EPR vs. SURYY
EPR (EPR Properties) and SURYY (Sumitomo Realty & Development Co. Ltd) are both stocks. Both are in the Real Estate sector — EPR in REIT - Retail, SURYY in Real Estate - Services. Over the past 3 years, EPR returned 17.65%/yr vs -1.02%/yr for SURYY. At a 0.03 correlation, their price movements are largely independent.
Performance
EPR vs. SURYY - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 23.29% return, which is significantly higher than SURYY's -11.64% return.
EPR
- 1D
- 1.17%
- 1M
- 3.44%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 11.23%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
SURYY
- 1D
- 0.00%
- 1M
- -30.27%
- YTD
- -11.64%
- 6M
- -50.76%
- 1Y
- -33.38%
- 3Y*
- -1.02%
- 5Y*
- —
- 10Y*
- —
EPR vs. SURYY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | 5.12% |
SURYY Sumitomo Realty & Development Co. Ltd | -11.64% | -24.29% | 44.95% | -0.60% | 1.21% |
Correlation
The correlation between EPR and SURYY is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2022 | 0.03 |
Fundamentals
EPR:
$4.58B
SURYY:
$20.94B
EPR:
$3.55
SURYY:
¥115.63
EPR:
16.86
SURYY:
15.69
EPR:
0.36
SURYY:
1.38
EPR:
6.54
SURYY:
3.15
EPR:
1.98
SURYY:
1.35
EPR:
$700.22M
SURYY:
¥1.07T
EPR:
$568.77M
SURYY:
¥349.64B
EPR:
$582.57M
SURYY:
¥379.18B
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Return for Risk
EPR vs. SURYY — Risk / Return Rank
EPR
SURYY
EPR vs. SURYY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) and Sumitomo Realty & Development Co. Ltd (SURYY). 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 | SURYY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.99 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | -0.56 | +1.14 |
| Martin ratioReturn relative to average drawdown | 1.15 | -1.05 | +2.19 |
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Drawdowns
EPR vs. SURYY - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, which is greater than SURYY's maximum drawdown of -59.85%. Use the drawdown chart below to compare losses from any high point for EPR and SURYY.
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Drawdown Indicators
| EPR | SURYY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -59.85% | -22.17% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -59.85% | +40.34% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -59.85% | +40.34% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -57.00% | +57.00% |
Average DrawdownAverage peak-to-trough decline | -16.58% | -19.90% | +3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 32.01% | -22.20% |
Volatility
EPR vs. SURYY - Volatility Comparison
The current volatility for EPR Properties (EPR) is 5.14%, while Sumitomo Realty & Development Co. Ltd (SURYY) has a volatility of 29.31%. This indicates that EPR experiences smaller price fluctuations and is considered to be less risky than SURYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPR | SURYY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 29.31% | -24.17% |
Volatility (6M)Calculated over the trailing 6-month period | 16.49% | 87.81% | -71.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.44% | 79.78% | -57.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.16% | 62.11% | -35.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.44% | 62.11% | -19.67% |
Dividends
EPR vs. SURYY - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 5.99%, while SURYY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
SURYY Sumitomo Realty & Development Co. Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EPR vs. SURYY - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties and Sumitomo Realty & Development Co. Ltd. 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. SURYY - Profitability Comparison
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
SURYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a gross profit of 65.77B and revenue of 283.74B. Therefore, the gross margin over that period was 23.2%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
SURYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported an operating income of 62.29B and revenue of 283.74B, resulting in an operating margin of 22.0%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
SURYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a net income of 38.35B and revenue of 283.74B, resulting in a net margin of 13.5%.
Frequently Asked Questions
EPR and SURYY have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SURYY has higher volatility (29.31%) compared to EPR (5.14%). In terms of maximum drawdown, EPR dropped -82.02% vs SURYY's -59.85%.
EPR currently has the higher Sharpe Ratio (0.50 vs -0.42), 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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