EPR PROPERTIES (EPR) Fundamental Analysis & Valuation

NYSE:EPR • US26884U1097

57.8 USD
+0.34 (+0.59%)
At close: Mar 9, 2026
57.94 USD
+0.14 (+0.24%)
After Hours: 3/9/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This EPR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

EPR gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 28 industry peers in the Specialized REITs industry. While EPR belongs to the best of the industry regarding profitability, there are concerns on its financial health. EPR has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

8

1. EPR Profitability Analysis

1.1 Basic Checks

  • In the past year EPR was profitable.
  • In the past year EPR had a positive cash flow from operations.
  • Each year in the past 5 years EPR has been profitable.
  • In the past 5 years EPR always reported a positive cash flow from operatings.
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

  • EPR has a Return On Assets of 4.40%. This is in the better half of the industry: EPR outperforms 75.00% of its industry peers.
  • EPR's Return On Equity of 10.77% is fine compared to the rest of the industry. EPR outperforms 75.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 5.69%, EPR is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
  • EPR had an Average Return On Invested Capital over the past 3 years of 5.58%. This is in line with the industry average of 5.05%.
  • The 3 year average ROIC (5.58%) for EPR is below the current ROIC(5.69%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 4.4%
ROE 10.77%
ROIC 5.69%
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

  • With an excellent Profit Margin value of 34.91%, EPR belongs to the best of the industry, outperforming 82.14% of the companies in the same industry.
  • In the last couple of years the Profit Margin of EPR has grown nicely.
  • Looking at the Operating Margin, with a value of 53.77%, EPR belongs to the top of the industry, outperforming 82.14% of the companies in the same industry.
  • In the last couple of years the Operating Margin of EPR has grown nicely.
  • EPR has a better Gross Margin (91.76%) than 89.29% of its industry peers.
  • In the last couple of years the Gross Margin of EPR has remained more or less at the same level.
Industry RankSector Rank
OM 53.77%
PM (TTM) 34.91%
GM 91.76%
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. EPR Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so EPR is destroying value.
  • The number of shares outstanding for EPR has been increased compared to 1 year ago.
  • The number of shares outstanding for EPR has been increased compared to 5 years ago.
  • Compared to 1 year ago, EPR has a worse debt to assets ratio.
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 0.78, we must say that EPR is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of EPR (0.78) is comparable to the rest of the industry.
  • The Debt to FCF ratio of EPR is 16.26, which is on the high side as it means it would take EPR, 16.26 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 16.26, EPR is in line with its industry, outperforming 57.14% of the companies in the same industry.
  • EPR has a Debt/Equity ratio of 1.26. This is a high value indicating a heavy dependency on external financing.
  • EPR has a Debt to Equity ratio (1.26) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.26
Debt/FCF 16.26
Altman-Z 0.78
ROIC/WACC0.76
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

  • EPR has a Current Ratio of 0.68. This is a bad value and indicates that EPR is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.68, EPR is in line with its industry, outperforming 53.57% of the companies in the same industry.
  • A Quick Ratio of 0.68 indicates that EPR may have some problems paying its short term obligations.
  • EPR's Quick ratio of 0.68 is in line compared to the rest of the industry. EPR outperforms 53.57% of its industry peers.
Industry RankSector Rank
Current Ratio 0.68
Quick Ratio 0.68
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. EPR Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 104.38% over the past year.
  • The Earnings Per Share has been growing by 16.28% on average over the past years. This is quite good.
  • The Revenue has been growing slightly by 2.91% in the past year.
  • 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)104.38%
EPS 3Y16.28%
EPS 5YN/A
EPS Q2Q%515.79%
Revenue 1Y (TTM)2.91%
Revenue growth 3Y2.97%
Revenue growth 5Y11.61%
Sales Q2Q%3.23%

3.2 Future

  • EPR is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 0.02% yearly.
  • The Revenue is expected to grow by 3.77% on average over the next years.
EPS Next Y-7.73%
EPS Next 2Y-3.42%
EPS Next 3Y0.02%
EPS Next 5YN/A
Revenue Next Year3.22%
Revenue Next 2Y3.64%
Revenue Next 3Y-0.62%
Revenue Next 5Y3.77%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • 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 2028 0 1 -1 2 3

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Find the best growth stocksShow best growing peers

5

4. EPR Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 17.68, the valuation of EPR can be described as rather expensive.
  • Based on the Price/Earnings ratio, EPR is valued cheaply inside the industry as 85.71% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Earnings ratio of 26.46, EPR is valued a bit cheaper.
  • The Price/Forward Earnings ratio is 19.16, which indicates a rather expensive current valuation of EPR.
  • EPR's Price/Forward Earnings ratio is rather cheap when compared to the industry. EPR is cheaper than 89.29% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 24.65. EPR is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 17.68
Fwd PE 19.16
EPR Price Earnings VS Forward Price EarningsEPR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

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.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of EPR indicates a somewhat cheap valuation: EPR is cheaper than 64.29% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 24.55
EV/EBITDA 13.03
EPR Per share dataEPR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • The excellent profitability rating of EPR may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-3.42%
EPS Next 3Y0.02%

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

6

5. EPR Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 6.46%, EPR is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 5.33, EPR pays a better dividend. On top of this EPR pays more dividend than 89.29% of the companies listed 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 6.46%

