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Upturn AI SWOT - About
EPR 
EPR Properties (EPR)
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Upturn Advisory Summary
09/17/2025: EPR (3-star) is a STRONG-BUY. BUY since 3 days. Simulated Profits (-2.81%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $58.35
1 Year Target Price $58.35
| 3 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 24.5% | Avg. Invested days 45 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.32B USD | Price to earnings Ratio 27.96 | 1Y Target Price 58.35 |
Price to earnings Ratio 27.96 | 1Y Target Price 58.35 | ||
Volume (30-day avg) 13 | Beta 1.32 | 52 Weeks Range 40.63 - 60.59 | Updated Date 09/16/2025 |
52 Weeks Range 40.63 - 60.59 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 5.94% | Basic EPS (TTM) 2.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 27.96 | Forward PE 18.8 | Enterprise Value 7316954145 | Price to Sales(TTM) 6.16 |
Enterprise Value 7316954145 | Price to Sales(TTM) 6.16 | ||
Enterprise Value to Revenue 11.15 | Enterprise Value to EBITDA 15.43 | Shares Outstanding 76116600 | Shares Floating 74348445 |
Shares Outstanding 76116600 | Shares Floating 74348445 | ||
Percent Insiders 2.15 | Percent Institutions 82.02 |
Upturn AI SWOT
EPR Properties
Company Overview
History and Background
EPR Properties was founded in 1997 as Entertainment Properties Trust, later rebranding to EPR Properties. It is a specialty REIT focused on experiential properties, primarily entertainment, recreation, and education.
Core Business Areas
- Experiential: Invests in entertainment, recreation, and education properties. This includes movie theaters, attractions, ski resorts, gaming and cultural attractions. EPR Properties leases these properties to operating companies.
Leadership and Structure
The leadership team is headed by Gregory Silvers, Chairman, President and CEO. The organizational structure is typical of a REIT, with departments covering investment, asset management, finance, and legal.
Top Products and Market Share
Key Offerings
- Education Properties: These are early childhood education centers and private schools. Competitors include other education REITs. EPR leases to education operators such as Nobel Learning Communities.
- Entertainment Properties: These include movie theaters (AMC, Regal). Competitors for this space include other REITs focused on entertainment such as National CineMedia (NCMI). EPR owns a large portfolio of movie theaters across the US.
- Recreation Properties: These encompass attractions, ski resorts and other leisure destinations. Competitors include ski resort operators like Vail Resorts (MTN). EPR owns ski resorts and other recreational properties. These generate revenue through lease payments.
Market Dynamics
Industry Overview
The industry is experiencing a mix of recovery and transformation. Entertainment and recreation are recovering from pandemic lows, but consumer habits are evolving. The education sector is seeing steady demand.
Positioning
EPR is a leader in experiential REITs. Its competitive advantage lies in its specialized focus and strong relationships with major entertainment and recreation operators.
Total Addressable Market (TAM)
The total addressable market for experiential real estate is substantial, estimated at hundreds of billions of dollars. EPR is positioned to capture a significant share of this market through continued investment and partnerships.
Upturn SWOT Analysis
Strengths
- Diversified tenant base within experiential categories
- Long-term leases providing stable cash flow
- Experienced management team
- Strong balance sheet
Weaknesses
- Exposure to cyclical consumer spending
- Concentration risk with large tenants (e.g., AMC)
- Interest rate sensitivity
- Potential for property obsolescence
Opportunities
- Expansion into new experiential categories (e.g., esports)
- Strategic acquisitions of complementary properties
- Development of new entertainment and recreation destinations
- Increased demand for experiential activities post-pandemic
Threats
- Economic downturn impacting consumer spending
- Changes in consumer preferences
- Increased competition from other REITs and private investors
- Rising interest rates
Competitors and Market Share
Key Competitors
- VICI Properties (VICI)
- STORE Capital (STOR)
- National CineMedia (NCMI)
Competitive Landscape
EPR Properties has a competitive advantage in its specialized focus on experiential properties. Its strong relationships with major entertainment and recreation operators provide a significant edge.
Major Acquisitions
Winter Park Resort
- Year: 2017
- Acquisition Price (USD millions): 204
- Strategic Rationale: Expanded EPR's portfolio of recreation properties and diversified its tenant base.
Growth Trajectory and Initiatives
Historical Growth: EPR Properties has grown steadily over the past years through acquisitions and development of new properties.
Future Projections: Analyst estimates project continued growth in revenue and earnings, driven by increased demand for experiential activities.
Recent Initiatives: Recent strategic initiatives include investments in new entertainment venues and partnerships with leading entertainment and recreation operators.
Summary
EPR Properties is a strong experiential REIT with a diversified tenant base and stable cash flow. It benefits from the growing demand for entertainment and recreation. The company needs to manage its tenant concentration risks and adapt to changing consumer preferences. Rising interest rates present a challenge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- EPR Properties Investor Relations
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
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 43 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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