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ESS vs WSO-B

Comparison between Essex Property Trust Inc (ESS, Company) and Watsco Inc - Class B (WSO-B, Company).

ESS is from the Real Estate sector, while WSO-B is from the Industrials sector.

5-Year PerformanceWSO-B has outperformed ESS, delivering a return of +11.8% compared to +1.7%

ESS vs WSO-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ESS
$17B
WSO-B
$17B
Max Drawdown
ESS
65.33%
Winner
WSO-B
57.77%
Sharpe Ratio
ESS
-0.25
Winner
WSO-B
-0.01
5Y Beta
ESS
0.61
Winner
WSO-B
0.05
Industry
ESS
Reit - Residential
WSO-B
Industrial Distribution
P/E Ratio
Winner
ESS
28.57
WSO-B
30.61
Forward P/E
ESS
47.62
Winner
WSO-B
34.36
PEG Ratio
ESS
7.02
Winner
WSO-B
0.35
Dividend Yield
Winner
ESS
3.85%
WSO-B
2.65%
5Y Dividends CAGR
ESS
9.11%
Winner
WSO-B
11.07%
5Y EPS CAGR
ESS
6.35%
Winner
WSO-B
19.02%
Debt to Equity
ESS
125.78%
Winner
WSO-B
0.00%
Free Cash Flow Yield
Winner
ESS
6.29%
WSO-B
3.12%
P/S Ratio
ESS
9.37
Winner
WSO-B
2.54
P/B Ratio
Winner
ESS
3.15
WSO-B
6.62

ESS vs WSO-B - Historical Returns

Returns include dividend reinvestment.

1M
ESS
+4.65%
Winner
WSO-B
+24.19%
3M
ESS
+3.35%
Winner
WSO-B
+17.61%
6M
ESS
+3.33%
Winner
WSO-B
+25.93%
1Y
ESS
-2.66%
Winner
WSO-B
-0.80%
5Y(CAGR)
ESS
+1.75%
Winner
WSO-B
+11.80%
10Y(CAGR)
ESS
+4.61%
Winner
WSO-B
+16.48%
Max(CAGR)
ESS
+12.37%
Winner
WSO-B
+18.68%

ESS vs WSO-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearESSWSO-B
2026+3.71%+36.07%
2025-3.83%-35.00%
2024+17.40%+29.76%
2023+22.28%+72.26%
2022-38.03%-15.13%
2021+58.50%+35.54%
2020-17.37%+33.33%
2019+30.50%+39.93%
2018+5.33%-17.47%
2017+8.31%+17.13%
2016+0.75%+28.64%
2015+16.75%+13.57%
2014+45.18%+15.01%
2013-0.03%+27.46%
2012+7.66%+23.08%
2011+23.84%+7.48%
2010+43.89%+33.77%
2009+18.33%+30.70%
2008-16.57%+10.80%
2007-22.09%-21.24%
2006+40.90%-24.11%
2005+15.86%+76.20%
2004+36.53%+50.20%
2003+31.76%+40.14%
2002+9.40%+18.56%
2001-3.68%+26.36%
2000+72.93%+0.88%
1999+5.90%+9.76%

ESS vs WSO-B Drawdown Comparison

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

The maximum drawdown for WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.

The current ESS drawdown is -14.53%. The current WSO-B drawdown is -11.56%.

RankESSWSO-B
#1-62.70%
Feb 8, 2007 - Feb 28, 2011
-55.07%
Feb 27, 2006 - Dec 15, 2010
#2-44.85%
Oct 21, 2019 - Jul 8, 2021
-43.29%
May 23, 2000 - Mar 8, 2002
#3-43.86%
Apr 21, 2022 - Mar 23, 2023
-35.00%
Nov 21, 2024 - Dec 31, 2025
#4-23.28%
Dec 18, 2000 - Mar 22, 2002
-32.93%
May 3, 2002 - Sep 5, 2003
#5-20.97%
Dec 30, 2015 - Mar 23, 2017
-30.91%
Nov 15, 1999 - Apr 24, 2000
#6-19.82%
Sep 8, 2011 - Oct 27, 2011
-30.00%
Jun 12, 2018 - Jan 15, 2020
#7-18.00%
Sep 11, 2017 - Nov 28, 2018
-28.84%
Apr 6, 2011 - Feb 3, 2012
#8-17.84%
Jun 27, 2002 - Mar 21, 2003
-24.48%
Jan 5, 2022 - Feb 2, 2023
#9-17.33%
Dec 15, 2004 - Jun 10, 2005
-21.28%
Jan 15, 2020 - Jun 3, 2020
#10-16.57%
Jul 22, 2013 - Feb 11, 2014
-16.87%
Oct 26, 2015 - Mar 18, 2016
#11-16.31%
Oct 27, 2011 - Jan 26, 2012
-16.42%
Apr 22, 2014 - Dec 12, 2014
#12-15.85%
Jul 22, 2011 - Aug 31, 2011
-16.17%
Jul 18, 2012 - Sep 13, 2012
#13-13.24%
Jul 17, 2012 - Apr 8, 2013
-15.33%
Apr 22, 2004 - Sep 2, 2004
#14-12.93%
May 21, 2013 - Jul 22, 2013
-13.74%
Dec 8, 2016 - Jun 23, 2017
#15-12.76%
Mar 20, 2015 - Oct 19, 2015
-12.75%
Apr 18, 2018 - Jun 12, 2018

Correlation

Correlation between ESS and WSO-B is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

ESS vs WSO-B dividend yield comparison.

YearESSWSO-B
20261.96%1.39%
20253.88%3.45%
20242.57%1.97%
20233.73%2.32%
20224.15%3.39%
20212.37%2.49%
20203.50%2.97%
20192.59%3.53%
20183.03%4.14%
20172.90%2.73%
20162.75%2.42%
20152.41%2.36%
20142.47%1.87%
20133.37%1.19%
20123.00%10.04%
20112.96%3.35%
20103.62%3.18%
20094.93%3.80%
20085.32%4.56%
20073.82%3.60%
20062.60%2.00%
20053.51%1.03%
20043.77%1.10%
20034.86%0.87%
20026.06%0.69%
20015.67%0.74%
20004.32%0.89%
19991.62%0.00%

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