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

COMMON STOCK | REIT - Diversified |

Last Closing

USD 25.16

Change

+0.25 (+1.00)%

Market Cap

USD 4.36B

Volume

0.87M

Analyst Target

USD 19.85
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-18 )

Largest Industry Peers for REIT - Diversified

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

-0.50 (-1.72%)

USD 29.70B
WPC W P Carey Inc

-0.86 (-1.54%)

USD 12.09B
UTG Reaves Utility IF

-0.07 (-0.27%)

USD 4.30B
BNL Broadstone Net Lease Inc

-0.10 (-0.68%)

USD 2.81B
ESRT Empire State Realty Trust Inc

-0.19 (-2.05%)

USD 2.48B
AAT American Assets Trust Inc

-0.37 (-1.70%)

USD 1.67B
GNL Global Net Lease Inc.

-0.05 (-0.71%)

USD 1.57B
SAFE Safehold Inc

-0.50 (-2.67%)

USD 1.30B
GNL-PA Global Net Lease Inc

-0.02 (-0.10%)

USD 1.27B
AHH-PA Armada Hoffler Properties Inc

+0.01 (+0.05%)

USD 0.99B

ETFs Containing EPRT

NETL Fundamental Income Net Le.. 4.37 % 0.00 %

-0.11 (-0.86%)

USD 0.05B
PSCF Invesco S&P SmallCap Fina.. 1.40 % 0.29 %

-0.78 (-0.86%)

USD 0.02B
ROOF IQ U.S. Real Estate Small.. 0.00 % 0.70 %

-0.28 (-0.86%)

USD 0.14B
XSLV Invesco S&P SmallCap Low .. 0.00 % 0.25 %

-0.37 (-0.86%)

USD 0.33B

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 -1.56% 79% B- 43% F
Dividend Return 1.12% 13% F 54% F
Total Return -0.45% 75% C 43% F
Trailing 12 Months  
Capital Gain 3.20% 68% D+ 52% F
Dividend Return 4.63% 14% F 66% D+
Total Return 7.83% 64% D 52% F
Trailing 5 Years  
Capital Gain 31.93% 100% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.93% 90% A- 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 7.81% 95% A 66% D+
Dividend Return 12.32% 95% A 72% C
Total Return 4.50% 55% F 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 38.77% 20% F 27% F
Risk Adjusted Return 31.76% 90% A- 55% F
Market Capitalization 4.36B 88% B+ 74% C

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.

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.