Essential Properties Realty Stock Buy Hold or Sell Recommendation
| EPRT Stock | USD 34.10 0.21 0.61% |
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Essential Properties Realty is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Essential Properties Realty given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Essential Properties Realty, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Essential Properties Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Essential and provide practical buy, sell, or hold advice based on investors' constraints. Essential Properties Realty. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
Essential |
Execute Essential Properties Buy or Sell Advice
The Essential recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Essential Properties Realty. Macroaxis does not own or have any residual interests in Essential Properties Realty or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Essential Properties' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Essential Properties Trading Alerts and Improvement Suggestions
| Essential Properties is unlikely to experience financial distress in the next 2 years | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 11th of October 2024 Essential Properties paid $ 0.29 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Truvestments Capital LLC Grows Holdings in Essential Properties Realty Trust, Inc. |
Essential Properties Returns Distribution Density
The distribution of Essential Properties' historical returns is an attempt to chart the uncertainty of Essential Properties' future price movements. The chart of the probability distribution of Essential Properties daily returns describes the distribution of returns around its average expected value. We use Essential Properties Realty price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Essential Properties returns is essential to provide solid investment advice for Essential Properties.
| Mean Return | 0.14 | Value At Risk | -1.77 | Potential Upside | 1.67 | Standard Deviation | 1.08 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Essential Properties historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Essential Stock Institutional Investors
The Essential Properties' institutional investors refer to entities that pool money to purchase Essential Properties' securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Amvescap Plc. | 2024-09-30 | 3.5 M | Macquarie Group Ltd | 2024-09-30 | 3.1 M | Norges Bank | 2024-06-30 | 2.9 M | Charles Schwab Investment Management Inc | 2024-09-30 | 2.8 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 2.6 M | Massachusetts Financial Services Company | 2024-09-30 | 2.5 M | Northern Trust Corp | 2024-09-30 | 2.1 M | Duff & Phelps Inv Mgmt Co (il) | 2024-09-30 | 2 M | Alyeska Investment Group, L.p. | 2024-09-30 | 2 M | Blackrock Inc | 2024-06-30 | 33.7 M | Vanguard Group Inc | 2024-09-30 | 27.1 M |
Essential Properties Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Investments | (664.1M) | (601.3M) | (977.0M) | (843.8M) | (810.3M) | (850.8M) | |
| Change In Cash | 5.1M | 11.7M | 26.8M | 11.7M | (22.5M) | (21.4M) | |
| Net Borrowings | 182.9M | 86.1M | 344.7M | 248.1M | 285.3M | 215.3M | |
| Free Cash Flow | 88.6M | 99.4M | 167.4M | (517.7M) | 254.6M | 267.3M | |
| Depreciation | 43.3M | 59.4M | 69.9M | 88.3M | 101.9M | 57.8M | |
| Other Non Cash Items | (9.2M) | (8.8M) | (19.2M) | (22.1M) | (42.6M) | (40.5M) | |
| Dividends Paid | 63.9M | 86.5M | 112.3M | 141.7M | 168.2M | 96.0M | |
| Capital Expenditures | 587.4M | 0.0 | 840.0M | 728.7M | 894.6M | 459.6M | |
| Net Income | 48.0M | 42.5M | 96.2M | 134.7M | 191.4M | 201.0M | |
| End Period Cash Flow | 21.3M | 33.0M | 59.8M | 71.5M | 49.0M | 38.8M | |
| Change To Netincome | (20.3M) | 1.1M | (13.4M) | (19.6M) | (17.6M) | (16.7M) |
Essential Properties Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Essential Properties or Diversified REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Essential Properties' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Essential stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 0.20 | |
σ | Overall volatility | 1.09 | |
Ir | Information ratio | 0.0004 |
Essential Properties Volatility Alert
Essential Properties Realty has relatively low volatility with skewness of -0.11 and kurtosis of 0.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Essential Properties' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Essential Properties' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Essential Properties Fundamentals Vs Peers
Comparing Essential Properties' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Essential Properties' direct or indirect competition across all of the common fundamentals between Essential Properties and the related equities. This way, we can detect undervalued stocks with similar characteristics as Essential Properties or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Essential Properties' fundamental indicators could also be used in its relative valuation, which is a method of valuing Essential Properties by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Essential Properties to competition |
| Fundamentals | Essential Properties | Peer Average |
| Return On Equity | 0.0654 | -0.31 |
| Return On Asset | 0.0339 | -0.14 |
| Profit Margin | 0.46 % | (1.27) % |
| Operating Margin | 0.65 % | (5.51) % |
| Current Valuation | 8.15 B | 16.62 B |
| Shares Outstanding | 175.33 M | 571.82 M |
| Shares Owned By Insiders | 0.78 % | 10.09 % |
| Shares Owned By Institutions | 99.22 % | 39.21 % |
| Number Of Shares Shorted | 20.06 M | 4.71 M |
| Price To Earning | 23.13 X | 28.72 X |
| Price To Book | 1.87 X | 9.51 X |
| Price To Sales | 14.08 X | 11.42 X |
| Revenue | 359.6 M | 9.43 B |
| Gross Profit | 282.97 M | 27.38 B |
| EBITDA | 352.05 M | 3.9 B |
| Net Income | 191.41 M | 570.98 M |
| Cash And Equivalents | 136.3 M | 2.7 B |
| Cash Per Share | 0.96 X | 5.01 X |
| Total Debt | 1.69 B | 5.32 B |
| Debt To Equity | 0.51 % | 48.70 % |
| Current Ratio | 5.02 X | 2.16 X |
| Book Value Per Share | 18.21 X | 1.93 K |
| Cash Flow From Operations | 254.57 M | 971.22 M |
| Short Ratio | 16.99 X | 4.00 X |
| Earnings Per Share | 1.14 X | 3.12 X |
| Price To Earnings To Growth | 0.88 X | 4.89 X |
| Target Price | 35.52 | |
| Number Of Employees | 40 | 18.84 K |
| Beta | 1.4 | -0.15 |
| Market Capitalization | 6.03 B | 19.03 B |
| Total Asset | 4.77 B | 29.47 B |
| Retained Earnings | (105.55 M) | 9.33 B |
| Working Capital | 342.05 M | 1.48 B |
Note: Disposition of 16829 shares by Peter Mavoides of Essential Properties at 31.89 subject to Rule 16b-3 [view details]
Essential Properties Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Essential . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Essential Properties Buy or Sell Advice
When is the right time to buy or sell Essential Properties Realty? Buying financial instruments such as Essential Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Essential Properties in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Additional Tools for Essential Stock Analysis
When running Essential Properties' price analysis, check to measure Essential Properties' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Essential Properties is operating at the current time. Most of Essential Properties' value examination focuses on studying past and present price action to predict the probability of Essential Properties' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Essential Properties' price. Additionally, you may evaluate how the addition of Essential Properties to your portfolios can decrease your overall portfolio volatility.