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CAR-UN.TO vs. EPRT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CAR-UN.TO vs. EPRT - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) and Essential Properties Realty Trust, Inc. (EPRT). The values are adjusted to include any dividend payments, if applicable.

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CAR-UN.TO vs. EPRT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CAR-UN.TO
Canadian Apartment Properties Real Estate Investment Trust
-1.11%-10.17%-6.48%19.26%-26.56%22.96%-2.97%22.93%4.56%
EPRT
Essential Properties Realty Trust, Inc.
5.61%-5.92%38.25%11.69%-8.51%39.91%-11.25%77.57%5.69%
Different Trading Currencies

CAR-UN.TO is traded in CAD, while EPRT is traded in USD. To make them comparable, the EPRT values have been converted to CAD using the latest available exchange rates.

Fundamentals

Market Cap

CAR-UN.TO:

CA$5.68B

EPRT:

$6.17B

EPS

CAR-UN.TO:

CA$1.24

EPRT:

$1.26

PE Ratio

CAR-UN.TO:

29.10

EPRT:

24.25

PEG Ratio

CAR-UN.TO:

0.06

EPRT:

1.90

PS Ratio

CAR-UN.TO:

5.72

EPRT:

10.93

PB Ratio

CAR-UN.TO:

0.65

EPRT:

1.47

Total Revenue (TTM)

CAR-UN.TO:

CA$1.00B

EPRT:

$561.22M

Gross Profit (TTM)

CAR-UN.TO:

CA$593.74M

EPRT:

$405.75M

EBITDA (TTM)

CAR-UN.TO:

CA$480.34M

EPRT:

$453.96M

Returns By Period

In the year-to-date period, CAR-UN.TO achieves a -1.11% return, which is significantly lower than EPRT's 5.61% return.


CAR-UN.TO

1D
1.61%
1M
-4.50%
YTD
-1.11%
6M
-9.08%
1Y
-12.23%
3Y*
-3.99%
5Y*
-3.88%
10Y*
6.10%

EPRT

1D
0.72%
1M
-9.12%
YTD
5.61%
6M
4.13%
1Y
-4.51%
3Y*
12.80%
5Y*
12.18%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CAR-UN.TO vs. EPRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAR-UN.TO
CAR-UN.TO Risk / Return Rank: 1717
Overall Rank
CAR-UN.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
CAR-UN.TO Sortino Ratio Rank: 1414
Sortino Ratio Rank
CAR-UN.TO Omega Ratio Rank: 1515
Omega Ratio Rank
CAR-UN.TO Calmar Ratio Rank: 2020
Calmar Ratio Rank
CAR-UN.TO Martin Ratio Rank: 2222
Martin Ratio Rank

EPRT
EPRT Risk / Return Rank: 3333
Overall Rank
EPRT Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
EPRT Sortino Ratio Rank: 2929
Sortino Ratio Rank
EPRT Omega Ratio Rank: 2929
Omega Ratio Rank
EPRT Calmar Ratio Rank: 3535
Calmar Ratio Rank
EPRT Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAR-UN.TO vs. EPRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) and Essential Properties Realty Trust, Inc. (EPRT). 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.


CAR-UN.TOEPRTDifference

Sharpe ratio

Return per unit of total volatility

-0.63

-0.22

-0.40

Sortino ratio

Return per unit of downside risk

-0.78

-0.18

-0.60

Omega ratio

Gain probability vs. loss probability

0.91

0.98

-0.07

Calmar ratio

Return relative to maximum drawdown

-0.61

-0.45

-0.16

Martin ratio

Return relative to average drawdown

-1.06

-0.83

-0.23

CAR-UN.TO vs. EPRT - Sharpe Ratio Comparison

The current CAR-UN.TO Sharpe Ratio is -0.63, which is lower than the EPRT Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of CAR-UN.TO and EPRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CAR-UN.TOEPRTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.63

-0.22

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

0.57

-0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.44

-0.10

Correlation

The correlation between CAR-UN.TO and EPRT is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CAR-UN.TO vs. EPRT - Dividend Comparison

CAR-UN.TO's dividend yield for the trailing twelve months is around 4.30%, more than EPRT's 3.98% yield.


TTM20252024202320222021202020192018201720162015
CAR-UN.TO
Canadian Apartment Properties Real Estate Investment Trust
4.30%4.19%7.00%4.12%3.40%2.35%2.76%2.59%2.96%3.42%3.95%4.50%
EPRT
Essential Properties Realty Trust, Inc.
3.98%4.06%3.71%4.38%4.58%3.47%4.39%3.55%1.62%0.00%0.00%0.00%

Drawdowns

CAR-UN.TO vs. EPRT - Drawdown Comparison

The maximum CAR-UN.TO drawdown since its inception was -65.08%, smaller than the maximum EPRT drawdown of -71.30%. Use the drawdown chart below to compare losses from any high point for CAR-UN.TO and EPRT.


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Drawdown Indicators


CAR-UN.TOEPRTDifference

Max Drawdown

Largest peak-to-trough decline

-65.08%

-73.67%

+8.59%

Max Drawdown (1Y)

Largest decline over 1 year

-21.37%

-12.73%

-8.64%

Max Drawdown (5Y)

Largest decline over 5 years

-34.95%

-38.42%

+3.47%

Max Drawdown (10Y)

Largest decline over 10 years

-38.20%

Current Drawdown

Current decline from peak

-29.84%

-10.58%

-19.26%

Average Drawdown

Average peak-to-trough decline

-9.17%

-14.07%

+4.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.34%

5.76%

+6.58%

Volatility

CAR-UN.TO vs. EPRT - Volatility Comparison

Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) and Essential Properties Realty Trust, Inc. (EPRT) have volatilities of 4.49% and 4.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CAR-UN.TOEPRTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.49%

4.39%

+0.10%

Volatility (6M)

Calculated over the trailing 6-month period

12.21%

13.23%

-1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

19.57%

20.25%

-0.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.04%

21.49%

-0.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.03%

37.25%

-16.22%

Financials

CAR-UN.TO vs. EPRT - Financials Comparison

This section allows you to compare key financial metrics between Canadian Apartment Properties Real Estate Investment Trust and Essential Properties Realty Trust, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M250.00M300.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
243.30M
149.87M
(CAR-UN.TO) Total Revenue
(EPRT) Total Revenue
Please note, different currencies. CAR-UN.TO values in CAD, EPRT values in USD

CAR-UN.TO vs. EPRT - Profitability Comparison

The chart below illustrates the profitability comparison between Canadian Apartment Properties Real Estate Investment Trust and Essential Properties Realty Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
59.5%
0
Portfolio components
CAR-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported a gross profit of 144.73M and revenue of 243.30M. Therefore, the gross margin over that period was 59.5%.

EPRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 0.00 and revenue of 149.87M. Therefore, the gross margin over that period was 0.0%.

CAR-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported an operating income of 151.08M and revenue of 243.30M, resulting in an operating margin of 62.1%.

EPRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported an operating income of 98.75M and revenue of 149.87M, resulting in an operating margin of 65.9%.

CAR-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported a net income of 88.41M and revenue of 243.30M, resulting in a net margin of 36.3%.

EPRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported a net income of 68.07M and revenue of 149.87M, resulting in a net margin of 45.4%.