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EPRT vs. COLD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EPRT and COLD is 0.47, 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.


-0.50.00.51.00.5

Performance

EPRT vs. COLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Essential Properties Realty Trust, Inc. (EPRT) and Americold Realty Trust (COLD). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
19.65%
-15.60%
EPRT
COLD

Key characteristics

Sharpe Ratio

EPRT:

1.45

COLD:

-1.03

Sortino Ratio

EPRT:

1.97

COLD:

-1.37

Omega Ratio

EPRT:

1.24

COLD:

0.83

Calmar Ratio

EPRT:

1.53

COLD:

-0.62

Martin Ratio

EPRT:

7.26

COLD:

-1.72

Ulcer Index

EPRT:

3.89%

COLD:

15.33%

Daily Std Dev

EPRT:

19.53%

COLD:

25.62%

Max Drawdown

EPRT:

-73.67%

COLD:

-43.13%

Current Drawdown

EPRT:

-7.72%

COLD:

-41.74%

Fundamentals

Market Cap

EPRT:

$5.75B

COLD:

$6.37B

EPS

EPRT:

$1.14

COLD:

-$1.02

Total Revenue (TTM)

EPRT:

$428.06M

COLD:

$2.68B

Gross Profit (TTM)

EPRT:

$393.09M

COLD:

$620.93M

EBITDA (TTM)

EPRT:

$419.99M

COLD:

$212.01M

Returns By Period

In the year-to-date period, EPRT achieves a 27.64% return, which is significantly higher than COLD's -27.92% return.


EPRT

YTD

27.64%

1M

-5.41%

6M

17.86%

1Y

27.61%

5Y*

10.12%

10Y*

N/A

COLD

YTD

-27.92%

1M

-7.88%

6M

-15.73%

1Y

-27.05%

5Y*

-6.49%

10Y*

N/A

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

EPRT vs. COLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Essential Properties Realty Trust, Inc. (EPRT) and Americold Realty Trust (COLD). 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.


Sharpe ratio
The chart of Sharpe ratio for EPRT, currently valued at 1.45, compared to the broader market-4.00-2.000.002.001.45-1.03
The chart of Sortino ratio for EPRT, currently valued at 1.97, compared to the broader market-4.00-2.000.002.004.001.97-1.37
The chart of Omega ratio for EPRT, currently valued at 1.24, compared to the broader market0.501.001.502.001.240.83
The chart of Calmar ratio for EPRT, currently valued at 1.53, compared to the broader market0.002.004.006.001.53-0.62
The chart of Martin ratio for EPRT, currently valued at 7.26, compared to the broader market-5.000.005.0010.0015.0020.0025.007.26-1.72
EPRT
COLD

The current EPRT Sharpe Ratio is 1.45, which is higher than the COLD Sharpe Ratio of -1.03. The chart below compares the historical Sharpe Ratios of EPRT and COLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.45
-1.03
EPRT
COLD

Dividends

EPRT vs. COLD - Dividend Comparison

EPRT's dividend yield for the trailing twelve months is around 3.63%, less than COLD's 4.14% yield.


TTM202320222021202020192018
EPRT
Essential Properties Realty Trust, Inc.
3.63%4.38%4.58%3.47%4.39%3.55%3.14%
COLD
Americold Realty Trust
4.14%2.91%3.11%2.68%2.25%2.28%2.76%

Drawdowns

EPRT vs. COLD - Drawdown Comparison

The maximum EPRT drawdown since its inception was -73.67%, which is greater than COLD's maximum drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for EPRT and COLD. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.72%
-41.74%
EPRT
COLD

Volatility

EPRT vs. COLD - Volatility Comparison

The current volatility for Essential Properties Realty Trust, Inc. (EPRT) is 6.25%, while Americold Realty Trust (COLD) has a volatility of 8.39%. This indicates that EPRT experiences smaller price fluctuations and is considered to be less risky than COLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.25%
8.39%
EPRT
COLD

Financials

EPRT vs. COLD - Financials Comparison

This section allows you to compare key financial metrics between Essential Properties Realty Trust, Inc. and Americold Realty Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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