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Upturn AI SWOT - About
EPR 
EPR Properties (EPR)
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Upturn Advisory Summary
06/27/2025: EPR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $54.82
Year Target Price $54.82
| 3 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 0 | Under performing |
| 2 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 32.59% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.38B USD | Price to earnings Ratio 35.31 | 1Y Target Price 56.09 |
Price to earnings Ratio 35.31 | 1Y Target Price 56.09 | ||
Volume (30-day avg) - | Beta 1.28 | 52 Weeks Range 38.42 - 59.31 | Updated Date 06/29/2025 |
52 Weeks Range 38.42 - 59.31 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.15% | Basic EPS (TTM) 1.63 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.4% | Operating Margin (TTM) 51.91% |
Management Effectiveness
Return on Assets (TTM) 4.07% | Return on Equity (TTM) 6.24% |
Valuation
Trailing PE 35.31 | Forward PE 20.49 | Enterprise Value 7368585232 | Price to Sales(TTM) 6.28 |
Enterprise Value 7368585232 | Price to Sales(TTM) 6.28 | ||
Enterprise Value to Revenue 11.35 | Enterprise Value to EBITDA 16.65 | Shares Outstanding 76068496 | Shares Floating 74297626 |
Shares Outstanding 76068496 | Shares Floating 74297626 | ||
Percent Insiders 2.12 | Percent Institutions 79.29 |
Analyst Ratings
Rating 3.38 | Target Price 54.82 | Buy 2 | Strong Buy 3 |
Buy 2 | Strong Buy 3 | ||
Hold 6 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
EPR Properties
Company Overview
History and Background
EPR Properties was founded in 1997 as Entertainment Properties Trust. It went public in 1997 and has evolved to focus on experiential real estate.
Core Business Areas
- Entertainment: Invests in entertainment properties, including movie theaters, attractions, and ski areas.
- Education: Invests in education properties, including early childhood education and private schools.
- Experiential Lodging: Invests in experiential lodging properties.
Leadership and Structure
Gregory Silvers is the Chairman and CEO. The company has a board of directors and operates as a REIT (Real Estate Investment Trust).
Top Products and Market Share
Key Offerings
- Movie Theaters: Leases properties to major movie theater chains. Competitors for movie theater leases include other REITs like National CineMedia (NCMI). EPR holds a significant position in the market; however, specific market share data is not readily and publicly available.
- Attractions: Leases properties to amusement parks, water parks, and other attractions. Competitors include other REITs and private equity firms. Market share data is not readily available.
- Experiential Lodging: Leases to resorts and recreational lodging facilities. Competitors include other REITs and hospitality-focused investment firms. Market share data is not readily available.
Market Dynamics
Industry Overview
The experiential real estate market is driven by consumer spending on leisure and entertainment. Trends include a focus on unique experiences and a shift towards smaller, more intimate venues. The industry can be sensitive to economic downturns.
Positioning
EPR Properties is a leading REIT specializing in experiential real estate. Its competitive advantage lies in its focus on specific sectors and its long-term relationships with tenants.
Total Addressable Market (TAM)
The TAM for experiential real estate is estimated to be in the hundreds of billions of dollars globally. EPR Properties is well-positioned to capture a portion of this market through strategic acquisitions and development.
Upturn SWOT Analysis
Strengths
- Specialized expertise in experiential real estate
- Diversified portfolio across different sectors
- Long-term leases with strong tenants
- Proven track record of growth and value creation
Weaknesses
- Concentration risk in certain sectors (e.g., movie theaters)
- Sensitivity to economic cycles
- Reliance on tenant performance
- High debt levels
Opportunities
- Expanding into new experiential categories
- Acquiring undervalued properties
- Developing new properties in high-growth markets
- Capitalizing on the increasing demand for experiences
Threats
- Economic recession
- Changes in consumer preferences
- Increased competition from other REITs
- Rising interest rates
Competitors and Market Share
Key Competitors
- VICI
- REG
- NNN
Competitive Landscape
EPR Properties competes with other REITs and private equity firms for experiential real estate investments. Its competitive advantage lies in its specialized expertise and long-term relationships with tenants. VICI Properties (VICI) and Realty Income (O) and National Retail Properties (NNN) are also key competitors with broader portfolio scopes.
Growth Trajectory and Initiatives
Historical Growth: EPR Properties has grown through acquisitions and development of new properties. The company's growth has been influenced by market conditions and consumer spending patterns.
Future Projections: Future growth is expected to be driven by expansion into new experiential categories and continued investment in existing properties. Analyst estimates vary based on market conditions.
Recent Initiatives: Recent initiatives include investing in new attractions and expanding into experiential lodging.
Summary
EPR Properties is a specialized REIT focused on experiential real estate. It has a diversified portfolio and a proven track record of growth. However, it faces challenges related to economic cycles and concentration risk. EPR Properties needs to carefully manage its debt levels and adapt to changing consumer preferences to maintain its competitive advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Consult a financial professional before making investment decisions.
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 $5.6 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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