EPR vs. ADC
Compare and contrast key facts about EPR Properties (EPR) and Agree Realty Corporation (ADC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPR or ADC.
Correlation
The correlation between EPR and ADC is 0.34, 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.
Performance
EPR vs. ADC - Performance Comparison
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Key characteristics
EPR:
1.37
ADC:
1.42
EPR:
2.21
ADC:
2.05
EPR:
1.29
ADC:
1.25
EPR:
1.02
ADC:
1.24
EPR:
6.43
ADC:
6.67
EPR:
5.48%
ADC:
3.84%
EPR:
22.04%
ADC:
17.84%
EPR:
-82.02%
ADC:
-70.25%
EPR:
-8.10%
ADC:
-8.16%
Fundamentals
EPR:
$3.98B
ADC:
$8.12B
EPR:
$1.63
ADC:
$1.75
EPR:
32.12
ADC:
41.67
EPR:
2.93
ADC:
-28.74
EPR:
5.71
ADC:
12.76
EPR:
1.73
ADC:
1.47
EPR:
$649.20M
ADC:
$636.80M
EPR:
$589.80M
ADC:
$458.10M
EPR:
$442.56M
ADC:
$534.96M
Returns By Period
In the year-to-date period, EPR achieves a 20.60% return, which is significantly higher than ADC's 4.20% return. Over the past 10 years, EPR has underperformed ADC with an annualized return of 4.89%, while ADC has yielded a comparatively higher 13.57% annualized return.
EPR
20.60%
7.66%
20.34%
29.91%
22.61%
4.89%
ADC
4.20%
-5.13%
-3.57%
25.18%
8.55%
13.57%
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Risk-Adjusted Performance
EPR vs. ADC — Risk-Adjusted Performance Rank
EPR
ADC
EPR vs. ADC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) and Agree Realty Corporation (ADC). 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.
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Dividends
EPR vs. ADC - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 6.59%, more than ADC's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.59% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.22% | 5.93% |
ADC Agree Realty Corporation | 4.18% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% | 5.60% |
Drawdowns
EPR vs. ADC - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, which is greater than ADC's maximum drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for EPR and ADC. For additional features, visit the drawdowns tool.
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Volatility
EPR vs. ADC - Volatility Comparison
The current volatility for EPR Properties (EPR) is 4.57%, while Agree Realty Corporation (ADC) has a volatility of 4.99%. This indicates that EPR experiences smaller price fluctuations and is considered to be less risky than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
EPR vs. ADC - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties and Agree Realty Corporation. 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
EPR vs. ADC - Profitability Comparison
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, EPR Properties reported a gross profit of 148.23M and revenue of 163.40M. Therefore, the gross margin over that period was 90.7%.
ADC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Agree Realty Corporation reported a gross profit of 148.78M and revenue of 169.16M. Therefore, the gross margin over that period was 88.0%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, EPR Properties reported an operating income of 101.61M and revenue of 163.40M, resulting in an operating margin of 62.2%.
ADC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Agree Realty Corporation reported an operating income of 78.70M and revenue of 169.16M, resulting in an operating margin of 46.5%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, EPR Properties reported a net income of 65.80M and revenue of 163.40M, resulting in a net margin of 40.3%.
ADC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Agree Realty Corporation reported a net income of 45.14M and revenue of 169.16M, resulting in a net margin of 26.7%.