EPRT vs. WPC
Compare and contrast key facts about Essential Properties Realty Trust, Inc. (EPRT) and W. P. Carey Inc. (WPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPRT or WPC.
Correlation
The correlation between EPRT and WPC is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EPRT vs. WPC - Performance Comparison
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Key characteristics
EPRT:
0.94
WPC:
0.44
EPRT:
1.49
WPC:
0.86
EPRT:
1.18
WPC:
1.10
EPRT:
1.42
WPC:
0.36
EPRT:
4.36
WPC:
1.48
EPRT:
5.04%
WPC:
7.38%
EPRT:
22.26%
WPC:
21.31%
EPRT:
-73.67%
WPC:
-52.45%
EPRT:
-4.95%
WPC:
-17.21%
Fundamentals
EPRT:
$6.23B
WPC:
$13.14B
EPRT:
$1.15
WPC:
$1.94
EPRT:
27.16
WPC:
30.93
EPRT:
13.09
WPC:
8.23
EPRT:
1.63
WPC:
1.57
EPRT:
$475.89M
WPC:
$1.60B
EPRT:
$439.66M
WPC:
$1.30B
EPRT:
$453.55M
WPC:
$1.40B
Returns By Period
In the year-to-date period, EPRT achieves a 3.27% return, which is significantly lower than WPC's 14.05% return.
EPRT
3.27%
1.68%
-0.15%
20.69%
27.83%
N/A
WPC
14.05%
1.14%
15.13%
9.40%
9.01%
5.91%
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Risk-Adjusted Performance
EPRT vs. WPC — Risk-Adjusted Performance Rank
EPRT
WPC
EPRT vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Properties Realty Trust, Inc. (EPRT) and W. P. Carey Inc. (WPC). 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.
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Dividends
EPRT vs. WPC - Dividend Comparison
EPRT's dividend yield for the trailing twelve months is around 3.66%, less than WPC's 5.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPRT Essential Properties Realty Trust, Inc. | 3.66% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 3.14% | 0.00% | 0.00% | 0.00% | 0.00% |
WPC W. P. Carey Inc. | 5.74% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
Drawdowns
EPRT vs. WPC - Drawdown Comparison
The maximum EPRT drawdown since its inception was -73.67%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for EPRT and WPC. For additional features, visit the drawdowns tool.
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Volatility
EPRT vs. WPC - Volatility Comparison
The current volatility for Essential Properties Realty Trust, Inc. (EPRT) is 4.82%, while W. P. Carey Inc. (WPC) has a volatility of 5.49%. This indicates that EPRT experiences smaller price fluctuations and is considered to be less risky than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
EPRT vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between Essential Properties Realty Trust, Inc. and W. P. Carey 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. WPC - Profitability Comparison
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported a gross profit of 127.10M and revenue of 129.35M. Therefore, the gross margin over that period was 98.3%.
WPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a gross profit of 382.64M and revenue of 409.84M. Therefore, the gross margin over that period was 93.4%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported an operating income of 79.62M and revenue of 129.35M, resulting in an operating margin of 61.6%.
WPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported an operating income of 197.47M and revenue of 409.84M, resulting in an operating margin of 48.2%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported a net income of 56.11M and revenue of 129.35M, resulting in a net margin of 43.4%.
WPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a net income of 125.82M and revenue of 409.84M, resulting in a net margin of 30.7%.