EPRT vs. EPR
Compare and contrast key facts about Essential Properties Realty Trust, Inc. (EPRT) and EPR Properties (EPR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPRT or EPR.
Performance
EPRT vs. EPR - Performance Comparison
Returns By Period
In the year-to-date period, EPRT achieves a 34.94% return, which is significantly higher than EPR's -0.87% return.
EPRT
34.94%
-1.24%
26.63%
47.08%
10.21%
N/A
EPR
-0.87%
-4.10%
15.14%
7.68%
-3.38%
3.91%
Fundamentals
| EPRT | EPR | |
|---|---|---|
| Market Cap | $6.01B | $3.35B |
| EPS | $1.12 | $2.32 |
| PE Ratio | 29.96 | 19.09 |
| Total Revenue (TTM) | $427.24M | $692.36M |
| Gross Profit (TTM) | $392.27M | $468.21M |
| EBITDA (TTM) | $419.99M | $505.09M |
Key characteristics
| EPRT | EPR | |
|---|---|---|
| Sharpe Ratio | 2.41 | 0.41 |
| Sortino Ratio | 3.14 | 0.69 |
| Omega Ratio | 1.39 | 1.08 |
| Calmar Ratio | 2.31 | 0.22 |
| Martin Ratio | 12.91 | 0.80 |
| Ulcer Index | 3.65% | 9.63% |
| Daily Std Dev | 19.51% | 18.56% |
| Max Drawdown | -73.67% | -82.02% |
| Current Drawdown | -2.13% | -23.50% |
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Correlation
The correlation between EPRT and EPR 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.
Risk-Adjusted Performance
EPRT vs. EPR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Properties Realty Trust, Inc. (EPRT) and EPR Properties (EPR). 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
EPRT vs. EPR - Dividend Comparison
EPRT's dividend yield for the trailing twelve months is around 3.44%, less than EPR's 7.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPRT Essential Properties Realty Trust, Inc. | 3.44% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 3.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EPR EPR Properties | 7.51% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.22% | 5.93% | 6.42% |
Drawdowns
EPRT vs. EPR - Drawdown Comparison
The maximum EPRT drawdown since its inception was -73.67%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for EPRT and EPR. For additional features, visit the drawdowns tool.
Volatility
EPRT vs. EPR - Volatility Comparison
The current volatility for Essential Properties Realty Trust, Inc. (EPRT) is 5.97%, while EPR Properties (EPR) has a volatility of 6.30%. This indicates that EPRT experiences smaller price fluctuations and is considered to be less risky than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EPRT vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Essential Properties Realty Trust, Inc. and EPR Properties. 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