ESS vs YUMC

Comparison between Essex Property Trust Inc (ESS, Company) and Yum China Holdings Inc (YUMC, Company).

ESS is from the Real Estate sector, while YUMC is from the Consumer Cyclical sector.

5-Year PerformanceESS has outperformed YUMC, delivering a return of +1.7% compared to -4.2%

ESS vs YUMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESS(COMPANY)	YUMC(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	65.33%	57.87%
Sharpe Ratio	-0.25	0.37
5Y Beta	0.61	0.64
Industry	Reit - Residential	Restaurants
P/E Ratio	28.57	19.27
Forward P/E	47.62	16.26
PEG Ratio	7.02	2.79
Dividend Yield	3.85%	2.10%
5Y Dividends CAGR	9.11%	39.10%
5Y EPS CAGR	6.35%	5.63%
Debt to Equity	125.78%	0.56%
Free Cash Flow Yield	6.29%	4.87%
P/S Ratio	9.37	1.42
P/B Ratio	3.15	3.12

Market Cap

ESS

$17B

Winner

YUMC

$17B

Max Drawdown

ESS

65.33%

Winner

YUMC

57.87%

Sharpe Ratio

ESS

-0.25

Winner

YUMC

0.37

5Y Beta

Winner

ESS

0.61

YUMC

0.64

Industry

ESS

Reit - Residential

YUMC

Restaurants

P/E Ratio

ESS

28.57

Winner

YUMC

19.27

Forward P/E

ESS

47.62

Winner

YUMC

16.26

PEG Ratio

ESS

7.02

Winner

YUMC

2.79

Dividend Yield

Winner

ESS

3.85%

YUMC

2.10%

5Y Dividends CAGR

ESS

9.11%

Winner

YUMC

39.10%

5Y EPS CAGR

Winner

ESS

6.35%

YUMC

5.63%

Debt to Equity

ESS

125.78%

Winner

YUMC

0.56%

Free Cash Flow Yield

Winner

ESS

6.29%

YUMC

4.87%

P/S Ratio

ESS

9.37

Winner

YUMC

1.42

P/B Ratio

ESS

3.15

Winner

YUMC

3.12

ESS vs YUMC - Historical Returns

Returns include dividend reinvestment.

Period	ESS	YUMC
1 month	+4.65%	-5.88%
3 months	+3.35%	-17.98%
6 months	+3.33%	+8.73%
1 year	-2.66%	+8.95%
5 years(CAGR)	+1.75%	-4.15%
10 years(CAGR)	+4.61%	+7.65%
Max(CAGR)	+12.37%	+7.65%

Winner

ESS

+4.65%

YUMC

-5.88%

Winner

ESS

+3.35%

YUMC

-17.98%

ESS

+3.33%

Winner

YUMC

+8.73%

ESS

-2.66%

Winner

YUMC

+8.95%

5Y(CAGR)

Winner

ESS

+1.75%

YUMC

-4.15%

10Y(CAGR)

ESS

+4.61%

Winner

YUMC

+7.65%

Max(CAGR)

Winner

ESS

+12.37%

YUMC

+7.65%

ESS vs YUMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ESS	YUMC
2026	+3.71%	-2.10%
2025	-3.83%	+4.62%
2024	+17.40%	+15.40%
2023	+22.28%	-24.06%
2022	-38.03%	+11.44%
2021	+58.50%	-11.93%
2020	-17.37%	+16.74%
2019	+30.50%	+41.93%
2018	+5.33%	-16.56%
2017	+8.31%	+52.89%
2016	+0.75%	+1.83%
2015	+16.75%	N/A
2014	+45.18%	N/A
2013	-0.03%	N/A
2012	+7.66%	N/A
2011	+23.84%	N/A
2010	+43.89%	N/A
2009	+18.33%	N/A
2008	-16.57%	N/A
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 YUMC Drawdown Comparison

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

The maximum drawdown for YUMC was -56.48%, occurring on Jul 25, 2024. This drawdown has not yet recovered.

The current ESS drawdown is -14.53%. The current YUMC drawdown is -27.74%.

Rank	ESS	YUMC
#1	-62.70% Feb 8, 2007 - Feb 28, 2011	-56.48% Jun 2, 2021 - Jul 25, 2024
#2	-44.85% Oct 21, 2019 - Jul 8, 2021	-34.75% Jan 26, 2018 - Apr 30, 2019
#3	-43.86% Apr 21, 2022 - Mar 23, 2023	-21.07% Jan 17, 2020 - Apr 29, 2020
#4	-23.28% Dec 18, 2000 - Mar 22, 2002	-18.78% Apr 30, 2019 - Sep 12, 2019
#5	-20.97% Dec 30, 2015 - Mar 23, 2017	-16.19% Jun 7, 2017 - Oct 9, 2017
#6	-19.82% Sep 8, 2011 - Oct 27, 2011	-13.74% Nov 22, 2016 - Apr 6, 2017
#7	-18.00% Sep 11, 2017 - Nov 28, 2018	-13.60% Sep 1, 2020 - Nov 11, 2020
#8	-17.84% Jun 27, 2002 - Mar 21, 2003	-13.50% Sep 12, 2019 - Dec 16, 2019
#9	-17.33% Dec 15, 2004 - Jun 10, 2005	-12.58% Apr 29, 2020 - Jun 8, 2020
#10	-16.57% Jul 22, 2013 - Feb 11, 2014	-9.05% Feb 16, 2021 - May 19, 2021
#11	-16.31% Oct 27, 2011 - Jan 26, 2012	-8.20% Jun 8, 2020 - Jul 15, 2020
#12	-15.85% Jul 22, 2011 - Aug 31, 2011	-7.78% Oct 9, 2017 - Jan 9, 2018
#13	-13.24% Jul 17, 2012 - Apr 8, 2013	-7.27% Nov 24, 2020 - Feb 9, 2021
#14	-12.93% May 21, 2013 - Jul 22, 2013	-6.16% Nov 4, 2016 - Nov 18, 2016
#15	-12.76% Mar 20, 2015 - Oct 19, 2015	-5.58% Jul 29, 2020 - Aug 6, 2020

Correlation

Correlation between ESS and YUMC is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (1999 - 2026)

ESS vs YUMC dividend yield comparison.

Year	ESS	YUMC
2026	1.96%	0.62%
2025	3.88%	2.01%
2024	2.57%	1.33%
2023	3.73%	1.23%
2022	4.15%	0.88%
2021	2.37%	0.96%
2020	3.50%	0.42%
2019	2.59%	1.00%
2018	3.03%	1.25%
2017	2.90%	0.25%
2016	2.75%	0.00%
2015	2.41%	0.00%
2014	2.47%	0.00%
2013	3.37%	0.00%
2012	3.00%	0.00%
2011	2.96%	0.00%
2010	3.62%	0.00%
2009	4.93%	0.00%
2008	5.32%	0.00%
2007	3.82%	0.00%
2006	2.60%	0.00%
2005	3.51%	0.00%
2004	3.77%	0.00%
2003	4.86%	0.00%
2002	6.06%	0.00%
2001	5.67%	0.00%
2000	4.32%	0.00%
1999	1.62%	0.00%