EPR Properties (EPR)
Market Price (12/4/2025): $52.55 | Market Cap: $4.0 BilSector: Real Estate | Industry: Other Specialized REITs
EPR Properties (EPR)
Market Price (12/4/2025): $52.55Market Cap: $4.0 BilSector: Real EstateIndustry: Other Specialized REITs
Investment Highlights
Why It Matters
Which of these 2 stories sounds closer for this stock?
1. Generates cash flow
The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.
2. Riding a trend
Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 55% | Weak multi-year price returns2Y Excs Rtn is -14%, 3Y Excs Rtn is -8.9% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 67% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 63%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 63% | ||
| Attractive yieldFCF Yield is 9.4% | ||
| Low stock price volatilityVol 12M is 24% | ||
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Experiential Retail. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 55% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 63%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 63% |
| Attractive yieldFCF Yield is 9.4% |
| Low stock price volatilityVol 12M is 24% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Experiential Retail. |
| Weak multi-year price returns2Y Excs Rtn is -14%, 3Y Excs Rtn is -8.9% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 67% |
Valuation, Metrics & Events
EPR Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
The request asks for an explanation of a -1.7% stock movement for EPR Properties (EPR) during a future time period (August 31, 2025 to December 4, 2025). As an AI, I cannot predict future stock movements or provide explanations for events that have not yet occurred.
However, based on the most recent available information, here are some key points about EPR Properties and analyst sentiment, which provide context regarding its general market perception.
1. Analyst Consensus and Price Targets: As of December 3, 2025, EPR Properties has a consensus analyst rating of "Buy" from 7 analysts, with a price target of $58.36, indicating a 0.00% increase from the current stock price. Another analysis, based on 7 Wall Street analysts in the past 3 months, shows an average price target of $59.35, representing a 13.55% upside potential from the current price of $52.27. A separate group of 9 analysts also provides a "Buy" consensus and an average price target of $57.83, forecasting a 9.46% increase over the next year.
2. Recent Financial Performance and Guidance (as of late 2024): EPR Properties reported slightly stronger-than-expected Q4 2023 earnings and issued 2024 earnings guidance matching analyst estimates. In Q2 2024, Adjusted Funds From Operations (AFFO) slightly missed estimates but rose quarter-over-quarter, with 2024 guidance reaffirmed. The company reported its Q3 2024 results on October 30, 2024, highlighting investment spending of $82.0 million during the quarter and a narrowing of its 2024 earnings guidance for FFOAA per diluted common share.
Stock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EPR Return | -52% | 51% | -15% | 39% | -1% | 26% | 6% |
| Peers Return | 45% | 87% | -31% | -7% | 32% | -10% | 103% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| EPR Win Rate | 50% | 75% | 42% | 67% | 58% | 50% | |
| Peers Win Rate | 48% | 57% | 28% | 37% | 50% | 45% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| EPR Max Drawdown | -80% | -5% | -22% | -8% | -16% | -1% | |
| Peers Max Drawdown | -28% | -2% | -38% | -25% | -14% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: IRM, LAMR, LAND, PW, FRMI.
[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 12/3/2025 (YTD)
How Low Can It Go
| Event | EPR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -36.5% | -25.4% |
| % Gain to Breakeven | 57.5% | 34.1% |
| Time to Breakeven | 974 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -81.0% | -33.9% |
| % Gain to Breakeven | 425.6% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -31.4% | -19.8% |
| % Gain to Breakeven | 45.8% | 24.7% |
| Time to Breakeven | 396 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -81.5% | -56.8% |
| % Gain to Breakeven | 440.2% | 131.3% |
| Time to Breakeven | 2613 days | 1480 days |
Compare to IRM, LAMR, LAND, PW, FRMI
In The Past
EPR Properties's stock fell -36.5% during the 2022 Inflation Shock from a high on 8/15/2022. A -36.5% loss requires a 57.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
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Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select past ideas related to EPR. 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. | 8.5% | 8.5% | -5.8% |
| 09302022 | EPR | EPR Properties | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 10.8% | 25.6% | -0.6% |
| 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. | 8.5% | 8.5% | -5.8% |
| 09302022 | EPR | EPR Properties | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 10.8% | 25.6% | -0.6% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for EPR Properties
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 33.55 |
| Mkt Cap | 4.0 |
| Rev LTM | 663 |
| Op Inc LTM | 365 |
| FCF LTM | 1 |
| FCF 3Y Avg | 20 |
| CFO LTM | 416 |
| CFO 3Y Avg | 418 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.0% |
| Rev Chg 3Y Avg | 3.9% |
| Rev Chg Q | 3.8% |
| QoQ Delta Rev Chg LTM | 1.0% |
| Op Mgn LTM | 22.9% |
| Op Mgn 3Y Avg | 27.5% |
| QoQ Delta Op Mgn LTM | -1.4% |
| CFO/Rev LTM | 19.2% |
| CFO/Rev 3Y Avg | 33.2% |
| FCF/Rev LTM | 1.0% |
| FCF/Rev 3Y Avg | 21.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.0 |
| P/S | 4.9 |
| P/EBIT | 13.4 |
| P/E | 28.6 |
| P/CFO | 14.2 |
| Total Yield | 3.5% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.9% |
| D/E | 0.7 |
| Net D/E | 0.7 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.1% |
| 3M Rtn | -0.1% |
| 6M Rtn | -3.1% |
| 12M Rtn | -18.9% |
| 3Y Rtn | 55.2% |
| 1M Excs Rtn | 3.1% |
| 3M Excs Rtn | -1.7% |
| 6M Excs Rtn | -17.8% |
| 12M Excs Rtn | -32.3% |
| 3Y Excs Rtn | -17.0% |
Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10302025 | 10-Q 9/30/2025 |
| 6302025 | 7312025 | 10-Q 6/30/2025 |
| 3312025 | 5082025 | 10-Q 3/31/2025 |
| 12312024 | 2272025 | 10-K 12/31/2024 |
| 9302024 | 10312024 | 10-Q 9/30/2024 |
| 6302024 | 8012024 | 10-Q 6/30/2024 |
| 3312024 | 5022024 | 10-Q 3/31/2024 |
| 12312023 | 2292024 | 10-K 12/31/2023 |
| 9302023 | 10262023 | 10-Q 9/30/2023 |
| 6302023 | 8032023 | 10-Q 6/30/2023 |
| 3312023 | 4272023 | 10-Q 3/31/2023 |
| 12312022 | 2232023 | 10-K 12/31/2022 |
| 9302022 | 11032022 | 10-Q 9/30/2022 |
| 6302022 | 8022022 | 10-Q 6/30/2022 |
| 3312022 | 5052022 | 10-Q 3/31/2022 |
| 12312021 | 2232022 | 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 |