EastGroup Properties (EGP)
Market Price (12/28/2025): $181.09 | Market Cap: $9.6 BilSector: Real Estate | Industry: Industrial REITs
EastGroup Properties (EGP)
Market Price (12/28/2025): $181.09Market Cap: $9.6 BilSector: Real EstateIndustry: Industrial REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.6%, Dividend Yield is 3.0% | Trading close to highsDist 52W High is -1.8%, Dist 3Y High is -1.8% | Expensive valuation multiplesP/SPrice/Sales ratio is 14x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 35x |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 12% | Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -45% | Key risksEGP key risks include [1] its significant geographic concentration in the Sunbelt, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 67%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 67% | ||
| Low stock price volatilityVol 12M is 23% | ||
| Megatrend and thematic driversMegatrends include E-commerce Logistics & Data Centers, E-commerce & Digital Retail, and Automation & Robotics. Themes include E-commerce Logistics REITs, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.6%, Dividend Yield is 3.0% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 12% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 67%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 67% |
| Low stock price volatilityVol 12M is 23% |
| Megatrend and thematic driversMegatrends include E-commerce Logistics & Data Centers, E-commerce & Digital Retail, and Automation & Robotics. Themes include E-commerce Logistics REITs, Show more. |
| Trading close to highsDist 52W High is -1.8%, Dist 3Y High is -1.8% |
| Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -45% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 14x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 35x |
| Key risksEGP key risks include [1] its significant geographic concentration in the Sunbelt, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
EastGroup Properties (EGP) experienced a 7.7% stock movement during the approximate period from August 31, 2025, to December 28, 2025, influenced by several key factors:
<b>1. Positive Analyst Sentiment and Price Target Upside.</b> Analyst ratings in late 2025 reflected a "Moderate Buy" consensus for EGP, with an average price target indicating an upside of 6.05% to 7.66% from the then-current stock price. For instance, Piper Sandler upgraded EGP from "Hold" to "Buy" on December 12, 2025, with a price target of $220.
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<b>2. Solid Q3 2025 Earnings Performance.</b> The company reported Q3 2025 earnings of $2.270 per share on October 23, 2025. Positive earnings results often contribute to upward stock movements.
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<b>3. Robust Industrial REIT Sector Performance.</b> The broader U.S. REIT market delivered a 4.4% return in Q3 2025, with improving sentiment driven by attractive relative valuations and stable fundamentals. Industrial REITs, in particular, posted a solid 8.0% Funds From Operations (FFO) growth during Q3 2025, supported by a favorable interest rate outlook and recovering capital markets.
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<b>4. Strong Development Pipeline and Lease-Up Activity.</b> EastGroup Properties benefited from a robust development and value-add pipeline. This included a $300 million lease-up portfolio that was 40% pre-leased and anticipated to stabilize by the end of 2025, signaling future revenue growth.
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<b>5. Sustained Demand in the Industrial Sector.</b> The industrial real estate market continued to see strong demand, driven by the expanding e-commerce sector, which was expected to comprise 25.0% of total retail sales by year-end 2025. This, along with increased outsourcing to third-party logistics (3PL) providers, generated significant demand for warehouse and distribution space.
