Is EPR Properties Stock a Good Investment?
EPR Properties Investment Advice | EPR |
- Examine EPR Properties' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research EPR Properties' leadership team and their track record. Good management can help EPR Properties navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Other Specialized REITs space and any emerging trends that could impact EPR Properties' business and its evolving consumer preferences.
- Compare EPR Properties' performance and market position to its competitors. Analyze how EPR Properties is positioned in terms of product offerings, innovation, and market share.
- Check if EPR Properties pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about EPR Properties' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in EPR Properties stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if EPR Properties is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine EPR Properties Stock
Researching EPR Properties' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 73.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.4. Some equities with similar Price to Book (P/B) outperform the market in the long run. EPR Properties has Price/Earnings To Growth (PEG) ratio of 2.93. The entity last dividend was issued on the 29th of November 2024.
To determine if EPR Properties is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding EPR Properties' research are outlined below:
| EPR Properties generated a negative expected return over the last 90 days | |
| EPR Properties is unlikely to experience financial distress in the next 2 years | |
| About 73.0% of the company shares are held by institutions such as insurance companies | |
| On 15th of November 2024 EPR Properties paid $ 0.285 per share dividend to its current shareholders | |
| Latest headline from fool.com: Got 5,000 These 5 High-Yield Dividend Stocks Could Turn It Into More than 330 of Annual Passive Income. |
EPR Properties Quarterly Cash And Short Term Investments |
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EPR Properties uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in EPR Properties. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to EPR Properties' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 28th of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact EPR Properties' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises EPR Properties' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-02-28 | 2023-12-31 | 0.58 | 0.52 | -0.06 | 10 | ||
2005-04-28 | 2005-03-31 | 0.58 | 0.52 | -0.06 | 10 | ||
2023-04-26 | 2023-03-31 | 0.62 | 0.69 | 0.07 | 11 | ||
2022-08-01 | 2022-06-30 | 0.53 | 0.46 | -0.07 | 13 | ||
2012-02-23 | 2011-12-31 | 0.61 | 0.68 | 0.07 | 11 | ||
2008-04-29 | 2008-03-31 | 0.7 | 0.77 | 0.07 | 10 | ||
2007-07-31 | 2007-06-30 | 0.7 | 0.63 | -0.07 | 10 | ||
2004-10-28 | 2004-09-30 | 0.5 | 0.57 | 0.07 | 14 |
Know EPR Properties' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as EPR Properties is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading EPR Properties backward and forwards among themselves. EPR Properties' institutional investor refers to the entity that pools money to purchase EPR Properties' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Lsv Asset Management | 2024-09-30 | 1 M | Norges Bank | 2024-06-30 | 908.1 K | American Century Companies Inc | 2024-09-30 | 751 K | Sycale Advisors (ny) Llc | 2024-06-30 | 745.7 K | Northern Trust Corp | 2024-09-30 | 646.9 K | Nuveen Asset Management, Llc | 2024-06-30 | 635.3 K | Legal & General Group Plc | 2024-06-30 | 584.9 K | Jpmorgan Chase & Co | 2024-06-30 | 496.1 K | Advisors Capital Management, Llc | 2024-09-30 | 483.7 K | Vanguard Group Inc | 2024-09-30 | 11.3 M | Blackrock Inc | 2024-06-30 | 10.5 M |
EPR Properties' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 3.39 B.Market Cap |
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EPR Properties' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.04 | |
| Return On Capital Employed | 0.06 | 0.04 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.07 | 0.08 |
Determining EPR Properties' profitability involves analyzing its financial statements and using various financial metrics to determine if EPR Properties is a good buy. For example, gross profit margin measures EPR Properties' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of EPR Properties' profitability and make more informed investment decisions.
