Backtest Dashboard

Verifieer tegen externe bronnen

Klik onderstaande links om handmatig te valideren tegen officiële documenten.

SEC EDGAR (10-K) → EDGAR full-text search → REITnotes → Yahoo Finance → Investor Relations →

Gedetecteerde data-issues

SevFieldSourceWaardeReden
ERROR interest_coverage no_consensus 4.67 no consensus: reitnotes=2.26, stockanalysis=4.67, eodhd=6.07

3-source triangulation: REITnotes vs EODHD vs Stockanalysis

Voor velden die in meerdere bronnen voorkomen. Als 2/3 sources overeenkomen en 1 wijkt af → die 1 is waarschijnlijk fout. EODHD trekt direct uit SEC XBRL, stockanalysis ook uit GAAP-rapportering, REITnotes is een scrape.

VeldREITnotesEODHD (annual)Stockanalysis (FY)Consensus?
Debt / Equity 1.34 1.34 - ✓ consistent
Interest Coverage (EBITDA/Interest) 2.26 6.07 3.26 ⚠ Δ 117%
Debt / EBITDA - 4.35 -
EBITDA ($M) - 1562.75 847.56 ⚡ Δ 46%
ROE (%) - 12.14 -
ROA (%) - 5.11 -
Market Cap ($B) - 18.79 -

Legenda: ✓ consistent (Δ<20%) — alle bronnen eens; ⚡ warning (Δ<50%) — kleinere mismatch; ⚠ error (Δ>50%) — minimaal één source is fout.

REITnotes (scrape)

symbol ESS
name Essex Property Trust, Inc
sector Residential
reit_type Equity REIT
market_cap_cat Large-Cap
score_a 10
score_b 6.5
score_c 5
score_d 1
score_e 9.5
total_score 6.94
rating Neutraal
dividend_yield 4.08
payout_ratio 0.6556
p_ffo 16.14
ffo_type Core FFO
interest_cov 2.258
reitrating 7.7
occupancy 96.5
debt_to_equity 1.339
shares_outstanding 6.448e+07
exchange NYSE
ipo_date 1994-06-06

EODHD valuation snapshot (live)

symbol ESS.US
market_cap 1.879e+10
pe_ratio 30.67
peg_ratio 6.864
pb_ratio 3.273
ps_ratio 9.705
ev_revenue 12.85
ev_ebitda 16.62
dividend_yield 0.0373
roe_ttm 0.1056
roa_ttm 0.0317
operating_margin_ttm 0.3517
profit_margin 0.2913
revenue_ttm 1.966e+09
ebitda_val 1.279e+09
book_value 84.52
sector Real Estate
industry REIT - Residential
updated_at 2026-05-31 03:01:27

Stockanalysis.com (3rd source — GAAP, multi-year)

Veld TTMFY 2025FY 2024FY 2023FY 2022
revenue $1908M$1887M$1774M$1669M$1607M
operating_income $609M$600M$528M$525M$501M
ebitda $848M$1207M$1108M$1074M$1040M
ebit $609M$600M$528M$525M$501M
net_income $573M$670M$742M$406M$408M
interest_expense $260M$258M$236M$213M$205M
depreciation_amortization $611M$608M$580M$548M$539M
free_cash_flow $313M-41.08-81.98$734M$666M
debt_to_equity -1.19---
debt_to_ebitda -5.68---
net_debt_to_ebitda -5.53---
roe -12.23%---
roa -4.60%---
ebitda_margin 44.43%63.97%62.43%64.31%64.73%
dividend_yield -3.88%---
payout_ratio_gaap -97.67%---
market_cap -$16863M---
pe_ratio -25.16---

⚠ Stockanalysis Payout Ratio (GAAP basis) is misleidend voor REITs — kan >100% staan terwijl AFFO-payout gezond is. Voor REIT-payout: zie REITnotes kolom.

EODHD fundamentals_annual (laatste 3 fiscaaljaren)

Veld 2025-12-31
filed 2026-02-20
2024-12-31
filed 2025-02-21
2023-12-31
filed 2024-02-23
total_revenue $1900.6M$1774.5M$1669.4M
operating_income $834.0M$703.1M$584.3M
ebitda $1562.8M$1627.1M$1192.1M
net_income $672.5M$741.5M$405.8M
interest_expense $257.3M$235.5M$212.9M
total_assets $13159.0M$12927.4M$12361.4M
total_liab $7422.1M$7176.1M$6735.2M
total_equity $5541.4M$5537.0M$5422.7M
long_term_debt $6800.3M$6463.7M$6205.7M
net_debt $6817.7M$6587.3M$5879.1M
debt_to_equity 1.341.301.24
roe 0.120.130.07
roa 0.050.060.03
gross_margin 0.690.680.68
operating_margin 0.440.400.35
asset_growth 0.020.05-0.00

Koersgegevens (EODHD prices)

Eerste prijs in DB2014-01-02
Laatste prijs (2026-06-04)$284.61
Prijs 3 jaar geleden$200.87
Prijs 5 jaar geleden$255.14
52w high$284.61
3Y total return+41.7%
5Y total return+11.5%

QM technische status

ffo_score 6.94
ffo_pass 1
div_yield_calc 0.0409
yield_pass 1
volatility 0.184
vol_pass 1
trend_pass 1
price 285
ma40 255
momentum 0.0407
momentum_rank 34
computed_at 2026-06-04 22:00:32
pct_from_ath -6.13
years_listed 12.4
market_cap 1.84e+10
dilution_3y 0.425

Audit checklist: bij verdenking van data-fouten, controleer (1) de laatste 10-K op SEC EDGAR voor revenue/ebitda/debt cijfers, (2) de IR-page voor FFO/AFFO/payout, (3) de current market cap op Yahoo. EODHD jaarcijfers komen direct uit SEC filings; REITnotes voor REIT-specifieke metrics is een onafhankelijke scrape die fouten kan bevatten.