EPR vs. EPRT
EPR (EPR Properties) and EPRT (Essential Properties Realty Trust, Inc.) are both stocks. Both are in the Real Estate sector — EPR in REIT - Specialty, EPRT in REIT - Diversified. Over the past 5 years, EPR returned 12.03%/yr vs 5.37%/yr for EPRT. Their 0.58 correlation means they have sometimes moved together and sometimes differently.
Performance
EPR vs. EPRT - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 29.16% return, which is significantly higher than EPRT's 7.70% return.
EPR
- 1D
- -2.56%
- 1M
- 5.54%
- 6M
- 18.18%
- YTD
- 29.16%
- 1Y
- 20.51%
- 3Y*
- 19.52%
- 5Y*
- 12.03%
- 10Y*
- 3.23%
- ALL TIME*
- 11.75%
EPRT
- 1D
- 0.06%
- 1M
- 0.35%
- 6M
- 5.22%
- YTD
- 7.70%
- 1Y
- 6.77%
- 3Y*
- 13.37%
- 5Y*
- 5.37%
- 10Y*
- —
- ALL TIME*
- 15.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.74M | $40.64M | $39.39M | |
| $59.48M | $51.66M | $57.34M |
EPR vs. EPRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 29.16% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 0.07% |
EPRT Essential Properties Realty Trust, Inc. | 7.70% | -1.40% | 27.32% | 14.20% | -14.60% | 41.19% | -9.72% | 86.75% | 4.25% |
Correlation
The correlation between EPR and EPRT is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2018 | 0.58 |
The correlation between EPR and EPRT has been stable across timeframes, ranging from 0.58 to 0.64 - a consistent structural relationship.
Fundamentals
EPR:
$4.75B
EPRT:
$6.77B
EPR:
$3.43
EPRT:
$0.94
EPR:
18.08
EPRT:
33.43
EPR:
0.39
EPRT:
2.62
EPR:
6.52
EPRT:
10.49
EPR:
2.07
EPRT:
1.53
EPR:
$730.45M
EPRT:
$617.91M
EPR:
$508.64M
EPRT:
$442.38M
EPR:
$585.59M
EPRT:
$440.76M
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Return for Risk
EPR vs. EPRT — Risk / Return Rank
EPR
EPRT
EPR vs. EPRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) and Essential Properties Realty Trust, Inc. (EPRT). 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 | EPRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.53 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.08 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.49 | +0.56 |
| Martin ratioReturn relative to average drawdown | 2.70 | 1.11 | +1.59 |
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Drawdowns
EPR vs. EPRT - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, which is greater than EPRT's maximum drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for EPR and EPRT.
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Drawdown Indicators
| EPR | EPRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -73.67% | -8.35% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -14.26% | -5.25% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -15.52% | -3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -38.42% | +2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | — | — |
Current DrawdownCurrent decline from peak | -3.03% | -7.65% | +4.62% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -13.83% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.60% | 6.25% | +1.35% |
Volatility
EPR vs. EPRT - Volatility Comparison
The current volatility for EPR Properties (EPR) is 5.84%, while Essential Properties Realty Trust, Inc. (EPRT) has a volatility of 7.80%. This indicates that EPR experiences smaller price fluctuations and is considered to be less risky than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPR | EPRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 7.80% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 16.52% | 14.71% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.85% | 18.80% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.62% | 22.62% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.48% | 38.33% | +4.15% |
Dividends
EPR vs. EPRT - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 5.82%, more than EPRT's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.82% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
EPRT Essential Properties Realty Trust, Inc. | 3.96% | 4.06% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 1.62% | 0.00% | 0.00% | 0.00% |
Financials
EPR vs. EPRT - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties and Essential Properties Realty Trust, Inc.. 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. EPRT - Profitability Comparison
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, EPR Properties reported a gross profit of 196.03M and revenue of 196.08M. Therefore, the gross margin over that period was 100.0%.
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 160.81M and revenue of 161.89M. Therefore, the gross margin over that period was 99.3%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, EPR Properties reported an operating income of 107.04M and revenue of 196.08M, resulting in an operating margin of 54.6%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported an operating income of 104.42M and revenue of 161.89M, resulting in an operating margin of 64.5%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, EPR Properties reported a net income of 67.17M and revenue of 196.08M, resulting in a net margin of 34.3%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported a net income of 387.00K and revenue of 161.89M, resulting in a net margin of 0.2%.
Frequently Asked Questions
EPR and EPRT have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPRT has higher volatility (7.80%) compared to EPR (5.84%). In terms of maximum drawdown, EPR dropped -82.02% vs EPRT's -73.67%.
EPR currently has the higher Sharpe Ratio (0.90 vs 0.37), 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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