AHR vs. EPR
AHR (American Healthcare REIT, Inc.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — AHR in REIT - Healthcare Facilities, EPR in REIT - Retail. Over the past year, AHR returned 31.87% vs 8.77% for EPR. At a 0.38 correlation, their price movements are largely independent.
Performance
AHR vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, AHR achieves a -2.37% return, which is significantly lower than EPR's 18.74% return.
AHR
- 1D
- -3.75%
- 1M
- -11.62%
- YTD
- -2.37%
- 6M
- -7.33%
- 1Y
- 31.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPR
- 1D
- 0.49%
- 1M
- -0.57%
- YTD
- 18.74%
- 6M
- 17.27%
- 1Y
- 8.77%
- 3Y*
- 16.38%
- 5Y*
- 8.88%
- 10Y*
- 3.47%
AHR vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AHR American Healthcare REIT, Inc. | -2.37% | 70.03% | 126.69% |
EPR EPR Properties | 18.74% | 20.52% | 10.59% |
Correlation
The correlation between AHR and EPR is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2024 | 0.38 |
Fundamentals
AHR:
$8.59B
EPR:
$4.41B
AHR:
$140.17
EPR:
$3.55
AHR:
0.33
EPR:
16.24
AHR:
0.00
EPR:
0.35
AHR:
0.01
EPR:
6.30
AHR:
0.00
EPR:
1.91
AHR:
$652.49B
EPR:
$700.22M
AHR:
$637.91B
EPR:
$568.77M
AHR:
$72.76B
EPR:
$582.57M
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Return for Risk
AHR vs. EPR — Risk / Return Rank
AHR
EPR
AHR vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and EPR Properties (EPR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AHR | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.09 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 0.45 | +1.90 |
| Martin ratioReturn relative to average drawdown | 6.89 | 0.90 | +6.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AHR | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.40 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.34 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.08 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.88 | 0.30 | +2.58 |
Drawdowns
AHR vs. EPR - Drawdown Comparison
The maximum AHR drawdown since its inception was -13.62%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for AHR and EPR.
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Drawdown Indicators
| AHR | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.62% | -82.02% | +68.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -19.51% | +5.89% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.51% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.63% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -82.02% | — |
Current DrawdownCurrent decline from peak | -13.62% | -3.10% | -10.52% |
Average DrawdownAverage peak-to-trough decline | -2.99% | -16.59% | +13.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 9.81% | -5.17% |
Volatility
AHR vs. EPR - Volatility Comparison
American Healthcare REIT, Inc. (AHR) has a higher volatility of 10.27% compared to EPR Properties (EPR) at 4.60%. This indicates that AHR's price experiences larger fluctuations and is considered to be riskier than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHR | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.27% | 4.60% | +5.67% |
Volatility (6M)Calculated over the trailing 6-month period | 19.04% | 16.41% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.92% | 22.33% | +1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.83% | 26.15% | +0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.83% | 42.45% | -15.62% |
Dividends
AHR vs. EPR - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 2.19%, less than EPR's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.19% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EPR EPR Properties | 6.22% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
Financials
AHR vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between American Healthcare REIT, Inc. and EPR Properties. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AHR vs. EPR - Profitability Comparison
AHR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a gross profit of 637.67B and revenue of 650.77B. Therefore, the gross margin over that period was 98.0%.
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
AHR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported an operating income of 138.60B and revenue of 650.77B, resulting in an operating margin of 21.3%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
AHR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a net income of 23.71B and revenue of 650.77B, resulting in a net margin of 3.6%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
Frequently Asked Questions
AHR and EPR have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AHR has higher volatility (10.27%) compared to EPR (4.60%). In terms of maximum drawdown, AHR dropped -13.62% vs EPR's -82.02%.
AHR currently has the higher Sharpe Ratio (1.34 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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