EPRT vs. EPR
EPRT (Essential Properties Realty Trust, Inc.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — EPRT in REIT - Diversified, EPR in REIT - Specialty. Over the past 5 years, EPRT returned 5.37%/yr vs 12.03%/yr for EPR. Their 0.58 correlation means they have sometimes moved together and sometimes differently.
Performance
EPRT vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, EPRT achieves a 7.70% return, which is significantly lower than EPR's 29.16% return.
EPRT
- 1D
- 0.06%
- 1M
- 0.35%
- 6M
- 5.22%
- YTD
- 7.70%
- 1Y
- 6.77%
- 3Y*
- 13.37%
- 5Y*
- 5.37%
- 10Y*
- —
- ALL TIME*
- 15.74%
EPR
- 1D
- -2.56%
- 1M
- 5.54%
- 6M
- 18.18%
- YTD
- 29.16%
- 1Y
- 20.51%
- 3Y*
- 19.52%
- 5Y*
- 12.03%
- 10Y*
- 3.23%
- ALL TIME*
- 11.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.74M | $40.64M | $39.39M | |
| $59.48M | $51.66M | $57.34M |
EPRT vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EPRT Essential Properties Realty Trust, Inc. | 7.70% | -1.40% | 27.32% | 14.20% | -14.60% | 41.19% | -9.72% | 86.75% | 4.25% |
EPR EPR Properties | 29.16% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 0.07% |
Correlation
The correlation between EPRT and EPR is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2018 | 0.58 |
The correlation between EPRT and EPR has been stable across timeframes, ranging from 0.58 to 0.64 - a consistent structural relationship.
Fundamentals
EPRT:
$6.77B
EPR:
$4.75B
EPRT:
$0.94
EPR:
$3.43
EPRT:
33.43
EPR:
18.08
EPRT:
2.62
EPR:
0.39
EPRT:
10.49
EPR:
6.52
EPRT:
1.53
EPR:
2.07
EPRT:
$617.91M
EPR:
$730.45M
EPRT:
$442.38M
EPR:
$508.64M
EPRT:
$440.76M
EPR:
$585.59M
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Return for Risk
EPRT vs. EPR — Risk / Return Rank
EPRT
EPR
EPRT vs. EPR - Risk-Adjusted Trends 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.
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.
| EPRT | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.05 | -0.56 |
| Martin ratioReturn relative to average drawdown | 1.11 | 2.70 | -1.59 |
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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.
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Drawdown Indicators
| EPRT | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.67% | -82.02% | +8.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -19.51% | +5.25% |
Max Drawdown (3Y)Largest decline over 3 years | -15.52% | -19.51% | +3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -38.42% | -35.63% | -2.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -82.02% | — |
Current DrawdownCurrent decline from peak | -7.65% | -3.03% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -13.83% | -16.51% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.25% | 7.60% | -1.35% |
Volatility
EPRT vs. EPR - Volatility Comparison
Essential Properties Realty Trust, Inc. (EPRT) has a higher volatility of 7.80% compared to EPR Properties (EPR) at 5.84%. This indicates that EPRT's price experiences larger fluctuations and is considered to be riskier than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPRT | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 5.84% | +1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 14.71% | 16.52% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 22.85% | -4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.62% | 25.62% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.33% | 42.48% | -4.15% |
Dividends
EPRT vs. EPR - Dividend Comparison
EPRT's dividend yield for the trailing twelve months is around 3.96%, less than EPR's 5.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.82% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
EPRT Essential Properties Realty Trust, Inc. | 3.96% | 4.06% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 1.62% | 0.00% | 0.00% | 0.00% |
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
EPRT vs. EPR - Profitability Comparison
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 160.81M and revenue of 161.89M. Therefore, the gross margin over that period was 99.3%.
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, EPR Properties reported a gross profit of 196.03M and revenue of 196.08M. Therefore, the gross margin over that period was 100.0%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported an operating income of 104.42M and revenue of 161.89M, resulting in an operating margin of 64.5%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, EPR Properties reported an operating income of 107.04M and revenue of 196.08M, resulting in an operating margin of 54.6%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported a net income of 387.00K and revenue of 161.89M, resulting in a net margin of 0.2%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, EPR Properties reported a net income of 67.17M and revenue of 196.08M, resulting in a net margin of 34.3%.
Frequently Asked Questions
EPRT and EPR have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPRT has higher volatility (7.80%) compared to EPR (5.84%). In terms of maximum drawdown, EPRT dropped -73.67% vs EPR's -82.02%.
EPR currently has the higher Sharpe Ratio (0.90 vs 0.37), 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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