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Side-by-side financial comparison of Essex Property Trust (ESS) and Childrens Place, Inc. (PLCE). Click either name above to swap in a different company.

Essex Property Trust is the larger business by last-quarter revenue ($479.6M vs $339.5M, roughly 1.4× Childrens Place, Inc.). Essex Property Trust runs the higher net margin — 17.9% vs -1.3%, a 19.2% gap on every dollar of revenue. On growth, Essex Property Trust posted the faster year-over-year revenue change (5.5% vs -13.0%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% CAGR vs -13.6%).

Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.

The Children’s Place is a retailer of clothing for children. It sells its products primarily under its proprietary brands The Children’s Place, Gymboree, Sugar & Jade, PJ Place and Crazy 8. The company has about 525 stores in the U.S., Canada and Puerto Rico, and also sells via two online outlets and through five franchise partners in 15 countries. Its product line includes tops, skirts, dresses, jackets, shoes, bottoms, sleepwear and backpacks. The Children’s Place is headquartered in Secauc...

ESS vs PLCE — Head-to-Head

Bigger by revenue
ESS
ESS
1.4× larger
ESS
$479.6M
$339.5M
PLCE
Growing faster (revenue YoY)
ESS
ESS
+18.5% gap
ESS
5.5%
-13.0%
PLCE
Higher net margin
ESS
ESS
19.2% more per $
ESS
17.9%
-1.3%
PLCE
Faster 2-yr revenue CAGR
ESS
ESS
Annualised
ESS
6.0%
-13.6%
PLCE

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
ESS
ESS
PLCE
PLCE
Revenue
$479.6M
$339.5M
Net Profit
$85.7M
$-4.3M
Gross Margin
70.0%
33.1%
Operating Margin
31.7%
1.1%
Net Margin
17.9%
-1.3%
Revenue YoY
5.5%
-13.0%
Net Profit YoY
-71.6%
-121.5%
EPS (diluted)
$1.24
$-0.19

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.

Revenue
ESS
ESS
PLCE
PLCE
Q4 25
$479.6M
$339.5M
Q3 25
$473.3M
$298.0M
Q2 25
$469.8M
$242.1M
Q1 25
$464.6M
$408.6M
Q4 24
$454.5M
$390.2M
Q3 24
$450.7M
$319.7M
Q2 24
$442.4M
$267.9M
Q1 24
$426.9M
$455.0M
Net Profit
ESS
ESS
PLCE
PLCE
Q4 25
$85.7M
$-4.3M
Q3 25
$172.7M
$-5.4M
Q2 25
$231.5M
$-34.0M
Q1 25
$212.8M
$-8.0M
Q4 24
$301.7M
$20.1M
Q3 24
$125.5M
$-32.1M
Q2 24
$99.0M
$-37.8M
Q1 24
$285.1M
$-128.8M
Gross Margin
ESS
ESS
PLCE
PLCE
Q4 25
70.0%
33.1%
Q3 25
69.2%
34.0%
Q2 25
70.7%
29.2%
Q1 25
69.6%
28.5%
Q4 24
70.0%
35.5%
Q3 24
69.5%
35.0%
Q2 24
70.8%
34.6%
Q1 24
69.7%
21.8%
Operating Margin
ESS
ESS
PLCE
PLCE
Q4 25
31.7%
1.1%
Q3 25
44.5%
1.4%
Q2 25
59.5%
-10.0%
Q1 25
55.3%
1.7%
Q4 24
67.0%
7.5%
Q3 24
28.6%
-6.8%
Q2 24
31.1%
-10.4%
Q1 24
31.0%
-13.6%
Net Margin
ESS
ESS
PLCE
PLCE
Q4 25
17.9%
-1.3%
Q3 25
36.5%
-1.8%
Q2 25
49.3%
-14.1%
Q1 25
45.8%
-2.0%
Q4 24
66.4%
5.1%
Q3 24
27.8%
-10.0%
Q2 24
22.4%
-14.1%
Q1 24
66.8%
-28.3%
EPS (diluted)
ESS
ESS
PLCE
PLCE
Q4 25
$1.24
$-0.19
Q3 25
$2.56
$-0.24
Q2 25
$3.44
$-1.57
Q1 25
$3.16
$-0.60
Q4 24
$4.00
$1.57
Q3 24
$1.84
$-2.51
Q2 24
$1.45
$-2.98
Q1 24
$4.25
$-10.24

