EPR PROPERTIES (EPR) Stock Fundamental Analysis

NYSE:EPR • US26884U1097

59.41 USD
-1.4 (-2.3%)
At close: Feb 27, 2026
59.1 USD
-0.31 (-0.52%)
After Hours: 2/27/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall EPR gets a fundamental rating of 4 out of 10. We evaluated EPR against 28 industry peers in the Specialized REITs industry. EPR has an excellent profitability rating, but there are concerns on its financial health. EPR is valued correctly, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • EPR had positive earnings in the past year.
  • In the past year EPR had a positive cash flow from operations.
  • Of the past 5 years EPR 4 years were profitable.
  • Of the past 5 years EPR 4 years had a positive operating cash flow.
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 0 200M -200M 400M

1.2 Ratios

  • EPR's Return On Assets of 3.17% is in line compared to the rest of the industry. EPR outperforms 57.14% of its industry peers.
  • The Return On Equity of EPR (7.54%) is better than 67.86% of its industry peers.
  • EPR has a better Return On Invested Capital (5.80%) than 75.00% of its industry peers.
  • EPR had an Average Return On Invested Capital over the past 3 years of 5.38%. This is in line with the industry average of 4.81%.
  • The last Return On Invested Capital (5.80%) for EPR is above the 3 year average (5.38%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 3.17%
ROE 7.54%
ROIC 5.8%
ROA(3y)2.47%
ROA(5y)1.28%
ROE(3y)5.77%
ROE(5y)2.85%
ROIC(3y)5.38%
ROIC(5y)4.15%
EPR Yearly ROA, ROE, ROICEPR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5 -5

1.3 Margins

  • With a decent Profit Margin value of 24.63%, EPR is doing good in the industry, outperforming 64.29% of the companies in the same industry.
  • EPR's Profit Margin has declined in the last couple of years.
  • With an excellent Operating Margin value of 53.57%, 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 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.
  • In the last couple of years the Gross Margin of EPR has remained more or less at the same level.
Industry RankSector Rank
OM 53.57%
PM (TTM) 24.63%
GM 92.59%
OM growth 3Y8.75%
OM growth 5Y3%
PM growth 3Y7.63%
PM growth 5Y-8.57%
GM growth 3Y-0.75%
GM growth 5Y-0.63%
EPR Yearly Profit, Operating, Gross MarginsEPR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

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.
  • There is no outstanding debt for EPR. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
EPR Yearly Shares OutstandingEPR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 2B 4B 6B

2.2 Solvency

  • EPR has an Altman-Z score of 0.82. This is a bad value and indicates that EPR is not financially healthy and even has some risk of bankruptcy.
  • The Altman-Z score of EPR (0.82) is comparable to the rest of the industry.
  • The Debt to FCF ratio of EPR is 9.28, which is on the high side as it means it would take EPR, 9.28 years of fcf income to pay off 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.
  • The Debt to Equity ratio of EPR (1.19) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.19
Debt/FCF 9.28
Altman-Z 0.82
ROIC/WACC0.78
WACC7.45%
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 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 worse Current ratio (0.42) than 60.71% of its industry peers.
  • A Quick Ratio of 0.42 indicates that EPR may have some problems paying its short term obligations.
  • EPR has a worse Quick ratio (0.42) than 60.71% 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 200M 400M 600M 800M 1B

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

3

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 136.25% over the past year.
  • The Earnings Per Share has been growing by 22.03% on average over the past years. This is a very strong growth
EPS 1Y (TTM)136.25%
EPS 3Y22.03%
EPS 5YN/A
EPS Q2Q%784.21%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
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.
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

  • The Price/Earnings ratio is 15.72, which indicates a correct valuation of EPR.
  • EPR's Price/Earnings ratio is rather cheap when compared to the industry. EPR is 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 (27.10), we can say EPR is valued slightly cheaper.
  • The Price/Forward Earnings ratio is 19.69, which indicates a rather expensive current valuation of EPR.
  • Based on the Price/Forward 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/Forward Earnings ratio of 28.06, EPR is valued a bit cheaper.
Industry RankSector Rank
PE 15.72
Fwd PE 19.69
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

  • EPR's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. EPR is 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 15.16
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

More info and screens

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

5

5. Dividend

5.1 Amount

  • EPR has a Yearly Dividend Yield of 6.12%, which is a nice return.
  • EPR's Dividend Yield is rather good when compared to the industry average which is at 5.37. EPR pays more dividend than 82.14% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.83, EPR pays a better dividend.
Industry RankSector Rank
Dividend Yield 6.12%

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

  • 164.16% of the earnings are spent on dividend by EPR. This is not a sustainable payout ratio.
  • EPR's earnings and Dividend Rate are 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 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 PROPERTIES

NYSE:EPR (2/27/2026, 8:04:00 PM)

After market: 59.1 -0.31 (-0.52%)

59.41

-1.4 (-2.3%)

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-1.88%
Ins Owners2.18%
Ins Owner Change-4.39%
Market Cap4.52B
Revenue(TTM)N/A
Net Income(TTM)175.49M
Analysts71.25
Price Target58.57 (-1.41%)
Short Float %5.29%
Short Ratio5.11
Dividend
Industry RankSector Rank
Dividend Yield 6.12%
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 15.72
Fwd PE 19.69
P/S 6.35
P/FCF 15.16
P/OCF 10.87
P/B 1.94
P/tB 1.97
EV/EBITDA 13.27
EPS(TTM)3.78
EY6.36%
EPS(NY)3.02
Fwd EY5.08%
FCF(TTM)3.92
FCFY6.6%
OCF(TTM)5.47
OCFY9.2%
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)2.47%
ROA(5y)1.28%
ROE(3y)5.77%
ROE(5y)2.85%
ROIC(3y)5.38%
ROIC(5y)4.15%
ROICexc(3y)5.45%
ROICexc(5y)4.28%
ROICexgc(3y)5.51%
ROICexgc(5y)4.33%
ROCE(3y)6.81%
ROCE(5y)5.25%
ROICexgc growth 3Y19.26%
ROICexgc growth 5Y6.31%
ROICexc growth 3Y18.72%
ROICexc growth 5Y6.03%
OM growth 3Y8.75%
OM growth 5Y3%
PM growth 3Y7.63%
PM growth 5Y-8.57%
GM growth 3Y-0.75%
GM growth 5Y-0.63%
F-Score7
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-Score7
WACC7.45%
ROIC/WACC0.78
Cap/Depr(3y)110.86%
Cap/Depr(5y)86.3%
Cap/Sales(3y)26.92%
Cap/Sales(5y)23.2%
Profit Quality(3y)175.09%
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)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
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 3Y19.08%
EBIT growth 5Y4.44%
EBIT Next Year58.04%
EBIT Next 3Y19.22%
EBIT Next 5YN/A
FCF growth 1Y-11.26%
FCF growth 3Y3.51%
FCF growth 5YN/A
OCF growth 1Y-9.96%
OCF growth 3Y8.6%
OCF growth 5Y-2.2%

EPR PROPERTIES / EPR FAQ

What is the fundamental rating for EPR stock?

ChartMill assigns a fundamental rating of 4 / 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 15.72 and the Price/Book (PB) ratio is 1.94.


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.