PEB vs. EPR
PEB (Pebblebrook Hotel Trust) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — PEB in REIT - Hotel & Motel, EPR in REIT - Specialty. Over the past 10 years, PEB returned -2.56%/yr vs 3.23%/yr for EPR. Their 0.50 correlation means their historical movements had little consistent relationship.
Performance
PEB vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, PEB achieves a 68.95% return, which is significantly higher than EPR's 29.16% return. Over the past 10 years, PEB has underperformed EPR with an annualized return of -2.56%, while EPR has yielded a comparatively higher 3.23% annualized return.
PEB
- 1D
- 2.08%
- 1M
- 1.70%
- 6M
- 67.47%
- YTD
- 68.95%
- 1Y
- 97.51%
- 3Y*
- 8.29%
- 5Y*
- -2.94%
- 10Y*
- -2.56%
- ALL TIME*
- 1.85%
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 | |
| $45.00M | $41.30M | $43.78M |
PEB vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 68.95% | -16.15% | -14.96% | 19.68% | -40.00% | 19.19% | -29.66% | -0.01% | -20.47% | 30.78% |
EPR EPR Properties | 29.16% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between PEB and EPR is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2009 | 0.50 |
Over the past year, the correlation between PEB and EPR has dropped to 0.28 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
Fundamentals
PEB:
$2.16B
EPR:
$4.75B
PEB:
-$0.42
EPR:
$3.43
PEB:
1.51
EPR:
6.52
PEB:
1.00
EPR:
2.07
PEB:
$1.50B
EPR:
$730.45M
PEB:
$148.08M
EPR:
$508.64M
PEB:
$214.55M
EPR:
$585.59M
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Return for Risk
PEB vs. EPR — Risk / Return Rank
PEB
EPR
PEB vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pebblebrook Hotel Trust (PEB) 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.
| PEB | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.80 | ||
| Sortino ratioReturn per unit of downside risk | +2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.18 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 5.58 | 1.05 | +4.53 |
| Martin ratioReturn relative to average drawdown | 15.14 | 2.70 | +12.44 |
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Drawdowns
PEB vs. EPR - Drawdown Comparison
The maximum PEB drawdown since its inception was -84.37%, roughly equal to the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for PEB and EPR.
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Drawdown Indicators
| PEB | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.37% | -82.02% | -2.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -19.51% | +3.12% |
Max Drawdown (3Y)Largest decline over 3 years | -53.43% | -19.51% | -33.92% |
Max Drawdown (5Y)Largest decline over 5 years | -70.13% | -35.63% | -34.50% |
Max Drawdown (10Y)Largest decline over 10 years | -83.70% | -82.02% | -1.68% |
Current DrawdownCurrent decline from peak | -50.98% | -3.03% | -47.95% |
Average DrawdownAverage peak-to-trough decline | -33.70% | -16.51% | -17.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.05% | 7.60% | -1.55% |
Volatility
PEB vs. EPR - Volatility Comparison
Pebblebrook Hotel Trust (PEB) has a higher volatility of 8.01% compared to EPR Properties (EPR) at 5.84%. This indicates that PEB'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
| PEB | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.01% | 5.84% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 23.83% | 16.52% | +7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.83% | 22.85% | +10.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.93% | 25.62% | +13.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.65% | 42.48% | +0.17% |
Dividends
PEB vs. EPR - Dividend Comparison
PEB's dividend yield for the trailing twelve months is around 0.21%, 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% |
PEB Pebblebrook Hotel Trust | 0.21% | 0.35% | 0.30% | 0.25% | 0.30% | 0.18% | 0.21% | 5.67% | 5.37% | 4.09% | 5.11% | 4.43% |
Financials
PEB vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Pebblebrook Hotel Trust 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
PEB vs. EPR - Profitability Comparison
PEB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Pebblebrook Hotel Trust reported a gross profit of 0.00 and revenue of 407.14M. Therefore, the gross margin over that period was 0.0%.
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%.
PEB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Pebblebrook Hotel Trust reported an operating income of 57.24M and revenue of 407.14M, resulting in an operating margin of 14.1%.
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%.
PEB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Pebblebrook Hotel Trust reported a net income of 20.66M and revenue of 407.14M, resulting in a net margin of 5.1%.
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
PEB and EPR have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEB has higher volatility (8.01%) compared to EPR (5.84%). In terms of maximum drawdown, PEB dropped -84.37% vs EPR's -82.02%.
PEB currently has the higher Sharpe Ratio (2.71 vs 0.90), 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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