Show moreStock Movement Drivers
Fundamental Drivers
The 8.5% change in EGP stock from 9/27/2025 to 12/27/2025 was primarily driven by a 4.7% change in the company's P/E Multiple.| 9272025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 166.75 | 180.96 | 8.52% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 678.65 | 697.91 | 2.84% |
| Net Income Margin (%) | 34.85% | 35.58% | 2.08% |
| P/E Multiple | 37.02 | 38.74 | 4.66% |
| Shares Outstanding (Mil) | 52.51 | 53.16 | -1.24% |
| Cumulative Contribution | 8.51% |
Market Drivers
9/27/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| EGP | 8.5% | |
| Market (SPY) | 4.3% | 31.9% |
| Sector (XLRE) | -3.2% | 68.7% |
Fundamental Drivers
The 9.9% change in EGP stock from 6/28/2025 to 12/27/2025 was primarily driven by a 5.7% change in the company's Total Revenues ($ Mil).| 6282025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 164.63 | 180.96 | 9.92% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 660.46 | 697.91 | 5.67% |
| Net Income Margin (%) | 34.60% | 35.58% | 2.82% |
| P/E Multiple | 37.43 | 38.74 | 3.49% |
| Shares Outstanding (Mil) | 51.97 | 53.16 | -2.30% |
| Cumulative Contribution | 9.86% |
Market Drivers
6/28/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| EGP | 9.9% | |
| Market (SPY) | 12.6% | 29.4% |
| Sector (XLRE) | -0.7% | 74.4% |
Fundamental Drivers
The 16.1% change in EGP stock from 12/27/2024 to 12/27/2025 was primarily driven by a 18.3% change in the company's P/E Multiple.| 12272024 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 155.88 | 180.96 | 16.09% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 625.34 | 697.91 | 11.61% |
| Net Income Margin (%) | 37.19% | 35.58% | -4.34% |
| P/E Multiple | 32.75 | 38.74 | 18.28% |
| Shares Outstanding (Mil) | 48.86 | 53.16 | -8.79% |
| Cumulative Contribution | 15.19% |
Market Drivers
12/27/2024 to 12/27/2025| Return | Correlation | |
|---|---|---|
| EGP | 16.1% | |
| Market (SPY) | 17.0% | 56.4% |
| Sector (XLRE) | 2.3% | 80.8% |
Fundamental Drivers
The 36.8% change in EGP stock from 12/28/2022 to 12/27/2025 was primarily driven by a 50.2% change in the company's Total Revenues ($ Mil).| 12282022 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 132.26 | 180.96 | 36.82% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 464.56 | 697.91 | 50.23% |
| Net Income Margin (%) | 47.23% | 35.58% | -24.67% |
| P/E Multiple | 26.20 | 38.74 | 47.85% |
| Shares Outstanding (Mil) | 43.47 | 53.16 | -22.30% |
| Cumulative Contribution | 30.02% |
Market Drivers
12/28/2023 to 12/27/2025| Return | Correlation | |
|---|---|---|
| EGP | 3.5% | |
| Market (SPY) | 48.0% | 52.0% |
| Sector (XLRE) | 6.0% | 75.9% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EGP Return | 7% | 68% | -33% | 28% | -10% | 16% | 61% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| EGP Win Rate | 75% | 75% | 25% | 67% | 50% | 67% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| EGP Max Drawdown | -34% | -4% | -38% | -1% | -15% | -9% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See EGP Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | EGP | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -39.4% | -25.4% |
| % Gain to Breakeven | 64.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -38.1% | -33.9% |
| % Gain to Breakeven | 61.6% | 51.3% |
| Time to Breakeven | 206 days | 148 days |
| 2018 Correction | ||
| % Loss | -17.7% | -19.8% |
| % Gain to Breakeven | 21.5% | 24.7% |
| Time to Breakeven | 113 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.2% | -56.8% |
| % Gain to Breakeven | 171.5% | 131.3% |
| Time to Breakeven | 1,436 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
EastGroup Properties's stock fell -39.4% during the 2022 Inflation Shock from a high on 12/31/2021. A -39.4% loss requires a 64.9% gain to breakeven.
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AI Analysis | Feedback
Analogy 1: Essentially the Amazon Web Services (AWS) for physical logistics and e-commerce infrastructure.
Analogy 2: The McDonald's of industrial warehouses.
AI Analysis | Feedback
- Industrial Property Leasing: EastGroup Properties leases multi-tenant industrial properties, primarily distribution facilities, to businesses for logistics, warehousing, light manufacturing, and office space needs.
- Property Management: EastGroup Properties provides comprehensive property management services for its industrial portfolio, ensuring the efficient operation and maintenance of its leased facilities.
AI Analysis | Feedback
EastGroup Properties (EGP) is a real estate investment trust (REIT) that focuses on the development, acquisition, and ownership of industrial properties, primarily distribution facilities. As such, it sells primarily to other companies.
Due to its business model of leasing industrial space and its strategy of maintaining a diversified tenant base, EastGroup Properties does not have any single "major customer" in the traditional sense (i.e., a customer accounting for a significant percentage, typically 10% or more, of its total revenue).
According to its latest annual filings (e.g., 10-K report), no single tenant accounts for more than 1.0% of its total rental revenue. EastGroup Properties serves a broad range of companies across various industries that require warehouse, distribution, and light manufacturing space. Therefore, specific names of major customer companies cannot be listed as none meet the threshold of being a major customer.
