Essex Property Trust
Essex Property Trust returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
Pretax income is unavailable in the extracted statements for this period.
ROCE
% · Annual / TTM
The reported inputs required for this metric are unavailable in the extracted statements for this period.
ROIIC
% · Annual / TTM
Invested capital did not increase versus the prior year. ROIIC requires a positive increase.
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Pretax income is unavailable in the extracted statements for this period.
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | — | — | 7.55% | 3.36% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | — | — | 10.41% | 4.58% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | — | — | 12.09% | 5.39% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | — | — | 15.3% | 7.12% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | — | — | 14.4% | 6.78% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | — | — | 12.09% | 5.67% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | — | — | 13.53% | 6.42% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | — | — | 10.02% | 4.61% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | — | — | 9.37% | 4.42% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | — | — | 9.4% | 4.4% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | — | — | 7.29% | 3.48% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | — | — | 9.36% | 4.42% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | — | — | 9.31% | 4.52% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | — | — | 8.44% | 4.12% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | — | — | 6.97% | 3.41% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | — | — | 6.18% | 3.01% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | — | — | 6.55% | 3.23% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | — | — | 6.57% | 3.26% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | — | — | 8.15% | 3.98% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | — | — | 7.44% | 3.61% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | — | — | 6.65% | 3.29% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | — | — | 6.89% | 3.41% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | — | — | 9.31% | 4.67% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | 9.78% | 4.79% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | 10.19% | 5.1% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | 10.23% | 5.13% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | — | — | 7.04% | 3.7% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | — | — | 6.83% | 3.56% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | 6.55% | 3.44% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | 6.66% | 3.51% | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | 6.22% | 3.14% | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | 5.98% | 3.19% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | 5.91% | 3.13% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | — | — | 5.46% | 2.84% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | — | — | 6.95% | 3.5% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | — | — | 8.5% | 4.33% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | — | — | 8.22% | 4.2% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | — | — | 8.26% | 4.25% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | — | — | 6.62% | 3.43% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | — | — | 4.8% | 2.52% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | — | — | 4.4% | 2.34% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | — | — | 3.98% | 2.14% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | — | — | 3.7% | 1.97% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | — | — | 3.07% | 1.66% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | — | — | 3.29% | 1.77% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | — | — | 3.85% | 1.78% | — |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | 2.96% | 1.46% | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | 2.86% | 1.45% | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | 3.31% | 1.67% | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | 7.58% | 2.71% | — |
| FY 2013 Q4 | Dec 31, 2013 | — | — | — | 8.26% | 3.12% | — |
| FY 2013 Q3 | Sep 30, 2013 | — | — | — | 9.18% | 3.59% | — |
| FY 2013 Q2 | Jun 30, 2013 | — | — | — | 6.38% | 2.56% | — |
| FY 2013 Q1 | Mar 31, 2013 | — | — | — | 7.35% | 2.94% | — |
| FY 2012 Q4 | Dec 31, 2012 | — | — | — | 7.48% | 2.82% | — |
| FY 2012 Q3 | Sep 30, 2012 | — | — | — | 5.89% | 2.32% | — |
| FY 2012 Q2 | Jun 30, 2012 | — | — | — | 5.58% | 2.19% | — |
| FY 2012 Q1 | Mar 31, 2012 | — | — | — | 4.17% | 1.64% | — |
| FY 2011 Q4 | Dec 31, 2011 | — | — | — | 3.12% | 1.21% | — |
| FY 2011 Q3 | Sep 30, 2011 | — | — | — | 2.57% | 1.09% | — |
| FY 2011 Q2 | Jun 30, 2011 | — | — | — | 2.55% | 1.07% | — |
| FY 2011 Q1 | Mar 31, 2011 | — | — | — | — | — | — |
| FY 2010 Q4 | Dec 31, 2010 | — | — | — | — | — | — |
| FY 2010 Q3 | Sep 30, 2010 | — | — | — | — | — | — |
| FY 2010 Q2 | Jun 30, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · ESS, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.