EPR:NYE-EPR Properties (USD)

EQUITY | REIT - Specialty | New York Stock Exchange

Last Closing

USD 42

Change

0.00 (0.00)%

Market Cap

USD 4.37B

Volume

0.55M

Analyst Target

USD 34.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

EPR Properties is a specialty real estate investment trust. It develops, owns, leases and finances properties in select market segments related to Entertainment, Education and Recreation.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-04 )

Largest Industry Peers for REIT - Specialty

Symbol Name Price(Change) Market Cap
AMT American Tower Corp

-0.43 (-0.22%)

USD 90.83B
DLR Digital Realty Trust Inc

-1.11 (-0.77%)

USD 46.61B
CCI Crown Castle

-1.13 (-1.09%)

USD 43.24B
DLR-PK Digital Realty Trust Inc

+0.12 (+0.51%)

USD 24.39B
DLR-PJ Digital Realty Trust Inc

-0.01 (-0.05%)

USD 22.92B
IRM Iron Mountain Incorporated

-0.21 (-0.26%)

USD 22.88B
WY Weyerhaeuser Company

+0.06 (+0.19%)

USD 22.49B
EPR-PG EPR Properties

+0.07 (+0.35%)

USD 4.70B
RYN Rayonier Inc

+0.15 (+0.50%)

USD 4.47B
HASI Hannon Armstrong Sustainable I..

+0.01 (+0.03%)

USD 3.69B

ETFs Containing EPR

DES WisdomTree U.S. SmallCap .. 0.00 % 0.38 %

+0.04 (+0%)

USD 1.92B
GIGR:CA 0.00 % 0.00 %

N/A

N/A
GIGR-B:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Specialty) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -13.31% 24% F 11% F
Dividend Return 2.31% 100% F 81% B-
Total Return -11.00% 29% F 12% F
Trailing 12 Months  
Capital Gain -0.71% 47% F 32% F
Dividend Return 7.85% 88% B+ 85% B
Total Return 7.14% 59% D- 42% F
Trailing 5 Years  
Capital Gain -47.00% 10% F 12% F
Dividend Return 16.33% 30% F 63% D
Total Return -30.67% 10% F 13% F
Average Annual (5 Year Horizon)  
Capital Gain 1.76% 59% D- 47% F
Dividend Return 6.70% 65% D 56% F
Total Return 4.94% 75% C 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 45.46% 18% F 22% F
Risk Adjusted Return 14.74% 47% F 38% F
Market Capitalization 4.37B 36% F 70% C-

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Specialty) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.70 41% 38%
Price/Book Ratio 1.28 82% 60%
Price / Cash Flow Ratio 7.01 93% 51%
Price/Free Cash Flow Ratio 13.12 80% 31%
Management Effectiveness  
Return on Equity 6.92% 47% 45%
Return on Invested Capital 7.05% 47% 53%
Return on Assets 4.05% 76% 65%
Debt to Equity Ratio 114.75% 33% 31%

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 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.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

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

Low Revenue Growth

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