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Upturn AI SWOT - About
EPR 
EPR Properties (EPR)
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Upturn Advisory Summary
08/14/2025: EPR (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.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $57.5
1 Year Target Price $57.5
| 3 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 28.09% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.04B USD | Price to earnings Ratio 26.13 | 1Y Target Price 57.5 |
Price to earnings Ratio 26.13 | 1Y Target Price 57.5 | ||
Volume (30-day avg) 13 | Beta 1.34 | 52 Weeks Range 40.85 - 60.92 | Updated Date 08/14/2025 |
52 Weeks Range 40.85 - 60.92 | Updated Date 08/14/2025 | ||
Dividends yield (FY) 6.48% | Basic EPS (TTM) 2.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-29 | When Before Market | Estimate 0.692 | Actual 0.9306 |
Profitability
Profit Margin 25.62% | Operating Margin (TTM) 53.53% |
Management Effectiveness
Return on Assets (TTM) 4.12% | Return on Equity (TTM) 7.54% |
Valuation
Trailing PE 26.13 | Forward PE 19.05 | Enterprise Value 7062724588 | Price to Sales(TTM) 5.76 |
Enterprise Value 7062724588 | Price to Sales(TTM) 5.76 | ||
Enterprise Value to Revenue 10.76 | Enterprise Value to EBITDA 14.89 | Shares Outstanding 76116600 | Shares Floating 74360623 |
Shares Outstanding 76116600 | Shares Floating 74360623 | ||
Percent Insiders 2.12 | Percent Institutions 80.97 |
Upturn AI SWOT
EPR Properties
Company Overview
History and Background
EPR Properties was founded in 1997 as Entertainment Properties Trust, focusing on entertainment-related real estate. It has since evolved, diversifying into other experiential properties while maintaining a strong focus on the entertainment sector.
Core Business Areas
- Entertainment: Invests in a diverse range of entertainment properties, including movie theaters, attractions, and gaming locations.
- Experiential: Focuses on experiential real estate such as eat & play, fitness & wellness, and cultural attractions.
- Education: Invests in early childhood education and private K-12 schools.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives responsible for strategic direction and financial performance. The organizational structure involves departments for investment, asset management, finance, and legal.
Top Products and Market Share
Key Offerings
- Movie Theaters: EPR Properties is a significant owner of movie theater properties. The market is highly competitive, with competitors including National CineMedia and major theater chains like AMC Entertainment and Cinemark. Revenue contribution from movie theaters is substantial, though precise market share data is not publicly available. The growth of streaming poses a competitive threat.
- Attractions: Investments in attractions such as Topgolf and waterparks. Competitors include companies involved in owning and operating similar recreational facilities. Exact market share is difficult to quantify due to the diversity within the attractions sector. Growth drivers are related to consumer discretionary spending.
- Eat & Play: Investments in eat & play facilities such as Dave & Buster's. EPR competes with traditional restaurant chains as well as other entertainment venues. Market share information is unavailable. The company continues to grow this segment.
Market Dynamics
Industry Overview
The experiential real estate industry is growing, driven by consumer demand for experiences over material goods. The industry faces challenges from economic cycles and changing consumer preferences.
Positioning
EPR Properties is a specialized REIT with a focus on experiential properties. Its competitive advantages include its expertise in this niche market and long-term relationships with operators.
Total Addressable Market (TAM)
The total addressable market for experiential real estate is estimated to be in the hundreds of billions of dollars. EPR is well-positioned to capitalize on this market through continued investment and diversification within the experiential sector.
Upturn SWOT Analysis
Strengths
- Specialized focus on experiential real estate
- Diversified portfolio across various property types
- Strong relationships with established operators
- Disciplined capital allocation strategy
Weaknesses
- Exposure to cyclical consumer spending
- Concentration in certain property types (e.g., movie theaters)
- Reliance on operator performance
- High debt levels relative to equity
Opportunities
- Expanding into new experiential categories
- Acquiring properties at attractive valuations
- Developing strategic partnerships
- Capitalizing on the growing demand for experiences
Threats
- Economic downturns
- Changes in consumer preferences
- Increased competition
- Rising interest rates
- Technological disruptions (e.g., streaming affecting movie theaters)
Competitors and Market Share
Key Competitors
- VICI
- STORE
- MPW
Competitive Landscape
EPR Properties's advantages include its specialized focus and long-term relationships. Disadvantages include exposure to cyclical spending and concentration in certain property types compared to diversified REITs.
Major Acquisitions
Cinergy Entertainment
- Year: 2023
- Acquisition Price (USD millions): 80
- Strategic Rationale: Expanded EPR's presence in the eat and play segment.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth within existing properties. Periods of economic expansion have generally benefited EPR Properties, while downturns have presented challenges.
Future Projections: Future growth projections depend on economic forecasts, industry trends, and EPR Properties's strategic initiatives. Analyst estimates should be consulted for specific growth rate predictions.
Recent Initiatives: Recent strategic initiatives include diversifying the portfolio, investing in new experiential categories, and managing capital efficiently.
Summary
EPR Properties is a specialized REIT focused on experiential real estate, offering unique investment opportunities but facing cyclical risks. It benefits from a diversified portfolio and strategic partnerships, but must navigate changing consumer preferences and economic uncertainties. Efficient capital management and prudent risk assessment are crucial for sustained growth. While it is strong in some segments, managing debt and staying nimble in evolving markets are key.
Peer Comparison
Sources and Disclaimers
Data Sources:
- EPR Properties Investor Relations
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company performance are subject to change.
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 J.D. | ||
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 which 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 $5.5 billion (after accumulated depreciation of approximately $1.6 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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