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Marshall A. Loeb, President & Chief Executive Officer
Mr. Loeb rejoined EastGroup Properties as President and Chief Operating Officer in March 2015 and was named Chief Executive Officer and a director in January 2016. He has over 30 years of experience with publicly held REITs. Prior to rejoining EastGroup, Mr. Loeb served as President and Chief Operating Officer of Glimcher Realty Trust, a retail REIT, from 2005 to 2015, which was acquired by Washington Prime Group Inc. From 2000 to 2005, he was Chief Financial Officer of Parkway Properties, Inc., an office REIT. He was previously employed by EastGroup Properties from 1991 to 2000, progressing from an asset manager to senior vice president. Mr. Loeb holds a BS in Accounting and a Master of Tax Accounting degree from the University of Alabama, and an MBA from Harvard Graduate School of Business.
Brent W. Wood, Executive Vice President & Chief Financial Officer
Mr. Wood was appointed Executive Vice President and Chief Financial Officer of EastGroup Properties effective July 31, 2017, succeeding the retiring N. Keith McKey. He has been with EastGroup Properties since 1996, starting as Assistant Controller and moving into various operational roles. Before becoming CFO, he served as Senior Vice President and head of the Company's regional office in Houston, Texas for 14 years. Mr. Wood earned Bachelor and Master of Accountancy degrees from The University of Mississippi and was a CPA and senior audit consultant with a regional accounting firm prior to joining EastGroup.
John F. Coleman, Executive Vice President
John F. Coleman serves as an Executive Vice President at EastGroup Properties. He has been an Executive Vice President since May 2017.
Ryan M. Collins, Senior Vice President
Ryan M. Collins is a Senior Vice President at EastGroup Properties. He started at EastGroup Properties Inc. at an unspecified time.
R. Reid Dunbar, Senior Vice President & General Counsel
R. Reid Dunbar holds the titles of Senior Vice President and General Counsel at EastGroup Properties. He is also listed as a Senior Vice President within the Finance & Accounting team.
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The key risks for EastGroup Properties (EGP) are primarily centered around financial market conditions, the economic health of its tenant base, and the geographic concentration of its real estate portfolio.
- Interest Rate Fluctuations and Financing Risks: Rising interest rates can lead to increased interest expenses, which negatively impact EastGroup Properties' cash flow and its ability to service debt and pay dividends. This environment can also affect the market price of the company's common stock and its access to external capital for acquisitions and developments. Furthermore, increased debt financing may negatively affect financial ratios and introduce refinancing risks.
- Economic Volatility and Tenant-Related Risks: General economic downturns, inflationary pressures, or a normalization of demand within the Sunbelt logistics markets where EastGroup Properties operates could weaken the financial health of its tenants. Such conditions may result in delayed lease commencements, non-payment of rent, tenant bankruptcies, or a decrease in demand for industrial space. These factors directly influence occupancy rates, rental growth, and the company's overall cash flow.
- Geographic Concentration: A substantial portion of EastGroup Properties' real estate portfolio is concentrated within the Sunbelt region of the United States, with a particular focus on states like Texas, Florida, California, Arizona, and North Carolina, and key markets such as Houston and Dallas. This limited geographic diversity means the company is more susceptible to localized economic downturns, specific market conditions, and regional natural disasters within these concentrated areas.
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- Market Oversupply and Decelerating Rent Growth: The industrial real estate sector, particularly in many of EastGroup's Sunbelt markets, is experiencing a significant influx of new supply that was initiated during the prior boom cycle. This rapid expansion in available inventory is now outpacing current demand growth, leading to rising vacancy rates from historical lows and a marked deceleration in rental rate increases. This emerging dynamic directly threatens EastGroup's ability to maintain high occupancy, achieve robust rental growth on new leases and renewals, and sustain property valuations, thereby impacting its revenue and profitability.
- Sustained Higher Interest Rate Environment and Tighter Credit Conditions: The prevailing "higher-for-longer" interest rate paradigm represents a clear and sustained shift from the historically low-interest rate environment of the past decade. This makes borrowing significantly more expensive for EastGroup Properties, impacting the cost of financing new developments and acquisitions, and increasing the burden of refinancing existing debt. Furthermore, tighter credit conditions in the commercial real estate sector can limit access to capital, hindering growth initiatives and potentially impacting asset valuations and the overall financial health of the REIT.
