STAG vs. EPR
Compare and contrast key facts about STAG Industrial, Inc. (STAG) and EPR Properties (EPR).
Performance
STAG vs. EPR - Performance Comparison
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STAG vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | -0.84% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
EPR EPR Properties | 1.80% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Fundamentals
STAG:
$6.79B
EPR:
$3.83B
STAG:
$1.46
EPR:
$3.59
STAG:
24.70
EPR:
13.91
STAG:
3.13
EPR:
0.30
STAG:
7.99
EPR:
5.33
STAG:
1.89
EPR:
1.64
STAG:
$845.18M
EPR:
$718.36M
STAG:
$498.04M
EPR:
$716.16M
STAG:
$595.40M
EPR:
$579.67M
Returns By Period
In the year-to-date period, STAG achieves a -0.84% return, which is significantly lower than EPR's 1.80% return. Over the past 10 years, STAG has outperformed EPR with an annualized return of 11.00%, while EPR has yielded a comparatively lower 3.25% annualized return.
STAG
- 1D
- 1.00%
- 1M
- -7.06%
- YTD
- -0.84%
- 6M
- 4.30%
- 1Y
- 4.09%
- 3Y*
- 6.46%
- 5Y*
- 5.06%
- 10Y*
- 11.00%
EPR
- 1D
- 2.00%
- 1M
- -15.37%
- YTD
- 1.80%
- 6M
- -10.88%
- 1Y
- 1.49%
- 3Y*
- 17.71%
- 5Y*
- 7.86%
- 10Y*
- 3.25%
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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.
| STAG | EPR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.06 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.40 | 0.26 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.20 | +0.16 |
Martin ratioReturn relative to average drawdown | 1.29 | 0.40 | +0.89 |
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
| STAG | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.06 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.29 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.08 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.29 | +0.23 |
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.
Dividends
STAG vs. EPR - Dividend Comparison
STAG's dividend yield for the trailing twelve months is around 4.17%, less than EPR's 7.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 4.17% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
EPR EPR Properties | 7.12% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
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 | -16.97% | -19.51% | +2.54% |
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 | -10.20% | -16.92% | +6.72% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -16.66% | +6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 9.66% | -4.99% |
Volatility
STAG vs. EPR - Volatility Comparison
The current volatility for STAG Industrial, Inc. (STAG) is 4.95%, while EPR Properties (EPR) has a volatility of 8.43%. This indicates that STAG experiences smaller price fluctuations and is considered to be less risky 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 | 4.95% | 8.43% | -3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.77% | 17.61% | -4.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 25.42% | -2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 26.91% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 42.43% | -16.27% |
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