EPRT vs. EPR
Compare and contrast key facts about Essential Properties Realty Trust, Inc. (EPRT) and EPR Properties (EPR).
Performance
EPRT vs. EPR - Performance Comparison
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EPRT vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EPRT Essential Properties Realty Trust, Inc. | 3.40% | -1.40% | 27.32% | 14.20% | -14.60% | 41.19% | -9.72% | 86.75% | 3.10% |
EPR EPR Properties | 1.80% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 1.07% |
Fundamentals
EPRT:
$6.12B
EPR:
$3.83B
EPRT:
$1.26
EPR:
$3.59
EPRT:
24.04
EPR:
13.91
EPRT:
1.89
EPR:
0.30
EPRT:
10.84
EPR:
5.33
EPRT:
1.46
EPR:
1.64
EPRT:
$561.22M
EPR:
$718.36M
EPRT:
$405.75M
EPR:
$716.16M
EPRT:
$453.96M
EPR:
$579.67M
Returns By Period
In the year-to-date period, EPRT achieves a 3.40% return, which is significantly higher than EPR's 1.80% return.
EPRT
- 1D
- -0.33%
- 1M
- -9.64%
- YTD
- 3.40%
- 6M
- 4.13%
- 1Y
- -3.18%
- 3Y*
- 11.45%
- 5Y*
- 9.72%
- 10Y*
- —
EPR
- 1D
- 2.00%
- 1M
- -15.37%
- YTD
- 1.80%
- 6M
- -10.88%
- 1Y
- 1.49%
- 3Y*
- 17.71%
- 5Y*
- 7.86%
- 10Y*
- 3.25%
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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.
| EPRT | EPR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.06 | -0.22 |
Sortino ratioReturn per unit of downside risk | -0.09 | 0.26 | -0.35 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.03 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 0.20 | -0.37 |
Martin ratioReturn relative to average drawdown | -0.38 | 0.40 | -0.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EPRT | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.06 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.29 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.08 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.29 | +0.12 |
Correlation
The correlation between EPRT and EPR is 0.58, 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.
Dividends
EPRT vs. EPR - Dividend Comparison
EPRT's dividend yield for the trailing twelve months is around 4.02%, less than EPR's 7.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPRT Essential Properties Realty Trust, Inc. | 4.02% | 4.06% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 1.62% | 0.00% | 0.00% | 0.00% |
EPR EPR Properties | 7.12% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
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 | -12.73% | -19.51% | +6.78% |
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 | -11.34% | -16.92% | +5.58% |
Average DrawdownAverage peak-to-trough decline | -14.07% | -16.66% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 9.66% | -3.93% |
Volatility
EPRT vs. EPR - Volatility Comparison
The current volatility for Essential Properties Realty Trust, Inc. (EPRT) is 4.12%, while EPR Properties (EPR) has a volatility of 8.43%. 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.
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Volatility by Period
| EPRT | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 8.43% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 17.61% | -5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.20% | 25.42% | -5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 26.91% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.90% | 42.43% | -3.53% |
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