META vs. EPR
META (Meta Platforms, Inc.) and EPR (EPR Properties) are both stocks. META operates in Internet Content & Information (Communication Services), while EPR operates in REIT - Retail (Real Estate). Over the past 10 years, META returned 17.39%/yr vs 3.90%/yr for EPR. At a 0.18 correlation, their price movements are largely independent.
Performance
META vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, META achieves a -14.03% return, which is significantly lower than EPR's 23.29% return. Over the past 10 years, META has outperformed EPR with an annualized return of 17.39%, while EPR has yielded a comparatively lower 3.90% annualized return.
META
- 1D
- -0.26%
- 1M
- -8.32%
- YTD
- -14.03%
- 6M
- -11.84%
- 1Y
- -16.71%
- 3Y*
- 28.18%
- 5Y*
- 11.52%
- 10Y*
- 17.39%
EPR
- 1D
- 1.17%
- 1M
- 3.94%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 13.06%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
META vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
META Meta Platforms, Inc. | -14.03% | 13.09% | 66.05% | 194.13% | -64.22% | 23.13% | 33.09% | 56.57% | -25.71% | 53.38% |
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between META and EPR is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since May 18, 2012 | 0.18 |
The correlation between META and EPR shifts across timeframes, from -0.06 (1 year) to 0.19 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
META:
$1.45T
EPR:
$4.58B
META:
$27.47
EPR:
$3.55
META:
20.64
EPR:
16.86
META:
0.85
EPR:
0.36
META:
6.78
EPR:
6.54
META:
5.97
EPR:
1.98
META:
$214.96B
EPR:
$700.22M
META:
$176.14B
EPR:
$568.77M
META:
$106.31B
EPR:
$582.57M
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Return for Risk
META vs. EPR — Risk / Return Rank
META
EPR
META vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meta Platforms, Inc. (META) 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.
| META | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.10 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 0.58 | -1.12 |
| Martin ratioReturn relative to average drawdown | -1.12 | 1.15 | -2.27 |
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Drawdowns
META vs. EPR - Drawdown Comparison
The maximum META drawdown since its inception was -76.74%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for META and EPR.
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Drawdown Indicators
| META | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.74% | -82.02% | +5.28% |
Max Drawdown (1Y)Largest decline over 1 year | -33.30% | -19.51% | -13.79% |
Max Drawdown (3Y)Largest decline over 3 years | -34.15% | -19.51% | -14.64% |
Max Drawdown (5Y)Largest decline over 5 years | -76.74% | -35.63% | -41.11% |
Max Drawdown (10Y)Largest decline over 10 years | -76.74% | -82.02% | +5.28% |
Current DrawdownCurrent decline from peak | -28.06% | 0.00% | -28.06% |
Average DrawdownAverage peak-to-trough decline | -15.83% | -16.58% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.06% | 9.81% | +6.25% |
Volatility
META vs. EPR - Volatility Comparison
Meta Platforms, Inc. (META) has a higher volatility of 10.17% compared to EPR Properties (EPR) at 5.14%. This indicates that META'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
| META | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.17% | 5.14% | +5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 26.91% | 16.49% | +10.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.52% | 22.44% | +13.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.04% | 26.16% | +17.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.67% | 42.44% | -3.77% |
Dividends
META vs. EPR - Dividend Comparison
META's dividend yield for the trailing twelve months is around 0.37%, less than EPR's 5.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
META Meta Platforms, Inc. | 0.37% | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
META vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Meta Platforms, 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
META vs. EPR - Profitability Comparison
META - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
META - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
META - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
Frequently Asked Questions
META and EPR have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
META has higher volatility (10.17%) compared to EPR (5.14%). In terms of maximum drawdown, META dropped -76.74% vs EPR's -82.02%.
EPR currently has the higher Sharpe Ratio (0.50 vs -0.51), 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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