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.
Key characteristics
| EPR | EPRT | |
|---|---|---|
| YTD Return | -1.05% | 33.29% |
| 1Y Return | 5.30% | 47.90% |
| 3Y Return (Ann) | 3.32% | 9.40% |
| 5Y Return (Ann) | -3.90% | 9.20% |
| Sharpe Ratio | 0.48 | 2.76 |
| Sortino Ratio | 0.79 | 3.56 |
| Omega Ratio | 1.09 | 1.45 |
| Calmar Ratio | 0.26 | 2.53 |
| Martin Ratio | 0.96 | 14.96 |
| Ulcer Index | 9.51% | 3.62% |
| Daily Std Dev | 18.94% | 19.63% |
| Max Drawdown | -82.02% | -73.67% |
| Current Drawdown | -23.63% | -3.33% |
Fundamentals
| EPR | EPRT | |
|---|---|---|
| Market Cap | $3.44B | $5.85B |
| EPS | $2.32 | $1.13 |
| PE Ratio | 19.57 | 29.21 |
| Total Revenue (TTM) | $692.36M | $427.24M |
| Gross Profit (TTM) | $525.44M | $392.27M |
| EBITDA (TTM) | $502.03M | $391.72M |
Correlation
The correlation between EPR and EPRT is 0.57, 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
In the year-to-date period, EPR achieves a -1.05% return, which is significantly lower than EPRT's 33.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
EPR vs. EPRT - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 7.52%, more than EPRT's 3.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 7.52% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.22% | 5.93% | 6.42% |
EPRT Essential Properties Realty Trust, Inc. | 3.48% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 3.14% | 0.00% | 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.
Volatility
EPR vs. EPRT - Volatility Comparison
EPR Properties (EPR) has a higher volatility of 6.37% compared to Essential Properties Realty Trust, Inc. (EPRT) at 5.54%. 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.
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