ESSEX PROPERTY TRUST, INC. (ESS) Financial Ratio Screen

NYSE Real Estate United States USD 20128M
RATIOS FAIL*
Automated financial screen · activity assessed separately
ESSEX PROPERTY TRUST, INC. (ESS) is potentially non-compliant in the automated ratio model. The company's debt ratio of 52.1% exceeds the 30% MSCI new-inclusion threshold relative to total assets. ESSEX PROPERTY TRUST, INC. operates in the Real Estate sector.

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MSCI new-inclusion financial-ratio snapshot

ESS financial screening at a glance

RATIOS FAIL*Financial ratios shown separately from business review — not a fatwa
Debt ratio
52.1%
Fail vs 30%
Cash ratio
1.3%
Pass vs 30%
Receivables + cash
2.4%
Pass vs 30%
Impermissible income
1.1%
Pass vs 5%

Calculation date: 2026-08-31. Financial period used: December 2025. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.

Independent method comparison

What the available screens say

How MSCI, FTSE and S&P-style screens differ
Request this stock review
MSCI-styleFinancial criteria not metAt least one available ratio exceeds its threshold
FTSE/Yasaar-styleFinancial criteria not metAt least one available ratio exceeds its threshold
S&P-style provisionalNot yet availableRequired denominator or financial data is incomplete
Business activityAssessment pendingFinancial results do not determine business permissibility
Complete screening result: not yet completeA complete result requires both supported financial criteria and adequate activity evidence. This site does not issue a fatwa or official index decision.
Financial periodDecember 2025Calculation date2026-08-31S&P-style historynot availableLast activity reviewnot yet reviewed

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Business activity evidence

Activity assessment in progress

The supplied classification (REIT - Residential) is only a starting point. Revenue evidence is being assessed before any complete screening conclusion.

Revenue segments: Not yet checked against an SEC annual filing.

Profile description reviewed: Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust. The firm acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 258 apartment communities comprising over 62,000 apartment homes with an additional property in active development. Essex Property Trust, Inc. was incorporated in 1971 in Maryland and is based in San Mateo, United States.

Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings

A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.

Published-ratio reproductions (not certifications)

The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.

Based on financial data from December 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
MSCI 52.1%
/ 30%
1.3%
/ 30%
2.4%
/ 30%
1.06%
/ 5%
RATIOS FAIL*
FTSE 52.1%
/ 33%
1.3%
/ 33%
2.4%
/ 50%
1.06%
/ 5%
RATIOS FAIL*

Financial Highlights

P/E Ratio
45.7
Forward: 47.4
EPS
$6.39
Dividend Yield
353.0%
Payout: 160.8%
P/B Ratio
3.5
EV/EBITDA
20.8
EV: $25.6B
Revenue
$1.9B
Growth: 3.1%
Beta
0.7
Low volatility
Current Ratio
0.2

Profitability

Gross Margin 68.8%
Operating Margin 34.0%
Net Margin 20.9%
Return on Equity (ROE) 7.7%
Return on Assets (ROA) 3.0%

Cash Flow & Balance Sheet

Operating Cash Flow$1.1B
Free Cash Flow$934M
Total Debt$6.9B
Debt-to-Equity122.4
Current Ratio0.2
Total Assets$13.2B

Price & Trading

Last Close$293.61
50-Day MA$288.81
200-Day MA$265.89
Avg Volume460K
Beta0.7
52-Week Range
$238.46
$303.35

Financial data provenance and verification

The displayed fields were imported from yfinance on 2026-08-26 for the financial period December 2025. This is a secondary data feed and can differ from amended or newly filed statements.

Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.

About ESSEX PROPERTY TRUST, INC. (ESS)

CEO
Ms. Angela L. Kleiman
Employees
1,686
Sector
Real Estate
Industry
REIT - Residential
Country
United States
Exchange
NYSE
Market Cap (listing currency)
USD 20128M
Currency
USD

Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust. The firm acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 258 apartment communities comprising over 62,000 apartment homes with an additional property in active development. Essex Property Trust, Inc. was incorporated in 1971 in Maryland and is based in San Mateo, United States.

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Frequently Asked Questions

Is ESSEX PROPERTY TRUST, INC. (ESS) halal to invest in?

The current automated result is Financial criteria not met or an activity exclusion was detected. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.

What is ESSEX PROPERTY TRUST, INC.'s debt ratio?

ESSEX PROPERTY TRUST, INC.'s debt ratio is 52.1% in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.

What are ESSEX PROPERTY TRUST, INC.'s key financial metrics?

ESSEX PROPERTY TRUST, INC. has a market capitalization of USD 20128M in its listing currency, trailing P/E ratio of 45.7, and revenue of $1.9B. The company maintains a gross margin of 68.8% and a net margin of 20.9%. Return on equity stands at 7.7%.

How often is the screening data updated?

Calculation date: 2026-08-31. Financial period: December 2025. These dates are shown separately because regenerating this page does not refresh the underlying data.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.