EPR Properties
Market Cap
US$6.1b
Last Updated
2019/10/21 23:37 UTC
Data Sources
Company Financials +
Executive Summary
EPR Properties is a specialty real estate investment trust (REIT) that invests in properties in select market segments which require unique industry knowledge, while offering the potential for stable and attractive returns.
Snowflake
Fundamentals
Established dividend payer and fair value.
Similar Companies
Share Price & News
How has EPR Properties's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
2.2%
EPR
1.2%
US REITs
1.0%
US Market
1 Year Return
17.2%
EPR
22.9%
US REITs
8.0%
US Market
Return vs Industry: EPR underperformed the US REITs industry which returned 22.9% over the past year.
Return vs Market: EPR exceeded the US Market which returned 8% over the past year.
Shareholder returns
| EPR | Industry | Market | |
|---|---|---|---|
| 7 Day | 2.2% | 1.2% | 1.0% |
| 30 Day | 2.9% | 2.6% | -0.07% |
| 90 Day | 5.5% | 7.9% | -1.0% |
| 1 Year | 24.5%17.2% | 28.1%22.9% | 10.4%8.0% |
| 3 Year | 25.5%4.4% | 37.1%19.9% | 46.2%36.7% |
| 5 Year | 93.0%42.4% | 65.8%30.7% | 64.3%46.2% |
Price Volatility Vs. Market
How volatile is EPR Properties's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
EPR Properties (NYSE:EPR) Is Yielding 5.8% - But Is It A Buy?3 weeks ago | Simply Wall St
If You Like EPS Growth Then Check Out EPR Properties (NYSE:EPR) Before It's Too Late1 month ago | Simply Wall St
Why EPR Properties (NYSE:EPR) Could Have A Place In Your PortfolioValuation
Is EPR Properties undervalued compared to its fair value and its price relative to the market?
40.7%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: EPR ($79.01) is trading below our estimate of fair value ($133.28)
Significantly Below Fair Value: EPR is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: EPR is good value based on its PE Ratio (23.3x) compared to the REITs industry average (37.2x).
PE vs Market: EPR is poor value based on its PE Ratio (23.3x) compared to the US market (17.6x).
Price to Earnings Growth Ratio
PEG Ratio: EPR is poor value based on its PEG Ratio (5.1x)
Price to Book Ratio
PB vs Industry: EPR is overvalued based on its PB Ratio (2x) compared to the US REITs industry average (2.1x).
Next Steps
Future Growth
How is EPR Properties forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
4.6%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: EPR's forecast earnings growth (4.6% per year) is above the savings rate (2.7%).
Earnings vs Market: EPR's earnings (4.6% per year) are forecast to grow slower than the US market (14.5% per year).
High Growth Earnings: EPR's earnings are forecast to grow, but not significantly.
Revenue vs Market: EPR's revenue (4.8% per year) is forecast to grow slower than the US market (7.2% per year).
High Growth Revenue: EPR's revenue (4.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: EPR's Return on Equity is forecast to be low in 3 years time (8.6%).
Next Steps
Past Performance
How has EPR Properties performed over the past 5 years?
11.3%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Earnings Trend: EPR's earnings have grown by 11.3% per year over the past 5 years.
Accelerating Growth: EPR's earnings growth over the past year (14.9%) exceeds its 5-year average (11.3% per year).
Earnings vs Industry: EPR earnings growth over the past year (14.9%) underperformed the REITs industry 16.9%.
Return on Equity
High ROE: EPR's Return on Equity (9.1%) is considered low.
Return on Assets
ROA vs Industry: EPR has a higher Return on Assets than the REITs industry average last year.
Return on Capital Employed
ROCE Improving: EPR's Return on Capital Employed has declined over the past 3 years.
Next Steps
Financial Health
How is EPR Properties's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Balance Sheet
Inventory Level: EPR has a high level of physical assets or inventory.
Debt Coverage by Assets: EPR's debt is not covered by short term assets (assets are 0.1x debt).
Financial Institutions Analysis
Asset Level: EPR's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if EPR has a sufficient allowance for bad loans.
Low Risk Liabilities: EPR reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if EPR has an acceptable proportion of non-loan assets held.
Low Risk Deposits: EPR has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if EPR has an appropriate level of bad loans.
Next Steps
Dividend
What is EPR Properties's current dividend yield, its reliability and sustainability?
5.70%
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Stability and Growth of Payments
Notable Dividend: EPR's dividend (5.7%) is higher than the bottom 25% of dividend payers in the US market (1.44%).
High Dividend: EPR's dividend (5.7%) is in the top 25% of dividend payers in the US market (3.68%)
Stable Dividend: EPR's dividend payments have been volatile in the past 10 years.
Growing Dividend: EPR's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: At its current payout ratio (88%), EPR's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: EPR's dividends in 3 years are forecast to be thoroughly covered by earnings (0.9% payout ratio).
Next Steps
Management
What is the CEO of EPR Properties's salary, the management and board of directors tenure and is there insider trading?
3.9yrs
Average management tenure
CEO
Greg Silvers (55yo)
4.7yrs
Tenure
US$5,127,153
Compensation
Mr. Gregory K. Silvers, also known as Greg, J.D., has been the Chief Executive Officer, President, and Secretary of EPR Properties since February 24, 2015, February 24, 2015, and January 2015 respectively. ...
