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Essential Properties Realty Trust, Inc. (EPRT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US29670E1073

CUSIP

29670E107

IPO Date

Jun 21, 2018

Highlights

Market Cap

$6.07B

EPS (TTM)

$1.15

PE Ratio

27.91

Total Revenue (TTM)

$475.89M

Gross Profit (TTM)

$439.66M

EBITDA (TTM)

$333.84M

Year Range

$24.65 - $34.24

Target Price

$35.79

Short %

9.75%

Short Ratio

5.62

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 Essential Properties Realty Trust, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
214.76%
99.46%
EPRT (Essential Properties Realty Trust, Inc.)
Benchmark (^GSPC)

Returns By Period

Essential Properties Realty Trust, Inc. had a return of 1.72% year-to-date (YTD) and 24.35% in the last 12 months.


EPRT

YTD

1.72%

1M

-1.80%

6M

-3.71%

1Y

24.35%

5Y*

29.62%

10Y*

N/A

^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 EPRT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.62%1.93%0.67%-3.40%1.72%
2024-2.54%-4.09%12.82%-1.20%1.67%4.57%6.78%7.84%7.94%-7.20%7.60%-7.39%27.32%
20238.56%1.10%-2.42%-0.40%-3.31%-0.44%4.29%-2.16%-8.76%1.48%8.20%8.81%14.20%
2022-7.91%-4.78%1.09%-5.14%-4.67%-4.90%12.24%-6.14%-12.94%10.64%7.85%2.34%-14.60%
2021-1.79%11.43%-0.56%14.72%-2.25%6.60%10.21%8.76%-13.09%6.70%-9.26%7.63%41.19%
202011.29%-17.02%-42.08%12.48%-7.15%10.42%8.49%5.40%9.33%-9.83%24.33%4.42%-9.72%
201914.88%6.73%16.27%5.94%2.80%-4.67%5.39%7.53%1.85%12.00%1.68%-4.01%86.75%
2018-0.73%1.92%3.33%1.11%-4.16%4.04%-0.68%4.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, EPRT 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 EPRT is 8686
Overall Rank
The Sharpe Ratio Rank of EPRT is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of EPRT is 8383
Sortino Ratio Rank
The Omega Ratio Rank of EPRT is 8080
Omega Ratio Rank
The Calmar Ratio Rank of EPRT is 9292
Calmar Ratio Rank
The Martin Ratio Rank of EPRT 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 Essential Properties Realty Trust, Inc. (EPRT) 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 EPRT, currently valued at 1.21, compared to the broader market-2.00-1.000.001.002.003.00
EPRT: 1.21
^GSPC: 0.49
The chart of Sortino ratio for EPRT, currently valued at 1.76, compared to the broader market-6.00-4.00-2.000.002.004.00
EPRT: 1.76
^GSPC: 0.81
The chart of Omega ratio for EPRT, currently valued at 1.22, compared to the broader market0.501.001.502.00
EPRT: 1.22
^GSPC: 1.12
The chart of Calmar ratio for EPRT, currently valued at 1.75, compared to the broader market0.001.002.003.004.005.00
EPRT: 1.75
^GSPC: 0.50
The chart of Martin ratio for EPRT, currently valued at 5.58, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
EPRT: 5.58
^GSPC: 2.07

The current Essential Properties Realty Trust, Inc. Sharpe ratio is 1.21. 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 Essential Properties Realty Trust, Inc. 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
1.21
0.49
EPRT (Essential Properties Realty Trust, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Essential Properties Realty Trust, Inc. provided a 3.71% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The company has been increasing its dividends for 6 consecutive years.


3.00%3.50%4.00%4.50%$0.00$0.20$0.40$0.60$0.80$1.00$1.202018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$1.17$1.16$1.12$1.08$1.00$0.93$0.88$0.43

Dividend yield

3.71%3.71%4.38%4.58%3.47%4.39%3.55%3.14%

Monthly Dividends

The table displays the monthly dividend distributions for Essential Properties Realty Trust, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.30$0.00$0.30
2024$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.30$1.16
2023$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.29$1.12
2022$0.00$0.00$0.26$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.28$1.08
2021$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.26$1.00
2020$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.24$0.93
2019$0.00$0.00$0.21$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.23$0.88
2018$0.22$0.00$0.00$0.21$0.43

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
EPRT: 3.7%
Essential Properties Realty Trust, Inc. has a dividend yield of 3.71%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
EPRT: 81.7%
Essential Properties Realty Trust, Inc. has a payout ratio of 81.73%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.38%
-10.73%
EPRT (Essential Properties Realty Trust, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Essential Properties Realty Trust, Inc.. 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 Essential Properties Realty Trust, Inc. was 73.67%, occurring on Mar 18, 2020. Recovery took 307 trading sessions.

The current Essential Properties Realty Trust, Inc. drawdown is 6.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.67%Feb 11, 202026Mar 18, 2020307Jun 7, 2021333
-38.42%Sep 7, 2021269Sep 29, 2022446Jul 11, 2024715
-15.52%Nov 29, 202488Apr 8, 2025
-8.97%May 23, 201924Jun 26, 201932Aug 12, 201956
-8.94%Dec 7, 201812Dec 24, 201815Jan 16, 201927

Volatility

Volatility Chart

The current Essential Properties Realty Trust, Inc. volatility is 11.71%, 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
11.71%
14.23%
EPRT (Essential Properties Realty Trust, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

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