EPR vs. EPRT
Compare and contrast key facts about EPR Properties (EPR) and Essential Properties Realty Trust, Inc. (EPRT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPR or EPRT.
Correlation
The correlation between EPR and EPRT is 0.44, 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.
Performance
EPR vs. EPRT - Performance Comparison
Loading data...
Key characteristics
EPR:
1.65
EPRT:
1.05
EPR:
2.19
EPRT:
1.58
EPR:
1.29
EPRT:
1.19
EPR:
1.01
EPRT:
1.52
EPR:
6.36
EPRT:
4.69
EPR:
5.48%
EPRT:
5.05%
EPR:
22.13%
EPRT:
22.22%
EPR:
-82.02%
EPRT:
-73.67%
EPR:
-4.59%
EPRT:
-4.18%
Fundamentals
EPR:
$4.08B
EPRT:
$6.32B
EPR:
$1.63
EPRT:
$1.19
EPR:
32.94
EPRT:
26.90
EPR:
5.86
EPRT:
13.30
EPR:
1.71
EPRT:
1.66
EPR:
$649.20M
EPRT:
$475.89M
EPR:
$589.80M
EPRT:
$439.66M
EPR:
$442.56M
EPRT:
$453.55M
Returns By Period
In the year-to-date period, EPR achieves a 25.20% return, which is significantly higher than EPRT's 4.11% return.
EPR
25.20%
12.34%
26.77%
36.28%
23.49%
5.27%
EPRT
4.11%
1.26%
0.05%
23.15%
28.01%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EPR vs. EPRT — Risk-Adjusted Performance Rank
EPR
EPRT
EPR vs. EPRT - Risk-Adjusted Performance 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.
Loading data...
Dividends
EPR vs. EPRT - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 6.35%, more than EPRT's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.35% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.22% | 5.93% |
EPRT Essential Properties Realty Trust, Inc. | 3.63% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 3.14% | 0.00% | 0.00% | 0.00% | 0.00% |
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. For additional features, visit the drawdowns tool.
Loading data...
Volatility
EPR vs. EPRT - Volatility Comparison
EPR Properties (EPR) has a higher volatility of 5.11% compared to Essential Properties Realty Trust, Inc. (EPRT) at 4.73%. This indicates that EPR's price experiences larger fluctuations and is considered to be riskier than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
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 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%.
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported a gross profit of 127.10M and revenue of 129.35M. Therefore, the gross margin over that period was 98.3%.
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%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported an operating income of 79.62M and revenue of 129.35M, resulting in an operating margin of 61.6%.
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%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported a net income of 56.11M and revenue of 129.35M, resulting in a net margin of 43.4%.