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EPRT 
Essential Properties Realty Trust Inc (EPRT)
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Upturn Advisory Summary
12/02/2025: EPRT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $36
1 Year Target Price $36
| 11 | Strong Buy |
| 5 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.49% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.26B USD | Price to earnings Ratio 25.2 | 1Y Target Price 36 |
Price to earnings Ratio 25.2 | 1Y Target Price 36 | ||
Volume (30-day avg) 19 | Beta 1.01 | 52 Weeks Range 26.91 - 32.70 | Updated Date 12/1/2025 |
52 Weeks Range 26.91 - 32.70 | Updated Date 12/1/2025 | ||
Dividends yield (FY) 3.76% | Basic EPS (TTM) 1.25 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 45.25% | Operating Margin (TTM) 64.73% |
Management Effectiveness
Return on Assets (TTM) 3.48% | Return on Equity (TTM) 6.84% |
Valuation
Trailing PE 25.2 | Forward PE 23.53 | Enterprise Value 8890684516 | Price to Sales(TTM) 11.79 |
Enterprise Value 8890684516 | Price to Sales(TTM) 11.79 | ||
Enterprise Value to Revenue 16.74 | Enterprise Value to EBITDA 18.21 | Shares Outstanding 198144552 | Shares Floating 197264790 |
Shares Outstanding 198144552 | Shares Floating 197264790 | ||
Percent Insiders 0.58 | Percent Institutions 113.3 |
Upturn AI SWOT
Essential Properties Realty Trust Inc
Company Overview
History and Background
Essential Properties Realty Trust, Inc. (EPRT) was founded in 2016 as a spin-off from Spirit Realty Capital. It focuses on acquiring, owning, and managing single-tenant properties net leased to service-oriented or experience-based businesses.
Core Business Areas
- Net Lease Real Estate: Acquiring, owning, and managing single-tenant properties leased to businesses in the service and experience-based sectors.
Leadership and Structure
Peter Mavoides serves as the Chief Executive Officer. The company operates with a typical REIT (Real Estate Investment Trust) structure, governed by a board of directors and managed by an executive team.
Top Products and Market Share
Key Offerings
- Net Leased Properties: EPRT owns and manages a diverse portfolio of single-tenant net leased properties across various industries, including quick service restaurants, car washes, and early childhood education. Market share data is difficult to pinpoint due to the fragmented nature of the net lease market, but EPRT is a significant player. Competitors include Realty Income (O), National Retail Properties (NNN), and Agree Realty (ADC).
Market Dynamics
Industry Overview
The net lease REIT industry involves owning and leasing single-tenant properties under long-term net leases, where tenants are responsible for property taxes, insurance, and maintenance. The industry is influenced by interest rates, economic growth, and consumer spending.
Positioning
EPRT specializes in single-tenant properties leased to service-oriented businesses, which provides some resilience against e-commerce disruption compared to traditional retail REITs. Its competitive advantage lies in its focus on this niche and its disciplined approach to underwriting.
Total Addressable Market (TAM)
The TAM for net lease properties is estimated in the hundreds of billions of dollars. EPRT is positioned to capture a portion of this TAM through strategic acquisitions and portfolio management.
Upturn SWOT Analysis
Strengths
- Focus on service-oriented tenants
- Diversified portfolio
- Strong management team
- Disciplined underwriting
Weaknesses
- Reliance on external financing
- Exposure to interest rate risk
- Tenant concentration risk
- Relatively short operating history as a standalone company
Opportunities
- Acquisitions of additional net lease properties
- Expansion into new geographic markets
- Growth in service-oriented industries
- Capitalizing on distressed properties
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Tenant bankruptcies
Competitors and Market Share
Key Competitors
- O
- NNN
- ADC
Competitive Landscape
EPRT's advantage lies in its focus on service-based tenants, while competitors often have a broader focus. Competition is intense for attractive net lease properties.
Major Acquisitions
North American Dental Group
- Year: 2021
- Acquisition Price (USD millions): 47.3
- Strategic Rationale: This acquisition strengthened EPRT's portfolio of dental service providers and broadened its tenant base.
Growth Trajectory and Initiatives
Historical Growth: EPRT has grown its portfolio through acquisitions and strategic investments.
Future Projections: Future growth projections are based on analyst estimates and EPRT's management guidance.
Recent Initiatives: Recent initiatives include acquisitions of new properties and portfolio management activities.
Summary
Essential Properties Realty Trust is a focused net lease REIT specializing in service-oriented properties. It benefits from a diversified tenant base and a disciplined investment strategy. However, like other REITs, it's exposed to interest rate risk and economic fluctuations. Careful evaluation of financial metrics and market conditions is crucial for investors.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings, investor presentations, financial news sources.
- Analyst reports.
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change.
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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