Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
EPR 
EPR Properties (EPR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/04/2025: 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 $57.38
1 Year Target Price $57.38
| 3 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 20.04% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.95B USD | Price to earnings Ratio 22.77 | 1Y Target Price 57.38 |
Price to earnings Ratio 22.77 | 1Y Target Price 57.38 | ||
Volume (30-day avg) 13 | Beta 0.91 | 52 Weeks Range 39.95 - 59.58 | Updated Date 12/4/2025 |
52 Weeks Range 39.95 - 59.58 | Updated Date 12/4/2025 | ||
Dividends yield (FY) 6.66% | Basic EPS (TTM) 2.28 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 28.23% | Operating Margin (TTM) 55.09% |
Management Effectiveness
Return on Assets (TTM) 4.2% | Return on Equity (TTM) 8.42% |
Valuation
Trailing PE 22.77 | Forward PE 17.24 | Enterprise Value 6950893482 | Price to Sales(TTM) 5.59 |
Enterprise Value 6950893482 | Price to Sales(TTM) 5.59 | ||
Enterprise Value to Revenue 10.48 | Enterprise Value to EBITDA 14.04 | Shares Outstanding 76140341 | Shares Floating 74398250 |
Shares Outstanding 76140341 | Shares Floating 74398250 | ||
Percent Insiders 2.15 | Percent Institutions 83.87 |
Upturn AI SWOT
EPR Properties
Company Overview
History and Background
EPR Properties was founded in 1997 as Entertainment Properties Trust. It began by investing in entertainment-related properties and has since expanded to include experiential real estate assets.
Core Business Areas
- Experiential: Invests in properties focused on entertainment, recreation, and attractions, such as movie theaters, gaming and entertainment venues, eat & play destinations, ski resorts, and attractions.
- Education: Invests in early childhood education and private K-12 schools.
Leadership and Structure
Gregory Silvers serves as the Chairman and CEO. The company operates with a traditional corporate structure, including a board of trustees and executive management team.
Top Products and Market Share
Key Offerings
- Movie Theaters: EPR owns and leases properties to movie theater operators. The US market share for movie theatre real estate investment is fragmented. Major competitors are other REITs and private equity firms focusing on real estate. Revenue is generated through lease agreements.
- Eat & Play Destinations: EPR invests in eat & play locations. Competitors include REITs and private investment groups with an interest in leisure properties.
- Attractions: EPR invests in attractions venues like amusement parks. The competitive landscape include alternative investment options that focus on acquiring experiential properties.
- Ski Resorts: EPR invests in Ski resort locations. The competitors are REIT's who focus on properties similar to Ski resorts.
Market Dynamics
Industry Overview
The experiential real estate market is driven by consumer spending on leisure activities. Demand fluctuates based on economic conditions and trends in entertainment and education.
Positioning
EPR is a leading REIT specializing in experiential real estate. Its competitive advantage lies in its diversified portfolio and deep understanding of the entertainment and education sectors.
Total Addressable Market (TAM)
The TAM for experiential real estate is estimated to be in the hundreds of billions of dollars. EPR is positioned to capture a significant portion of this market through strategic investments and partnerships.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of experiential properties
- Strong relationships with leading operators
- Experienced management team
- High occupancy rates
- Access to capital markets
Weaknesses
- Exposure to cyclical consumer spending
- Dependence on tenant performance
- High debt levels
- Interest rate sensitivity
Opportunities
- Expansion into new experiential categories
- Acquisition of distressed assets
- Development of new properties
- Growth in international markets
Threats
- Economic downturn
- Changes in consumer preferences
- Increased competition
- Rising interest rates
- Geopolitical instability
Competitors and Market Share
Key Competitors
- VICI
- GLPI
- LAND
Competitive Landscape
EPR Properties competes with other REITs and private investors for acquisitions of experiential properties. Its competitive advantage lies in its focus on specific entertainment and education sectors.
Major Acquisitions
North American Properties - Avalon
- Year: 2014
- Acquisition Price (USD millions): 446
- Strategic Rationale: EPR acquired Avalon to expand its presence in the experiential real estate market.
Growth Trajectory and Initiatives
Historical Growth: EPR Properties has grown through acquisitions, development, and organic expansion of its existing portfolio.
Future Projections: Analyst projections suggest continued growth in revenue and earnings, driven by increased consumer spending on experiential activities.
Recent Initiatives: Recent initiatives include strategic acquisitions of experiential properties and development of new entertainment venues.
Summary
EPR Properties is a REIT focused on experiential real estate. It benefits from a diversified portfolio but faces challenges from economic cycles. Recent acquisitions position it for growth, but rising interest rates and competition remain threats. Its dividend history makes it attractive to income-seeking investors, but a high debt load is a concern.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- EPR Properties Investor Relations
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a financial advisor.
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 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 $5.5 billion (after accumulated depreciation of approximately $1.7 billion) 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.
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.