CBRE vs. EPRT
CBRE (CBRE Group, Inc.) and EPRT (Essential Properties Realty Trust, Inc.) are both stocks. Both are in the Real Estate sector — CBRE in Real Estate - Services, EPRT in REIT - Diversified. Over the past 5 years, CBRE returned 7.46%/yr vs 6.11%/yr for EPRT. At a 0.47 correlation, their price movements are largely independent.
Performance
CBRE vs. EPRT - Performance Comparison
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Returns By Period
In the year-to-date period, CBRE achieves a -21.62% return, which is significantly lower than EPRT's 1.19% return.
CBRE
- 1D
- -1.43%
- 1M
- -10.01%
- YTD
- -21.62%
- 6M
- -22.34%
- 1Y
- 0.87%
- 3Y*
- 17.78%
- 5Y*
- 7.46%
- 10Y*
- 15.38%
EPRT
- 1D
- -1.43%
- 1M
- -4.22%
- YTD
- 1.19%
- 6M
- -3.21%
- 1Y
- -6.14%
- 3Y*
- 11.14%
- 5Y*
- 6.11%
- 10Y*
- —
CBRE vs. EPRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CBRE CBRE Group, Inc. | -21.62% | 22.47% | 41.04% | 20.96% | -29.08% | 73.01% | 2.33% | 53.07% | -17.82% |
EPRT Essential Properties Realty Trust, Inc. | 1.19% | -1.40% | 27.32% | 14.20% | -14.60% | 41.19% | -9.72% | 86.75% | 3.10% |
Correlation
The correlation between CBRE and EPRT is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2018 | 0.47 |
Over the past year, the correlation between CBRE and EPRT has dropped to 0.27 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
Fundamentals
CBRE:
$37.43B
EPRT:
$6.30B
CBRE:
$4.37
EPRT:
$1.26
CBRE:
28.82
EPRT:
23.53
CBRE:
0.90
EPRT:
10.21
CBRE:
4.39
EPRT:
1.44
CBRE:
$42.17B
EPRT:
$591.33M
CBRE:
$14.76B
EPRT:
$502.46M
CBRE:
$2.68B
EPRT:
$476.93M
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Return for Risk
CBRE vs. EPRT — Risk / Return Rank
CBRE
EPRT
CBRE vs. EPRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CBRE Group, Inc. (CBRE) 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.
| CBRE | EPRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.96 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.47 | +0.50 |
| Martin ratioReturn relative to average drawdown | 0.08 | -0.94 | +1.02 |
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
| CBRE | EPRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | -0.35 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.27 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.39 | -0.10 |
Drawdowns
CBRE vs. EPRT - Drawdown Comparison
The maximum CBRE drawdown since its inception was -94.31%, which is greater than EPRT's maximum drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for CBRE and EPRT.
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Drawdown Indicators
| CBRE | EPRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.31% | -73.67% | -20.64% |
Max Drawdown (1Y)Largest decline over 1 year | -27.37% | -13.23% | -14.14% |
Max Drawdown (3Y)Largest decline over 3 years | -27.37% | -20.31% | -7.06% |
Max Drawdown (5Y)Largest decline over 5 years | -40.38% | -38.42% | -1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -53.57% | — | — |
Current DrawdownCurrent decline from peak | -26.56% | -13.23% | -13.33% |
Average DrawdownAverage peak-to-trough decline | -26.59% | -13.94% | -12.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.18% | 6.57% | +4.61% |
Volatility
CBRE vs. EPRT - Volatility Comparison
CBRE Group, Inc. (CBRE) has a higher volatility of 9.04% compared to Essential Properties Realty Trust, Inc. (EPRT) at 4.81%. This indicates that CBRE's price experiences larger fluctuations and is considered to be riskier than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBRE | EPRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 4.81% | +4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 25.49% | 12.77% | +12.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.31% | 17.74% | +12.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.22% | 22.60% | +7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.99% | 38.56% | -5.57% |
Dividends
CBRE vs. EPRT - Dividend Comparison
CBRE has not paid dividends to shareholders, while EPRT's dividend yield for the trailing twelve months is around 4.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CBRE CBRE Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EPRT Essential Properties Realty Trust, Inc. | 4.11% | 4.06% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 1.62% |
Financials
CBRE vs. EPRT - Financials Comparison
This section allows you to compare key financial metrics between CBRE Group, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities
CBRE vs. EPRT - Profitability Comparison
CBRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a gross profit of 1.85B and revenue of 10.53B. Therefore, the gross margin over that period was 17.6%.
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 157.30M and revenue of 158.80M. Therefore, the gross margin over that period was 99.1%.
CBRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported an operating income of 511.00M and revenue of 10.53B, resulting in an operating margin of 4.9%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported an operating income of 89.65M and revenue of 158.80M, resulting in an operating margin of 56.5%.
CBRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a net income of 318.00M and revenue of 10.53B, resulting in a net margin of 3.0%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a net income of 59.79M and revenue of 158.80M, resulting in a net margin of 37.7%.
Frequently Asked Questions
CBRE and EPRT have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBRE has higher volatility (9.04%) compared to EPRT (4.81%). In terms of maximum drawdown, CBRE dropped -94.31% vs EPRT's -73.67%.
CBRE currently has the higher Sharpe Ratio (0.03 vs -0.35), 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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