Essential Properties Realty Stock Performance
| EPRT Stock | USD 30.40 0.07 0.23% |
The firm shows a Beta (market volatility) of 0.23, which means not very significant fluctuations relative to the market. As returns on the market increase, Essential Properties' returns are expected to increase less than the market. However, during the bear market, the loss of holding Essential Properties is expected to be smaller as well. At this point, Essential Properties has a negative expected return of -0.0486%. Please make sure to confirm Essential Properties' treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Essential Properties performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Essential Properties Realty has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Essential Properties is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return 1.03 | Five Day Return (1.17) | Year To Date Return (1.62) | Ten Year Return 122.36 | All Time Return 122.36 |
Forward Dividend Yield 0.04 | Payout Ratio 1.0079 | Forward Dividend Rate 1.2 | Dividend Date 2025-07-14 | Ex Dividend Date 2025-06-30 |
1 | Acquisition by Peter Mavoides of 52117 shares of Essential Properties subject to Rule 16b-3 | 06/09/2025 |
2 | Disposition of 9019 shares by Mark Patten of Essential Properties at 31.2 subject to Rule 16b-3 | 06/11/2025 |
3 | W.P. Carey Announces Dividend Rise Is the Hike Sustainable | 06/13/2025 |
| Essential Properties dividend paid on 14th of July 2025 | 07/14/2025 |
4 | Barclays Adjusts Price Target for Essential Properties Realty Trust EPRT Stock News | 07/21/2025 |
5 | Essential Properties Q2 2025 Earnings Preview | 07/22/2025 |
6 | Essential Properties Announces Second Quarter 2025 Results EPRT Stock News | 07/23/2025 |
7 | Essential Properties Realty Trust Second Quarter 2025 Earnings Beats Expectations | 07/25/2025 |
8 | Peering Into Essential Propertiess Recent Short Interest | 07/29/2025 |
9 | Vestcor Inc Acquires Shares of 90,090 Essential Properties Realty Trust, Inc. - MarketBeat | 07/31/2025 |
10 | These Three REITs Announced The Biggest Dividend Increases In JuneWhich One Do Analysts Like The Most | 08/07/2025 |
| Begin Period Cash Flow | 49 M | |
| Total Cashflows From Investing Activities | -1.1 B |
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Essential Properties Relative Risk vs. Return Landscape
If you would invest 3,137 in Essential Properties Realty on May 10, 2025 and sell it today you would lose (104.00) from holding Essential Properties Realty or give up 3.32% of portfolio value over 90 days. Essential Properties Realty is currently does not generate positive expected returns and assumes 1.1583% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than Essential, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Essential Properties Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Essential Properties' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Essential Properties Realty, and traders can use it to determine the average amount a Essential Properties' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.042
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Essential Properties is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Essential Properties by adding Essential Properties to a well-diversified portfolio.
Essential Properties Fundamentals Growth
Essential Stock prices reflect investors' perceptions of the future prospects and financial health of Essential Properties, and Essential Properties fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Essential Stock performance.
| Return On Equity | 0.0633 | ||||
| Return On Asset | 0.0346 | ||||
| Profit Margin | 0.44 % | ||||
| Operating Margin | 0.63 % | ||||
| Current Valuation | 8.4 B | ||||
| Shares Outstanding | 198.14 M | ||||
| Price To Earning | 23.13 X | ||||
| Price To Book | 1.59 X | ||||
| Price To Sales | 11.85 X | ||||
| Revenue | 449.61 M | ||||
| Gross Profit | 496.43 M | ||||
| EBITDA | 404.97 M | ||||
| Net Income | 203.64 M | ||||
| Cash And Equivalents | 136.3 M | ||||
| Cash Per Share | 0.96 X | ||||
| Total Debt | 2.13 B | ||||
| Debt To Equity | 0.51 % | ||||
| Book Value Per Share | 19.33 X | ||||
| Cash Flow From Operations | 308.48 M | ||||
| Earnings Per Share | 1.19 X | ||||
| Total Asset | 5.8 B | ||||
| Retained Earnings | (113.3 M) | ||||
About Essential Properties Performance
Assessing Essential Properties' fundamental ratios provides investors with valuable insights into Essential Properties' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Essential Properties is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company was founded in 2016 and is headquartered in Princeton, New Jersey. Essential Properties operates under REITDiversified classification in the United States and is traded on New York Stock Exchange. It employs 37 people.Things to note about Essential Properties performance evaluation
Checking the ongoing alerts about Essential Properties for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Essential Properties help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Essential Properties generated a negative expected return over the last 90 days | |
| Essential Properties is unlikely to experience financial distress in the next 2 years | |
| Essential Properties has a poor financial position based on the latest SEC disclosures | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 14th of July 2025 Essential Properties paid $ 0.3 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: These Three REITs Announced The Biggest Dividend Increases In JuneWhich One Do Analysts Like The Most |
- Analyzing Essential Properties' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Essential Properties' stock is overvalued or undervalued compared to its peers.
- Examining Essential Properties' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Essential Properties' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Essential Properties' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Essential Properties' stock. These opinions can provide insight into Essential Properties' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Essential Stock Analysis
When running Essential Properties' price analysis, check to measure Essential Properties' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Essential Properties is operating at the current time. Most of Essential Properties' value examination focuses on studying past and present price action to predict the probability of Essential Properties' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Essential Properties' price. Additionally, you may evaluate how the addition of Essential Properties to your portfolios can decrease your overall portfolio volatility.