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Side-by-side financial comparison of CALERES INC (CAL) and Essex Property Trust (ESS). Click either name above to swap in a different company.
CALERES INC is the larger business by last-quarter revenue ($790.1M vs $479.6M, roughly 1.6× Essex Property Trust). Essex Property Trust runs the higher net margin — 17.9% vs 0.3%, a 17.6% gap on every dollar of revenue. On growth, CALERES INC posted the faster year-over-year revenue change (6.6% vs 5.5%). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% CAGR vs 6.0%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
CAL vs ESS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $479.6M |
| Net Profit | $2.4M | $85.7M |
| Gross Margin | 41.8% | 70.0% |
| Operating Margin | 1.5% | 31.7% |
| Net Margin | 0.3% | 17.9% |
| Revenue YoY | 6.6% | 5.5% |
| Net Profit YoY | -94.2% | -71.6% |
| EPS (diluted) | $0.07 | $1.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $790.1M | $479.6M | ||
| Q3 25 | $658.5M | $473.3M | ||
| Q2 25 | $614.2M | $469.8M | ||
| Q1 25 | $639.2M | $464.6M | ||
| Q4 24 | $740.9M | $454.5M | ||
| Q3 24 | $683.3M | $450.7M | ||
| Q2 24 | $659.2M | $442.4M | ||
| Q1 24 | $697.1M | $426.9M |
| Q4 25 | $2.4M | $85.7M | ||
| Q3 25 | $6.7M | $172.7M | ||
| Q2 25 | $6.9M | $231.5M | ||
| Q1 25 | $4.9M | $212.8M | ||
| Q4 24 | $41.4M | $301.7M | ||
| Q3 24 | $30.0M | $125.5M | ||
| Q2 24 | $30.9M | $99.0M | ||
| Q1 24 | $55.7M | $285.1M |
| Q4 25 | 41.8% | 70.0% | ||
| Q3 25 | 43.4% | 69.2% | ||
| Q2 25 | 45.4% | 70.7% | ||
| Q1 25 | 43.0% | 69.6% | ||
| Q4 24 | 44.1% | 70.0% | ||
| Q3 24 | 45.5% | 69.5% | ||
| Q2 24 | 46.9% | 70.8% | ||
| Q1 24 | 43.9% | 69.7% |
| Q4 25 | 1.5% | 31.7% | ||
| Q3 25 | 1.4% | 44.5% | ||
| Q2 25 | 1.9% | 59.5% | ||
| Q1 25 | 1.2% | 55.3% | ||
| Q4 24 | 7.7% | 67.0% | ||
| Q3 24 | 6.2% | 28.6% | ||
| Q2 24 | 6.5% | 31.1% | ||
| Q1 24 | 4.4% | 31.0% |
| Q4 25 | 0.3% | 17.9% | ||
| Q3 25 | 1.0% | 36.5% | ||
| Q2 25 | 1.1% | 49.3% | ||
| Q1 25 | 0.8% | 45.8% | ||
| Q4 24 | 5.6% | 66.4% | ||
| Q3 24 | 4.4% | 27.8% | ||
| Q2 24 | 4.7% | 22.4% | ||
| Q1 24 | 8.0% | 66.8% |
| Q4 25 | $0.07 | $1.24 | ||
| Q3 25 | $0.20 | $2.56 | ||
| Q2 25 | $0.21 | $3.44 | ||
| Q1 25 | $0.17 | $3.16 | ||
| Q4 24 | $1.19 | $4.00 | ||
| Q3 24 | $0.85 | $1.84 | ||
| Q2 24 | $0.88 | $1.45 | ||
| Q1 24 | $1.56 | $4.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.0M | $76.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $616.8M | $5.5B |
| Total Assets | $2.1B | $13.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $76.2M | ||
| Q3 25 | $191.5M | $66.0M | ||
| Q2 25 | $33.1M | $58.7M | ||
| Q1 25 | $29.6M | $98.7M | ||
| Q4 24 | $33.7M | $66.8M | ||
| Q3 24 | $51.8M | $71.3M | ||
| Q2 24 | $30.7M | $55.2M | ||
| Q1 24 | $21.4M | $499.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
| Q4 25 | $616.8M | $5.5B | ||
| Q3 25 | $613.3M | $5.6B | ||
| Q2 25 | $605.2M | $5.6B | ||
| Q1 25 | $599.0M | $5.6B | ||
| Q4 24 | $598.3M | $5.5B | ||
| Q3 24 | $606.1M | $5.4B | ||
| Q2 24 | $570.3M | $5.5B | ||
| Q1 24 | $560.6M | $5.5B |
| Q4 25 | $2.1B | $13.2B | ||
| Q3 25 | $2.2B | $13.2B | ||
| Q2 25 | $1.9B | $13.2B | ||
| Q1 25 | $1.9B | $13.2B | ||
| Q4 24 | $2.0B | $12.9B | ||
| Q3 24 | $2.0B | $12.6B | ||
| Q2 24 | $1.9B | $12.5B | ||
| Q1 24 | $1.8B | $12.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2M | $1.1B |
| Free Cash FlowOCF − Capex | $-12.4M | — |
| FCF MarginFCF / Revenue | -1.6% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | -0.50× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2M | $1.1B | ||
| Q3 25 | $47.3M | $342.6M | ||
| Q2 25 | $-5.7M | $216.1M | ||
| Q1 25 | $28.7M | $281.5M | ||
| Q4 24 | $-39.8M | $1.1B | ||
| Q3 24 | $79.6M | $316.2M | ||
| Q2 24 | $36.1M | $218.9M | ||
| Q1 24 | $43.0M | $314.9M |
| Q4 25 | $-12.4M | — | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $-26.2M | — | ||
| Q1 25 | $18.0M | — | ||
| Q4 24 | $-57.4M | — | ||
| Q3 24 | $68.5M | — | ||
| Q2 24 | $26.3M | — | ||
| Q1 24 | $32.4M | — |
| Q4 25 | -1.6% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | -7.7% | — | ||
| Q3 24 | 10.0% | — | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 4.6% | — |
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.5% | — |
| Q4 25 | -0.50× | 12.53× | ||
| Q3 25 | 7.05× | 1.98× | ||
| Q2 25 | -0.81× | 0.93× | ||
| Q1 25 | 5.82× | 1.32× | ||
| Q4 24 | -0.96× | 3.54× | ||
| Q3 24 | 2.66× | 2.52× | ||
| Q2 24 | 1.17× | 2.21× | ||
| Q1 24 | 0.77× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
ESS
Segment breakdown not available.
