SURYY vs. EPR
SURYY (Sumitomo Realty & Development Co. Ltd) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — SURYY in Real Estate - Services, EPR in REIT - Retail. Over the past 3 years, SURYY returned -1.02%/yr vs 17.65%/yr for EPR. At a 0.03 correlation, their price movements are largely independent.
Performance
SURYY vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, SURYY achieves a -11.64% return, which is significantly lower than EPR's 23.29% return.
SURYY
- 1D
- 0.00%
- 1M
- -30.27%
- YTD
- -11.64%
- 6M
- -50.76%
- 1Y
- -33.38%
- 3Y*
- -1.02%
- 5Y*
- —
- 10Y*
- —
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%
SURYY vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SURYY Sumitomo Realty & Development Co. Ltd | -11.64% | -24.29% | 44.95% | -0.60% | 1.21% |
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | 5.12% |
Correlation
The correlation between SURYY and EPR is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2022 | 0.03 |
Fundamentals
SURYY:
$20.94B
EPR:
$4.58B
SURYY:
¥115.63
EPR:
$3.55
SURYY:
15.69
EPR:
16.86
SURYY:
1.38
EPR:
0.36
SURYY:
3.15
EPR:
6.54
SURYY:
1.35
EPR:
1.98
SURYY:
¥1.07T
EPR:
$700.22M
SURYY:
¥349.64B
EPR:
$568.77M
SURYY:
¥379.18B
EPR:
$582.57M
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Return for Risk
SURYY vs. EPR — Risk / Return Rank
SURYY
EPR
SURYY vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Realty & Development Co. Ltd (SURYY) 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.
| SURYY | 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 | 0.99 | 1.10 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 0.58 | -1.14 |
| Martin ratioReturn relative to average drawdown | -1.05 | 1.15 | -2.19 |
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Drawdowns
SURYY vs. EPR - Drawdown Comparison
The maximum SURYY drawdown since its inception was -59.85%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for SURYY and EPR.
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Drawdown Indicators
| SURYY | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.85% | -82.02% | +22.17% |
Max Drawdown (1Y)Largest decline over 1 year | -59.85% | -19.51% | -40.34% |
Max Drawdown (3Y)Largest decline over 3 years | -59.85% | -19.51% | -40.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.63% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -82.02% | — |
Current DrawdownCurrent decline from peak | -57.00% | 0.00% | -57.00% |
Average DrawdownAverage peak-to-trough decline | -19.90% | -16.58% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 32.01% | 9.81% | +22.20% |
Volatility
SURYY vs. EPR - Volatility Comparison
Sumitomo Realty & Development Co. Ltd (SURYY) has a higher volatility of 29.31% compared to EPR Properties (EPR) at 5.14%. This indicates that SURYY'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
| SURYY | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.31% | 5.14% | +24.17% |
Volatility (6M)Calculated over the trailing 6-month period | 87.81% | 16.49% | +71.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 79.78% | 22.44% | +57.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.11% | 26.16% | +35.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.11% | 42.44% | +19.67% |
Dividends
SURYY vs. EPR - Dividend Comparison
SURYY has not paid dividends to shareholders, while EPR's dividend yield for the trailing twelve months is around 5.99%.
| 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% |
SURYY Sumitomo Realty & Development Co. Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SURYY vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Realty & Development Co. Ltd 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
SURYY vs. EPR - Profitability Comparison
SURYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a gross profit of 65.77B and revenue of 283.74B. Therefore, the gross margin over that period was 23.2%.
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%.
SURYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported an operating income of 62.29B and revenue of 283.74B, resulting in an operating margin of 22.0%.
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%.
SURYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a net income of 38.35B and revenue of 283.74B, resulting in a net margin of 13.5%.
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
SURYY and EPR have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SURYY has higher volatility (29.31%) compared to EPR (5.14%). In terms of maximum drawdown, SURYY dropped -59.85% vs EPR's -82.02%.
EPR currently has the higher Sharpe Ratio (0.50 vs -0.42), 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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