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Upturn AI SWOT - About
EPRT 
Essential Properties Realty Trust Inc (EPRT)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: EPRT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $35.83
1 Year Target Price $35.83
| 11 | Strong Buy |
| 5 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.42% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.90B USD | Price to earnings Ratio 24.81 | 1Y Target Price 35.83 |
Price to earnings Ratio 24.81 | 1Y Target Price 35.83 | ||
Volume (30-day avg) 19 | Beta 1.14 | 52 Weeks Range 26.91 - 33.57 | Updated Date 10/14/2025 |
52 Weeks Range 26.91 - 33.57 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 3.99% | Basic EPS (TTM) 1.2 |
Earnings Date
Report Date 2025-10-22 | When - | Estimate 0.3128 | Actual - |
Profitability
Profit Margin 44.48% | Operating Margin (TTM) 63% |
Management Effectiveness
Return on Assets (TTM) 3.46% | Return on Equity (TTM) 6.33% |
Valuation
Trailing PE 24.81 | Forward PE 22.78 | Enterprise Value 8255989975 | Price to Sales(TTM) 11.72 |
Enterprise Value 8255989975 | Price to Sales(TTM) 11.72 | ||
Enterprise Value to Revenue 16.41 | Enterprise Value to EBITDA 18.07 | Shares Outstanding 198139586 | Shares Floating 197265790 |
Shares Outstanding 198139586 | Shares Floating 197265790 | ||
Percent Insiders 0.58 | Percent Institutions 112.26 |
Upturn AI SWOT
Essential Properties Realty Trust Inc
Company Overview
History and Background
Essential Properties Realty Trust, Inc. (EPRT) was founded in 2016 and completed its IPO in June 2018. It is a self-administered and fully integrated real estate investment trust (REIT) focused on investing in single-tenant properties that are net leased to service-oriented or experience-based businesses.
Core Business Areas
- Net Lease Real Estate Investment: EPRT's primary business involves acquiring, owning, and managing single-tenant properties leased to businesses operating in various service-oriented or experience-based industries. Tenants are typically responsible for property maintenance, insurance, and taxes (net lease).
Leadership and Structure
The leadership team includes Peter M. Mavoides as President and CEO. The organizational structure is typical of a REIT, with a Board of Directors overseeing management.
Top Products and Market Share
Key Offerings
- Single-Tenant Net Leased Properties: EPRT's key offering is its portfolio of single-tenant net leased properties. These properties are leased to businesses in industries such as early childhood education, quick-service restaurants, car washes, and medical services. Market share is fragmented, depending on the specific niche. Competitors include STORE Capital (STOR) (now owned by GIC and Oak Street) and National Retail Properties (NNN).
Market Dynamics
Industry Overview
The net lease REIT industry involves owning and leasing single-tenant properties under long-term net lease agreements. The industry is influenced by interest rates, economic growth, and retail trends.
Positioning
EPRT focuses on service-oriented and experience-based tenants, which are generally considered more resilient to e-commerce pressures than traditional retail. This specialization provides a competitive advantage.
Total Addressable Market (TAM)
The TAM for net lease properties is substantial, estimated to be in the hundreds of billions of dollars. EPRT's positioning within the service-oriented niche allows it to target a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Diversified tenant base
- Focus on service-oriented and experience-based industries
- Experienced management team
- Strong balance sheet
Weaknesses
- Exposure to interest rate fluctuations
- Dependence on tenant creditworthiness
- Limited geographic diversification compared to larger REITs
- Smaller market capitalization than some peers
Opportunities
- Acquisition of additional properties
- Expansion into new service-oriented industries
- Capitalizing on distress in other real estate sectors
- Further portfolio optimization
Threats
- Economic downturn impacting tenant businesses
- Rising interest rates increasing borrowing costs
- Increased competition in the net lease market
- Tenant bankruptcies
Competitors and Market Share
Key Competitors
- NNN
- ADC
- GTY
Competitive Landscape
EPRT's competitive advantage lies in its focus on service-oriented and experience-based tenants. It is smaller than some of its competitors, which could limit its access to capital and deal flow.
Major Acquisitions
Strategic Acquisitions
- Year: 2023
- Acquisition Price (USD millions): 276.6
- Strategic Rationale: Further expansion of the net leased single-tenant portfolio.
Growth Trajectory and Initiatives
Historical Growth: EPRT has grown through acquisitions and organic rent growth.
Future Projections: Future growth projections require analyst estimates, which are not available in this format.
Recent Initiatives: Recent initiatives include strategic acquisitions and portfolio optimization efforts.
Summary
Essential Properties Realty Trust Inc. is a niche REIT focused on single-tenant, net-leased properties leased to service-oriented businesses. The focus on these non-discretionary tenants offers stability, but the company faces interest rate risks and competition. Their acquisition strategy has been a key growth driver. EPRT's smaller size might limit its capital access. Key opportunities lie in further acquisitions and geographic diversification, while economic downturns remain a threat.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Earnings calls
- Industry reports
- Publicly available data
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any 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 Essential Properties Realty Trust Inc
Exchange NYSE | Headquaters Princeton, NJ, United States | ||
IPO Launch date 2018-06-21 | President, CEO & Director Mr. Peter M. Mavoides | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 48 | Website https://essentialproperties.com |
Full time employees 48 | Website https://essentialproperties.com | ||
Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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