AI Analysis | Feedback
EastGroup Properties (EGP) specializes in the development, acquisition, and operation of industrial properties, primarily focusing on multi-tenant business distribution facilities, often referred to as "shallow-bay" industrial properties, within high-growth Sunbelt markets across the United States. Their properties typically range from 20,000 to 100,000 square feet.
The addressable market for EastGroup Properties' main products and services is the U.S. industrial real estate market, with a specific emphasis on the shallow-bay industrial segment in the Sunbelt region.
The overall industrial real estate market size (global) is projected to reach $279.43 billion in 2025 and is expected to grow to $342.39 billion in 2029. North America was the largest region in this market in 2024.
Within the U.S. industrial market, properties with smaller footprints, generally under 200,000 square feet, constitute approximately 40% of the total industrial inventory, which is about 13.5 billion square feet. More specifically, shallow-bay facilities and mid-size warehouses under 50,000 square feet account for 28% of the existing U.S. industrial inventory.
EastGroup Properties concentrates its activities in major Sunbelt markets, including Texas, Florida, Arizona, California, and North Carolina, which are key regions experiencing industrial real estate expansion.
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EastGroup Properties (EGP) is expected to drive future revenue growth over the next 2-3 years through several key factors:
- Sustained Demand for Industrial Properties in Sunbelt Markets: EastGroup Properties is strategically focused on high-growth Sunbelt markets, where structural U.S. population growth and migration continue to underpin robust demand for modern industrial and logistics properties. This strong regional demand positions the company for sustained revenue and net operating income (NOI) growth as these markets are projected to outpace national averages.
- Strategic Development and Acquisitions: The company's ongoing strategic investments in property development and expansion are crucial for driving future revenue. EastGroup's portfolio includes various development projects and value-add acquisitions currently in lease-up or under construction, encompassing approximately 64.4 million square feet. Its conservative balance sheet provides the financial flexibility for accretive development and further growth.
- Increases in Rental Rates and High Occupancy: EastGroup Properties' ability to maintain high occupancy rates and achieve significant cash same-store NOI growth indicates strong pricing power. The company's high occupancy and leasing rates suggest potential for continued revenue growth through increased rents and the retention of high-quality tenants. Management anticipates upward rent pressure due to the limited availability of modern facilities in its target markets.
- Expansion in Supply-Constrained Submarkets: The company's growth strategy emphasizes ownership of premier distribution facilities typically clustered near major transportation features in supply-constrained submarkets. This focus allows EastGroup to cater to location-sensitive customers requiring functional, flexible, and quality business distribution space, primarily in the 20,000 to 100,000 square foot range, which helps support higher rental rates and sustained demand.
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Share Repurchases
No information is available regarding significant share repurchases or authorized future share repurchases by EastGroup Properties over the last 3-5 years.
Share Issuance
- EastGroup Properties has opportunistically issued common stock to expand its portfolio and reduce debt between 2020 and Q2 2025.
- In the third quarter of 2025, the company issued 33,120 shares through an At-The-Market (ATM) program for $6.0 million in net proceeds and settled forward equity agreements by issuing 1,449,078 shares for approximately $258.1 million.
- During the fourth quarter of 2024, EastGroup sold 876,709 shares of common stock, generating approximately $151 million in net proceeds, and entered into forward equity sale agreements for an additional 642,740 shares with an approximate gross value of $113 million.
Inbound Investments
No information is available regarding large, strategic inbound investments made in EastGroup Properties by third-parties, such as strategic partners or private equity firms, over the last 3-5 years.
Outbound Investments
No information is available regarding EastGroup Properties making strategic investments in other companies over the last 3-5 years.
Capital Expenditures
- EastGroup Properties' primary focus for capital expenditures is the development, acquisition, and operation of industrial properties, particularly "shallow bay" or "last-mile" distribution centers, within high-growth markets in the Sunbelt region (Texas, Florida, California, Arizona, and North Carolina).
- For 2025, projected development starts were reduced to $200 million (as of Q3 2025), and the company acquired operating properties for approximately $122 million and multiple parcels of development land for over $35 million.
