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Upturn AI Summary - About
EPR Properties(EPR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EPR
09/28/2026: EPR (2-star) is currently NOT-A-BUY. Pass it for now.
EPR Properties is a specialized REIT that manages a portfolio centered on experiential real estate, including theaters, attractions, and educational facilities. Its business strength lies in its niche expertise and the use of long-term lease structures to generate steady income. The company's primary growth story revolves around the 'experience economy,' where it seeks to capitalize on growing consumer demand for out-of-home interactive leisure. However, investors must consider risks like heavy exposure to cinema trends and sensitivity to interest rate fluctuations. EPR Properties is generally suited for dividend-focused investors, provided they monitor the long-term health of the theater industry and the company’s ability to successfully diversify into new venue categories.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company operates in a niche market that offers steady growth rather than aggressive expansion. |
| Momentum investor | Weak fit | The stock generally tracks income-oriented trends rather than high-velocity momentum shifts. |
| Value investor | Strong fit | The REIT structure often provides attractive valuation relative to asset-backed cash flows. |
| Dividend investor | Strong fit | EPR is specifically designed for income seekers who value the monthly dividend payout. |
| Low-risk investor | Mixed fit | While dividends are stable, the concentration in experiential/cinema assets introduces specific industry risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As a REIT, the stock is sensitive to interest rate changes and sector-specific sentiment. |
| Valuation risk | Medium | Market pricing of the REIT depends heavily on FFO multiples and yield spreads. |
| Competition risk (Leisure Real Estate) | Medium / high | Larger REITs with more diversified portfolios can compete for the same experiential assets. |
| Business quality | Medium | The portfolio quality is generally stable but tied to the success of specific entertainment tenants. |
| Dividend income | Medium | Dividend sustainability depends on the consistent performance of theater and eat-and-play tenants. |
| Execution risk | Medium | Successfully acquiring and integrating new experiential assets is key to long-term growth. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 22.03% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.35B USD | Price to earnings Ratio 18.21 | 1Y Target Price 64.68 |
Price to earnings Ratio 18.21 | 1Y Target Price 64.68 | ||
Volume (30-day avg) 844.1K shares | Beta 1.01 | 52 Weeks Range 45.46 - 64.32 | Updated Date 09/27/2026 |
52 Weeks Range 45.46 - 64.32 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 6.34% | Basic EPS (TTM) 3.12 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Cinema Properties | Rental income from multiplex and large-format movie theaters. | The foundational part of their income, sensitive to movie attendance trends. |
| Eat-and-Play & Attractions | Leases from venues like Topgolf and other themed entertainment destinations. | A growth area focusing on consumer demand for interactive, in-person experiences. |
| Education Properties | Leases for early childhood and private school facilities. | Provides reliable, non-cyclical income compared to the entertainment segments. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 18.21 | Forward PE 19.27 | Enterprise Value 7.87B | Price to Sales(TTM) 5.89 |
Enterprise Value 7.87B | Price to Sales(TTM) 5.89 | ||
Enterprise Value to Revenue 11.26 | Enterprise Value to EBITDA 13.61 | Shares Outstanding 76.61M | Shares Floating 74.76M |
Shares Outstanding 76.61M | Shares Floating 74.76M | ||
Percent Insiders 2.27 | Percent Institutions 84.95 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About EPR Properties
Exchange NYSE | Headquarters 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 54 | Website https://www.eprkc.com |
Full time employees 54 | Website https://www.eprkc.com | ||
EPR Properties 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 6.1 billion dollars (after accumulated depreciation of approximately 1.8 billion dollars) across 43 states and Canada. 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. EPR Properties was established on August 22, 1997 and is based in Kansas City, United States.
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