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Upturn AI SWOT - About
EPRT 
Essential Properties Realty Trust Inc (EPRT)
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Upturn Advisory Summary
06/27/2025: 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
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $36.01
Year Target Price $36.01
| 11 | Strong Buy |
| 5 | Buy |
| 3 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.26% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.32B USD | Price to earnings Ratio 27.53 | 1Y Target Price 36.01 |
Price to earnings Ratio 27.53 | 1Y Target Price 36.01 | ||
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 26.55 - 34.24 | Updated Date 06/29/2025 |
52 Weeks Range 26.55 - 34.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.76% | Basic EPS (TTM) 1.16 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 44.62% | Operating Margin (TTM) 62.25% |
Management Effectiveness
Return on Assets (TTM) 3.42% | Return on Equity (TTM) 6.02% |
Valuation
Trailing PE 27.53 | Forward PE 25.58 | Enterprise Value 8388600249 | Price to Sales(TTM) 13.3 |
Enterprise Value 8388600249 | Price to Sales(TTM) 13.3 | ||
Enterprise Value to Revenue 17.64 | Enterprise Value to EBITDA 19.56 | Shares Outstanding 197512000 | Shares Floating 196643262 |
Shares Outstanding 197512000 | Shares Floating 196643262 | ||
Percent Insiders 0.57 | Percent Institutions 112.13 |
Analyst Ratings
Rating 4.42 | Target Price 36.01 | Buy 5 | Strong Buy 11 |
Buy 5 | Strong Buy 11 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
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 focuses on acquiring, owning, and managing single-tenant properties leased to service-oriented or experience-based businesses.
Core Business Areas
- Real Estate Investment: Acquiring, owning, and managing a diversified portfolio of net lease properties.
Leadership and Structure
Marshall A. Loeb serves as President and CEO. The company operates with a standard REIT structure, with a Board of Directors overseeing management.
Top Products and Market Share
Key Offerings
- Net Lease Properties: EPRT focuses on acquiring and managing single-tenant net lease properties, primarily leased to service-oriented or experience-based businesses like early childhood education, quick-service restaurants, medical/dental, and car washes. EPRT competes with other net lease REITs and private investors. Precise market share data for this specific niche is difficult to obtain but the net lease REIT market is growing.
Market Dynamics
Industry Overview
The net lease REIT industry is characterized by stable, long-term leases and predictable cash flows. It's influenced by interest rates, economic growth, and the demand for retail and service-oriented properties.
Positioning
EPRT differentiates itself through its focus on service-oriented and experience-based tenants, which are often considered more resilient to economic downturns and e-commerce disruption. This strategic focus provides a competitive advantage.
Total Addressable Market (TAM)
The TAM for net lease properties is substantial, estimated in the hundreds of billions of dollars. EPRT, with its current market capitalization, has significant room for growth within this TAM, particularly focusing on the service-oriented retail sector.
Upturn SWOT Analysis
Strengths
- Diversified tenant base
- Long-term net leases
- Focus on service-oriented industries
- Experienced management team
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on tenant performance
- Geographic concentration (some states have a higher portfolio exposure)
- Smaller size compared to larger net lease REITs
Opportunities
- Expansion into new geographic markets
- Strategic acquisitions of high-quality properties
- Capitalizing on the growing demand for service-oriented retail spaces
- Increasing operational efficiency
Threats
- Economic downturn affecting tenant profitability
- Rising interest rates increasing borrowing costs
- Increased competition from other REITs
- Changes in consumer spending patterns
Competitors and Market Share
Key Competitors
- NNN
- O
- ADC
- WPC
Competitive Landscape
EPRT competes with larger, more established net lease REITs. Its focus on service-oriented tenants differentiates it, but its smaller size can be a disadvantage. EPRT's ability to identify and acquire high-quality properties in its target markets is crucial for its continued success.
Major Acquisitions
Single-Tenant Properties
- Year: 2023
- Acquisition Price (USD millions): 437.6
- Strategic Rationale: Acquiring properties diversified portfolio and increase total revenue
Growth Trajectory and Initiatives
Historical Growth: EPRT has experienced steady growth in revenue and property portfolio size since its IPO.
Future Projections: Analysts project continued growth in revenue and FFO, driven by property acquisitions and rent increases.
Recent Initiatives: Recent initiatives include strategic property acquisitions in target markets and expansion of relationships with key tenants.
Summary
Essential Properties Realty Trust is a stable net lease REIT focused on service-oriented retail. It has a diversified tenant base and long-term leases, providing predictable cash flow. Potential risks include rising interest rates and economic downturns. The company's growth strategy and focus on resilient sectors position it well for future success. They should look to mitigate their sensitivity to interest rates.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Earnings Call Transcripts
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is hypothetical and should be verified independently.
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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