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

COMMON STOCK | REIT - Diversified |

Last Closing

USD 33.01

Change

-0.27 (-0.81)%

Market Cap

USD 5.82B

Volume

1.33M

Analyst Target

USD 19.85
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for REIT - Diversified

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

+0.11 (+0.35%)

USD 33.14B
WPC W P Carey Inc

+0.18 (+0.33%)

USD 12.30B
UTG Reaves Utility IF

+0.16 (+0.48%)

USD 4.30B
BNL Broadstone Net Lease Inc

-0.18 (-1.05%)

USD 3.48B
ESRT Empire State Realty Trust Inc

-0.01 (-0.09%)

USD 3.13B
AAT American Assets Trust Inc

-0.07 (-0.26%)

USD 2.11B
GNL Global Net Lease, Inc.

+0.03 (+0.40%)

USD 1.84B
GNL-PA Global Net Lease Inc

-0.19 (-0.82%)

USD 1.53B
SAFE Safehold Inc

-0.17 (-0.83%)

USD 1.48B
AHH Armada Hflr Pr

+0.02 (+0.18%)

USD 1.12B

ETFs Containing EPRT

XSLV Invesco S&P SmallCap Low .. 1.03 % 0.25 %

-0.38 (-0.45%)

USD 0.33B
RFLR Innovator ETFs Trust 0.29 % 0.00 %

-0.12 (-0.45%)

USD 3.86M
PSCF Invesco S&P SmallCap Fina.. 0.00 % 0.29 %

-0.45 (-0.45%)

USD 0.02B
NETL Fundamental Income Net Le.. 0.00 % 0.00 %

-0.06 (-0.45%)

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

-2.60 (-0.45%)

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

-0.01 (-0.45%)

USD 0.04B
VTWV Vanguard Russell 2000 Val.. 0.00 % 0.20 %

-1.27 (-0.45%)

USD 0.81B

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 29.15% 100% F 84% B
Dividend Return 4.52% 26% F 68% D+
Total Return 33.67% 95% A 86% B+
Trailing 12 Months  
Capital Gain 41.73% 95% A 85% B
Dividend Return 6.18% 21% F 73% C
Total Return 47.92% 95% A 86% B+
Trailing 5 Years  
Capital Gain 24.38% 92% A 59% D-
Dividend Return 20.76% 42% F 66% D+
Total Return 45.14% 92% A 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 15.34% 100% F 76% C+
Dividend Return 19.92% 95% A 79% B-
Total Return 4.58% 48% F 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 36.73% 14% F 28% F
Risk Adjusted Return 54.22% 90% A- 71% C-
Market Capitalization 5.82B 86% B+ 79% 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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Superior Dividend Growth

This stock has shown top quartile dividend 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.