Loading stock…

Essential Properties Realty Trust, Inc. (EPRT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Essential Properties Realty Trust, Inc.

EPRTMarket cap $5.53BPrice $25.6

Country🇺🇸United States

SectorReal Estate

IndustryDiversified REITs

Owns and leases free-standing properties to middle-market restaurants and service businesses under long-term net leases, collecting rent while tenants cover taxes, insurance, and maintenance. Its 2,000+ property portfolio stays over 99% occupied, proving boring real estate can be remarkably reliable.

In Bastion Portfolios?

52W Return-15%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+25%9

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+16%8

Rev CAGR (5y)+15%9

Earnings Forecast

EPS Growth Y+1+16%8

EPS Growth Y+2+18%8

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin64%10

Net Income Margin44%10

Free Cash Flow Margin67%10

Debt

Net Debt/EBITDA4.92

Efficiency

ROE6%3

ROA4%5

Earnings Stability88

GEAR+VERY STRONG95

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)185

P/E Ratio (Forward 3y)155

P/BV1.39

EV Multiples

EV/EBITDA Fwd144

EV/EBIT Fwd213

Yield

Free Cash Flow Yieldna–

Dividend Yield5.0%9

Momentum

Short term

1 month return-13%2

3 month return-17%2

YTD return-11%3

Mid term

Price vs 52wHigh76%4

1 year return-9%4

Long term

3 year return+36%5

5 year return+12%4

Risk Shield

Price Risk

Beta0.39

Volatility19%10

Free Cash Flow

Free Cash Flow Margin67%10

Free Cash Flow Yieldna–

Quality

ROCE6%4

Earnings Stability88

Net Debt/EBITDA4.92

02Growth

Is it actually growing, and how fast?

EPRTEssential Properties Realty Trust

Revenue FY25$450M

GROWTH RATING↗

STRONG84 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+25%9

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+18%8

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 84% of companies worldwide.

Revenue grew 25%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 16%/yr vs revenue 16%/yr).

WATCH

Revenue grew 25%/yr over the last 3 years; forecasts see it cooling to 16%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK18 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%2

3-month return-17%2

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high76%4

1-year return-9%4

3-year return+36%5

5-year return+12%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+36% over three years and +12% over five), roughly average for the market.

It's down 9% over the past year, now 24% below its 52-week high. That is a touch behind the market.

WEAKNESSES

The stock is underperforming over the past month (-13%), over three months (-17%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over the past month, over three months and so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Essential Properties Realty Trust, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

EPRTEssential Properties Realty Trust

Revenue FY25$450M

GROWTH RATING↗

STRONG84 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+25%9

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+18%8

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 84% of companies worldwide.

Revenue grew 25%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 16%/yr vs revenue 16%/yr).

WATCH

Revenue grew 25%/yr over the last 3 years; forecasts see it cooling to 16%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK18 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%2

3-month return-17%2

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high76%4

1-year return-9%4

3-year return+36%5

5-year return+12%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+36% over three years and +12% over five), roughly average for the market.

It's down 9% over the past year, now 24% below its 52-week high. That is a touch behind the market.

WEAKNESSES

The stock is underperforming over the past month (-13%), over three months (-17%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Essential Properties Realty Trust, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community