.11%

Winner

ESS

+12.65%

DUK-P-A vs ESS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DUK-P-A	ESS
2026	+1.07%	+14.00%
2025	+6.33%	-3.83%
2024	+5.05%	+17.40%
2023	+8.60%	+22.28%
2022	-9.48%	-38.03%
2021	+1.88%	+58.50%
2020	+7.86%	-17.37%
2019	+13.32%	+30.50%
2018	N/A	+5.33%
2017	N/A	+8.31%
2016	N/A	+0.75%
2015	N/A	+16.75%
2014	N/A	+45.18%
2013	N/A	-0.03%
2012	N/A	+7.66%
2011	N/A	+23.84%
2010	N/A	+43.89%
2009	N/A	+18.33%
2008	N/A	-16.57%
2007	N/A	-22.09%
2006	N/A	+40.90%
2005	N/A	+15.86%
2004	N/A	+36.53%
2003	N/A	+31.76%
2002	N/A	+9.40%
2001	N/A	-3.68%
2000	N/A	+72.93%
1999	N/A	+5.90%

DUK-P-A vs ESS Drawdown Comparison

The maximum drawdown for DUK-P-A was -20.14%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.

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

The current DUK-P-A drawdown is -1.08%. The current ESS drawdown is -6.05%.

Rank	DUK-P-A	ESS
#1	-20.14% Feb 10, 2020 - Jul 17, 2020	-62.70% Feb 8, 2007 - Feb 28, 2011
#2	-14.94% Aug 6, 2021 - Jan 19, 2024	-44.85% Oct 21, 2019 - Jul 8, 2021
#3	-5.62% Dec 30, 2020 - Apr 26, 2021	-43.86% Apr 21, 2022 - Mar 23, 2023
#4	-4.24% Oct 16, 2024 - Feb 13, 2025	-23.28% Dec 18, 2000 - Mar 22, 2002
#5	-3.65% Mar 7, 2024 - Jun 6, 2024	-20.97% Dec 30, 2015 - Mar 23, 2017
#6	-3.54% Sep 4, 2019 - Oct 14, 2019	-19.82% Sep 8, 2011 - Oct 27, 2011
#7	-3.41% Aug 20, 2020 - Oct 23, 2020	-18.00% Sep 11, 2017 - Nov 28, 2018
#8	-3.38% Mar 3, 2026 - May 8, 2026	-17.84% Jun 27, 2002 - Mar 21, 2003
#9	-3.28% Mar 17, 2025 - Jun 4, 2025	-17.33% Dec 15, 2004 - Jun 10, 2005
#10	-3.16% Oct 14, 2019 - Dec 23, 2019	-16.57% Jul 22, 2013 - Feb 11, 2014
#11	-2.99% Jul 6, 2021 - Aug 6, 2021	-16.31% Oct 27, 2011 - Jan 26, 2012
#12	-2.52% Jul 30, 2019 - Aug 15, 2019	-15.85% Jul 22, 2011 - Aug 31, 2011
#13	-2.23% Jul 30, 2020 - Aug 18, 2020	-13.24% Jul 17, 2012 - Apr 8, 2013
#14	-2.22% May 4, 2021 - May 28, 2021	-12.93% May 21, 2013 - Jul 22, 2013
#15	-2.13% Jun 4, 2025 - Jul 10, 2025	-12.76% Mar 20, 2015 - Oct 19, 2015

Correlation

Correlation between DUK-P-A and ESS is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (1999 - 2026)

DUK-P-A vs ESS dividend yield comparison.

Year	DUK-P-A	ESS
2026	2.92%	2.70%
2025	5.76%	3.88%
2024	5.90%	2.57%
2023	5.89%	3.73%
2022	6.15%	4.15%
2021	5.25%	2.37%
2020	5.04%	3.50%
2019	3.70%	2.59%
2018	0.00%	3.03%
2017	0.00%	2.90%
2016	0.00%	2.75%
2015	0.00%	2.41%
2014	0.00%	2.47%
2013	0.00%	3.37%
2012	0.00%	3.00%
2011	0.00%	2.96%
2010	0.00%	3.62%
2009	0.00%	4.93%
2008	0.00%	5.32%
2007	0.00%	3.82%
2006	0.00%	2.60%
2005	0.00%	3.51%
2004	0.00%	3.77%
2003	0.00%	4.86%
2002	0.00%	6.06%
2001	0.00%	5.67%
2000	0.00%	4.32%
1999	0.00%	1.62%