COMP <GO>
WPC vs ESS // EV/EBITDA & P/E VALUATION
W. P. Carey Inc. (NYSE) VS. Essex Property Trust Inc. (NYSE) • 15-METRIC TALLY: WPC 6
— ESS 6
▲ EV/EBITDA & P/E VALUATION LEADER: ESS
LAST: $64.10 (-1.22%) • MKT CAP: $14.75B
valuation
29.8x
LAST: $264.18 (-0.39%) • MKT CAP: $17.00B
valuation
22.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WPC VS. ESS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WPC | ESS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.70% | 8.30% | -4.60 | ESS | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 29.8x | 22.3x | +7.50 | ESS | /valuation <GO> |
| Free Cash Flow Yield | 8.07% | 6.29% | +1.78 | WPC | /fcf-yield <GO> |
| Operating Margin | 33.10% | 75.00% | -41.90 | ESS | /operating-margins <GO> |
| Net Profit Margin | 27.20% | 68.00% | -40.80 | ESS | /net-margins <GO> |
| Revenue Growth (YoY) | 8.40% | -8.60% | +17.00 | WPC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.29% | 0.00% | +5.29 | WPC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | WPC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.8 | 41.2 | +5.60 | WPC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.87 | +0.17 | WPC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.8x | 22.6x | +7.20 | ESS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.75B | $17.00B | -$2.25B | ESS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WPC REV | ESS REV | WPC GROSS % | ESS GROSS % | WPC FCF | ESS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.72B | $9.4M | — | 14060.1% | $1.21B | $1.07B |
| FY 2024 | $1.58B | $10.3M | — | 12105.7% | $1.76B | $1.07B |
| FY 2023 | $1.74B | $11.1M | — | — | $995.1M | $979.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WPC // BETA 1.04
ESS // BETA 0.87