ducovest

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

COMMON STOCK | REIT - Diversified |

Last Closing

USD 31.95

Change

0.00 (0.00)%

Market Cap

USD 5.55B

Volume

0.38M

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.

Company Website : https://essentialproperties.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for REIT - Diversified

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

N/A

 USD 32.61B
WPC W P Carey Inc

N/A

 USD 12.23B
UTG Reaves Utility IF

N/A

 USD 4.30B
BNL Broadstone Net Lease Inc

N/A

 USD 3.40B
ESRT Empire State Realty Trust Inc

N/A

 USD 2.92B
AAT American Assets Trust Inc

N/A

 USD 2.00B
GNL Global Net Lease, Inc.

N/A

 USD 1.67B
GNL-PA Global Net Lease Inc

N/A

 USD 1.46B
SAFE Safehold Inc

N/A

 USD 1.46B
AHH-PA Armada Hoffler Properties Inc

N/A

 USD 1.05B

ETFs Containing EPRT

NETL Fundamental Income Net Le.. 4.40 % 0.00 %

N/A

 USD 0.05B
XSLV Invesco S&P SmallCap Low .. 1.09 % 0.25 %

N/A

 USD 0.31B
RFLR Innovator ETFs Trust 0.34 % 0.00 %

N/A

 USD 8.03M
PSCF Invesco S&P SmallCap Fina.. 0.00 % 0.29 %

N/A

 USD 0.02B
ROOF 0.00 % 0.70 %

N/A

 N/A

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 25.00% 100% F 82% B
Dividend Return 4.52% 15% F 62% D
Total Return 29.52% 95% A 84% B
Trailing 12 Months  
Capital Gain 22.51% 100% F 80% B-
Dividend Return 5.52% 25% F 70% C-
Total Return 28.03% 95% A 84% B
Trailing 5 Years  
Capital Gain 30.09% 100% F 66% D+
Dividend Return 22.43% 38% F 69% C-
Total Return 52.52% 100% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 16.98% 100% F 78% C+
Dividend Return 21.61% 100% F 80% B-
Total Return 4.64% 45% F 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 36.38% 14% F 28% F
Risk Adjusted Return 59.42% 95% A 74% C
Market Capitalization 5.55B 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.

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.

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.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.