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 -2.64%/yr vs 3.00%/yr for EPR. At a 0.50 correlation, their price movements are largely independent.
Performance
PEB vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, PEB achieves a 60.81% return, which is significantly higher than EPR's 23.47% return. Over the past 10 years, PEB has underperformed EPR with an annualized return of -2.64%, while EPR has yielded a comparatively higher 3.00% annualized return.
PEB
- 1D
- 1.00%
- 1M
- 0.05%
- 6M
- 47.76%
- YTD
- 60.81%
- 1Y
- 66.54%
- 3Y*
- 8.46%
- 5Y*
- -4.33%
- 10Y*
- -2.64%
EPR
- 1D
- 0.08%
- 1M
- 0.14%
- 6M
- 17.66%
- YTD
- 23.47%
- 1Y
- 5.51%
- 3Y*
- 16.63%
- 5Y*
- 10.12%
- 10Y*
- 3.00%
PEB vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 60.81% | -16.15% | -14.96% | 19.68% | -40.00% | 19.19% | -29.66% | -0.01% | -20.47% | 30.78% |
EPR EPR Properties | 23.47% | 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 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2009 | 0.50 |
The correlation between PEB and EPR shifts across timeframes, from 0.32 (1 year) to 0.52 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PEB:
$2.06B
EPR:
$4.56B
PEB:
-$0.54
EPR:
$3.55
PEB:
1.40
EPR:
6.52
PEB:
0.85
EPR:
1.97
PEB:
$1.50B
EPR:
$700.22M
PEB:
$187.07M
EPR:
$568.77M
PEB:
$221.67M
EPR:
$582.57M
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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 | +1.60 | ||
| Sortino ratioReturn per unit of downside risk | +2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.07 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.93 | 0.34 | +3.60 |
| Martin ratioReturn relative to average drawdown | 9.73 | 0.67 | +9.06 |
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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 | -53.34% | -0.37% | -52.97% |
Average DrawdownAverage peak-to-trough decline | -33.64% | -16.54% | -17.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 9.82% | -3.10% |
Volatility
PEB vs. EPR - Volatility Comparison
Pebblebrook Hotel Trust (PEB) has a higher volatility of 11.90% compared to EPR Properties (EPR) at 5.77%. 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 | 11.90% | 5.77% | +6.13% |
Volatility (6M)Calculated over the trailing 6-month period | 24.67% | 17.04% | +7.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.39% | 22.65% | +11.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.02% | 26.07% | +12.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.70% | 42.46% | +0.24% |
Dividends
PEB vs. EPR - Dividend Comparison
PEB's dividend yield for the trailing twelve months is around 0.22%, less than EPR's 6.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.04% | 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 | 0.22% | 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 Jul 2026, Pebblebrook Hotel Trust reported a gross profit of 0.00 and revenue of 345.66M. 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 Jul 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%.
PEB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Pebblebrook Hotel Trust reported an operating income of 8.05M and revenue of 345.66M, resulting in an operating margin of 2.3%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
PEB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Pebblebrook Hotel Trust reported a net income of -29.70M and revenue of 345.66M, resulting in a net margin of -8.6%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
PEB and EPR have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEB has higher volatility (11.90%) compared to EPR (5.77%). In terms of maximum drawdown, PEB dropped -84.37% vs EPR's -82.02%.
PEB currently has the higher Sharpe Ratio (1.89 vs 0.29), 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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