EPR PROPERTIES (EPR) Stock Fundamental Analysis

NYSE:EPR • US26884U1097

59.94 USD
+0.53 (+0.89%)
At close: Mar 2, 2026
59.8319 USD
-0.11 (-0.18%)
After Hours: 3/2/2026, 8:15:49 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, EPR scores 5 out of 10 in our fundamental rating. EPR was compared to 28 industry peers in the Specialized REITs industry. EPR scores excellent on profitability, but there are concerns on its financial health. EPR is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • EPR had positive earnings in the past year.
  • EPR had a positive operating cash flow in the past year.
  • EPR had positive earnings in each of the past 5 years.
  • EPR had a positive operating cash flow in 4 of the past 5 years.
EPR Yearly Net Income VS EBIT VS OCF VS FCFEPR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 3.17%, EPR is in line with its industry, outperforming 57.14% of the companies in the same industry.
  • EPR has a Return On Equity of 7.54%. This is in the better half of the industry: EPR outperforms 67.86% of its industry peers.
  • EPR has a better Return On Invested Capital (5.80%) than 75.00% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for EPR is in line with the industry average of 4.96%.
  • The 3 year average ROIC (5.58%) for EPR is below the current ROIC(5.80%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 3.17%
ROE 7.54%
ROIC 5.8%
ROA(3y)3.06%
ROA(5y)2.62%
ROE(3y)7.36%
ROE(5y)6.19%
ROIC(3y)5.58%
ROIC(5y)4.99%
EPR Yearly ROA, ROE, ROICEPR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 -5 10

1.3 Margins

  • Looking at the Profit Margin, with a value of 24.63%, EPR is in the better half of the industry, outperforming 64.29% of the companies in the same industry.
  • In the last couple of years the Profit Margin of EPR has grown nicely.
  • EPR has a Operating Margin of 53.57%. This is amongst the best in the industry. EPR outperforms 82.14% of its industry peers.
  • In the last couple of years the Operating Margin of EPR has grown nicely.
  • Looking at the Gross Margin, with a value of 92.59%, EPR belongs to the top of the industry, outperforming 89.29% of the companies in the same industry.
  • EPR's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 53.57%
PM (TTM) 24.63%
GM 92.59%
OM growth 3Y0.51%
OM growth 5Y13.27%
PM growth 3Y14.74%
PM growth 5YN/A
GM growth 3Y0.1%
GM growth 5Y0%
EPR Yearly Profit, Operating, Gross MarginsEPR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. Health

2.1 Basic Checks

  • EPR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for EPR has been increased compared to 1 year ago.
  • Compared to 5 years ago, EPR has more shares outstanding
  • The debt/assets ratio for EPR is higher compared to a year ago.
EPR Yearly Shares OutstandingEPR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M
EPR Yearly Total Debt VS Total AssetsEPR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • Based on the Altman-Z score of 0.82, we must say that EPR is in the distress zone and has some risk of bankruptcy.
  • EPR has a Altman-Z score of 0.82. This is comparable to the rest of the industry: EPR outperforms 50.00% of its industry peers.
  • EPR has a debt to FCF ratio of 9.28. This is a negative value and a sign of low solvency as EPR would need 9.28 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 9.28, EPR is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
  • EPR has a Debt/Equity ratio of 1.19. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 1.19, EPR perfoms like the industry average, outperforming 57.14% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.19
Debt/FCF 9.28
Altman-Z 0.82
ROIC/WACC0.78
WACC7.44%
EPR Yearly LT Debt VS Equity VS FCFEPR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B

2.3 Liquidity

  • A Current Ratio of 0.42 indicates that EPR may have some problems paying its short term obligations.
  • EPR has a Current ratio of 0.42. This is in the lower half of the industry: EPR underperforms 64.29% of its industry peers.
  • A Quick Ratio of 0.42 indicates that EPR may have some problems paying its short term obligations.
  • The Quick ratio of EPR (0.42) is worse than 64.29% of its industry peers.
Industry RankSector Rank
Current Ratio 0.42
Quick Ratio 0.42
EPR Yearly Current Assets VS Current LiabilitesEPR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 136.25% over the past year.
  • Measured over the past years, EPR shows a very strong growth in Earnings Per Share. The EPS has been growing by 22.03% on average per year.
  • EPR shows a small growth in Revenue. In the last year, the Revenue has grown by 2.91%.
  • Measured over the past years, EPR shows a quite strong growth in Revenue. The Revenue has been growing by 11.61% on average per year.
EPS 1Y (TTM)136.25%
EPS 3Y22.03%
EPS 5YN/A
EPS Q2Q%784.21%
Revenue 1Y (TTM)2.91%
Revenue growth 3Y2.97%
Revenue growth 5Y11.61%
Sales Q2Q%-11.38%

