ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Essex Property Trust's annualizedNet Income for the quarter that ended in Mar. 2026 was MXN7,659 Mil.
Essex Property Trust's average Total Assets over the quarter that ended in Mar. 2026 was MXN236,542 Mil. Therefore, Essex Property Trust's annualized ROA % for the quarter that ended in Mar. 2026 was 3.24%.
The historical rank and industry rank for Essex Property Trust's ROA % or its related term are showing as below:
MEX:ESS'
s ROA % Range Over the Past 10 Years
Min: 3.14 Med: 3.5 Max: 5.86
Current: 4.35
During the past 13 years, Essex Property Trust's highest ROA % was 5.86%. The lowest was 3.14%. And the median was 3.50%.
MEX:ESS's ROA % is ranked better than 60.98% of 938
companies
in the REITs industry
Industry Median: 3.23
vs MEX:ESS: 4.35
Essex Property Trust (MEX:ESS) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the REIT - Residential subindustry, Essex Property Trust's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Essex Property Trust ROA % vs REITs Industry
For the REITs industry and Real Estate sector, Essex Property Trust's ROA % distribution charts can be found below:
* The bar in red indicates where Essex Property Trust's ROA % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Essex Property Trust (MEX:ESS) has a ROA % of 3.24% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Essex Property Trust and its competitors. This is near median its historical median of 3.50. Over the past decade, Essex Property Trust's ROA % has ranged from 3.14 to 5.86. According to the industry distribution chart, Essex Property Trust ranks #366 out of 938 companies in the REITs industry, placing it in the top 39%.
Is Essex Property Trust's ROA % too high?
Essex Property Trust's current ROA % of 3.24% is near median its 10-year median of 3.50. Over the past 10 years, this metric has ranged from a low of 3.14 to a high of 5.86. The REITs industry median ROA % is 3.23. Essex Property Trust's value of 3.24% is 0.3% above this industry median. Based on the distribution chart, Essex Property Trust ranks #366 out of 938 companies in the REITs industry, which is above the industry midpoint. Overall, Essex Property Trust has a GF Score™ of 78/100, reflecting its overall financial health beyond just this single metric.
How does Essex Property Trust's ROA % compare to INVH and SUI?
According to the REITs industry distribution chart, Essex Property Trust ranks #366 out of 938 companies for ROA %. This puts Essex Property Trust in the upper half of its industry. The industry median ROA % is 3.23. Essex Property Trust's value of 3.24% is 0.3% above this benchmark. Historically, Essex Property Trust's own ROA % has ranged from 3.14 to 5.86 over the past decade. While the company's 10-year median is 3.50 vs. the industry median of 3.23, Essex Property Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a REITs company?
The median ROA % among REITs companies is 3.23, based on 938 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Essex Property Trust's current ROA % of 3.24% is 0.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Essex Property Trust and its competitors. For the REITs industry, the median ROA % is 3.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Essex Property Trust's current ROA % is 3.24%, which is near median its own 10-year median of 3.50. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Essex Property Trust stock overvalued right now?
Essex Property Trust (MEX:ESS) has a current ROA % of 3.24%. The stock's GF Value™ is MXN4,039.24, compared to a current price of MXN4,081.12 — trading 1% above its estimated fair value. The current ROA % is 3.24%, which is near median its 10-year median of 3.50 and 0.3% above the REITs industry median of 3.23. Essex Property Trust's overall GF Score™ is 78/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Essex Property Trust (MEX:ESS), the current ROA % is 3.24% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Essex Property Trust (MEX:ESS) Overvalued in 2026?
Based on GuruFocus' analysis, Essex Property Trust stock appears to be overvalued.
The current stock price of MXN4,081.12 is trading 1% above its estimated GF Value™ of MXN4,039.24.
Key valuation signals for MEX:ESS:
ROA %: 3.24% (near median its 10-year median of 3.50)
GF Value™: MXN4,039.24 vs. price of MXN4,081.12 (1% above fair value)
Industry Position: 0.3% above the REITs median (#366 of 938)
No single metric tells the full story. See the MEX:ESS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Essex Property Trust owns a portfolio of 259 apartment communities with over 63,000 units. The company focuses on owning large, high-quality properties on the West Coast in the urban and suburban submarkets of Southern California, Northern California, and Seattle.
78GF Score
Get the complete analysis for MEX:ESS
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:ESS has been successfully added to your 
