STAG vs. EPR
Compare and contrast key facts about STAG Industrial, Inc. (STAG) and EPR Properties (EPR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STAG or EPR.
Key characteristics
| STAG | EPR | |
|---|---|---|
| YTD Return | -11.15% | -13.45% |
| 1Y Return | 8.48% | 10.36% |
| 3Y Return (Ann) | 2.40% | 1.57% |
| 5Y Return (Ann) | 8.09% | -7.02% |
| 10Y Return (Ann) | 9.31% | 3.16% |
| Sharpe Ratio | 0.33 | 0.42 |
| Daily Std Dev | 21.46% | 21.51% |
| Max Drawdown | -45.08% | -82.02% |
| Current Drawdown | -20.80% | -33.21% |
Fundamentals
| STAG | EPR | |
|---|---|---|
| Market Cap | $6.50B | $3.06B |
| EPS | $1.07 | $1.97 |
| PE Ratio | 32.64 | 20.51 |
| PEG Ratio | -402.43 | 2.93 |
| Revenue (TTM) | $707.84M | $698.02M |
| Gross Profit (TTM) | $531.64M | $599.38M |
| EBITDA (TTM) | $517.67M | $538.79M |
Correlation
The correlation between STAG and EPR is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
STAG vs. EPR - Performance Comparison
In the year-to-date period, STAG achieves a -11.15% return, which is significantly higher than EPR's -13.45% return. Over the past 10 years, STAG has outperformed EPR with an annualized return of 9.31%, while EPR has yielded a comparatively lower 3.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
STAG vs. EPR - Risk-Adjusted Performance 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.
Dividends
STAG vs. EPR - Dividend Comparison
STAG's dividend yield for the trailing twelve months is around 4.26%, less than EPR's 8.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 4.26% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% | 5.89% |
EPR EPR Properties | 8.05% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 6.75% | 6.23% | 5.35% | 6.21% | 5.93% | 6.43% |
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. For additional features, visit the drawdowns tool.
Volatility
STAG vs. EPR - Volatility Comparison
STAG Industrial, Inc. (STAG) and EPR Properties (EPR) have volatilities of 6.75% and 6.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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