EPR vs. STAG
Compare and contrast key facts about EPR Properties (EPR) and STAG Industrial, Inc. (STAG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPR or STAG.
Key characteristics
| EPR | STAG | |
|---|---|---|
| YTD Return | -1.05% | -2.22% |
| 1Y Return | 5.30% | 8.26% |
| 3Y Return (Ann) | 3.32% | -0.54% |
| 5Y Return (Ann) | -3.90% | 8.23% |
| 10Y Return (Ann) | 3.88% | 9.99% |
| Sharpe Ratio | 0.48 | 0.66 |
| Sortino Ratio | 0.79 | 1.10 |
| Omega Ratio | 1.09 | 1.12 |
| Calmar Ratio | 0.26 | 0.63 |
| Martin Ratio | 0.96 | 2.19 |
| Ulcer Index | 9.51% | 6.06% |
| Daily Std Dev | 18.94% | 19.93% |
| Max Drawdown | -82.02% | -45.08% |
| Current Drawdown | -23.63% | -12.84% |
Fundamentals
| EPR | STAG | |
|---|---|---|
| Market Cap | $3.44B | $6.84B |
| EPS | $2.32 | $0.99 |
| PE Ratio | 19.57 | 37.16 |
| PEG Ratio | 2.93 | -402.43 |
| Total Revenue (TTM) | $692.36M | $751.37M |
| Gross Profit (TTM) | $525.44M | $382.24M |
| EBITDA (TTM) | $502.03M | $553.23M |
Correlation
The correlation between EPR and STAG is 0.56, 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. STAG - Performance Comparison
In the year-to-date period, EPR achieves a -1.05% return, which is significantly higher than STAG's -2.22% return. Over the past 10 years, EPR has underperformed STAG with an annualized return of 3.88%, while STAG has yielded a comparatively higher 9.99% annualized 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. STAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) and STAG Industrial, Inc. (STAG). 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. STAG - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 7.52%, more than STAG's 3.98% 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% |
STAG STAG Industrial, Inc. | 3.98% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% | 5.89% |
Drawdowns
EPR vs. STAG - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for EPR and STAG. For additional features, visit the drawdowns tool.
Volatility
EPR vs. STAG - Volatility Comparison
The current volatility for EPR Properties (EPR) is 6.37%, while STAG Industrial, Inc. (STAG) has a volatility of 6.90%. This indicates that EPR experiences smaller price fluctuations and is considered to be less risky than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EPR vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties and STAG Industrial, 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