EPRT vs. STAG
EPRT (Essential Properties Realty Trust, Inc.) and STAG (STAG Industrial, Inc.) are both stocks. Both are in the Real Estate sector — EPRT in REIT - Diversified, STAG in REIT - Industrial. Over the past 5 years, EPRT returned 5.37%/yr vs 2.52%/yr for STAG. Their 0.59 correlation means they have sometimes moved together and sometimes differently.
Performance
EPRT vs. STAG - Performance Comparison
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Returns By Period
In the year-to-date period, EPRT achieves a 7.70% return, which is significantly higher than STAG's 6.26% 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%
STAG
- 1D
- -0.73%
- 1M
- -2.30%
- 6M
- 4.14%
- YTD
- 6.26%
- 1Y
- 15.49%
- 3Y*
- 6.20%
- 5Y*
- 2.52%
- 10Y*
- 9.24%
- ALL TIME*
- 13.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $59.48M | $51.66M | $57.34M | |
| $79.14M | $75.04M | $58.84M |
EPRT vs. STAG - 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% |
STAG STAG Industrial, Inc. | 6.26% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -4.71% |
Correlation
The correlation between EPRT and STAG is 0.54, 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. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2018 | 0.59 |
The correlation between EPRT and STAG shifts across timeframes, from 0.54 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EPRT:
$6.77B
STAG:
$7.32B
EPRT:
$0.94
STAG:
$1.30
EPRT:
33.43
STAG:
29.35
EPRT:
2.62
STAG:
3.72
EPRT:
10.49
STAG:
8.23
EPRT:
1.53
STAG:
2.02
EPRT:
$617.91M
STAG:
$880.59M
EPRT:
$442.38M
STAG:
$189.35M
EPRT:
$440.76M
STAG:
$620.43M
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Return for Risk
EPRT vs. STAG — Risk / Return Rank
EPRT
STAG
EPRT vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Properties Realty Trust, Inc. (EPRT) and STAG Industrial, Inc. (STAG). 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 | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.67 | -1.18 |
| Martin ratioReturn relative to average drawdown | 1.11 | 4.15 | -3.04 |
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Drawdowns
EPRT vs. STAG - Drawdown Comparison
The maximum EPRT drawdown since its inception was -73.67%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for EPRT and STAG.
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Drawdown Indicators
| EPRT | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.67% | -45.08% | -28.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -9.44% | -4.82% |
Max Drawdown (3Y)Largest decline over 3 years | -15.52% | -24.59% | +9.07% |
Max Drawdown (5Y)Largest decline over 5 years | -38.42% | -42.22% | +3.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.08% | — |
Current DrawdownCurrent decline from peak | -7.65% | -8.99% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -13.83% | -10.44% | -3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.25% | 3.79% | +2.46% |
Volatility
EPRT vs. STAG - Volatility Comparison
The current volatility for Essential Properties Realty Trust, Inc. (EPRT) is 7.80%, while STAG Industrial, Inc. (STAG) has a volatility of 8.46%. This indicates that EPRT experiences smaller price fluctuations and is considered to be less risky than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPRT | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 8.46% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 14.71% | 16.13% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 20.41% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.62% | 23.58% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.33% | 26.24% | +12.09% |
Dividends
EPRT vs. STAG - Dividend Comparison
EPRT's dividend yield for the trailing twelve months is around 3.96%, more than STAG's 3.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
STAG STAG Industrial, Inc. | 3.65% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
EPRT vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between Essential Properties Realty Trust, Inc. and STAG Industrial, Inc.. 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. STAG - 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%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported a gross profit of -176.89M and revenue of 224.37M. Therefore, the gross margin over that period was -78.8%.
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%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported an operating income of 1.10M and revenue of 224.37M, resulting in an operating margin of 0.5%.
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%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported a net income of 52.84M and revenue of 224.37M, resulting in a net margin of 23.6%.
Frequently Asked Questions
EPRT and STAG have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STAG has higher volatility (8.46%) compared to EPRT (7.80%). In terms of maximum drawdown, EPRT dropped -73.67% vs STAG's -45.08%.
STAG currently has the higher Sharpe Ratio (0.77 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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