Evaluate EPR Properties' management efficiency
EPR Properties has Return on Asset of 0.0382 % which means that on every $100 spent on assets, it made $0.0382 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0818 %, implying that it generated $0.0818 on every 100 dollars invested. EPR Properties' management efficiency ratios could be used to measure how well EPR Properties manages its routine affairs as well as how well it operates its assets and liabilities. At this time, EPR Properties' Return On Tangible Assets are relatively stable compared to the past year. As of 11/22/2024, Return On Assets is likely to grow to 0.04, while Return On Capital Employed is likely to drop 0.04. At this time, EPR Properties' Non Current Assets Total are relatively stable compared to the past year. As of 11/22/2024, Non Currrent Assets Other is likely to grow to about 5.5 B, while Total Current Assets are likely to drop slightly above 158.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 32.61 | 24.86 | |
| Tangible Book Value Per Share | 32.15 | 24.58 | |
| Enterprise Value Over EBITDA | 12.15 | 20.06 | |
| Price Book Value Ratio | 1.49 | 1.06 | |
| Enterprise Value Multiple | 12.15 | 20.06 | |
| Price Fair Value | 1.49 | 1.06 | |
| Enterprise Value | 1.6 B | 1.4 B |
Effective leadership at EPR Properties drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Dividend Yield 0.0772 | Forward Dividend Yield 0.0772 | Forward Dividend Rate 3.42 | Beta 1.763 |
Basic technical analysis of EPR Stock
As of the 22nd of November, EPR Properties shows the Market Risk Adjusted Performance of (0.07), mean deviation of 0.824, and Standard Deviation of 1.08. EPR Properties technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm EPR Properties information ratio and skewness to decide if EPR Properties is priced fairly, providing market reflects its regular price of 44.8 per share. Given that EPR Properties has information ratio of (0.11), we urge you to verify EPR Properties's prevailing market performance to make sure the company can sustain itself at some point in the future.EPR Properties' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific EPR Properties insiders, such as employees or executives, is commonly permitted as long as it does not rely on EPR Properties' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases EPR Properties insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
EPR Properties' Outstanding Corporate Bonds
EPR Properties issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. EPR Properties uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most EPR bonds can be classified according to their maturity, which is the date when EPR Properties has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| EPR PPTYS 45 Corp BondUS26884UAB52 | View | |
| US26882PBE16 Corp BondUS26882PBE16 | View | |
| US26882PAR38 Corp BondUS26882PAR38 | View | |
| EPR 36 15 NOV 31 Corp BondUS26884UAG40 | View | |
| EPR PPTYS 495 Corp BondUS26884UAE91 | View | |
| EPR PPTYS 375 Corp BondUS26884UAF66 | View | |
| EPR PPTYS 475 Corp BondUS26884UAC36 | View | |
| EPR PPTYS 45 Corp BondUS26884UAD19 | View |
Understand EPR Properties' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing EPR Properties' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.07) | |||
| Mean Deviation | 0.824 | |||
| Coefficient Of Variation | (7,847) | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | (0.08) | |||
| Maximum Drawdown | 6.21 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.5 | |||
| Skewness | (0.69) | |||
| Kurtosis | 1.78 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.07) | |||
| Mean Deviation | 0.824 | |||
| Coefficient Of Variation | (7,847) | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | (0.08) | |||
| Maximum Drawdown | 6.21 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.5 | |||
| Skewness | (0.69) | |||
| Kurtosis | 1.78 |
Consider EPR Properties' intraday indicators
EPR Properties intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of EPR Properties stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
EPR Properties Corporate Filings
13A | 6th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 31st of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 13th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
EPR Stock media impact
Far too much social signal, news, headlines, and media speculation about EPR Properties that are available to investors today. That information is available publicly through EPR media outlets and privately through word of mouth or via EPR internal channels. However, regardless of the origin, that massive amount of EPR data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of EPR Properties news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of EPR Properties relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to EPR Properties' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive EPR Properties alpha.
EPR Properties Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards EPR Properties can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
EPR Properties Historical Investor Sentiment
Investor biases related to EPR Properties' public news can be used to forecast risks associated with an investment in EPR. The trend in average sentiment can be used to explain how an investor holding EPR can time the market purely based on public headlines and social activities around EPR Properties. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
EPR Properties' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for EPR Properties and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average EPR Properties news discussions. The higher the estimate score, the more favorable the investor's outlook on EPR Properties.
EPR Properties Corporate Management
| April Jenkins | VP Controller | Profile | |
| Gwendolyn Johnson | Senior Management | Profile | |
| Paul Turvey | Senior Counsel | Profile | |
| Robin Sterneck | Independent Trustee | Profile |
Additional Tools for EPR Stock Analysis
When running EPR Properties' price analysis, check to measure EPR 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 EPR Properties is operating at the current time. Most of EPR Properties' value examination focuses on studying past and present price action to predict the probability of EPR Properties' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move EPR Properties' price. Additionally, you may evaluate how the addition of EPR Properties to your portfolios can decrease your overall portfolio volatility.