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ESS vs BIP

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

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

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

ESS vs BIP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

ESS vs BIP - Historical Returns

Returns include dividend reinvestment.

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

ESS vs BIP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

ESS vs BIP Drawdown Comparison

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

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

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

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

Correlation

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

0.93
-101

Dividend Comparison (1999 - 2026)

ESS vs BIP dividend yield comparison.

YearESSBIP
20261.81%2.34%
20253.88%4.95%
20242.57%5.10%
20233.73%4.86%
20224.15%4.65%
20212.37%3.35%
20203.50%3.92%
20192.59%4.02%
20183.03%5.45%
20172.90%3.88%
20162.75%4.62%
20152.41%5.59%
20142.47%4.59%
20133.37%4.38%
20123.00%4.26%
20112.96%4.77%
20103.62%5.22%
20094.93%6.32%
20085.32%7.89%
20073.82%0.00%
20062.60%0.00%
20053.51%0.00%
20043.77%0.00%
20034.86%0.00%
20026.06%0.00%
20015.67%0.00%
20004.32%0.00%
19991.62%0.00%

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