STAG vs. EPR
STAG (STAG Industrial, Inc.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — STAG in REIT - Industrial, EPR in REIT - Retail. Over the past 10 years, STAG returned 10.66%/yr vs 3.90%/yr for EPR. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
STAG vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, STAG achieves a 6.64% return, which is significantly lower than EPR's 23.29% return. Over the past 10 years, STAG has outperformed EPR with an annualized return of 10.66%, while EPR has yielded a comparatively lower 3.90% annualized return.
STAG
- 1D
- 2.05%
- 1M
- 1.07%
- YTD
- 6.64%
- 6M
- 4.38%
- 1Y
- 9.55%
- 3Y*
- 6.09%
- 5Y*
- 4.10%
- 10Y*
- 10.66%
EPR
- 1D
- 1.17%
- 1M
- 3.44%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 11.23%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
STAG vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 6.64% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
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 STAG and EPR is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2011 | 0.57 |
The correlation between STAG and EPR has been stable across timeframes, ranging from 0.51 to 0.58 - a consistent structural relationship.
Fundamentals
STAG:
$7.42B
EPR:
$4.58B
STAG:
$1.30
EPR:
$3.55
STAG:
29.92
EPR:
16.86
STAG:
3.79
EPR:
0.36
STAG:
8.45
EPR:
6.54
STAG:
2.07
EPR:
1.98
STAG:
$863.82M
EPR:
$700.22M
STAG:
$356.54M
EPR:
$568.77M
STAG:
$598.36M
EPR:
$582.57M
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Return for Risk
STAG vs. EPR — Risk / Return Rank
STAG
EPR
STAG vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for STAG Industrial, Inc. (STAG) 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.
| STAG | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.58 | +0.44 |
| Martin ratioReturn relative to average drawdown | 2.49 | 1.15 | +1.34 |
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Drawdowns
STAG vs. EPR - Drawdown Comparison
The maximum STAG drawdown since its inception was -45.08%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for STAG and EPR.
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Drawdown Indicators
| STAG | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.08% | -82.02% | +36.94% |
Max Drawdown (1Y)Largest decline over 1 year | -9.44% | -19.51% | +10.07% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -19.51% | -5.08% |
Max Drawdown (5Y)Largest decline over 5 years | -42.22% | -35.63% | -6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -45.08% | -82.02% | +36.94% |
Current DrawdownCurrent decline from peak | -3.43% | 0.00% | -3.43% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -16.58% | +6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 9.81% | -5.96% |
Volatility
STAG vs. EPR - Volatility Comparison
STAG Industrial, Inc. (STAG) has a higher volatility of 5.63% compared to EPR Properties (EPR) at 5.14%. This indicates that STAG'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
| STAG | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.14% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.90% | 16.49% | -2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.50% | 22.44% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 26.16% | -2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.17% | 42.44% | -16.27% |
Dividends
STAG vs. EPR - Dividend Comparison
STAG's dividend yield for the trailing twelve months is around 3.24%, 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% |
STAG STAG Industrial, Inc. | 3.24% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
STAG vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between STAG Industrial, 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
STAG vs. EPR - Profitability Comparison
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. 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%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
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%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
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
STAG and EPR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STAG has higher volatility (5.63%) compared to EPR (5.14%). In terms of maximum drawdown, STAG dropped -45.08% vs EPR's -82.02%.
EPR currently has the higher Sharpe Ratio (0.50 vs 0.49), 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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