Essential Stock Buy Hold or Sell Recommendation

EPRT
 Stock
  

USD 23.15  0.27  1.18%   

Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Essential Properties Realty is 'Strong Hold'. Macroaxis provides Essential Properties buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EPRT positions. The advice algorithm takes into account all of Essential Properties' available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Essential Properties' buy-and-hold perspective. Continue to 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. We conduct extensive research on individual companies such as Essential and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Essential Properties Realty.

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

Execute Advice
Sell Essential PropertiesBuy Essential Properties
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Details

Financial Strenth (F Score)

Details

Financial Leverage

Inapplicable
Details

Reporting Quality (M-Score)

Details
For the selected time horizon Essential Properties Realty has a Risk Adjusted Performance of 0.0265, Jensen Alpha of (0.037745), Total Risk Alpha of (0.06), Sortino Ratio of (0.019917) and Treynor Ratio of 0.0236
Our investment recommendation module complements current analysts and expert consensus on Essential Properties. It analyzes the firm potential to grow using all fundamental, technical, and market related data available at the time. To make sure Essential Properties is not overpriced, please confirm all Essential Properties fundamentals, including its debt to equity, and the relationship between the gross profit and price to earnings to growth . Given that Essential Properties has a number of shares shorted of 2.98 M, we urge you to verify Essential Properties Realty market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Essential Properties Trading Alerts and Improvement Suggestions

Essential Properties has a strong financial position based on the latest SEC filings
On 14th of October 2022 Essential Properties paid $ 0.27 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Payment of 8204 shares by Mark Patten of Essential Properties subject to Rule 16b-3

Essential Properties current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Essential analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Essential analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price25.08
Target Median Price24.00
Target High Price36.00
Recommendation Mean1.90
Number Of Analyst Opinions12
Target Low Price21.00
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

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 stock 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 Return0.0332Value At Risk-3.12
Potential Upside3.37Standard Deviation1.99
   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

Have you ever been surprised when a price of an equity instrument such as Essential Properties is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Essential Properties Realty backward and forwards among themselves. Essential Properties' institutional investor refers to the entity that pools money to purchase Essential Properties' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zurcher Kantonalbank Zurich CantonalbankCommon Shares67.8 K1.5 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares69.9 K1.8 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares35.5 KM
Zurcher Kantonalbank Zurich CantonalbankCommon Shares32.8 K915 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares34.2 K926 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares31.9 K729 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares30.4 K645 K
Note, although Essential Properties' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Essential Properties Cash Flow Accounts

201720182019202020212022 (projected)
Net Cash Flow from Financing449.42 M412.75 M524.35 M457.79 M689.06 M560.13 M
Net Cash Flow from Investing(464.38 M)(461.86 M)(607.84 M)(545.51 M)(829.68 M)(895.19 M)
Net Cash Flow from Operations22.47 M45.92 M88.57 M99.39 M167.39 M180.61 M

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 Real Estate 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
-0.04
β
Beta against DOW0.99
σ
Overall volatility
1.99
Ir
Information ratio -0.02

Essential Properties Volatility Alert

Essential Properties Realty has relatively low volatility with skewness of 0.35 and kurtosis of 1.04. However, we advise all investors to independently investigate Essential Properties Realty to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. 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 stocks 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
FundamentalsEssential PropertiesPeer Average
Return On Equity5.80 %(0.31) %
Return On Asset2.91 %(0.14) %
Profit Margin46.49 %(1.27) %
Operating Margin88.49 %(5.51) %
Current Valuation4.02 B16.62 B
Shares Outstanding121.57 M571.82 M
Shares Owned by Insiders1.30 %10.09 %
Shares Owned by Institutions106.63 %39.21 %
Number of Shares Shorted2.98 M4.71 M
Price to Earning53.34 X28.72 X
Price to Book1.53 X9.51 X
Price to Sales10.19 X11.42 X
Revenue276.2 M9.43 B
Gross Profit223.48 M27.38 B
EBITDA244.4 M3.9 B
Net Income128.17 M570.98 M
Cash and Equivalents136.3 M2.7 B
Cash per Share0.98 X5.01 X
Total Debt1.27 B5.32 B
Debt to Equity0.51 %48.70 %
Current Ratio4.17 X2.16 X
Book Value Per Share15.09 X1.93 K
Cash Flow from Operations206.46 M971.22 M
Short Ratio2.63 X4.00 X
Earnings Per Share0.43 X3.12 X
Price to Earnings To Growth0.80 X4.89 X
Number of Employees3718.84 K
Beta1.35-0.15
Market Capitalization2.81 B19.03 B
Total Asset1.17 B29.47 B
Retained Earnings(29.65 M)9.33 B
Z Score1.28.72
Last Dividend Paid1.08
   Payment of 8204 shares by Mark Patten of Essential Properties 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.
 2019 2020 2021 2022 (projected)
Current Assets47.24 M70.82 M117.75 M127.04 M
Total Assets1.98 B2.49 B3.3 B3.56 B

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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Utilities
Utilities Theme
Highly leveraged corporations that deliver utilities such as power, water or gas to public or business. The Utilities theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities Theme or any other thematic opportunities.
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Continue to 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. You can also try Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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Is Essential Properties' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Essential Properties. If investors know Essential will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Essential Properties listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.14
Market Capitalization
3.3 B
Quarterly Revenue Growth YOY
0.18
Return On Assets
0.0291
Return On Equity
0.058
The market value of Essential Properties is measured differently than its book value, which is the value of Essential that is recorded on the company's balance sheet. Investors also form their own opinion of Essential Properties' value that differs from its market value or its book value, called intrinsic value, which is Essential Properties' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Essential Properties' market value can be influenced by many factors that don't directly affect Essential Properties' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Essential Properties' value and its price as these two are different measures arrived at by different means. Investors typically determine Essential Properties value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Essential Properties' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.