WPC vs. EPRT
Compare and contrast key facts about W. P. Carey Inc. (WPC) and Essential Properties Realty Trust, Inc. (EPRT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPC or EPRT.
Correlation
The correlation between WPC and EPRT is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WPC vs. EPRT - Performance Comparison
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Key characteristics
WPC:
0.64
EPRT:
1.06
WPC:
1.03
EPRT:
1.52
WPC:
1.13
EPRT:
1.19
WPC:
0.46
EPRT:
1.45
WPC:
1.86
EPRT:
4.51
WPC:
7.35%
EPRT:
4.98%
WPC:
21.23%
EPRT:
22.06%
WPC:
-52.45%
EPRT:
-73.67%
WPC:
-16.47%
EPRT:
-4.51%
Fundamentals
WPC:
$13.53B
EPRT:
$6.37B
WPC:
$1.94
EPRT:
$1.16
WPC:
31.86
EPRT:
27.72
WPC:
8.48
EPRT:
13.40
WPC:
1.61
EPRT:
1.65
WPC:
$1.60B
EPRT:
$475.89M
WPC:
$1.30B
EPRT:
$439.66M
WPC:
$1.40B
EPRT:
$453.55M
Returns By Period
In the year-to-date period, WPC achieves a 15.07% return, which is significantly higher than EPRT's 3.75% return.
WPC
15.07%
8.88%
12.32%
12.42%
6.55%
6.17%
EPRT
3.75%
7.09%
-0.99%
23.00%
25.20%
N/A
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Risk-Adjusted Performance
WPC vs. EPRT — Risk-Adjusted Performance Rank
WPC
EPRT
WPC vs. EPRT - Risk-Adjusted Performance 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.
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Dividends
WPC vs. EPRT - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 5.69%, more than EPRT's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 5.69% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
EPRT Essential Properties Realty Trust, Inc. | 3.64% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 3.14% | 0.00% | 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. For additional features, visit the drawdowns tool.
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Volatility
WPC vs. EPRT - Volatility Comparison
W. P. Carey Inc. (WPC) has a higher volatility of 6.83% compared to Essential Properties Realty Trust, Inc. (EPRT) at 5.13%. This indicates that WPC's price experiences larger fluctuations and is considered to be riskier than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WPC vs. EPRT - Financials Comparison
This section allows you to compare key financial metrics between W. P. Carey Inc. and Essential Properties Realty Trust, Inc.. 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
WPC vs. EPRT - Profitability Comparison
WPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a gross profit of 382.64M and revenue of 409.84M. Therefore, the gross margin over that period was 93.4%.
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported a gross profit of 127.10M and revenue of 129.35M. Therefore, the gross margin over that period was 98.3%.
WPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported an operating income of 197.47M and revenue of 409.84M, resulting in an operating margin of 48.2%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported an operating income of 79.62M and revenue of 129.35M, resulting in an operating margin of 61.6%.
WPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a net income of 125.82M and revenue of 409.84M, resulting in a net margin of 30.7%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Essential Properties Realty Trust, Inc. reported a net income of 56.11M and revenue of 129.35M, resulting in a net margin of 43.4%.