EPR Properties (EPR)

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EPR Properties (EPR) is up 21.9% since the beginning of the year. At $59 per share, EPR is trading 4.7% below its 52-week high of $62. Investors who bought $1,000 worth of EPR shares 5 years ago would now be looking at an investment worth $1,586.

EPR Properties (EPR) has returned 21.91% so far this year and 6.95% over the past 12 months. Over the last ten years, EPR has returned 3.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.

Based on dividend-adjusted daily data since Nov 18, 1997, EPR's average daily return is +0.07%, while the average monthly return is +1.40%. At this rate, an investment would double in approximately 4.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +51.1%, while the worst month was Mar 2020 at -58.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, EPR closed higher 51% of trading days. The best single day was Nov 9, 2020 with a return of +42.0%, while the worst single day was Mar 12, 2020 at -36.0%.

EPR Properties has an annualized alpha of 9.29%, beta of 1.04, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since November 18, 1997.

• This stock captured 113.05% of S&P 500 Index gains but only 94.62% of its losses - a favorable profile for investors.
• R2 of 0.27 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

EPR ranks 49 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

EPR Properties provided a 6.06% dividend yield over the last twelve months, with an annual payout of $3.59 per share. The company has been increasing its dividends for 4 consecutive years.

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.

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.

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. Recovery took 1312 trading sessions.

The current EPR Properties drawdown is 1.12%.

The chart below shows the rolling one-month volatility.

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.

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.