vs
Side-by-side financial comparison of Essex Property Trust (ESS) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($542.5M vs $479.6M, roughly 1.1× Essex Property Trust). Kimco Realty runs the higher net margin — 27.9% vs 17.9%, a 10.0% gap on every dollar of revenue. On growth, Essex Property Trust posted the faster year-over-year revenue change (5.5% vs 3.2%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% CAGR vs 3.8%).
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
ESS vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $479.6M | $542.5M |
| Net Profit | $85.7M | $151.2M |
| Gross Margin | 70.0% | — |
| Operating Margin | 31.7% | 36.4% |
| Net Margin | 17.9% | 27.9% |
| Revenue YoY | 5.5% | 3.2% |
| Net Profit YoY | -71.6% | -9.0% |
| EPS (diluted) | $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 | $479.6M | $542.5M | ||
| Q3 25 | $473.3M | $535.9M | ||
| Q2 25 | $469.8M | $525.2M | ||
| Q1 25 | $464.6M | $536.6M | ||
| Q4 24 | $454.5M | $525.4M | ||
| Q3 24 | $450.7M | $507.6M | ||
| Q2 24 | $442.4M | $500.2M | ||
| Q1 24 | $426.9M | $503.8M |
| Q4 25 | $85.7M | $151.2M | ||
| Q3 25 | $172.7M | $137.8M | ||
| Q2 25 | $231.5M | $163.0M | ||
| Q1 25 | $212.8M | $132.8M | ||
| Q4 24 | $301.7M | $166.0M | ||
| Q3 24 | $125.5M | $136.0M | ||
| Q2 24 | $99.0M | $119.7M | ||
| Q1 24 | $285.1M | $-11.0M |
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — | ||
| Q1 24 | 69.7% | — |
| Q4 25 | 31.7% | 36.4% | ||
| Q3 25 | 44.5% | 34.9% | ||
| Q2 25 | 59.5% | 39.2% | ||
| Q1 25 | 55.3% | 33.6% | ||
| Q4 24 | 67.0% | 31.7% | ||
| Q3 24 | 28.6% | 33.7% | ||
| Q2 24 | 31.1% | 32.1% | ||
| Q1 24 | 31.0% | 25.9% |
| Q4 25 | 17.9% | 27.9% | ||
| Q3 25 | 36.5% | 25.7% | ||
| Q2 25 | 49.3% | 31.0% | ||
| Q1 25 | 45.8% | 24.8% | ||
| Q4 24 | 66.4% | 31.6% | ||
| Q3 24 | 27.8% | 26.8% | ||
| Q2 24 | 22.4% | 23.9% | ||
| Q1 24 | 66.8% | -2.2% |
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | — | ||
| Q2 25 | $3.44 | — | ||
| Q1 25 | $3.16 | — | ||
| Q4 24 | $4.00 | — | ||
| Q3 24 | $1.84 | — | ||
| Q2 24 | $1.45 | — | ||
| Q1 24 | $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 | $76.2M | $211.6M |
| Total DebtLower is stronger | — | $7.7B |
| Stockholders' EquityBook value | $5.5B | $10.4B |
| Total Assets | $13.2B | $19.7B |
| Debt / EquityLower = less leverage | — | 0.74× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.2M | $211.6M | ||
| Q3 25 | $66.0M | $159.3M | ||
| Q2 25 | $58.7M | $226.6M | ||
| Q1 25 | $98.7M | $131.3M | ||
| Q4 24 | $66.8M | $688.6M | ||
| Q3 24 | $71.3M | $789.0M | ||
| Q2 24 | $55.2M | $126.4M | ||
| Q1 24 | $499.0M | $133.4M |
| Q4 25 | — | $7.7B | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
| Q4 25 | $5.5B | $10.4B | ||
| Q3 25 | $5.6B | $10.5B | ||
| Q2 25 | $5.6B | $10.5B | ||
| Q1 25 | $5.6B | $10.6B | ||
| Q4 24 | $5.5B | $10.7B | ||
| Q3 24 | $5.4B | $10.5B | ||
| Q2 24 | $5.5B | $10.6B | ||
| Q1 24 | $5.5B | $10.6B |
| Q4 25 | $13.2B | $19.7B | ||
| Q3 25 | $13.2B | $19.9B | ||
| Q2 25 | $13.2B | $19.8B | ||
| Q1 25 | $13.2B | $19.7B | ||
| Q4 24 | $12.9B | $20.3B | ||
| Q3 24 | $12.6B | $20.1B | ||
| Q2 24 | $12.5B | $19.5B | ||
| Q1 24 | $12.9B | $19.5B |
| Q4 25 | — | 0.74× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 0.75× | ||
| 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 | $1.1B | $258.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 12.53× | 1.71× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $258.4M | ||
| Q3 25 | $342.6M | $332.4M | ||
| Q2 25 | $216.1M | $305.4M | ||
| Q1 25 | $281.5M | $223.8M | ||
| Q4 24 | $1.1B | $239.5M | ||
| Q3 24 | $316.2M | $295.9M | ||
| Q2 24 | $218.9M | $294.1M | ||
| Q1 24 | $314.9M | $176.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $205.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 38.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 12.53× | 1.71× | ||
| Q3 25 | 1.98× | 2.41× | ||
| Q2 25 | 0.93× | 1.87× | ||
| Q1 25 | 1.32× | 1.69× | ||
| Q4 24 | 3.54× | 1.44× | ||
| Q3 24 | 2.52× | 2.18× | ||
| Q2 24 | 2.21× | 2.46× | ||
| Q1 24 | 1.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
