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
Key characteristics
EPR:
1.31
ADC:
2.10
EPR:
1.87
ADC:
2.86
EPR:
1.24
ADC:
1.36
EPR:
0.83
ADC:
1.63
EPR:
5.35
ADC:
10.09
EPR:
5.35%
ADC:
3.70%
EPR:
21.98%
ADC:
17.77%
EPR:
-82.02%
ADC:
-70.25%
EPR:
-14.08%
ADC:
-4.36%
Fundamentals
EPR:
$3.71B
ADC:
$8.52B
EPR:
$1.60
ADC:
$1.75
EPR:
30.53
ADC:
43.59
EPR:
2.93
ADC:
-28.74
EPR:
5.40
ADC:
13.38
EPR:
1.61
ADC:
1.53
EPR:
$517.64M
ADC:
$636.80M
EPR:
$431.94M
ADC:
$466.97M
EPR:
$308.87M
ADC:
$526.36M
Returns By Period
In the year-to-date period, EPR achieves a 12.75% return, which is significantly higher than ADC's 8.51% return. Over the past 10 years, EPR has underperformed ADC with an annualized return of 4.17%, while ADC has yielded a comparatively higher 13.77% annualized return.
EPR
12.75%
-4.75%
9.57%
28.64%
22.58%
4.17%
ADC
8.51%
0.12%
2.94%
36.14%
8.96%
13.77%
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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.
Dividends
EPR vs. ADC - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 6.99%, more than ADC's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.99% | 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 | 3.99% | 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.
Volatility
EPR vs. ADC - Volatility Comparison
EPR Properties (EPR) has a higher volatility of 13.30% compared to Agree Realty Corporation (ADC) at 8.22%. This indicates that EPR's price experiences larger fluctuations and is considered to be riskier than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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