Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
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
10/28/2026: EPR (2-star) is currently NOT-A-BUY. Pass it for now.
EPR Properties is a specialized real estate investment trust focusing on experiential assets like movie theaters, eat-and-play venues, and destination attractions. The company's primary strength lies in its niche expertise and consistent monthly dividend structure, which appeals to income-seeking investors. Its growth story centers on diversifying away from its historical reliance on traditional cinema into more resilient entertainment categories. However, investors face risks from structural headwinds in the theater industry and sensitivity to consumer leisure spending cycles. The company is best suited for income-focused investors who can tolerate sector-specific volatility while monitoring the company's progress in successfully repositioning its portfolio for future stability.
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 | Growth is limited by the mature nature of experiential real estate and structural challenges in the theater industry. |
| Momentum investor | Weak fit | The stock often trends with interest rate sentiment and theater industry news rather than strong upward momentum. |
| Value investor | Strong fit | The company often trades at valuation multiples that may attract income-focused value investors. |
| Dividend investor | Strong fit | EPR is specifically designed for income seekers, offering a consistent monthly dividend structure. |
| Low-risk investor | Mixed fit | Business model exposure to discretionary leisure and the theater sector introduces volatility that risk-averse investors may find challenging. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is sensitive to interest rate fluctuations and sector-specific news cycles. |
| Valuation risk | Medium | Valuation is tied to market perception of REITs and recovery in leisure spending. |
| Competition risk (Leisure Real Estate) | Medium / high | Larger diversified REITs can bid aggressively for similar property types. |
| Business quality | Medium | Portfolio quality is generally solid but skewed by exposure to the maturing theater industry. |
| Dividend income | Medium | Dividend sustainability depends on the cash flow stability of leisure operators. |
| Execution risk | Medium | Successfully transitioning the portfolio requires diligent tenant management and selective capital allocation. |
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 10/28/2026 |
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 4.29B USD | Price to earnings Ratio 17.95 | 1Y Target Price 64.23 |
Price to earnings Ratio 17.95 | 1Y Target Price 64.23 | ||
Volume (30-day avg) 818.8K shares | Beta 1.02 | 52 Weeks Range 45.21 - 63.97 | Updated Date 10/27/2026 |
52 Weeks Range 45.21 - 63.97 | Updated Date 10/27/2026 | ||
Dividends yield (FY) 6.38% | Basic EPS (TTM) 3.12 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Experiential Real Estate Leasing | Rental income from theaters, eat-and-play venues, and attraction properties. | EPR acts as a landlord, collecting steady rent from operators of entertainment venues. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When After Market | Estimate 1.43 | Actual - |
Profitability
Profit Margin 35.63% | Operating Margin (TTM) 54.33% |
Management Effectiveness
Return on Assets (TTM) 4.25% | Return on Equity (TTM) 11.32% |
Valuation
Trailing PE 17.95 | Forward PE 19.27 | Enterprise Value 7.83B | Price to Sales(TTM) 5.81 |
Enterprise Value 7.83B | Price to Sales(TTM) 5.81 | ||
Enterprise Value to Revenue 11.2 | Enterprise Value to EBITDA 13.54 | Shares Outstanding 76.61M | Shares Floating 74.76M |
Shares Outstanding 76.61M | Shares Floating 74.76M | ||
Percent Insiders 2.27 | Percent Institutions 84.89 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.