CEO Compensation Analysis
Compensation vs. Market: Greg's total compensation ($USD5.13M) is about average for companies of similar size in the US market ($USD6.88M).
Compensation vs Earnings: Greg's compensation has been consistent with company performance over the past year.
Management Age and Tenure
3.9yrs
Average Tenure
55yo
Average Age
Experienced Management: EPR's management team is considered experienced (3.9 years average tenure).
Board Age and Tenure
6.3yrs
Average Tenure
61yo
Average Age
Experienced Board: EPR's board of directors are considered experienced (6.3 years average tenure).
Insider Trading
Insider Buying: EPR insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Chairman of the Board Independent Chairman of the Board |
| Shares | 3,000 |
| Max Price | US$73.29 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Trustee |
| Shares | 2,578 |
| Max Price | US$79.12 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Trustee |
| Shares | 1,881 |
| Max Price | US$78.20 |
| Entity | Individual |
| Role | Chief Accounting Officer VP & Chief Accounting Officer |
| Shares | 1,000 |
| Max Price | US$77.88 |
| Entity | Individual |
| Role | Chief Legal Officer Senior VP |
| Shares | 5,000 |
| Max Price | US$76.57 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Trustee |
| Shares | 506 |
| Max Price | US$79.48 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Trustee |
| Shares | 860 |
| Max Price | US$72.60 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Trustee |
| Shares | 2,000 |
| Max Price | US$70.37 |
| Entity | Individual |
| Role | Chief Accounting Officer VP & Chief Accounting Officer |
| Shares | 3,990 |
| Max Price | US$70.13 |
| Entity | Individual |
| Role | Chief Financial Officer Executive VP |
| Shares | 7,250 |
| Max Price | US$69.75 |
Ownership Breakdown
Management Team
Greg Silvers (55yo)
President
- Tenure: 4.7yrs
- Compensation: US$5.13m
Craig Evans (58yo)
Senior VP
- Tenure: 4.5yrs
- Compensation: US$1.72m
Jerry Earnest (62yo)
Executive Advisor
- Tenure: 1.6yrs
- Compensation: US$6.39m
Mark Peterson (55yo)
Executive VP
- Tenure: 13.3yrs
- Compensation: US$2.84m
Mike Hirons (48yo)
Senior Vice President of Asset Management
- Tenure: 3.7yrs
- Compensation: US$1.66m
Brian Moriarty
Vice President of Corporate Communications
- Tenure: 8.3yrs
Tonya Mater (42yo)
VP & Chief Accounting Officer
- Tenure: 4.1yrs
- Compensation: US$952.84k
Greg Zimmerman (57yo)
Executive VP & Chief Investment Officer
- Tenure: 0.5yrs
LIZ GRACE
Vice President of Human Resources & Administration
- Tenure: 1.6yrs
Aaron Linn
Vice President of Underwriting & Analysis
- Tenure: 1.8yrs
Board Members
Greg Silvers (55yo)
President
- Tenure: 4.7yrs
- Compensation: US$5.13m
Peter Brown (60yo)
Independent Trustee
- Tenure: 9.4yrs
- Compensation: US$299.69k
Jack Newman (71yo)
Independent Trustee
- Tenure: 10.4yrs
- Compensation: US$299.69k
Bob Druten (71yo)
Independent Chairman of the Board
- Tenure: 0yrs
- Compensation: US$347.28k
Barry Brady (73yo)
Independent Trustee
- Tenure: 15.4yrs
- Compensation: US$323.69k
Tom Bloch (65yo)
Independent Trustee
- Tenure: 6.4yrs
- Compensation: US$299.69k
Jim Connor (60yo)
Independent Trustee
- Tenure: 0.8yrs
Ginny Shanks (59yo)
Independent Trustee
- Tenure: 0.4yrs
Robin Sterneck (61yo)
Independent Trustee
- Tenure: 6.1yrs
- Compensation: US$299.69k
Company Information
EPR Properties's company bio, employee growth, exchange listings and data sources
Key Information
- Name: EPR Properties
- Ticker: EPR
- Exchange: NYSE
- Founded: 1997
- Industry: Specialized REITs
- Sector: Real Estate
- Market Cap: US$6.128b
- Shares outstanding: 77.56m
- Website: https://www.eprkc.com
Number of Employees
Location
- EPR Properties
- 909 Walnut Street
- Suite 200
- Kansas City
- Missouri
- 64106
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| EPR | NYSE (New York Stock Exchange) | Yes | Common Shares | US | USD | Nov 1997 |
| EPR.PRC | NYSE (New York Stock Exchange) | PFD C CNV 5.75% | US | USD | Nov 2012 | |
| EPR.PRE | NYSE (New York Stock Exchange) | CONV PFD 9% SR E | US | USD | Nov 2012 | |
| EPR.PRG | NYSE (New York Stock Exchange) | 5.750% CUM PFD G | US | USD | Nov 2017 |
Biography
EPR Properties is a specialty real estate investment trust (REIT) that invests in properties in select market segments which require unique industry knowledge, while offering the potential for stable and a ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/10/21 23:37 |
| End of Day Share Price | 2019/10/21 00:00 |
| Earnings | 2019/06/30 |
| Annual Earnings | 2018/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.