AvalonBay Communities, Inc. (AVB) vs Essex Property Trust, Inc. (ESS)

A side-by-side comparison of AvalonBay Communities, Inc. and Essex Property Trust, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAVB vs ESS

growth of $100 · dividends reinvested · last 10y
AVB -45.4% (-5.9%/yr)ESS +74.0% (+5.7%/yr)ESS compounded faster over this window
50100150Start $10020182020202220242026$55$174
AVB ESS

AVB vs ESS: by the numbers

  • AVB is the larger company ($26.28B vs $17.54B market cap).
  • AVB converts more revenue to profit (33.39% vs 21.63% net margin).
  • AVB grew revenue faster over the past five years (6.62% vs 6.01% CAGR).
  • AVB pays the higher dividend yield (3.84% vs 3.78%).

Metrics side by side

Valuation

MetricAVBESS
P/E ratio9.3942.44
Forward P/E11.2948.29
P/S ratio8.539.10
P/B ratio2.193.29
EV / EBITDA19.6020.63
FCF yield4.83%5.72%

For REITs like AvalonBay Communities, Inc., GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.

For REITs like Essex Property Trust, Inc., GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.

Profitability

MetricAVBESS
Gross margin66.99%69.38%
Operating margin28.45%43.88%
Net margin33.39%21.63%
ROE8.56%7.83%
ROIC3.93%4.34%

Dividends

MetricAVBESS
Dividend yield3.84%3.78%
Payout ratio97.25%160.50%

AvalonBay Communities, Inc.'s payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.

Essex Property Trust, Inc.'s payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.

Growth (annualized)

MetricAVBESS
Revenue CAGR (5Y)6.62%6.01%
EPS CAGR (5Y)4.67%3.68%
FCF CAGR (5Y)9.40%8.10%
Total return CAGR (5Y)-18.27%0.30%

Frequently asked

Which has grown faster, AVB or ESS?
Over the past five years, AVB grew revenue faster — AVB at a 6.62% CAGR versus ESS at 6.01%.
Does AVB or ESS pay a bigger dividend?
AVB yields 3.84% and ESS yields 3.78% based on trailing dividends and the latest price.
Is AVB or ESS more profitable?
AVB runs the higher net margin — AVB at 33.39% versus ESS at 21.63%.
How have AVB and ESS total returns compared?
Over the past 10 years, AVB delivered -5.84% and ESS delivered 5.62% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.