EPR Stock Analysis: EPR Properties | NYSE

REIT - Specialty | NYSE, USA | Market Cap: 4.900m USD | 12M Return: 20.4% | Charts, Fundamentals & Technical Analysis

Theaters, Entertainment Venues, Golf Attractions, Cultural Properties
Total Rating 49
Safety 50
Buy Signal -0.08
REIT - Specialty
Industry Rotation: +2.7
Market Cap: 4.90B
Avg Turnover: 37.8M
Risk 3d forecast
Volatility23.6%
VaR 5th Pctl4.23%
VaR vs Median8.69%
Reward TTM
Sharpe Ratio0.75
Rel. Str. IBD72.1
Rel. Str. Peer Group79.2
Character TTM
Beta0.209
Beta Downside-0.094
Hurst Exponent0.652
Drawdowns 3y
Max DD19.51%
CAGR/Max DD1.10
CAGR/Mean DD3.17
EPS (Earnings per Share) EPS (Earnings per Share) of EPR over the last years for every Quarter: "2021-06": 0.13, "2021-09": 0.29, "2021-12": 0.51, "2022-03": 0.5, "2022-06": 0.46, "2022-09": 0.6, "2022-12": 0.48, "2023-03": 0.69, "2023-06": 0.7, "2023-09": 0.94, "2023-12": 0.52, "2024-03": 0.81, "2024-06": 0.52, "2024-09": 0.69, "2024-12": 0.6815, "2025-03": 0.78, "2025-06": 0.91, "2025-09": 0.93, "2025-12": 0.8118, "2026-03": 0.69, "2026-06": 1.42,
EPS CAGR: 10.76%
EPS Trend: 74.9%
Last SUE: 1.03
Qual. Beats: 1
Revenue Revenue of EPR over the last years for every Quarter: 2021-06: 124.329, 2021-09: 131.556, 2021-12: 145.892, 2022-03: 148.167, 2022-06: 150.485, 2022-09: 150.05, 2022-12: 161.947, 2023-03: 169.411, 2023-06: 162.783, 2023-09: 189.721, 2023-12: 159.913, 2024-03: 155.195, 2024-06: 158.677, 2024-09: 163.088, 2024-12: 164.037, 2025-03: 163.397, 2025-06: 165.85, 2025-09: 170.171, 2025-12: 182.95, 2026-03: 181.252, 2026-06: 196.079,
Rev. CAGR: 1.72%
Rev. Trend: 39.6%
Last SUE: 1.04
Qual. Beats: 1

Warnings

Altman Z'' In Financial Distress Zone
Below Avwap Earnings

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +2.3% 18
Feb +0.9% 8
Mar -2.6% 19
Apr -1.6% 19
May +0.4% 8
Jun +1.8% 30
Jul +0.1% 7
Aug -0.3% 2
Sep -2.8% 27
Oct -0.5% 13
Nov +0.7% 2
Dec -2.7% 27

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EPR EPR Properties

EPR Properties is a diversified experiential net lease REIT (Real Estate Investment Trust) based in Kansas City, Missouri, focused on owning and leasing real estate used for out-of-home leisure and recreation activities. The company targets enduring experiential properties such as theaters, eat-and-play venues, and other entertainment-related facilities, with operations spanning 43 U.S. states and Canada. Its investment approach emphasizes rigorous underwriting standards based on industry, property, and tenant-level cash flow metrics, aiming to deliver stable returns. EPR was founded on August 22, 1997, and trades on the NYSE under the ticker EPR, falling within the Other Specialized REITs sub-industry of the Real Estate sector.

As a net lease REIT, EPR structures its leases so that tenants are generally responsible for property-level expenses, including taxes, insurance, and maintenance, which shifts operating risk away from the landlord and contributes to more predictable cash flows. The experiential niche places EPRs revenue tied to discretionary consumer spending on entertainment and recreation rather than traditional commercial real estate demand drivers like office or retail sales.

Headlines to Watch Out For
  • Consumer discretionary spending trends drive experiential property demand
  • Theater megaplex tenant performance pressures rental income
  • Higher interest rates increase net lease REIT borrowing costs
Piotroski VR-10 (Strict) 2.0
Net Income: 263.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA -3.35 > 1.0
NWC/Revenue: 40.36% < 20% (prev 69.88%; Δ -29.52% < -1%)
CFO/TA 0.04 > 3% & CFO 234.3m > Net Income 263.3m
Net Debt (3.48b) to EBITDA (585.6m): 5.94 < 3
Current Ratio: 1.66 > 1.5 & < 3
Outstanding Shares: last quarter (77.0m) vs 12m ago 0.58% < -2%
Gross Margin: 69.63% > 18% (prev 90.92%; Δ -21.28% > 0.5%)
Asset Turnover: 12.58% > 50% (prev 11.80%; Δ 0.78% > 0%)
Interest Coverage Ratio: 2.90 > 6 (EBIT TTM 406.0m / Interest Expense TTM 139.8m)
Altman Z'' 0.71
A: 0.05 (Total Current Assets 744.5m - Total Current Liabilities 449.7m) / Total Assets 6.05b
B: -0.22 (Retained Earnings -1.36b / Total Assets 6.05b)
C: 0.07 (EBIT TTM 406.0m / Avg Total Assets 5.81b)
D: 0.62 (Book Value of Equity 2.31b / Total Liabilities 3.74b)
Altman-Z'' = 0.71 = B
Beneish M -3.47
DSRI: 0.73 (Receivables 616.9m/763.7m, Revenue 730.5m/656.4m)
GMI: 1.31 (GM 90.92% / 69.63%)
AQI: 0.03 (AQ_t 0.03 / AQ_t-1 0.85)
SGI: 1.11 (Revenue 730.5m / 656.4m)
TATA: 0.00 (NI 263.3m - CFO 234.3m) / TA 6.05b)
Beneish M = -3.47 (Cap -4..+1) = AA
What is the price of EPR shares?

