# EPR Properties (EPR) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Real Estate / Equity Real Estate Investment Trusts (REITs). Price $59.99, market value $4.6 billion.

## Valuation
- **P/E (trailing): 19.2×** (5-yr avg 21.8×, 3-yr avg 20.1×). EPR Properties trades at 19.2× trailing earnings, close to its own five-year average of 21.8×. The Real Estate median in the September 2026 study was 25.2×. Forward P/E is 18.9×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.18**. A PEG of 0.18 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 6.2×**. Each dollar of revenue is priced at 6.2×.
- **Price / book: 2.0×**. The shares trade at 2.0× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 12.6×**. Enterprise value is 12.6× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: -3.3%** (5-yr avg 5.8%). Free cash flow is negative: the business is consuming cash, which is normal for heavy investment phases but a warning otherwise.
- **Earnings yield: 5.2%**. The inverse of the P/E: 5.2% of the price is earned each year.

## Profitability
- **Operating margin: 55.1%**. 55.1% of revenue is left after running the business, an exceptional level.
- **Net margin: 38.3%**. 38.3% of each dollar of sales reaches the bottom line.
- **Return on equity: 11.8%**. 11.8% on shareholders' equity is solid.
- **Return on invested capital: 6.3%**. Return on all capital, debt included, is 6.3%.
- **Return on assets: 4.6%**. Each dollar of assets produces 4.6% of profit.

## Growth
- **Revenue growth (1 yr): 2.9%** (3-yr 3.0%/yr, 5-yr 11.6%/yr). Revenue grew 2.9% over the last year, against 11.6% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 105.0%** (3-yr 17.3%/yr). Earnings per share rose 105.0%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): 90.1%/yr**. Free cash flow has compounded at 90.1% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Debt to equity: 1.26**. Debt is 1.26 times equity, a leveraged balance sheet, which is normal for real estate.
- **Net debt / EBITDA: 4.8×**. It would take 4.8 years of operating earnings to repay net borrowings, above the 3× level most lenders treat as comfortable.
- **Altman Z-score: 1.76**. A Z-score of 1.76 is in the distress zone, a signal to examine the balance sheet closely.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 6.20%** ($3.60 per share, trailing). EPR Properties yields 6.20%, high enough to check carefully: yields this high often precede a cut.
- **Payout ratio: 106%**. The dividend exceeds earnings (106% payout), which is rarely sustainable outside REITs and one-off years.
- **Consecutive years of increases: 4**. 4 straight years of increases.
- **Dividend growth (5 yr): 18.4%/yr** (1-yr 3.5%). The dividend has compounded at 18.4% a year over five years, doubling roughly every 4 years at that pace.

## Analyst view
- **Analyst consensus: buy** (11 analysts). 11 analysts cover EPR Properties; the consensus is buy, with an average price target of $64.41 (+7% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 19.1%** (YTD 24.2%, 3-mo 5.1%). The shares are up 19.1% over twelve months including dividends.
- **From 52-week high: -7.7%** (24.7% above the low). Trading 8% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 47**. An RSI of 47 is neutral.
- **Beta (1 yr): 0.13** (volatility 23%). Beta of 0.13 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=EPR · Page: https://foliofundamentals.com/stocks/epr

Not investment advice.