3.2 Future

  • EPR is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -10.17% yearly.
  • Based on estimates for the next years, EPR will show a small growth in Revenue. The Revenue will grow by 3.77% on average per year.
EPS Next Y-20.18%
EPS Next 2Y-10.17%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year3.22%
Revenue Next 2Y3.64%
Revenue Next 3Y1.87%
Revenue Next 5Y3.77%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
EPR Yearly Revenue VS EstimatesEPR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 200M 400M 600M 800M
EPR Yearly EPS VS EstimatesEPR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0 1 -1 2 3

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Find the best growth stocksShow best growing peers

6

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 15.86, EPR is valued correctly.
  • Based on the Price/Earnings ratio, EPR is valued cheaper than 89.29% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of EPR to the average of the S&P500 Index (27.13), we can say EPR is valued slightly cheaper.
  • With a Price/Forward Earnings ratio of 19.86, EPR is valued on the expensive side.
  • EPR's Price/Forward Earnings ratio is rather cheap when compared to the industry. EPR is cheaper than 85.71% of the companies in the same industry.
  • EPR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.11.
Industry RankSector Rank
PE 15.86
Fwd PE 19.86
EPR Price Earnings VS Forward Price EarningsEPR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, EPR is valued cheaper than 96.43% of the companies in the same industry.
  • EPR's Price/Free Cash Flow ratio is rather cheap when compared to the industry. EPR is cheaper than 85.71% of the companies in the same industry.
Industry RankSector Rank
P/FCF 15.3
EV/EBITDA 13.27
EPR Per share dataEPR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • EPR has a very decent profitability rating, which may justify a higher PE ratio.
  • A cheap valuation may be justified as EPR's earnings are expected to decrease with -10.17% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-10.17%
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 6.26%, EPR is a good candidate for dividend investing.
  • EPR's Dividend Yield is rather good when compared to the industry average which is at 5.37. EPR pays more dividend than 85.71% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, EPR pays a better dividend.
Industry RankSector Rank
Dividend Yield 6.26%

5.2 History

  • The dividend of EPR decreases each year by -5.07%.
  • EPR has been paying a dividend for at least 10 years, so it has a reliable track record.
  • EPR has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-5.07%
Div Incr Years3
Div Non Decr Years3
EPR Yearly Dividends per shareEPR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

  • EPR pays out 164.16% of its income as dividend. This is not a sustainable payout ratio.
  • The Dividend Rate of EPR has been decling, while earnings will also be declining. This means the current dividend is most likely not sustainable.
DP164.16%
EPS Next 2Y-10.17%
EPS Next 3YN/A
EPR Yearly Income VS Free CF VS DividendEPR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M
EPR Dividend Payout.EPR Dividend Payout, showing the Payout Ratio.EPR Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

EPR PROPERTIES

NYSE:EPR (3/2/2026, 8:15:49 PM)

After market: 59.8319 -0.11 (-0.18%)

