WPC vs. EPRT

Last updated Apr 1, 2026

Compare and contrast key facts about W. P. Carey Inc. (WPC) and Essential Properties Realty Trust, Inc. (EPRT).

Performance

WPC vs. EPRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in W. P. Carey Inc. (WPC) and Essential Properties Realty Trust, Inc. (EPRT). The values are adjusted to include any dividend payments, if applicable.

WPC vs. EPRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
WPC W. P. Carey Inc.	7.06%	24.99%	-10.59%	-7.93%	0.47%	22.88%	-5.99%	28.84%	4.17%
EPRT Essential Properties Realty Trust, Inc.	3.40%	-1.40%	27.32%	14.20%	-14.60%	41.19%	-9.72%	86.75%	3.10%

Fundamentals

Market Cap WPC : $15.03B EPRT : $6.12B
EPS WPC : $2.11 EPRT : $1.26
PE Ratio WPC : 32.21 EPRT : 24.04
PEG Ratio WPC : 17.22 EPRT : 1.89
PS Ratio WPC : 7.73 EPRT : 10.84
PB Ratio WPC : 1.85 EPRT : 1.46
Total Revenue (TTM) WPC : $1.94B EPRT : $561.22M
Gross Profit (TTM) WPC : $1.47B EPRT : $405.75M
EBITDA (TTM) WPC : $1.39B EPRT : $453.96M

Returns By Period

In the year-to-date period, WPC achieves a 7.06% return, which is significantly higher than EPRT's 3.40% return.

WPC

• 1D: 1.46%
• 1M: -7.70%
• YTD: 7.06%
• 6M: 3.43%
• 1Y: 13.87%
• 3Y*: 3.12%
• 5Y*: 5.50%
• 10Y*: 7.68%

EPRT

• 1D: -0.33%
• 1M: -9.64%
• YTD: 3.40%
• 6M: 4.13%
• 1Y: -3.18%
• 3Y*: 11.45%
• 5Y*: 9.72%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

WPC vs. EPRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WPC

WPC Risk / Return Rank: 67
WPC Sharpe Ratio Rank: 69
WPC Sortino Ratio Rank: 60
WPC Omega Ratio Rank: 58
WPC Calmar Ratio Rank: 71
WPC Martin Ratio Rank: 76

EPRT

EPRT Risk / Return Rank: 33
EPRT Sharpe Ratio Rank: 35
EPRT Sortino Ratio Rank: 28
EPRT Omega Ratio Rank: 28
EPRT Calmar Ratio Rank: 37
EPRT Martin Ratio Rank: 36

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WPC vs. EPRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and Essential Properties Realty Trust, Inc. (EPRT). 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.

	WPC	EPRT	Difference
Sharpe ratio Return per unit of total volatility	0.75	-0.16	+0.91
Sortino ratio Return per unit of downside risk	1.15	-0.09	+1.23
Omega ratio Gain probability vs. loss probability	1.14	0.99	+0.15
Calmar ratio Return relative to maximum drawdown	1.47	-0.17	+1.64
Martin ratio Return relative to average drawdown	4.60	-0.38	+4.98
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WPC vs. EPRT - Sharpe Ratio Comparison

The current WPC Sharpe Ratio is 0.75, which is higher than the EPRT Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of WPC and EPRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WPC	EPRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.75	-0.16	+0.91
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.43	-0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.41	+0.04

Correlation

The correlation between WPC and EPRT is 0.62, 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

WPC vs. EPRT - Dividend Comparison

WPC's dividend yield for the trailing twelve months is around 5.39%, more than EPRT's 4.02% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WPC W. P. Carey Inc.	5.39%	5.62%	6.41%	7.93%	5.43%	5.12%	5.91%	5.17%	6.26%	7.26%	6.65%	6.48%
EPRT Essential Properties Realty Trust, Inc.	4.02%	4.06%	3.71%	4.38%	4.58%	3.47%	4.39%	3.55%	1.62%	0.00%	0.00%	0.00%

Drawdowns

WPC vs. EPRT - Drawdown Comparison

The maximum WPC drawdown since its inception was -52.45%, smaller than the maximum EPRT drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for WPC and EPRT.

Drawdown Indicators

	WPC	EPRT	Difference
Max Drawdown Largest peak-to-trough decline	-52.45%	-73.67%	+21.22%
Max Drawdown (1Y) Largest decline over 1 year	-10.96%	-12.73%	+1.77%
Max Drawdown (5Y) Largest decline over 5 years	-36.81%	-38.42%	+1.61%
Max Drawdown (10Y) Largest decline over 10 years	-52.45%	—	—
Current Drawdown Current decline from peak	-7.70%	-11.34%	+3.64%
Average Drawdown Average peak-to-trough decline	-10.33%	-14.07%	+3.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.53%	5.73%	-2.20%

Volatility

WPC vs. EPRT - Volatility Comparison

W. P. Carey Inc. (WPC) and Essential Properties Realty Trust, Inc. (EPRT) have volatilities of 4.32% and 4.12%, 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.

Volatility by Period

	WPC	EPRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.32%	4.12%	+0.20%
Volatility (6M) Calculated over the trailing 6-month period	11.85%	12.53%	-0.68%
Volatility (1Y) Calculated over the trailing 1-year period	18.57%	20.20%	-1.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.71%	22.87%	-2.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.81%	38.90%	-13.09%

Financials

WPC vs. EPRT - Profitability Comparison

The chart below illustrates the profitability comparison between W. P. Carey Inc. and Essential Properties Realty Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

WPC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a gross profit of 254.12M and revenue of 444.55M. Therefore, the gross margin over that period was 57.2%.

EPRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 0.00 and revenue of 149.87M. Therefore, the gross margin over that period was 0.0%.

WPC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported an operating income of 2.52M and revenue of 444.55M, resulting in an operating margin of 0.6%.

EPRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported an operating income of 98.75M and revenue of 149.87M, resulting in an operating margin of 65.9%.

WPC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a net income of 148.32M and revenue of 444.55M, resulting in a net margin of 33.4%.

EPRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Essential Properties Realty Trust, Inc. reported a net income of 68.07M and revenue of 149.87M, resulting in a net margin of 45.4%.