DOCU vs. EPR
DOCU (DocuSign, Inc.) and EPR (EPR Properties) are both stocks. DOCU operates in Software - Application (Technology), while EPR operates in REIT - Retail (Real Estate). Over the past 5 years, DOCU returned -29.19%/yr vs 9.64%/yr for EPR. At a 0.16 correlation, their price movements are largely independent.
Performance
DOCU vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, DOCU achieves a -34.17% return, which is significantly lower than EPR's 23.29% return.
DOCU
- 1D
- 1.08%
- 1M
- -1.03%
- YTD
- -34.17%
- 6M
- -36.68%
- 1Y
- -39.20%
- 3Y*
- -6.61%
- 5Y*
- -29.19%
- 10Y*
- —
EPR
- 1D
- 1.17%
- 1M
- 3.94%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 13.06%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
DOCU vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DOCU DocuSign, Inc. | -34.17% | -23.95% | 51.29% | 7.27% | -63.61% | -31.48% | 199.96% | 84.91% | 5.47% |
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 20.81% |
Correlation
The correlation between DOCU and EPR is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Apr 27, 2018 | 0.16 |
The correlation between DOCU and EPR shifts across timeframes, from -0.02 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DOCU:
$8.85B
EPR:
$4.58B
DOCU:
$1.53
EPR:
$3.55
DOCU:
29.42
EPR:
16.86
DOCU:
0.05
EPR:
0.36
DOCU:
2.82
EPR:
6.54
DOCU:
4.86
EPR:
1.98
DOCU:
$3.29B
EPR:
$700.22M
DOCU:
$2.61B
EPR:
$568.77M
DOCU:
$568.83M
EPR:
$582.57M
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Return for Risk
DOCU vs. EPR — Risk / Return Rank
DOCU
EPR
DOCU vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DocuSign, Inc. (DOCU) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DOCU | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -2.05 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.10 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 0.58 | -1.38 |
| Martin ratioReturn relative to average drawdown | -1.36 | 1.15 | -2.51 |
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Drawdowns
DOCU vs. EPR - Drawdown Comparison
The maximum DOCU drawdown since its inception was -87.57%, which is greater than EPR's maximum drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for DOCU and EPR.
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Drawdown Indicators
| DOCU | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.57% | -82.02% | -5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -50.89% | -19.51% | -31.38% |
Max Drawdown (3Y)Largest decline over 3 years | -60.98% | -19.51% | -41.47% |
Max Drawdown (5Y)Largest decline over 5 years | -87.57% | -35.63% | -51.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -82.02% | — |
Current DrawdownCurrent decline from peak | -85.48% | 0.00% | -85.48% |
Average DrawdownAverage peak-to-trough decline | -49.90% | -16.58% | -33.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.04% | 9.81% | +20.23% |
Volatility
DOCU vs. EPR - Volatility Comparison
DocuSign, Inc. (DOCU) has a higher volatility of 16.54% compared to EPR Properties (EPR) at 5.14%. This indicates that DOCU'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
| DOCU | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.54% | 5.14% | +11.40% |
Volatility (6M)Calculated over the trailing 6-month period | 34.72% | 16.49% | +18.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.60% | 22.44% | +22.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 57.83% | 26.16% | +31.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.45% | 42.44% | +14.01% |
Dividends
DOCU vs. EPR - Dividend Comparison
DOCU has not paid dividends to shareholders, while EPR's dividend yield for the trailing twelve months is around 5.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOCU DocuSign, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
Financials
DOCU vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between DocuSign, 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
DOCU vs. EPR - Profitability Comparison
DOCU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DocuSign, Inc. reported a gross profit of 658.97M and revenue of 830.24M. Therefore, the gross margin over that period was 79.4%.
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%.
DOCU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DocuSign, Inc. reported an operating income of 111.31M and revenue of 830.24M, resulting in an operating margin of 13.4%.
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%.
DOCU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DocuSign, Inc. reported a net income of 78.20M and revenue of 830.24M, resulting in a net margin of 9.4%.
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
DOCU and EPR have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOCU has higher volatility (16.54%) compared to EPR (5.14%). In terms of maximum drawdown, DOCU dropped -87.57% vs EPR's -82.02%.
EPR currently has the higher Sharpe Ratio (0.50 vs -0.92), 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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