5.2 History

  • The dividend of EPR is nicely growing with an annual growth rate of 11.18%!
  • 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)11.18%
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

  • 115.92% of the earnings are spent on dividend by EPR. This is not a sustainable payout ratio.
  • EPR's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP115.92%
EPS Next 2Y-3.42%
EPS Next 3Y0.02%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

EPR Fundamentals: All Metrics, Ratios and Statistics

EPR PROPERTIES

NYSE:EPR (3/9/2026, 8:04:00 PM)

After market: 57.94 +0.14 (+0.24%)

57.8

+0.34 (+0.59%)

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 Owners81.06%
Inst Owner Change-1.73%
Ins Owners2.42%
Ins Owner Change6.77%
Market Cap4.42B
Revenue(TTM)718.36M
Net Income(TTM)250.79M
Analysts71.25
Price Target58.57 (1.33%)
Short Float %5.63%
Short Ratio5.17
Dividend
Industry RankSector Rank
Dividend Yield 6.46%
Yearly Dividend3.83
Dividend Growth(5Y)11.18%
DP115.92%
Div Incr Years3
Div Non Decr Years3
Ex-Date03-31
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)4.09%
Min EPS beat(2)-1.98%
Max EPS beat(2)10.17%
EPS beat(4)3
Avg EPS beat(4)15.62%
Min EPS beat(4)-1.98%
Max EPS beat(4)30.04%
EPS beat(8)4
Avg EPS beat(8)-11.3%
EPS beat(12)6
Avg EPS beat(12)-8.67%
EPS beat(16)8
Avg EPS beat(16)-7.07%
Revenue beat(2)1
Avg Revenue beat(2)-0.24%
Min Revenue beat(2)-0.7%
Max Revenue beat(2)0.22%
Revenue beat(4)3
Avg Revenue beat(4)1.31%
Min Revenue beat(4)-0.7%
Max Revenue beat(4)4.67%
Revenue beat(8)7
Avg Revenue beat(8)2.67%
Revenue beat(12)10
Avg Revenue beat(12)4.91%
Revenue beat(16)14
Avg Revenue beat(16)7.09%
PT rev (1m)0%
PT rev (3m)1.09%
EPS NQ rev (1m)0.74%
EPS NQ rev (3m)0.74%
EPS NY rev (1m)0%
EPS NY rev (3m)-2.79%
Revenue NQ rev (1m)1.4%
Revenue NQ rev (3m)1.57%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.51%
Valuation
Industry RankSector Rank
PE 17.68
Fwd PE 19.16
P/S 6.16
P/FCF 24.55
P/OCF 10.51
P/B 1.9
P/tB 1.93
EV/EBITDA 13.03
EPS(TTM)3.27
EY5.66%
EPS(NY)3.02
Fwd EY5.22%
FCF(TTM)2.35
FCFY4.07%
OCF(TTM)5.5
OCFY9.52%
SpS9.39
BVpS30.44
TBVpS30.03
PEG (NY)N/A
PEG (5Y)N/A
Graham Number47.32
Profitability
Industry RankSector Rank
ROA 4.4%
ROE 10.77%
ROCE 7.2%
ROIC 5.69%
ROICexc 5.78%
ROICexgc 5.9%
OM 53.77%
PM (TTM) 34.91%
GM 91.76%
FCFM 25.08%
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)5.74%
ROICexgc(5y)5.15%
ROCE(3y)7.06%
ROCE(5y)6.31%
ROICexgc growth 3Y4.1%
ROICexgc growth 5Y27.15%
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-Score7
Asset Turnover0.13
Health
Industry RankSector Rank
Debt/Equity 1.26
Debt/FCF 16.26
Debt/EBITDA 5.27
Cap/Depr 142.35%
Cap/Sales 33.52%
Interest Coverage 2.95
Cash Conversion 75.79%
Profit Quality 71.84%
Current Ratio 0.68
Quick Ratio 0.68
Altman-Z 0.78
F-Score7
WACC7.44%
ROIC/WACC0.76
Cap/Depr(3y)107.33%
Cap/Depr(5y)105.47%
Cap/Sales(3y)25.41%
Cap/Sales(5y)26.08%
Profit Quality(3y)157.07%
Profit Quality(5y)178.79%
High Growth Momentum
Growth
EPS 1Y (TTM)104.38%
EPS 3Y16.28%
EPS 5YN/A
EPS Q2Q%515.79%
EPS Next Y-7.73%
EPS Next 2Y-3.42%
EPS Next 3Y0.02%
EPS Next 5YN/A
Revenue 1Y (TTM)2.91%
Revenue growth 3Y2.97%
Revenue growth 5Y11.61%
Sales Q2Q%3.23%
Revenue Next Year3.22%
Revenue Next 2Y3.64%
Revenue Next 3Y-0.62%
Revenue Next 5Y3.77%
EBIT growth 1Y5.8%
EBIT growth 3Y3.49%
EBIT growth 5Y26.42%
EBIT Next Year62.89%
EBIT Next 3Y22.81%
EBIT Next 5YN/A
FCF growth 1Y-26.52%
FCF growth 3Y-2.01%
FCF growth 5YN/A
OCF growth 1Y7.08%
OCF growth 3Y-1.59%
OCF growth 5Y45.17%

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 5 / 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 8 / 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 17.68 and the Price/Book (PB) ratio is 1.9.


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 -7.73% in the next year.