- In 2024, the company projected $390 million for operating property acquisitions and $230 million for development starts, including significant acquisitions like Riverpoint Industrial Park in Atlanta for $88 million and properties in Dallas for $77 million.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to EGP. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 10312025 | MPW | Medical Properties Trust | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | -0.1% | -0.1% | -5.8% |
| 09302022 | EGP | EastGroup Properties | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 16.4% | 19.0% | -4.3% |
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Peer Comparisons for EastGroup Properties
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 129.56 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.4% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 9.4% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 20.1% |
| Op Mgn 3Y Avg | 20.3% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 22.2% |
| CFO/Rev 3Y Avg | 23.8% |
| FCF/Rev LTM | 20.1% |
| FCF/Rev 3Y Avg | 21.6% |
Price Behavior
| Market Price | $180.96 | |
| Market Cap ($ Bil) | 9.6 | |
| First Trading Date | 03/17/1992 | |
| Distance from 52W High | -1.8% | |
| 50 Days | 200 Days | |
| DMA Price | $179.14 | $168.71 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 1.0% | 7.3% |
| 3M | 1YR | |
| Volatility | 17.0% | 23.0% |
| Downside Capture | 23.79 | 53.53 |
| Upside Capture | 58.18 | 59.79 |
| Correlation (SPY) | 33.1% | 56.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.19 | 0.45 | 0.59 | 0.54 | 0.68 | 0.79 |
| Up Beta | -0.05 | 0.61 | 0.92 | 1.15 | 0.81 | 0.83 |
| Down Beta | 0.37 | 0.62 | 0.45 | 0.44 | 0.67 | 0.70 |
| Up Capture | 48% | 56% | 67% | 37% | 46% | 49% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 9 | 23 | 33 | 67 | 129 | 383 |
| Down Capture | 6% | 16% | 46% | 36% | 67% | 95% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 18 | 29 | 58 | 119 | 365 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of EGP With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| EGP | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 16.0% | 2.7% | 17.8% | 72.1% | 8.6% | 4.4% | -8.2% |
| Annualized Volatility | 22.9% | 16.8% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | 0.58 | -0.01 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 80.8% | 56.5% | 14.4% | 26.8% | 83.0% | 19.7% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of EGP With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| EGP | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 8.4% | 5.3% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 23.8% | 19.1% | 17.1% | 15.5% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | 0.32 | 0.19 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 81.1% | 60.5% | 14.4% | 11.5% | 82.3% | 23.0% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of EGP With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| EGP | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 15.7% | 6.3% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 26.4% | 20.6% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.58 | 0.27 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 81.8% | 65.4% | 11.3% | 19.7% | 83.5% | 16.7% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/23/2025 | -1.3% | -2.1% | 0.2% |
| 7/23/2025 | -2.0% | -2.9% | -3.4% |
| 4/23/2025 | 1.5% | 1.8% | 3.4% |
| 2/6/2025 | 0.7% | 4.1% | 4.5% |
| 10/23/2024 | -1.5% | -3.9% | -6.6% |
| 7/23/2024 | -2.4% | -1.2% | -2.8% |
| 4/23/2024 | -4.7% | -6.3% | -0.2% |
| 2/7/2024 | 3.1% | 2.3% | 1.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 12 |
| # Negative | 14 | 12 | 12 |
| Median Positive | 0.7% | 2.9% | 3.4% |
| Median Negative | -1.0% | -2.5% | -3.6% |
| Max Positive | 5.5% | 5.9% | 9.8% |
| Max Negative | -4.7% | -12.1% | -22.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10232025 | 10-Q 9/30/2025 |
| 6302025 | 7232025 | 10-Q 6/30/2025 |
| 3312025 | 4232025 | 10-Q 3/31/2025 |
| 12312024 | 2122025 | 10-K 12/31/2024 |
| 9302024 | 10242024 | 10-Q 9/30/2024 |
| 6302024 | 7242024 | 10-Q 6/30/2024 |
| 3312024 | 4242024 | 10-Q 3/31/2024 |
| 12312023 | 2142024 | 10-K 12/31/2023 |
| 9302023 | 10252023 | 10-Q 9/30/2023 |
| 6302023 | 7262023 | 10-Q 6/30/2023 |
| 3312023 | 4262023 | 10-Q 3/31/2023 |
| 12312022 | 2152023 | 10-K 12/31/2022 |
| 9302022 | 10262022 | 10-Q 9/30/2022 |
| 6302022 | 7272022 | 10-Q 6/30/2022 |
| 3312022 | 4272022 | 10-Q 3/31/2022 |
| 12312021 | 2162022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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