DUKB vs ESS

Comparison between Duke Energy Corp (DUKB, Company) and Essex Property Trust Inc (ESS, Company).

5-Year PerformanceDUKB has outperformed ESS, delivering a return of +2.3% compared to +1.5%

DUKB vs ESS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUKB(COMPANY)	ESS(COMPANY)
Market Cap	$19B	$18B
Max Drawdown	23.80%	65.33%
Sharpe Ratio	-0.14	-0.01
5Y Beta	0.13	0.57
Industry	N/A	Reit - Residential
P/E Ratio	3.60	30.44
Forward P/E	N/A	50.76
PEG Ratio	0.49	7.02
Dividend Yield	5.72%	3.62%
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	-17.82%	5.90%
P/S Ratio	N/A	9.98
P/B Ratio	N/A	3.37

Market Cap

Winner

DUKB

$19B

ESS

$18B

Max Drawdown

Winner

DUKB

23.80%

ESS

65.33%

Sharpe Ratio

DUKB

-0.14

Winner

ESS

-0.01

5Y Beta

Winner

DUKB

0.13

ESS

0.57

Industry

DUKB

N/A

ESS

Reit - Residential

P/E Ratio

Winner

DUKB

3.60

ESS

30.44

Forward P/E

DUKB

N/A

ESS

50.76

PEG Ratio

Winner

DUKB

0.49

ESS

7.02

Dividend Yield

Winner

DUKB

5.72%

ESS

3.62%

5Y Dividends CAGR

DUKB

4.56%

Winner

ESS

9.11%

5Y EPS CAGR

Winner

DUKB

28.45%

ESS

6.35%

Debt to Equity

DUKB

161.36%

Winner

ESS

125.78%

Free Cash Flow Yield

DUKB

-17.82%

Winner

ESS

5.90%

P/S Ratio

DUKB

N/A

ESS

9.98

P/B Ratio

DUKB

N/A

ESS

3.37

DUKB vs ESS - Historical Returns

Returns include dividend reinvestment.

Period	DUKB	ESS
1 month	-2.57%	+5.62%
3 months	-3.44%	+14.08%
6 months	-3.40%	+12.44%
1 year	+1.46%	+1.84%
5 years(CAGR)	+2.33%	+1.54%
10 years(CAGR)	N/A	+6.44%
Max(CAGR)	+4.72%	+12.63%

DUKB

-2.57%

Winner

ESS

+5.62%

DUKB

-3.44%

Winner

ESS

+14.08%

DUKB

-3.40%

Winner

ESS

+12.44%

DUKB

+1.46%

Winner

ESS

+1.84%

5Y(CAGR)

Winner

DUKB

+2.33%

ESS

+1.54%

10Y(CAGR)

DUKB

N/A

ESS

+6.44%

Max(CAGR)

DUKB

+4.72%

Winner

ESS

+12.63%

DUKB vs ESS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DUKB	ESS
2026	-3.48%	+11.64%
2025	+9.08%	-3.83%
2024	+5.91%	+17.40%
2023	+7.60%	+22.28%
2022	-9.54%	-38.03%
2021	-0.58%	+58.50%
2020	+10.55%	-17.37%
2019	+18.32%	+30.50%
2018	-2.96%	+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%

DUKB vs ESS Drawdown Comparison

The maximum drawdown for DUKB was -18.73%, occurring on Mar 18, 2020. Recovery took 76 trading sessions.

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

The current DUKB drawdown is -4.27%. The current ESS drawdown is -8.00%.

Rank	DUKB	ESS
#1	-18.73% Feb 11, 2020 - Jun 1, 2020	-62.70% Feb 8, 2007 - Feb 28, 2011
#2	-12.56% Sep 20, 2023 - Jan 19, 2024	-44.85% Oct 21, 2019 - Jul 8, 2021
#3	-11.78% Dec 30, 2020 - Jun 7, 2023	-43.86% Apr 21, 2022 - Mar 23, 2023
#4	-7.17% Mar 21, 2024 - Jun 27, 2024	-23.28% Dec 18, 2000 - Mar 22, 2002
#5	-7.12% Oct 16, 2024 - Mar 17, 2025	-20.97% Dec 30, 2015 - Mar 23, 2017
#6	-5.90% Sep 28, 2018 - Jan 8, 2019	-19.82% Sep 8, 2011 - Oct 27, 2011
#7	-5.37% Dec 11, 2025 - Mar 31, 2026	-18.00% Sep 11, 2017 - Nov 28, 2018
#8	-4.55% Sep 4, 2019 - Jan 3, 2020	-17.84% Jun 27, 2002 - Mar 21, 2003
#9	-4.19% Mar 20, 2025 - May 19, 2025	-17.33% Dec 15, 2004 - Jun 10, 2005
#10	-4.12% Jun 30, 2023 - Sep 20, 2023	-16.57% Jul 22, 2013 - Feb 11, 2014
#11	-4.04% May 19, 2025 - Aug 19, 2025	-16.31% Oct 27, 2011 - Jan 26, 2012
#12	-4.00% Jun 4, 2020 - Jul 16, 2020	-15.85% Jul 22, 2011 - Aug 31, 2011
#13	-3.77% Sep 17, 2025 - Dec 11, 2025	-13.24% Jul 17, 2012 - Apr 8, 2013
#14	-2.66% Jul 30, 2019 - Aug 14, 2019	-12.93% May 21, 2013 - Jul 22, 2013
#15	-2.63% Oct 9, 2020 - Nov 4, 2020	-12.76% Mar 20, 2015 - Oct 19, 2015

Correlation

Correlation between DUKB 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)

DUKB vs ESS dividend yield comparison.

Year	DUKB	ESS
2026	1.50%	1.82%
2025	5.72%	3.88%
2024	5.95%	2.57%
2023	5.99%	3.73%
2022	6.17%	4.15%
2021	5.27%	2.37%
2020	4.89%	3.50%
2019	5.20%	2.59%
2018	1.45%	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%