EPRT:NYE-Essential Properties Realty Trust Inc (USD)

COMMON STOCK | REIT - Diversified |

Last Closing

USD 31.71

Change

+0.07 (+0.22)%

Market Cap

USD 5.96B

Volume

1.34M

Analyst Target

USD 19.85
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for REIT - Diversified

Symbol Name Price(Change) Market Cap
VICI VICI Properties Inc

+0.25 (+0.80%)

USD 33.14B
WPC W P Carey Inc

+0.22 (+0.40%)

USD 12.30B
UTG Reaves Utility IF

-0.49 (-1.53%)

USD 4.30B
BNL Broadstone Net Lease Inc

+0.08 (+0.46%)

USD 3.44B
ESRT Empire State Realty Trust Inc

+0.20 (+1.91%)

USD 3.14B
AAT American Assets Trust Inc

+0.49 (+1.84%)

USD 2.05B
GNL Global Net Lease, Inc.

+0.03 (+0.39%)

USD 1.89B
GNL-PA Global Net Lease Inc

+0.15 (+0.66%)

USD 1.52B
SAFE Safehold Inc

+0.49 (+2.37%)

USD 1.48B
AHH Armada Hflr Pr

+0.16 (+1.49%)

USD 1.10B

ETFs Containing EPRT

PSCF Invesco S&P SmallCap Fina.. 1.57 % 0.29 %

+0.03 (+0.17%)

USD 0.02B
XSLV Invesco S&P SmallCap Low .. 1.12 % 0.25 %

+0.22 (+0.17%)

USD 0.31B
VTWV Vanguard Russell 2000 Val.. 0.45 % 0.20 %

+0.52 (+0.17%)

USD 0.81B
RFLR Innovator ETFs Trust 0.29 % 0.00 %

+0.04 (+0.17%)

USD 3.86M
NETL Fundamental Income Net Le.. 0.00 % 0.00 %

+0.14 (+0.17%)

USD 0.05B
VRTVX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

N/A

USD 0.91B
ROOF IQ U.S. Real Estate Small.. 0.00 % 0.70 %

+0.18 (+0.17%)

USD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.06% 89% A- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.06% 89% A- 83% B
Trailing 12 Months  
Capital Gain 37.63% 80% B- 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.63% 80% B- 82% B
Trailing 5 Years  
Capital Gain 26.23% 92% A 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.23% 92% A 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 14.99% 100% F 77% C+
Dividend Return 19.58% 100% F 80% B-
Total Return 4.60% 50% F 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 36.87% 15% F 27% F
Risk Adjusted Return 53.12% 95% A 70% C-
Market Capitalization 5.96B 86% B+ 80% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.