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.
Correlation
The correlation between EPR and STAG is 0.46, 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
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Key characteristics
EPR:
1.73
STAG:
0.18
EPR:
2.37
STAG:
0.48
EPR:
1.32
STAG:
1.06
EPR:
1.11
STAG:
0.20
EPR:
6.99
STAG:
0.53
EPR:
5.48%
STAG:
10.38%
EPR:
22.08%
STAG:
23.61%
EPR:
-82.02%
STAG:
-45.08%
EPR:
-6.32%
STAG:
-15.06%
Fundamentals
EPR:
$4.05B
STAG:
$6.75B
EPR:
$1.63
STAG:
$1.33
EPR:
32.63
STAG:
26.64
EPR:
2.93
STAG:
-402.43
EPR:
5.80
STAG:
8.60
EPR:
1.73
STAG:
1.86
EPR:
$517.64M
STAG:
$785.42M
EPR:
$431.94M
STAG:
$550.70M
EPR:
$308.87M
STAG:
$538.17M
Returns By Period
In the year-to-date period, EPR achieves a 22.93% return, which is significantly higher than STAG's 6.28% return. Over the past 10 years, EPR has underperformed STAG with an annualized return of 5.09%, while STAG has yielded a comparatively higher 10.15% annualized return.
EPR
22.93%
13.27%
20.87%
37.84%
24.29%
5.09%
STAG
6.28%
13.12%
-3.02%
4.21%
13.53%
10.15%
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Risk-Adjusted Performance
EPR vs. STAG — Risk-Adjusted Performance Rank
EPR
STAG
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.
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Dividends
EPR vs. STAG - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 6.47%, more than STAG's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.47% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.22% | 5.93% |
STAG STAG Industrial, Inc. | 4.19% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% |
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.
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Volatility
EPR vs. STAG - Volatility Comparison
The current volatility for EPR Properties (EPR) is 5.06%, while STAG Industrial, Inc. (STAG) has a volatility of 6.42%. 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.
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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
EPR vs. STAG - 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 148.85M and revenue of 164.04M. Therefore, the gross margin over that period was 90.7%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, STAG Industrial, Inc. reported a gross profit of 161.90M and revenue of 205.57M. Therefore, the gross margin over that period was 78.8%.
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 45.24M and revenue of 164.04M, resulting in an operating margin of 27.6%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, STAG Industrial, Inc. reported an operating income of 74.69M and revenue of 205.57M, resulting in an operating margin of 36.3%.
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 -8.40M and revenue of 164.04M, resulting in a net margin of -5.1%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, STAG Industrial, Inc. reported a net income of 91.40M and revenue of 205.57M, resulting in a net margin of 44.5%.