Essential Properties Realty Stock Performance
| EPRT Stock | USD 32.20 0.73 2.32% |
Essential Properties has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.32, which means possible diversification benefits within a given portfolio. 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. Essential Properties right now shows a risk of 1.46%. Please confirm Essential Properties total risk alpha, accumulation distribution, as well as the relationship between the Accumulation Distribution and period momentum indicator , to decide if Essential Properties will be following its price patterns.
Risk-Adjusted Performance
2 of 100
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Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Essential Properties Realty are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. 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 (1.35) | Five Day Return 1.12 | Year To Date Return 2.08 | Ten Year Return 130.72 | All Time Return 130.72 |
Forward Dividend Yield 0.037 | Payout Ratio | Forward Dividend Rate 1.18 | Dividend Date 2025-01-14 | Ex Dividend Date 2024-12-31 |
1 | Disposition of 16829 shares by Peter Mavoides of Essential Properties at 31.89 subject to Rule 16b-3 | 11/04/2024 |
2 | Insider Sale President and CEO Peter Mavoides Sells Shares of Essential Properties Realty ... | 11/06/2024 |
3 | Principal Financial Group Inc. Sells 2,356,265 Shares of Essential Properties Realty Trust, Inc. - MarketBeat | 11/19/2024 |
4 | Investors in Essential Properties Realty Trust have seen respectable returns of 65 percent over the past five years | 12/11/2024 |
5 | Possible Bearish Signals With Essential Properties Realty Trust Insiders Disposing Stock | 12/19/2024 |
6 | Essential Properties Realty Trust Inc Announces Fourth Quarter 2024 Earnings Release and ... | 12/30/2024 |
7 | Acquisition by Scott Estes of 88 shares of Essential Properties subject to Rule 16b-3 | 01/06/2025 |
| Essential Properties dividend paid on 14th of January 2025 | 01/14/2025 |
8 | Essential Properties Realty Trust, Inc. Short Interest Update - MarketBeat | 01/15/2025 |
9 | Disposition of 2377 shares by Jenkins Robert M of Essential Properties at 31.7 subject to Rule 16b-3 | 01/21/2025 |
10 | Essential Properties Emerging Tenant Woes In Net Lease - Seeking Alpha | 01/24/2025 |
| Begin Period Cash Flow | 71.5 M |
Essential |
Essential Properties Relative Risk vs. Return Landscape
If you would invest 3,134 in Essential Properties Realty on November 1, 2024 and sell it today you would earn a total of 85.00 from holding Essential Properties Realty or generate 2.71% return on investment over 90 days. Essential Properties Realty is currently generating 0.0551% in daily expected returns and assumes 1.4567% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% 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 = 0.0378
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Estimated Market Risk
| 1.46 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Essential Properties is performing at about 2% of its full potential. 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 it 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 | 0.0654 | ||||
| Return On Asset | 0.0339 | ||||
| Profit Margin | 0.46 % | ||||
| Operating Margin | 0.65 % | ||||
| Current Valuation | 7.69 B | ||||
| Shares Outstanding | 175.33 M | ||||
| Price To Earning | 23.13 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 12.92 X | ||||
| Revenue | 359.6 M | ||||
| Gross Profit | 423.3 M | ||||
| EBITDA | 352.05 M | ||||
| Net Income | 191.41 M | ||||
| Cash And Equivalents | 136.3 M | ||||
| Cash Per Share | 0.96 X | ||||
| Total Debt | 1.69 B | ||||
| Debt To Equity | 0.51 % | ||||
| Current Ratio | 5.02 X | ||||
| Book Value Per Share | 18.21 X | ||||
| Cash Flow From Operations | 254.57 M | ||||
| Earnings Per Share | 1.14 X | ||||
| Market Capitalization | 5.54 B | ||||
| Total Asset | 4.77 B | ||||
| Retained Earnings | (105.55 M) | ||||
| Working Capital | 342.05 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 381.10 | 362.05 | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.03 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.06 | 0.03 |
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 has a strong financial position based on the latest SEC filings | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 14th of January 2025 Essential Properties paid $ 0.295 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Essential Properties Emerging Tenant Woes In Net Lease - Seeking Alpha |
- 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.