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EPR Properties (EPR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US26884U1097

CUSIP

26884U109

IPO Date

Nov 18, 1997

Highlights

Market Cap

$3.77B

EPS (TTM)

$1.59

PE Ratio

31.00

PEG Ratio

2.93

Total Revenue (TTM)

$517.64M

Gross Profit (TTM)

$431.94M

EBITDA (TTM)

$308.87M

Year Range

$37.38 - $53.94

Target Price

$51.91

Short %

4.72%

Short Ratio

3.09

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in EPR Properties, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
1,657.21%
484.59%
EPR (EPR Properties)
Benchmark (^GSPC)

Returns By Period

EPR Properties had a return of 12.23% year-to-date (YTD) and 27.92% in the last 12 months. Over the past 10 years, EPR Properties had an annualized return of 4.20%, while the S&P 500 had an annualized return of 10.05%, indicating that EPR Properties did not perform as well as the benchmark.


EPR

YTD

12.23%

1M

-3.89%

6M

7.46%

1Y

27.92%

5Y*

22.49%

10Y*

4.20%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

The table below presents the monthly returns of EPR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.75%15.75%-0.30%-7.17%12.23%
2024-8.08%-6.59%4.05%-3.71%1.82%2.99%7.87%6.13%3.92%-6.93%0.63%-1.77%-1.25%
202313.35%-3.21%-6.01%10.89%0.07%12.88%-4.02%0.93%-6.62%3.49%5.14%9.20%38.84%
2022-6.87%13.84%10.40%-3.51%-1.90%-7.88%15.26%-18.68%-16.93%8.41%8.54%-8.68%-14.61%
202121.97%13.98%3.12%2.40%3.02%7.18%-4.05%1.39%-2.22%2.18%-7.66%3.51%50.60%
20201.56%-16.50%-58.46%23.14%7.31%4.94%-13.58%12.85%-14.89%-13.31%51.09%-9.77%-52.09%
201914.69%1.09%5.17%3.04%-0.49%-4.01%0.29%5.64%-1.30%1.69%-8.35%0.14%17.13%
2018-9.22%-1.82%-3.23%-0.03%12.23%6.13%3.19%6.09%-1.99%1.02%3.56%-9.09%4.78%
20173.54%4.51%-3.88%-0.80%-2.01%1.82%1.19%-3.28%0.60%-0.31%-1.47%-2.97%-3.41%
20163.13%4.34%7.58%-0.63%8.69%13.66%4.54%-6.40%0.94%-7.24%-3.93%3.68%29.69%
201513.41%-5.76%-1.10%-3.44%0.52%-4.50%4.83%-10.38%1.92%10.76%-0.82%4.84%8.05%
20144.48%4.84%0.78%0.94%1.11%4.15%-3.03%6.11%-10.45%11.26%0.31%3.43%24.82%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, EPR is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EPR is 8686
Overall Rank
The Sharpe Ratio Rank of EPR is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of EPR is 8686
Sortino Ratio Rank
The Omega Ratio Rank of EPR is 8484
Omega Ratio Rank
The Calmar Ratio Rank of EPR is 8383
Calmar Ratio Rank
The Martin Ratio Rank of EPR is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for EPR Properties (EPR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for EPR, currently valued at 1.36, compared to the broader market-2.00-1.000.001.002.003.00
EPR: 1.36
^GSPC: 0.49
The chart of Sortino ratio for EPR, currently valued at 1.94, compared to the broader market-6.00-4.00-2.000.002.004.00
EPR: 1.94
^GSPC: 0.81
The chart of Omega ratio for EPR, currently valued at 1.25, compared to the broader market0.501.001.502.00
EPR: 1.25
^GSPC: 1.12
The chart of Calmar ratio for EPR, currently valued at 0.87, compared to the broader market0.001.002.003.004.005.00
EPR: 0.87
^GSPC: 0.50
The chart of Martin ratio for EPR, currently valued at 5.61, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
EPR: 5.61
^GSPC: 2.07

The current EPR Properties Sharpe ratio is 1.36. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of EPR Properties with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.36
0.49
EPR (EPR Properties)
Benchmark (^GSPC)

Dividends

Dividend History

EPR Properties provided a 7.02% dividend yield over the last twelve months, with an annual payout of $3.43 per share. The company has been increasing its dividends for 3 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.43$3.40$3.30$3.25$1.50$1.52$4.50$4.32$4.08$3.84$3.63$3.42

Dividend yield

7.02%7.68%6.81%8.62%3.16%4.66%6.37%6.75%6.23%5.35%6.22%5.93%

Monthly Dividends

The table displays the monthly dividend distributions for EPR Properties. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.29$0.29$0.30$0.00$0.87
2024$0.28$0.28$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$3.40
2023$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$3.30
2022$0.25$0.25$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$3.25
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25$0.25$0.25$0.25$0.25$1.50
2020$0.38$0.38$0.38$0.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.52
2019$0.38$0.38$0.38$0.38$0.38$0.38$0.38$0.38$0.38$0.38$0.38$0.38$4.50
2018$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$4.32
2017$0.34$0.34$0.34$0.34$0.34$0.34$0.34$0.34$0.34$0.34$0.34$0.34$4.08
2016$0.32$0.32$0.32$0.32$0.32$0.32$0.32$0.32$0.32$0.32$0.32$0.32$3.84
2015$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.30$3.63
2014$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$0.29$3.42

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
EPR: 7.0%
EPR Properties has a dividend yield of 7.02%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
EPR: 46.9%
EPR Properties has a payout ratio of 46.94%, which is quite average when compared to the overall market. This suggests that EPR Properties strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.48%
-10.73%
EPR (EPR Properties)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the EPR Properties. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the EPR Properties was 82.02%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current EPR Properties drawdown is 14.48%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.02%Oct 24, 2019100Mar 18, 2020
-78.83%Feb 21, 2007516Mar 9, 2009588Jul 7, 20111104
-39.47%May 13, 1999329Aug 29, 2000165Apr 26, 2001494
-31.03%Aug 2, 2016398Mar 1, 2018231Jan 31, 2019629
-28.01%Jul 22, 201112Aug 8, 2011180Apr 25, 2012192

Volatility

Volatility Chart

The current EPR Properties volatility is 13.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.38%
14.23%
EPR (EPR Properties)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of EPR Properties over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how EPR Properties is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
EPR: 31.0
The chart displays the Price-to-Earnings (P/E) ratio for EPR, comparing it with other companies in the REIT - Retail industry. Currently, EPR has a P/E ratio of 31.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
EPR: 2.9
The chart shows the Price/Earnings to Growth (PEG) ratio for EPR compared to other companies in the REIT - Retail industry. EPR currently has a PEG ratio of 2.9. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
EPR: 5.5
This chart shows the Price-to-Sales (P/S) ratio for EPR relative to other companies in the REIT - Retail industry. Currently, EPR has a P/S ratio of 5.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
EPR: 1.6
The chart illustrates the Price-to-Book (P/B) ratio for EPR in comparison with other companies in the REIT - Retail industry. Currently, EPR has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items