EPR vs. ADC
EPR (EPR Properties) and ADC (Agree Realty Corporation) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 10 years, EPR returned 3.21%/yr vs 9.33%/yr for ADC. At a 0.45 correlation, their price movements are largely independent.
Performance
EPR vs. ADC - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 19.56% return, which is significantly higher than ADC's 3.69% return. Over the past 10 years, EPR has underperformed ADC with an annualized return of 3.21%, while ADC has yielded a comparatively higher 9.33% annualized return.
EPR
- 1D
- 0.92%
- 1M
- -0.46%
- YTD
- 19.56%
- 6M
- 20.05%
- 1Y
- 6.35%
- 3Y*
- 18.12%
- 5Y*
- 9.27%
- 10Y*
- 3.21%
ADC
- 1D
- 0.19%
- 1M
- -2.39%
- YTD
- 3.69%
- 6M
- 3.63%
- 1Y
- 2.60%
- 3Y*
- 8.87%
- 5Y*
- 5.31%
- 10Y*
- 9.33%
EPR vs. ADC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 19.56% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
ADC Agree Realty Corporation | 3.69% | 6.62% | 17.20% | -7.07% | 3.50% | 11.28% | -1.40% | 22.71% | 19.75% | 16.42% |
Correlation
The correlation between EPR and ADC is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 1997 | 0.45 |
The correlation between EPR and ADC shifts across timeframes, from 0.45 (all time) to 0.56 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
EPR:
$4.44B
ADC:
$8.83B
EPR:
$3.55
ADC:
$1.91
EPR:
16.35
ADC:
38.33
EPR:
6.35
ADC:
11.12
EPR:
1.92
ADC:
1.46
EPR:
$700.22M
ADC:
$750.05M
EPR:
$568.77M
ADC:
$667.57M
EPR:
$582.57M
ADC:
$639.27M
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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.
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.
| EPR | ADC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.04 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 0.23 | +0.09 |
| Martin ratioReturn relative to average drawdown | 0.65 | 0.55 | +0.10 |
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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% | -11.14% | -8.37% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -21.08% | +1.57% |
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 | -3.02% | -9.46% | +6.44% |
Average DrawdownAverage peak-to-trough decline | -16.57% | -9.63% | -6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.82% | 4.76% | +5.06% |
Volatility
EPR vs. ADC - Volatility Comparison
EPR Properties (EPR) has a higher volatility of 6.12% compared to Agree Realty Corporation (ADC) at 4.91%. 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 | 6.12% | 4.91% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 16.84% | 12.22% | +4.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 16.23% | +6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 18.77% | +7.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.48% | 23.67% | +18.81% |
Dividends
EPR vs. ADC - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 6.18%, more than ADC's 4.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.26% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
EPR EPR Properties | 6.18% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
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 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%.
ADC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a gross profit of 186.09M and revenue of 200.81M. Therefore, the gross margin over that period was 92.7%.
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%.
ADC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported an operating income of 98.55M and revenue of 200.81M, resulting in an operating margin of 49.1%.
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%.
ADC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a net income of 60.19M and revenue of 200.81M, resulting in a net margin of 30.0%.
Frequently Asked Questions
EPR and ADC have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPR has higher volatility (6.12%) compared to ADC (4.91%). In terms of maximum drawdown, EPR dropped -82.02% vs ADC's -70.25%.
EPR currently has the higher Sharpe Ratio (0.28 vs 0.16), 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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