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Upturn AI SWOT - About
EPRT 
Essential Properties Realty Trust Inc (EPRT)
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Upturn Advisory Summary
08/28/2025: 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 $35.89
1 Year Target Price $35.89
| 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 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.18B USD | Price to earnings Ratio 26.13 | 1Y Target Price 35.89 |
Price to earnings Ratio 26.13 | 1Y Target Price 35.89 | ||
Volume (30-day avg) 19 | Beta 1.09 | 52 Weeks Range 27.18 - 33.91 | Updated Date 08/28/2025 |
52 Weeks Range 27.18 - 33.91 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 3.77% | Basic EPS (TTM) 1.19 |
Earnings Date
Report Date - | When - | Estimate - | 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 26.13 | Forward PE 24.81 | Enterprise Value 8503664458 | Price to Sales(TTM) 12.27 |
Enterprise Value 8503664458 | Price to Sales(TTM) 12.27 | ||
Enterprise Value to Revenue 16.9 | Enterprise Value to EBITDA 18.62 | Shares Outstanding 198140000 | Shares Floating 197265790 |
Shares Outstanding 198140000 | Shares Floating 197265790 | ||
Percent Insiders 0.58 | Percent Institutions 112.66 |
Upturn AI SWOT
Essential Properties Realty Trust Inc
Company Overview
History and Background
Essential Properties Realty Trust, Inc. (EPRT) was founded in 2016. It focuses on acquiring, owning, and managing single-tenant properties primarily leased to service-oriented or experience-based businesses.
Core Business Areas
- Real Estate Acquisition: Acquiring single-tenant net lease properties.
- Portfolio Management: Managing a diversified portfolio of properties leased to different tenants.
- Real Estate Financing: Arranging financing through a mix of debt and equity.
Leadership and Structure
Peter M. Mavoides is the Chief Executive Officer. The organizational structure includes departments for acquisitions, asset management, finance, and legal.
Top Products and Market Share
Key Offerings
- Net Lease Properties: Acquiring and managing single-tenant net lease properties. Data on market share specifically attributable to EPRT's strategy is challenging to ascertain directly, but they compete with other net lease REITs and direct real estate investors. Competitors include Realty Income (O) and National Retail Properties (NNN).
Market Dynamics
Industry Overview
The net lease REIT industry involves acquiring and leasing single-tenant properties under long-term net leases, where tenants are responsible for property taxes, insurance, and maintenance. The industry is sensitive to interest rate changes and economic conditions.
Positioning
EPRT focuses on service-oriented and experience-based tenants, which tend to be more resistant to e-commerce disruption compared to traditional retail. This differentiated strategy provides a competitive advantage.
Total Addressable Market (TAM)
The TAM for net lease properties in the US is estimated to be in the trillions of dollars. EPRT is positioned to capture a small but significant share of this large market through its focused acquisition strategy.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Focus on service-oriented and experience-based tenants
- Experienced management team
- Disciplined acquisition strategy
Weaknesses
- Smaller market capitalization compared to larger REITs
- Reliance on external financing
- Sensitivity to interest rate fluctuations
Opportunities
- Expansion into new geographic markets
- Acquisition of larger property portfolios
- Increasing demand for net lease properties
Threats
- Economic downturn affecting tenant performance
- Rising interest rates increasing borrowing costs
- Increased competition from other REITs and investors
Competitors and Market Share
Key Competitors
- O
- NNN
- ADC
- WPC
Competitive Landscape
EPRT competes with larger, more established REITs but differentiates itself through its focus on service-oriented tenants. This strategy provides a competitive edge in a crowded market.
Major Acquisitions
GRE Properties LLC
- Year: 2023
- Acquisition Price (USD millions): 120.5
- Strategic Rationale: Expanded portfolio in high-growth markets.
Growth Trajectory and Initiatives
Historical Growth: EPRT has demonstrated strong growth in assets and revenue since its inception, driven by its acquisition strategy.
Future Projections: Analysts project continued growth in revenue and FFO, driven by acquisitions and same-store rent increases.
Recent Initiatives: Recent initiatives include expanding the portfolio through strategic acquisitions and strengthening relationships with tenants.
Summary
Essential Properties Realty Trust is a solid REIT focused on single-tenant net lease properties. Its strategy of targeting service-oriented tenants provides resilience. Growth through acquisitions and consistent dividend payouts are positives. However, it faces threats from rising interest rates and competition and needs to manage its debt load effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Earnings calls transcripts
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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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