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ESS
ESS
PLCE
PLCE
Cash + ST InvestmentsLiquidity on hand
$76.2M
$7.3M
Total DebtLower is stronger
$107.4M
Stockholders' EquityBook value
$5.5B
$-8.6M
Total Assets
$13.2B
$762.5M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ESS
ESS
PLCE
PLCE
Q4 25
$76.2M
$7.3M
Q3 25
$66.0M
$7.8M
Q2 25
$58.7M
$5.7M
Q1 25
$98.7M
$5.3M
Q4 24
$66.8M
$5.7M
Q3 24
$71.3M
$9.6M
Q2 24
$55.2M
$13.0M
Q1 24
$499.0M
$13.6M
Total Debt
ESS
ESS
PLCE
PLCE
Q4 25
$107.4M
Q3 25
$6.4B
$107.2M
Q2 25
$6.4B
$107.0M
Q1 25
$6.8B
$166.0M
Q4 24
$165.7M
Q3 24
$6.4B
$165.4M
Q2 24
$6.2B
$166.6M
Q1 24
$6.6B
$49.8M
Stockholders' Equity
ESS
ESS
PLCE
PLCE
Q4 25
$5.5B
$-8.6M
Q3 25
$5.6B
$-4.9M
Q2 25
$5.6B
$1.4M
Q1 25
$5.6B
$-59.4M
Q4 24
$5.5B
$-49.6M
Q3 24
$5.4B
$-68.9M
Q2 24
$5.5B
$-34.9M
Q1 24
$5.5B
$-9.0M
Total Assets
ESS
ESS
PLCE
PLCE
Q4 25
$13.2B
$762.5M
Q3 25
$13.2B
$805.1M
Q2 25
$13.2B
$779.6M
Q1 25
$13.2B
$747.6M
Q4 24
$12.9B
$888.8M
Q3 24
$12.6B
$921.4M
Q2 24
$12.5B
$848.3M
Q1 24
$12.9B
$800.3M
Debt / Equity
ESS
ESS
PLCE
PLCE
Q4 25
Q3 25
1.15×
Q2 25
1.14×
75.63×
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
ESS
ESS
PLCE
PLCE
Operating Cash FlowLast quarter
$1.1B
$6.2M
Free Cash FlowOCF − Capex
$-3.4M
FCF MarginFCF / Revenue
-1.0%
Capex IntensityCapex / Revenue
2.8%
Cash ConversionOCF / Net Profit
12.53×
TTM Free Cash FlowTrailing 4 quarters
$39.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ESS
ESS
PLCE
PLCE
Q4 25
$1.1B
$6.2M
Q3 25
$342.6M
$-30.5M
Q2 25
$216.1M
$-43.0M
Q1 25
$281.5M
$121.3M
Q4 24
$1.1B
$-44.2M
Q3 24
$316.2M
$-83.9M
Q2 24
$218.9M
$-110.8M
Q1 24
$314.9M
$135.4M
Free Cash Flow
ESS
ESS
PLCE
PLCE
Q4 25
$-3.4M
Q3 25
$-31.9M
Q2 25
$-46.4M
Q1 25
$121.2M
Q4 24
$-47.7M
Q3 24
$-91.7M
Q2 24
$-115.5M
Q1 24
$132.2M
FCF Margin
ESS
ESS
PLCE
PLCE
Q4 25
-1.0%
Q3 25
-10.7%
Q2 25
-19.2%
Q1 25
29.7%
Q4 24
-12.2%
Q3 24
-28.7%
Q2 24
-43.1%
Q1 24
29.1%
Capex Intensity
ESS
ESS
PLCE
PLCE
Q4 25
2.8%
Q3 25
0.5%
Q2 25
1.4%
Q1 25
0.0%
Q4 24
0.9%
Q3 24
2.4%
Q2 24
1.8%
Q1 24
0.7%
Cash Conversion
ESS
ESS
PLCE
PLCE
Q4 25
12.53×
Q3 25
1.98×
Q2 25
0.93×
Q1 25
1.32×
Q4 24
3.54×
-2.20×
Q3 24
2.52×
Q2 24
2.21×
Q1 24
1.10×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ESS
ESS

Segment breakdown not available.

PLCE
PLCE

The Childrens Place US$307.4M91%
The Childrens Place International$32.1M9%
Gift Cards$1.7M1%

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