59.94

+0.53 (+0.89%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustrySpecialized REITs
Earnings (Last)02-25
Earnings (Next)05-05
Inst Owners83.84%
Inst Owner Change-1.87%
Ins Owners2.18%
Ins Owner Change8.62%
Market Cap4.56B
Revenue(TTM)718.36M
Net Income(TTM)175.49M
Analysts71.25
Price Target58.57 (-2.29%)
Short Float %5.29%
Short Ratio5.11
Dividend
Industry RankSector Rank
Dividend Yield 6.26%
Yearly Dividend3.71
Dividend Growth(5Y)-5.07%
DP164.16%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-27
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)14.03%
Min EPS beat(2)-1.98%
Max EPS beat(2)30.04%
EPS beat(4)2
Avg EPS beat(4)-19.23%
Min EPS beat(4)-129.26%
Max EPS beat(4)30.04%
EPS beat(8)3
Avg EPS beat(8)-13.9%
EPS beat(12)5
Avg EPS beat(12)-11.17%
EPS beat(16)8
Avg EPS beat(16)-4.49%
Revenue beat(2)1
Avg Revenue beat(2)0.18%
Min Revenue beat(2)-0.7%
Max Revenue beat(2)1.07%
Revenue beat(4)3
Avg Revenue beat(4)2.75%
Min Revenue beat(4)-0.7%
Max Revenue beat(4)5.99%
Revenue beat(8)7
Avg Revenue beat(8)4.29%
Revenue beat(12)10
Avg Revenue beat(12)6.7%
Revenue beat(16)14
Avg Revenue beat(16)7.87%
PT rev (1m)0.93%
PT rev (3m)1.31%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0%
EPS NY rev (1m)0.21%
EPS NY rev (3m)-1.23%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.72%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.14%
Valuation
Industry RankSector Rank
PE 15.86
Fwd PE 19.86
P/S 6.4
P/FCF 15.3
P/OCF 10.97
P/B 1.96
P/tB 1.99
EV/EBITDA 13.27
EPS(TTM)3.78
EY6.31%
EPS(NY)3.02
Fwd EY5.03%
FCF(TTM)3.92
FCFY6.54%
OCF(TTM)5.47
OCFY9.12%
SpS9.36
BVpS30.59
TBVpS30.16
PEG (NY)N/A
PEG (5Y)N/A
Graham Number51
Profitability
Industry RankSector Rank
ROA 3.17%
ROE 7.54%
ROCE 7.34%
ROIC 5.8%
ROICexc 5.82%
ROICexgc 5.94%
OM 53.57%
PM (TTM) 24.63%
GM 92.59%
FCFM 41.86%
ROA(3y)3.06%
ROA(5y)2.62%
ROE(3y)7.36%
ROE(5y)6.19%
ROIC(3y)5.58%
ROIC(5y)4.99%
ROICexc(3y)5.65%
ROICexc(5y)5.08%
ROICexgc(3y)5.72%
ROICexgc(5y)5.14%
ROCE(3y)7.06%
ROCE(5y)6.31%
ROICexgc growth 3Y3.89%
ROICexgc growth 5Y26.99%
ROICexc growth 3Y3.65%
ROICexc growth 5Y26.84%
OM growth 3Y0.51%
OM growth 5Y13.27%
PM growth 3Y14.74%
PM growth 5YN/A
GM growth 3Y0.1%
GM growth 5Y0%
F-Score8
Asset Turnover0.13
Health
Industry RankSector Rank
Debt/Equity 1.19
Debt/FCF 9.28
Debt/EBITDA 5.05
Cap/Depr 70.71%
Cap/Sales 16.53%
Interest Coverage 2.8
Cash Conversion 75.89%
Profit Quality 169.99%
Current Ratio 0.42
Quick Ratio 0.42
Altman-Z 0.82
F-Score8
WACC7.44%
ROIC/WACC0.78
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)136.25%
EPS 3Y22.03%
EPS 5YN/A
EPS Q2Q%784.21%
EPS Next Y-20.18%
EPS Next 2Y-10.17%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)2.91%
Revenue growth 3Y2.97%
Revenue growth 5Y11.61%
Sales Q2Q%-11.38%
Revenue Next Year3.22%
Revenue Next 2Y3.64%
Revenue Next 3Y1.87%
Revenue Next 5Y3.77%
EBIT growth 1Y6.35%
EBIT growth 3Y3.49%
EBIT growth 5Y26.42%
EBIT Next Year61.74%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y41.86%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y10.32%
OCF growth 3YN/A
OCF growth 5YN/A

EPR PROPERTIES / EPR FAQ

What is the fundamental rating for EPR stock?

ChartMill assigns a fundamental rating of 5 / 10 to EPR.


What is the valuation status for EPR stock?

ChartMill assigns a valuation rating of 6 / 10 to EPR PROPERTIES (EPR). This can be considered as Fairly Valued.


Can you provide the profitability details for EPR PROPERTIES?

EPR PROPERTIES (EPR) has a profitability rating of 7 / 10.


What is the valuation of EPR PROPERTIES based on its PE and PB ratios?

The Price/Earnings (PE) ratio for EPR PROPERTIES (EPR) is 15.86 and the Price/Book (PB) ratio is 1.96.


What is the expected EPS growth for EPR PROPERTIES (EPR) stock?

The Earnings per Share (EPS) of EPR PROPERTIES (EPR) is expected to decline by -20.18% in the next year.