SITC vs. EPR
SITC (SITE Centers Corp.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — SITC in REIT - Retail, EPR in REIT - Specialty. Over the past 10 years, SITC returned -2.72%/yr vs 3.23%/yr for EPR. Their 0.61 correlation means they have sometimes moved together and sometimes differently.
Performance
SITC vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, SITC achieves a -33.33% return, which is significantly lower than EPR's 29.16% return. Over the past 10 years, SITC has underperformed EPR with an annualized return of -2.72%, while EPR has yielded a comparatively higher 3.23% annualized return.
SITC
- 1D
- -1.15%
- 1M
- -4.68%
- 6M
- -30.07%
- YTD
- -33.33%
- 1Y
- 0.45%
- 3Y*
- 5.13%
- 5Y*
- 1.96%
- 10Y*
- -2.72%
- ALL TIME*
- 3.67%
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 | |
| $2.31M | $3.67M | $3.80M |
SITC vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SITC SITE Centers Corp. | -33.33% | 18.38% | 46.42% | 5.13% | -10.48% | 61.35% | -26.18% | 34.28% | -14.67% | -36.34% |
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 SITC and EPR is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.61 |
Over the past year, the correlation between SITC and EPR has dropped to 0.32 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
Fundamentals
SITC:
$224.59M
EPR:
$4.75B
SITC:
$5.03
EPR:
$3.43
SITC:
0.85
EPR:
18.08
SITC:
0.02
EPR:
0.39
SITC:
1.67
EPR:
6.52
SITC:
$89.79M
EPR:
$730.45M
SITC:
-$37.77M
EPR:
$508.64M
SITC:
$251.55M
EPR:
$585.59M
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Return for Risk
SITC vs. EPR — Risk / Return Rank
SITC
EPR
SITC vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SITE Centers Corp. (SITC) 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.
| SITC | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.18 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.05 | -1.07 |
| Martin ratioReturn relative to average drawdown | -0.04 | 2.70 | -2.74 |
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Drawdowns
SITC vs. EPR - Drawdown Comparison
The maximum SITC drawdown since its inception was -97.77%, which is greater than EPR's maximum drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for SITC and EPR.
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Drawdown Indicators
| SITC | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.77% | -82.02% | -15.75% |
Max Drawdown (1Y)Largest decline over 1 year | -44.63% | -19.51% | -25.12% |
Max Drawdown (3Y)Largest decline over 3 years | -44.63% | -19.51% | -25.12% |
Max Drawdown (5Y)Largest decline over 5 years | -44.63% | -35.63% | -9.00% |
Max Drawdown (10Y)Largest decline over 10 years | -81.61% | -82.02% | +0.41% |
Current DrawdownCurrent decline from peak | -66.27% | -3.03% | -63.24% |
Average DrawdownAverage peak-to-trough decline | -52.81% | -16.51% | -36.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.49% | 7.60% | +12.89% |
Volatility
SITC vs. EPR - Volatility Comparison
SITE Centers Corp. (SITC) has a higher volatility of 10.35% compared to EPR Properties (EPR) at 5.84%. This indicates that SITC'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
| SITC | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.35% | 5.84% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 25.12% | 16.52% | +8.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.01% | 22.85% | +29.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.90% | 25.62% | +14.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.27% | 42.48% | +1.79% |
Dividends
SITC vs. EPR - Dividend Comparison
SITC's dividend yield for the trailing twelve months is around 198.60%, more 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% |
SITC SITE Centers Corp. | 198.60% | 155.76% | 1.33% | 4.99% | 3.81% | 2.97% | 2.47% | 5.71% | 45.26% | 8.48% | 4.98% | 4.10% |
Financials
SITC vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between SITE Centers Corp. 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
SITC vs. EPR - Profitability Comparison
SITC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, SITE Centers Corp. reported a gross profit of 0.00 and revenue of 9.24M. 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%.
SITC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, SITE Centers Corp. reported an operating income of 0.00 and revenue of 9.24M, resulting in an operating margin of 0.0%.
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%.
SITC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, SITE Centers Corp. reported a net income of 938.00K and revenue of 9.24M, resulting in a net margin of 10.2%.
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
SITC 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.
SITC has higher volatility (10.35%) compared to EPR (5.84%). In terms of maximum drawdown, SITC dropped -97.77% vs EPR's -82.02%.
EPR currently has the higher Sharpe Ratio (0.90 vs -0.02), 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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