Essex Property Trust (MEX:ESS) 3-Year RORE % : -78.60% (As of Mar. 2026)


MEX:ESS Essex Property Trust Inc MEX:ESS
78 GF Score
Price MXN4,081.12
GF Value MXN3,983.94
! 12 Warning Signs
View Full Analysis

What is Essex Property Trust 3-Year RORE %?

Essex Property Trust MEX:ESS 78 3-Year RORE % is -78.60 as of Mar. 2026. GuruFocus rates MEX:ESS with a GF Score™ of 78/100 and a GF Value™ of MXN3,983.94. The stock has 12 warning signs investors should review. Among 840 REITs companies, Essex Property Trust ranks worse than 69.05% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Essex Property Trust's 3-Year RORE % for the quarter that ended in Mar. 2026 was -78.60%.

The industry rank for Essex Property Trust's 3-Year RORE % or its related term are showing as below:

MEX:ESS's 3-Year RORE % is ranked worse than
69.05% of 840 companies
in the REITs industry
Industry Median: -1.135 vs MEX:ESS: -78.60

Essex Property Trust  (MEX:ESS) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Essex Property Trust 3-Year RORE % Related Terms


Essex Property Trust 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Essex Property Trust's 3-Year RORE % can be seen below:

* 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.

Essex Property Trust 3-Year RORE % Chart

Essex Property Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.43 -18.95 -43.66 -356.66 -602.40

Essex Property Trust Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -169.75 1,306.29 483.52 -602.40 -78.60

MEX:ESS vs INVH, SUI, MAA: 3-Year RORE % Comparison

For the REIT - Residential subindustry, Essex Property Trust's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % vs REITs Industry

For the REITs industry and Real Estate sector, Essex Property Trust's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Essex Property Trust's 3-Year RORE % falls into.


MEX:ESS
78GF Score
Essex Property Trust Inc MEX:ESS
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Essex Property Trust 3-Year RORE % Calculation

Essex Property Trust's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 163.994-138.111 )/( 512.97-545.027 )
=25.883/-32.057
=-80.74 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -78.60 mean?
Essex Property Trust (MEX:ESS) has a 3-Year RORE % of -78.60 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Essex Property Trust and its competitors. According to the industry distribution chart, Essex Property Trust ranks #580 out of 840 companies in the REITs industry, placing it in the top 69%.
Is Essex Property Trust's 3-Year RORE % too high?
Essex Property Trust's current 3-Year RORE % is -78.60. Based on the distribution chart, Essex Property Trust ranks #580 out of 840 companies in the REITs industry, which is below 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 3-Year RORE % compare to INVH and SUI?
According to the REITs industry distribution chart, Essex Property Trust ranks #580 out of 840 companies for 3-Year RORE %. This places Essex Property Trust in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a REITs company?
A good 3-Year RORE % depends on the REITs industry context. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Essex Property Trust and its competitors. Essex Property Trust's current 3-Year RORE % is -78.60. 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 3-Year RORE % of -78.60. The stock's GF Value™ is MXN3,983.94, compared to a current price of MXN4,081.12 — trading 2.4% above its estimated fair value. The current 3-Year RORE % is -78.60. Essex Property Trust's overall GF Score™ is 78/100 with 12 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Essex Property Trust (MEX:ESS), the current 3-Year RORE % is -78.60 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 2.4% above its estimated GF Value™ of MXN3,983.94.

Key valuation signals for MEX:ESS:

  • 3-Year RORE %: -78.60
  • GF Value™: MXN3,983.94 vs. price of MXN4,081.12 (2.4% above fair value)
  • GF Score™: 78/100 with 12 warning signs

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 Business Description

Industry Real EstateREITs
Address 1100 Park Place, Suite 200, San Mateo, CA, USA, 94403
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

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN4,081.12
Price
MXN3,983.94
GF Value