EPR Properties (EPR)
Company Info
| ISIN | US26884U1097 |
|---|---|
| CUSIP | 26884U109 |
| Sector | Real Estate |
| Industry | REIT - Retail |
| IPO Date | Nov 18, 1997 |
Highlights
| Market Cap | $3.44B |
|---|---|
| EPS (TTM) | $2.32 |
| PE Ratio | 19.57 |
| PEG Ratio | 2.93 |
| Total Revenue (TTM) | $692.36M |
| Gross Profit (TTM) | $525.44M |
| EBITDA (TTM) | $502.03M |
| Year Range | $37.91 - $49.67 |
| Target Price | $49.00 |
| Short % | 4.85% |
| Short Ratio | 5.33 |
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.
Popular comparisons: EPR vs. EPRT, EPR vs. LTC, EPR vs. ADC, EPR vs. SLG, EPR vs. STAG, EPR vs. ESS, EPR vs. ABR, EPR vs. SPY, 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 -1.05% year-to-date (YTD) and 5.30% in the last 12 months. Over the past 10 years, EPR Properties had an annualized return of 3.88%, while the S&P 500 had an annualized return of 11.39%, indicating that EPR Properties did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.05% | 25.48% |
| 1 month | -7.34% | 2.14% |
| 6 months | 7.92% | 12.76% |
| 1 year | 5.30% | 33.14% |
| 5 years (annualized) | -3.90% | 13.96% |
| 10 years (annualized) | 3.88% | 11.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.08% | -6.59% | 4.05% | -3.71% | 1.82% | 2.99% | 7.87% | 6.13% | 3.92% | -6.93% | -1.05% | ||
| 2023 | 13.35% | -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 | -6.86% | 13.84% | 10.40% | -3.51% | -1.90% | -7.88% | 15.26% | -18.68% | -16.93% | 8.41% | 8.54% | -8.68% | -14.61% |
| 2021 | 21.97% | 13.98% | 3.12% | 2.40% | 3.02% | 7.18% | -4.05% | 1.39% | -2.22% | 2.18% | -7.66% | 3.51% | 50.60% |
| 2020 | 1.56% | -16.50% | -58.46% | 23.14% | 7.31% | 4.94% | -13.58% | 12.85% | -14.89% | -13.31% | 51.09% | -9.77% | -52.09% |
| 2019 | 14.69% | 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% |
| 2017 | 3.54% | 4.51% | -3.88% | -0.80% | -2.01% | 1.82% | 1.19% | -3.28% | 0.60% | -0.31% | -1.47% | -2.97% | -3.41% |
| 2016 | 3.13% | 4.34% | 7.58% | -0.63% | 8.69% | 13.66% | 4.54% | -6.40% | 0.94% | -7.24% | -3.93% | 3.68% | 29.69% |
| 2015 | 13.41% | -5.76% | -1.10% | -3.44% | 0.52% | -4.50% | 4.83% | -10.38% | 1.92% | 10.76% | -0.82% | 4.84% | 8.06% |
| 2014 | 4.48% | 4.84% | 0.78% | 0.95% | 1.11% | 4.15% | -3.03% | 6.12% | -10.45% | 11.26% | 0.32% | 3.43% | 24.86% |
| 2013 | 1.63% | 4.12% | 8.34% | 9.14% | -6.85% | -3.58% | 0.73% | -2.26% | 0.04% | 5.93% | -1.59% | -1.73% | 13.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EPR is 50, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
EPR Properties provided a 7.52% dividend yield over the last twelve months, with an annual payout of $3.38 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.38 | $3.30 | $3.25 | $1.50 | $1.52 | $4.50 | $4.32 | $4.08 | $3.84 | $3.63 | $3.42 | $3.16 |
Dividend yield | 7.52% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.22% | 5.93% | 6.42% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.28 | $0.28 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.00 | $2.83 | |
| 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 |
| 2013 | $0.79 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $3.16 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 23.63%.
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 6.37%, 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
Valuation
The Valuation section provides an assessment of the market value of EPR Properties compared to its peers in the REIT - Retail industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for EPR in comparison to other companies of the REIT - Retail industry. Currently, EPR has a PE value of 19.6. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for EPR in comparison to other companies of the REIT - Retail industry. Currently, EPR has a PEG value of 2.9. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for EPR Properties.
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Income Statement
| TTM | |
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| 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 | — |