EPR Properties (EPR)
Company Info
ISIN | US26884U1097 |
---|---|
CUSIP | 26884U109 |
Sector | Real Estate |
Industry | REIT—Retail |
Highlights
Market Cap | $3.13B |
---|---|
EPS | $1.97 |
PE Ratio | 21.02 |
PEG Ratio | 2.93 |
Revenue (TTM) | $698.02M |
Gross Profit (TTM) | $599.38M |
EBITDA (TTM) | $538.79M |
Year Range | $32.66 - $48.44 |
Target Price | $47.44 |
Short % | 3.85% |
Short Ratio | 2.83 |
Share Price Chart
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Compare to other instruments
Popular comparisons: EPR vs. EPRT, EPR vs. LTC, EPR vs. ADC, EPR vs. SLG, EPR vs. STAG, EPR vs. SPY, EPR vs. ABR, EPR vs. ESS, EPR vs. SPG, EPR vs. VOO
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.
Returns By Period
EPR Properties had a return of -11.22% year-to-date (YTD) and 24.68% in the last 12 months. Over the past 10 years, EPR Properties had an annualized return of 3.74%, while the S&P 500 had an annualized return of 10.96%, indicating that EPR Properties did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -11.22% | 10.04% |
1 month | 1.87% | 3.53% |
6 months | 6.24% | 22.79% |
1 year | 24.68% | 32.16% |
5 years (annualized) | -6.13% | 13.15% |
10 years (annualized) | 3.74% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -8.08% | -6.59% | ||||||||||
2023 | 0.93% | -6.62% | 3.49% | 5.14% | 9.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for EPR Properties (EPR) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
EPR Properties | 1.32 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
EPR Properties granted a 8.50% dividend yield in the last twelve months. The annual payout for that period amounted to $3.59 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $3.59 | $3.30 | $3.25 | $1.50 | $1.52 | $4.50 | $4.32 | $4.08 | $3.84 | $3.63 | $3.42 | $3.16 |
Dividend yield | 8.50% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.21% | 5.93% | 6.43% |
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.28 | $0.28 | ||||||||||
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
2013 | $0.79 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 31.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-82.02% | Oct 24, 2019 | 100 | Mar 18, 2020 | — | — | — |
-78.82% | Feb 21, 2007 | 516 | Mar 9, 2009 | 588 | Jul 7, 2011 | 1104 |
-39.43% | May 13, 1999 | 329 | Aug 29, 2000 | 164 | Apr 25, 2001 | 493 |
-31.03% | Aug 2, 2016 | 398 | Mar 1, 2018 | 231 | Jan 31, 2019 | 629 |
-28.01% | Jul 22, 2011 | 12 | Aug 8, 2011 | 180 | Apr 25, 2012 | 192 |
Volatility
Volatility Chart
The current EPR Properties volatility is 4.99%, 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.
Financials
Financial Performance
Income Statement
TTM | |
---|---|
Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |