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Upturn AI SWOT - About
EPRT 
Essential Properties Realty Trust Inc (EPRT)
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Upturn Advisory Summary
02/06/2025: EPRT (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 9.95% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/06/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.11B USD | Price to earnings Ratio 28.2 | 1Y Target Price 35.89 |
Price to earnings Ratio 28.2 | 1Y Target Price 35.89 | ||
Volume (30-day avg) 1021017 | Beta 1.39 | 52 Weeks Range 23.81 - 34.24 | Updated Date 04/2/2025 |
52 Weeks Range 23.81 - 34.24 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.62% | Basic EPS (TTM) 1.15 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 45.15% | Operating Margin (TTM) 64.42% |
Management Effectiveness
Return on Assets (TTM) 3.4% | Return on Equity (TTM) 6.21% |
Valuation
Trailing PE 28.2 | Forward PE 26.6 | Enterprise Value 8189147136 | Price to Sales(TTM) 13.66 |
Enterprise Value 8189147136 | Price to Sales(TTM) 13.66 | ||
Enterprise Value to Revenue 18.26 | Enterprise Value to EBITDA 20.27 | Shares Outstanding 187780000 | Shares Floating 186751123 |
Shares Outstanding 187780000 | Shares Floating 186751123 | ||
Percent Insiders 0.52 | Percent Institutions 111.34 |
Analyst Ratings
Rating 4.5 | Target Price 35.81 | Buy 5 | Strong Buy 11 |
Buy 5 | Strong Buy 11 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Essential Properties Realty Trust Inc
Company Overview
History and Background
Essential Properties Realty Trust, Inc. (EPRT) was formed in 2016 and went public in June 2018. It focuses on investing in single-tenant properties primarily leased to service-oriented or experience-based businesses.
Core Business Areas
- Real Estate Investments: Acquisition, ownership, and management of single-tenant properties leased to businesses in service-oriented or experience-based industries, such as quick-service restaurants, car washes, convenience stores, and early childhood education.
Leadership and Structure
Peter M. Mavoides serves as the President and CEO. The company operates as a real estate investment trust (REIT) with a board of directors overseeing strategic decisions.
Top Products and Market Share
Key Offerings
- Lease Revenue: Essential Properties Realty Trust generates revenue primarily through leasing its properties to tenants. While EPRT doesn't 'sell' products in a traditional sense, its portfolio of leased properties is its key offering. The market share data varies based on industry segment; EPRT competes with other REITs specializing in single-tenant properties, such as National Retail Properties (NNN) and STORE Capital (STOR).
Market Dynamics
Industry Overview
The net lease REIT industry is moderately competitive, influenced by interest rates, economic conditions, and property values. There is current uncertainty in the macroeconomic conditions that are contributing to uncertainty in the market.
Positioning
EPRT focuses on properties leased to businesses with strong unit-level economics and defensive characteristics. This strategy allows it to mitigate risks associated with economic downturns.
Total Addressable Market (TAM)
The TAM for single-tenant net lease properties is substantial, estimated in the hundreds of billions of dollars. EPRT is positioned to capture a portion of this market by focusing on specific industry segments and geographic locations.
Upturn SWOT Analysis
Strengths
- Diversified tenant base across multiple industries
- Focus on strong unit-level economics
- Experienced management team
- Disciplined acquisition strategy
- High occupancy rates
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on single-tenant properties
- Geographic concentration in certain regions
- Exposure to tenant credit risk
Opportunities
- Expansion into new industry segments
- Strategic acquisitions of portfolios
- Development of new properties
- Capitalizing on favorable market conditions
Threats
- Economic downturns impacting tenant businesses
- Increased competition from other REITs
- Rising interest rates increasing borrowing costs
- Changes in tax laws affecting REITs
Competitors and Market Share
Key Competitors
- NNN
- STOR
- ADC
- WPC
- VER
Competitive Landscape
EPRT differentiates itself through its focus on specific property types and industries. Advantages may include strong relationships with tenants and a disciplined acquisition strategy. Disadvantages may include smaller size compared to some competitors.
Major Acquisitions
Spirit Realty Capital Portfolio
- Year: 2022
- Acquisition Price (USD millions): 323.5
- Strategic Rationale: Expanded portfolio of high-quality net lease properties.
Growth Trajectory and Initiatives
Historical Growth: EPRT has demonstrated growth through acquisitions and organic rent increases. Specific growth rates would be inserted here. Requires retrieval from financial data provider.
Future Projections: Analyst projections for future growth would be summarized and inserted here. Requires retrieval from financial data provider.
Recent Initiatives: Recent initiatives might include strategic acquisitions, portfolio optimization efforts, or expansion into new markets. These would be specified and inserted here. Requires retrieval from company press releases and filings.
Summary
Essential Properties Realty Trust demonstrates a solid business model focused on single-tenant properties. Their strategy of targeting businesses with robust unit-level economics provides stability. Exposure to interest rate fluctuations and economic downturns pose potential risks. Strategic acquisitions and expansion opportunities offer growth potential.
Similar Companies
ADC
Agree Realty Corporation
ADC
Agree Realty Corporation
NNN
National Retail Properties Inc
NNN
National Retail Properties Inc
WPC
W P Carey Inc
WPC
W P Carey Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Materials
- Analyst Reports (FactSet, S&P Capital IQ)
- Company Website
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share estimates are approximate and may vary.
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 Essential Properties Realty Trust Inc
Exchange NYSE | Headquaters Princeton, NJ, United States | ||
IPO Launch date 2018-06-21 | President, CEO & Director Mr. Peter M. Mavoides | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 48 | Website https://essentialproperties.com |
Full time employees 48 | Website https://essentialproperties.com | ||
Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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