As of August 02, 2026, the stock is trading at USD 62.07 with a total of 613,028 shares traded. Over the past week, the price has changed by -1.82%, over one month by +7.52%, over three months by +12.95% and over the past year by +20.44%.

Current recommended Stop Loss: 60.30 (which is 2.9% or 1.4 ATR below the current price).

Is EPR a buy, sell or hold?

EPR Properties has received a consensus analysts rating of 3.25. Therefore, it is recommended to hold EPR.

  • StrongBuy: 1
  • Buy: 2
  • Hold: 8
  • Sell: 1
  • StrongSell: 0

What are the forecasts/targets for the EPR price?
Analysts Target Price 61.5 -0.9%
EPR Properties (EPR) - Fundamental Data Overview as of 01 August 2026
Market Cap USD = 4.90b (4.90b USD * 1.0 USD.USD)
P/E Trailing = 19.6954
P/E Forward = 18.5185
P/S = 6.8036
P/B = 2.1119
P/EG = 2.93
Revenue TTM = 730.5m USD
EBIT TTM = 406.0m USD
EBITDA TTM = 585.6m USD
Long Term Debt = 2.93b USD (from longTermDebt, last fiscal year)
Short Term Debt = 636.3m USD (from shortTermDebt, last fiscal year)
Debt = 3.49b USD (from shortLongTermDebtTotal, last quarter) + Leases 200.1m
Net Debt = 3.48b USD (calculated: Debt 3.49b - CCE 16.2m)
Enterprise Value = 8.38b USD (4.90b + Debt 3.49b - CCE 16.2m)
Interest Coverage Ratio = 2.90 (Ebit TTM 406.0m / Interest Expense TTM 139.8m)
EV/FCF = 35.76x (Enterprise Value 8.38b / FCF TTM 234.3m)
FCF Yield = 2.80% (FCF TTM 234.3m / Enterprise Value 8.38b)
FCF Margin = 32.07% (FCF TTM 234.3m / Revenue TTM 730.5m)
Net Margin = 36.04% (Net Income TTM 263.3m / Revenue TTM 730.5m)
Gross Margin = 69.63% ((Revenue TTM 730.5m - Cost of Revenue TTM 221.8m) / Revenue TTM)
Gross Margin QoQ = none% (prev 41.92%)
Tobins Q-Ratio = 1.38 (Enterprise Value 8.38b / Total Assets 6.05b)
Interest Expense / Debt = 4.00% (Interest Expense 139.8m / Debt 3.49b)
Taxrate = 1.09% (2.91m / 266.2m)
NOPAT = 401.5m (EBIT 406.0m * (1 - 1.09%))
Current Ratio = 1.66 (Total Current Assets 744.5m / Total Current Liabilities 449.7m)
Debt / Equity = 1.51 (Debt 3.49b / totalStockholderEquity, last quarter 2.31b)
Debt / EBITDA = 5.94 (Net Debt 3.48b / EBITDA 585.6m)
Debt / FCF = 14.84 (Net Debt 3.48b / FCF TTM 234.3m)
Total Stockholder Equity = 2.32b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.53% (Net Income 263.3m / Total Assets 6.05b)
RoE = 11.34% (Net Income TTM 263.3m / Total Stockholder Equity 2.32b)
RoCE = 7.73% (EBIT 406.0m / Capital Employed (Equity 2.32b + L.T.Debt 2.93b))
RoIC = 6.45% (NOPAT 401.5m / Invested Capital 6.22b)
WACC = 5.57% (E(4.90b)/V(8.39b) * Re(6.72%) + D(3.49b)/V(8.39b) * Rd(4.00%) * (1-Tc(0.01)))
Discount Rate = 6.72% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 95.63 | Cagr: 0.77%
[DCF] Terminal Value 73.10% ; FCFF base≈301.2m ; Y1≈264.1m ; Y5≈213.4m
 [DCF] Fair Price = N/A (negative equity: EV 3.43b - Net Debt 3.48b = -51.4m; debt exceeds intrinsic value)
 EPS Correlation: 74.92 | EPS CAGR: 10.76% | SUE: 1.03 | # QB: 1
Revenue Correlation: 39.61 | Revenue CAGR: 1.72% | SUE: 1.04 | # QB: 1
EPS current Quarter (2026-09-30): EPS=0.85 | Chg30d=+0.00% | Revisions=-25% | Analysts=1
EPS current Year (2026-12-31): EPS=3.10 | Chg30d=+2.48% | Revisions=-25% | GrowthEPS=-10.3% | GrowthRev=+5.9%
EPS next Year (2027-12-31): EPS=3.11 | Chg30d=+2.98% | Revisions=-25% | GrowthEPS=+0.3% | GrowthRev=+5.7%