EPR vs. ADC
Compare and contrast key facts about EPR Properties (EPR) and Agree Realty Corporation (ADC).
Performance
EPR vs. ADC - Performance Comparison
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EPR vs. ADC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 1.80% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
ADC Agree Realty Corporation | 5.75% | 6.62% | 17.20% | -7.07% | 3.50% | 11.28% | -1.40% | 22.71% | 19.75% | 16.42% |
Fundamentals
EPR:
$3.83B
ADC:
$8.67B
EPR:
$3.59
ADC:
$1.79
EPR:
13.91
ADC:
42.23
EPR:
5.33
ADC:
11.68
EPR:
1.64
ADC:
1.42
EPR:
$718.36M
ADC:
$718.40M
EPR:
$716.16M
ADC:
$648.34M
EPR:
$579.67M
ADC:
$595.08M
Returns By Period
In the year-to-date period, EPR achieves a 1.80% return, which is significantly lower than ADC's 5.75% return. Over the past 10 years, EPR has underperformed ADC with an annualized return of 3.25%, while ADC has yielded a comparatively higher 11.40% annualized return.
EPR
- 1D
- 2.00%
- 1M
- -15.37%
- YTD
- 1.80%
- 6M
- -10.88%
- 1Y
- 1.49%
- 3Y*
- 17.71%
- 5Y*
- 7.86%
- 10Y*
- 3.25%
ADC
- 1D
- 0.90%
- 1M
- -6.01%
- YTD
- 5.75%
- 6M
- 8.38%
- 1Y
- 1.86%
- 3Y*
- 7.91%
- 5Y*
- 6.50%
- 10Y*
- 11.40%
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Return for Risk
EPR vs. ADC — Risk / Return Rank
EPR
ADC
EPR vs. ADC - Risk-Adjusted Trends 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.
| EPR | ADC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 0.11 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.26 | 0.28 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.03 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.31 | -0.11 |
Martin ratioReturn relative to average drawdown | 0.40 | 0.51 | -0.11 |
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
| EPR | ADC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 0.11 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.35 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.48 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.38 | -0.09 |
Correlation
The correlation between EPR and ADC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EPR vs. ADC - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 7.12%, more than ADC's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 7.12% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
ADC Agree Realty Corporation | 4.12% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
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.
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Drawdown Indicators
| EPR | ADC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -70.25% | -11.77% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -9.40% | -10.11% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -29.52% | -6.11% |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | -39.00% | -43.02% |
Current DrawdownCurrent decline from peak | -16.92% | -7.66% | -9.26% |
Average DrawdownAverage peak-to-trough decline | -16.66% | -9.65% | -7.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.66% | 5.76% | +3.90% |
Volatility
EPR vs. ADC - Volatility Comparison
EPR Properties (EPR) has a higher volatility of 8.43% compared to Agree Realty Corporation (ADC) at 4.39%. 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.
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Volatility by Period
| EPR | ADC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 4.39% | +4.04% |
Volatility (6M)Calculated over the trailing 6-month period | 17.61% | 11.35% | +6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 17.42% | +8.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.91% | 18.84% | +8.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.43% | 23.72% | +18.71% |
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