Is Essential Properties Stock a Good Investment?
Essential Properties Investment Advice | EPRT |
- Examine Essential 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 Essential Properties' leadership team and their track record. Good management can help Essential Properties navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified REITs space and any emerging trends that could impact Essential Properties' business and its evolving consumer preferences.
- Compare Essential Properties' performance and market position to its competitors. Analyze how Essential Properties is positioned in terms of product offerings, innovation, and market share.
- Check if Essential Properties pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Essential 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 Essential Properties Realty 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 Essential Properties Realty is a good investment.
Sell | Buy |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Essential Properties Stock
Researching Essential 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 99.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.84. Some equities with similar Price to Book (P/B) outperform the market in the long run. Essential Properties has Price/Earnings To Growth (PEG) ratio of 0.88. The entity last dividend was issued on the 30th of September 2024.
To determine if Essential 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 Essential Properties' research are outlined below:
| Essential Properties is unlikely to experience financial distress in the next 2 years | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 11th of October 2024 Essential Properties paid $ 0.29 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Essential Properties Realty Highlights Strong Portfolio and Growth - Yahoo Finance |
Essential Properties Quarterly Cash And Short Term Investments |
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Essential 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 Essential Properties Realty. 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 Essential 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.
| 14th of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 14th 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 Essential 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 Essential Properties' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-08-05 | 2020-06-30 | 0.13 | 0.11 | -0.02 | 15 | ||
2020-05-11 | 2020-03-31 | 0.17 | 0.15 | -0.02 | 11 | ||
2018-11-05 | 2018-09-30 | 0.1 | 0.12 | 0.02 | 20 | ||
2023-02-15 | 2022-12-31 | 0.22 | 0.25 | 0.03 | 13 | ||
2021-07-28 | 2021-06-30 | 0.17 | 0.2 | 0.03 | 17 | ||
2021-05-03 | 2021-03-31 | 0.11 | 0.14 | 0.03 | 27 | ||
2024-10-23 | 2024-09-30 | 0.31 | 0.27 | -0.04 | 12 | ||
2019-11-06 | 2019-09-30 | 0.14 | 0.18 | 0.04 | 28 |
Know Essential Properties' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Essential Properties is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Essential Properties Realty backward and forwards among themselves. Essential Properties' institutional investor refers to the entity that pools money to purchase Essential 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 | Norges Bank | 2024-06-30 | 2.9 M | Charles Schwab Investment Management Inc | 2024-09-30 | 2.8 M | Macquarie Group Ltd | 2024-06-30 | 2.7 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 2.6 M | Massachusetts Financial Services Company | 2024-09-30 | 2.5 M | Acadian Asset Management Llc | 2024-06-30 | 2.2 M | Nuveen Asset Management, Llc | 2024-06-30 | 2.1 M | Northern Trust Corp | 2024-09-30 | 2.1 M | Alyeska Investment Group, L.p. | 2024-09-30 | 2 M | Blackrock Inc | 2024-06-30 | 33.7 M | Vanguard Group Inc | 2024-09-30 | 27.1 M |
Essential Properties' market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 5.89 B.Market Cap |
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Essential Properties' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.06 | 0.07 |
Determining Essential Properties' profitability involves analyzing its financial statements and using various financial metrics to determine if Essential Properties is a good buy. For example, gross profit margin measures Essential 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 Essential Properties' profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Essential Properties' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Essential Properties Realty. Check Essential Properties' Beneish M Score to see the likelihood of Essential Properties' management manipulating its earnings.
Evaluate Essential Properties' management efficiency
Essential Properties has return on total asset (ROA) of 0.0339 % which means that it generated a profit of $0.0339 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0654 %, meaning that it created $0.0654 on every $100 dollars invested by stockholders. Essential Properties' management efficiency ratios could be used to measure how well Essential Properties manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.04 in 2024. Return On Capital Employed is likely to gain to 0.05 in 2024. Total Current Liabilities is likely to drop to about 42.8 M in 2024. Liabilities And Stockholders Equity is likely to drop to about 2.7 B in 2024| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 19.63 | 11.88 | |
| Tangible Book Value Per Share | 19.05 | 11.02 | |
| Enterprise Value Over EBITDA | 15.74 | 29.74 | |
| Price Book Value Ratio | 1.31 | 1.95 | |
| Enterprise Value Multiple | 15.74 | 29.74 | |
| Price Fair Value | 1.31 | 1.95 | |
| Enterprise Value | 5.5 B | 5.8 B |
The strategic initiatives led by Essential Properties' management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Dividend Yield 0.0347 | Forward Dividend Yield 0.0347 | Forward Dividend Rate 1.16 | Beta 1.397 |
Basic technical analysis of Essential Stock
As of the 25th of November, Essential Properties shows the Downside Deviation of 1.07, coefficient of variation of 844.54, and Mean Deviation of 0.8232. Essential 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.Essential 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 Essential Properties insiders, such as employees or executives, is commonly permitted as long as it does not rely on Essential 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 Essential 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.
Essential Properties' Outstanding Corporate Bonds
Essential 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. Essential 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 Essential bonds can be classified according to their maturity, which is the date when Essential Properties Realty 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| WTRG 24 01 MAY 31 Corp BondUS29670GAF90 | View | |
| WTRG 53 01 MAY 52 Corp BondUS29670GAG73 | View | |
| US29670GAD43 Corp BondUS29670GAD43 | View | |
| US29670GAE26 Corp BondUS29670GAE26 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| EPRT 295 15 JUL 31 Corp BondUS29670VAA70 | View |
Understand Essential Properties' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Essential 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 | 0.0937 | |||
| Market Risk Adjusted Performance | 0.5132 | |||
| Mean Deviation | 0.8232 | |||
| Semi Deviation | 0.9379 | |||
| Downside Deviation | 1.07 | |||
| Coefficient Of Variation | 844.54 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0891 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.5032 | |||
| Maximum Drawdown | 4.84 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 1.67 | |||
| Downside Variance | 1.15 | |||
| Semi Variance | 0.8797 | |||
| Expected Short fall | (0.88) | |||
| Skewness | (0.07) | |||
| Kurtosis | 0.2951 |
| Risk Adjusted Performance | 0.0937 | |||
| Market Risk Adjusted Performance | 0.5132 | |||
| Mean Deviation | 0.8232 | |||
| Semi Deviation | 0.9379 | |||
| Downside Deviation | 1.07 | |||
| Coefficient Of Variation | 844.54 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0891 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.5032 | |||
| Maximum Drawdown | 4.84 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 1.67 | |||
| Downside Variance | 1.15 | |||
| Semi Variance | 0.8797 | |||
| Expected Short fall | (0.88) | |||
| Skewness | (0.07) | |||
| Kurtosis | 0.2951 |
Consider Essential Properties' intraday indicators
Essential 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 Essential 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.
Essential Properties Corporate Filings
8K | 19th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 5th of November 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 |
| 25th of October 2024 Other Reports | ViewVerify | |
ASR | 17th of June 2024 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
Essential Stock media impact
Far too much social signal, news, headlines, and media speculation about Essential Properties that are available to investors today. That information is available publicly through Essential media outlets and privately through word of mouth or via Essential internal channels. However, regardless of the origin, that massive amount of Essential 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 Essential 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 Essential 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 Essential Properties' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Essential Properties alpha.
Essential Properties Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Essential 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.
Essential Properties Corporate Management
| Kristin JD | Senior Counsel | Profile | |
| Max Jenkins | Executive Investments | Profile | |
| A Peil | Executive Management | Profile | |
| Chama Punlert | VP Credit | Profile | |
| Heather Neary | Independent Director | Profile |
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.