SITC vs. EPR
SITC (SITE Centers Corp.) and EPR (EPR Properties) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 10 years, SITC returned -3.56%/yr vs 3.54%/yr for EPR. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
SITC vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, SITC achieves a -23.99% return, which is significantly lower than EPR's 16.06% return. Over the past 10 years, SITC has underperformed EPR with an annualized return of -3.56%, while EPR has yielded a comparatively higher 3.54% annualized return.
SITC
- 1D
- -1.01%
- 1M
- -10.95%
- YTD
- -23.99%
- 6M
- -22.25%
- 1Y
- -17.46%
- 3Y*
- 2.37%
- 5Y*
- -0.91%
- 10Y*
- -3.56%
EPR
- 1D
- -0.21%
- 1M
- 2.52%
- YTD
- 16.06%
- 6M
- 11.09%
- 1Y
- 6.73%
- 3Y*
- 16.78%
- 5Y*
- 8.98%
- 10Y*
- 3.54%
SITC vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SITC SITE Centers Corp. | -23.99% | -15.13% | 46.42% | 5.13% | -10.48% | 61.35% | -26.18% | 34.28% | -14.67% | -36.34% |
EPR EPR Properties | 16.06% | 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 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001 | 0.61 |
Over the past year, the correlation between SITC and EPR has dropped to 0.35 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
Fundamentals
SITC:
$4.47
EPR:
$3.55
SITC:
1.09
EPR:
15.88
SITC:
0.03
EPR:
0.34
SITC:
2.14
EPR:
6.16
SITC:
$89.79M
EPR:
$700.22M
SITC:
-$37.77M
EPR:
$568.77M
SITC:
$251.55M
EPR:
$582.57M
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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.
| SITC | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.07 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | 0.35 | -0.90 |
| Martin ratioReturn relative to average drawdown | -1.22 | 0.69 | -1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SITC | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.65 | 0.30 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.35 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.09 | 0.08 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.30 | -0.24 |
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 | -31.94% | -19.51% | -12.43% |
Max Drawdown (3Y)Largest decline over 3 years | -43.73% | -19.51% | -24.22% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -35.63% | -8.10% |
Max Drawdown (10Y)Largest decline over 10 years | -82.17% | -82.02% | -0.15% |
Current DrawdownCurrent decline from peak | -72.43% | -5.28% | -67.15% |
Average DrawdownAverage peak-to-trough decline | -53.18% | -16.60% | -36.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.31% | 9.80% | +4.51% |
Volatility
SITC vs. EPR - Volatility Comparison
SITE Centers Corp. (SITC) has a higher volatility of 6.54% compared to EPR Properties (EPR) at 5.07%. 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 | 6.54% | 5.07% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 18.08% | 16.34% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.08% | 22.25% | +4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.72% | 26.16% | +8.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.86% | 42.44% | -0.58% |
Dividends
SITC vs. EPR - Dividend Comparison
SITC's dividend yield for the trailing twelve months is around 138.32%, more than EPR's 6.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.36% | 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. | 138.32% | 105.14% | 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 Jun 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 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%.
SITC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
SITC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 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
SITC and EPR have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SITC has higher volatility (6.54%) compared to EPR (5.07%). In terms of maximum drawdown, SITC dropped -97.77% vs EPR's -82.02%.
EPR currently has the higher Sharpe Ratio (0.30 vs -0.65), 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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