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Upturn AI SWOT - About
EPR 
EPR Properties (EPR)
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Upturn Advisory Summary
02/06/2025: EPR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 7.17% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/06/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.92B USD | Price to earnings Ratio 32.19 | 1Y Target Price 51.91 |
Price to earnings Ratio 32.19 | 1Y Target Price 51.91 | ||
Volume (30-day avg) 592858 | Beta 1.72 | 52 Weeks Range 36.78 - 53.94 | Updated Date 04/2/2025 |
52 Weeks Range 36.78 - 53.94 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 6.76% | Basic EPS (TTM) 1.6 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.22% | Operating Margin (TTM) 51.78% |
Management Effectiveness
Return on Assets (TTM) 3.92% | Return on Equity (TTM) 6.1% |
Valuation
Trailing PE 32.19 | Forward PE 18.66 | Enterprise Value 7032163750 | Price to Sales(TTM) 5.69 |
Enterprise Value 7032163750 | Price to Sales(TTM) 5.69 | ||
Enterprise Value to Revenue 10.97 | Enterprise Value to EBITDA 16.07 | Shares Outstanding 76064600 | Shares Floating 74316580 |
Shares Outstanding 76064600 | Shares Floating 74316580 | ||
Percent Insiders 2.09 | Percent Institutions 72.71 |
Analyst Ratings
Rating 3.38 | Target Price 48.73 | Buy 2 | Strong Buy 3 |
Buy 2 | Strong Buy 3 | ||
Hold 6 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
EPR Properties
Company Overview
History and Background
EPR Properties, founded in 1997, is a specialty real estate investment trust (REIT) that invests in experiential properties. Initially focused on entertainment-related properties, it has expanded to include education and recreational assets. It was originally Entertainment Properties Trust.
Core Business Areas
- Entertainment: Invests in movie theaters, attractions, ski resorts, and other entertainment venues.
- Education: Invests in private schools and early childhood education centers.
- Recreation: Invests in experiential lodging properties like waterparks and gaming facilities.
Leadership and Structure
The company is led by Gregory K. Silvers (Chairman, President and CEO). The organizational structure follows a traditional REIT model with a board of trustees and executive management team responsible for investment strategy and operations.
Top Products and Market Share
Key Offerings
- Movie Theaters: EPR is a major investor in movie theater properties. While specific market share data is difficult to ascertain for individual segments, EPR is a significant player in this niche. AMC and Cinemark are key tenants and represent competition in the space from an operational (not ownership) perspective.
- Attractions: Investments in Topgolf, waterparks, and other entertainment destinations. Competitors would include other REITs investing in recreational properties, but EPR's focus provides some differentiation. No specific market share available.
- Experiential Lodging: Investments in ski parks, gaming facilities, and other experiential lodging properties. Competitors like VICI Properties exist, but EPR's segment mix provides diversity.
Market Dynamics
Industry Overview
The experiential real estate market is driven by consumer spending trends, demographics, and preferences for leisure activities. REITs are a crucial funding source. The industry faces challenges like economic downturns and changing consumer tastes.
Positioning
EPR Properties is positioned as a specialty REIT focused on the growing experiential economy. Its competitive advantage lies in its diversified portfolio of entertainment, education, and recreation assets.
Total Addressable Market (TAM)
The total addressable market for experiential real estate is substantial, estimated in the hundreds of billions of dollars globally. EPR Properties captures a small, specialized segment of this market. TAM size is based on annual spending across the segments they are in.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across experiential sectors
- Experienced management team
- Strong relationships with tenants
- High dividend yield
- Specialized in a niche market
Weaknesses
- Concentration risk with top tenants
- Sensitivity to economic downturns
- Exposure to changing consumer preferences
- High debt levels
Opportunities
- Expansion into new experiential sectors
- Growth in international markets
- Increased demand for experiential activities
- Acquisition opportunities
Threats
- Economic recession
- Rising interest rates
- Increased competition
- Changes in consumer spending habits
- Tenant bankruptcies
Competitors and Market Share
Key Competitors
- VICI (VICI)
- STORE Capital (STOR) - Now Part of GIC
- National Retail Properties (NNN)
Competitive Landscape
EPR Properties differentiates itself through its focus on experiential properties. VICI Properties is more heavily weighted in gaming. STORE Capital and NNN are more focused on general retail. The market share data is an estimation and not official.
Major Acquisitions
North American Properties' Entertainment Portfolio
- Year: 2010
- Acquisition Price (USD millions): 243.3
- Strategic Rationale: Expanded entertainment portfolio and market presence. It was a portfolio of 22 entertainment-related properties.
Growth Trajectory and Initiatives
Historical Growth: EPR Properties's growth has been driven by acquisitions and development of new properties. Its growth is tied to the experiential economy.
Future Projections: Analyst projections suggest continued growth in FFO and dividend payments. These projections depend on economic conditions and industry trends.
Recent Initiatives: Recent initiatives include investments in new experiential concepts and diversification of the portfolio.
Summary
EPR Properties is a specialty REIT focused on experiential properties, offering a high dividend yield. While it enjoys diversification within its niche, it faces risks related to economic cycles and tenant concentration. Its strengths lie in its experienced management and market focus, but weaknesses involve debt levels. Recent initiatives focus on diversifying its portfolio.
Similar Companies
FRT
Federal Realty Investment Trust
FRT
Federal Realty Investment Trust
NNN
National Retail Properties Inc
NNN
National Retail Properties Inc
REG
Regency Centers Corporation
REG
Regency Centers Corporation
VICI
VICI Properties Inc
VICI
VICI Properties Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Financial News Outlets
Disclaimers:
This analysis is based on available information and is not financial advice. Market share data is estimated and may not be precise. Financial data should be verified with official sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About EPR Properties
Exchange NYSE | Headquaters Kansas City, MO, United States | ||
IPO Launch date 1997-11-18 | President, CEO & Board Chair Mr. Gregory K. Silvers | ||
Sector Real Estate | Industry REIT - Specialty | Full time employees 55 | Website https://www.eprkc.com |
Full time employees 55 | Website https://www.eprkc.com | ||
EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.5 billion) across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.
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